diff --git a/erpnext/buying/report/procurement_tracker/__init__.py b/erpnext/buying/report/procurement_tracker/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/buying/report/procurement_tracker/procurement_tracker.js b/erpnext/buying/report/procurement_tracker/procurement_tracker.js new file mode 100644 index 0000000000..283d56c946 --- /dev/null +++ b/erpnext/buying/report/procurement_tracker/procurement_tracker.js @@ -0,0 +1,39 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Procurement Tracker"] = { + "filters": [ + { + fieldname: "company", + label: __("Company"), + fieldtype: "Link", + options: "Company", + default: frappe.defaults.get_user_default("Company"), + }, + { + fieldname: "cost_center", + label: __("Cost Center"), + fieldtype: "Link", + options: "Cost Center", + }, + { + fieldname: "project", + label: __("Project"), + fieldtype: "Link", + options: "Project", + }, + { + fieldname: "from_date", + label: __("From Date"), + fieldtype: "Date", + default: frappe.defaults.get_user_default("year_start_date"), + }, + { + fieldname:"to_date", + label: __("To Date"), + fieldtype: "Date", + default: frappe.defaults.get_user_default("year_end_date"), + }, + ] +} diff --git a/erpnext/buying/report/procurement_tracker/procurement_tracker.json b/erpnext/buying/report/procurement_tracker/procurement_tracker.json new file mode 100644 index 0000000000..028736c7c4 --- /dev/null +++ b/erpnext/buying/report/procurement_tracker/procurement_tracker.json @@ -0,0 +1,20 @@ +{ + "add_total_row": 1, + "creation": "2019-03-29 17:05:45.196949", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 0, + "is_standard": "Yes", + "modified": "2019-03-29 17:18:06.678728", + "modified_by": "Administrator", + "module": "Buying", + "name": "Procurement Tracker", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Purchase Order", + "report_name": "Procurement Tracker", + "report_type": "Script Report", + "roles": [] +} \ No newline at end of file diff --git a/erpnext/buying/report/procurement_tracker/procurement_tracker.py b/erpnext/buying/report/procurement_tracker/procurement_tracker.py new file mode 100644 index 0000000000..d3ee447545 --- /dev/null +++ b/erpnext/buying/report/procurement_tracker/procurement_tracker.py @@ -0,0 +1,282 @@ +# 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 _ + +def execute(filters=None): + columns = get_columns(filters) + data = get_data(filters) + return columns, data + +def get_columns(filters): + columns = [ + { + "label": _("Material Request Date"), + "fieldname": "material_request_date", + "fieldtype": "Date", + "width": 140 + }, + { + "label": _("Material Request No"), + "options": "Material Request", + "fieldname": "material_request_no", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Cost Center"), + "options": "Cost Center", + "fieldname": "cost_center", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Project"), + "options": "Project", + "fieldname": "project", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Requesting Site"), + "options": "Warehouse", + "fieldname": "requesting_site", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Requestor"), + "options": "Employee", + "fieldname": "requestor", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Description"), + "fieldname": "description", + "fieldtype": "Data", + "width": 200 + }, + { + "label": _("Quantity"), + "fieldname": "quantity", + "fieldtype": "Int", + "width": 140 + }, + { + "label": _("Unit of Measure"), + "options": "UOM", + "fieldname": "unit_of_measurement", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Status"), + "fieldname": "status", + "fieldtype": "data", + "width": 140 + }, + { + "label": _("Purchase Order Date"), + "fieldname": "purchase_order_date", + "fieldtype": "Date", + "width": 140 + }, + { + "label": _("Purchase Order"), + "options": "Purchase Order", + "fieldname": "purchase_order", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Supplier"), + "options": "Supplier", + "fieldname": "supplier", + "fieldtype": "Link", + "width": 140 + }, + { + "label": _("Estimated Cost"), + "fieldname": "estimated_cost", + "fieldtype": "Float", + "width": 140 + }, + { + "label": _("Actual Cost"), + "fieldname": "actual_cost", + "fieldtype": "Float", + "width": 140 + }, + { + "label": _("Purchase Order Amount"), + "fieldname": "purchase_order_amt", + "fieldtype": "Float", + "width": 140 + }, + { + "label": _("Purchase Order Amount(Company Currency)"), + "fieldname": "purchase_order_amt_usd", + "fieldtype": "Float", + "width": 140 + }, + { + "label": _("Expected Delivery Date"), + "fieldname": "expected_delivery_date", + "fieldtype": "Date", + "width": 140 + }, + { + "label": _("Actual Delivery Date"), + "fieldname": "actual_delivery_date", + "fieldtype": "Date", + "width": 140 + }, + ] + return columns + +def get_conditions(filters): + conditions = "" + + if filters.get("company"): + conditions += " AND company='%s'"% filters.get('company') + + if filters.get("cost_center") or filters.get("project"): + conditions += """ + AND (cost_center='%s' + OR project='%s') + """% (filters.get('cost_center'), filters.get('project')) + + if filters.get("from_date"): + conditions += "AND transaction_date>=%s"% filters.get('from_date') + + if filters.get("to_date"): + conditions += "AND transaction_date<=%s"% filters.get('to_date') + return conditions + +def get_data(filters): + conditions = get_conditions(filters) + purchase_order_entry = get_po_entries(conditions) + mr_records, procurement_record_against_mr = get_mapped_mr_details(conditions) + pr_records = get_mapped_pr_records() + pi_records = get_mapped_pi_records() + print(pi_records) + + procurement_record=[] + if procurement_record_against_mr: + procurement_record += procurement_record_against_mr + for po in purchase_order_entry: + # fetch material records linked to the purchase order item + mr_record = mr_records.get(po.material_request_item, [{}])[0] + procurement_detail = { + "material_request_date": mr_record.get('transaction_date'), + "cost_center": po.cost_center, + "project": po.project, + "requesting_site": po.warehouse, + "requestor": po.owner, + "material_request_no": po.material_request, + "description": po.description, + "quantity": po.qty, + "unit_of_measurement": po.stock_uom, + "status": po.status, + "purchase_order_date": po.transaction_date, + "purchase_order": po.parent, + "supplier": po.supplier, + "estimated_cost": mr_record.get('amount'), + "actual_cost": pi_records.get(po.name), + "purchase_order_amt": po.amount, + "purchase_order_amt_in_company_currency": po.base_amount, + "expected_delivery_date": po.schedule_date, + "actual_delivery_date": pr_records.get(po.name) + } + procurement_record.append(procurement_detail) + return procurement_record + +def get_mapped_mr_details(conditions): + mr_records = {} + mr_details = frappe.db.sql(""" + SELECT + mr.transaction_date, + mr.per_ordered, + mr_item.name, + mr_item.parent, + mr_item.amount + FROM `tabMaterial Request` mr, `tabMaterial Request Item` mr_item + WHERE + mr.per_ordered>=0 + AND mr.name=mr_item.parent + AND mr.docstatus=1 + {conditions} + """.format(conditions=conditions), as_dict=1) #nosec + + procurement_record_against_mr = [] + for record in mr_details: + if record.per_ordered: + mr_records.setdefault(record.name, []).append(frappe._dict(record)) + else: + procurement_record_details = dict( + material_request_date=record.transaction_date, + material_request_no=record.parent, + estimated_cost=record.amount + ) + procurement_record_against_mr.append(procurement_record_details) + return mr_records, procurement_record_against_mr + +def get_mapped_pi_records(): + return frappe._dict(frappe.db.sql(""" + SELECT + pi_item.po_detail, + pi_item.base_amount + FROM `tabPurchase Invoice Item` as pi_item + INNER JOIN `tabPurchase Order` as po + ON pi_item.`purchase_order` = po.`name` + WHERE + pi_item.docstatus = 1 + AND po.status not in ("Closed","Completed","Cancelled") + AND pi_item.po_detail IS NOT NULL + """)) + +def get_mapped_pr_records(): + return frappe._dict(frappe.db.sql(""" + SELECT + pr_item.purchase_order_item, + pr.posting_date + FROM `tabPurchase Receipt` pr, `tabPurchase Receipt Item` pr_item + WHERE + pr.docstatus=1 + AND pr.name=pr_item.parent + AND pr_item.purchase_order_item IS NOT NULL + AND pr.status not in ("Closed","Completed","Cancelled") + """)) + +def get_po_entries(conditions): + return frappe.db.sql(""" + SELECT + po_item.name, + po_item.parent, + po_item.cost_center, + po_item.project, + po_item.warehouse, + po_item.material_request, + po_item.material_request_item, + po_item.description, + po_item.stock_uom, + po_item.qty, + po_item.amount, + po_item.base_amount, + po_item.schedule_date, + po.transaction_date, + po.supplier, + po.status, + po.owner + FROM `tabPurchase Order` po, `tabPurchase Order Item` po_item + WHERE + po.docstatus = 1 + AND po.name = po_item.parent + AND po.status not in ("Closed","Completed","Cancelled") + {conditions} + GROUP BY + po.name,po_item.item_code + """.format(conditions=conditions), as_dict=1) #nosec \ No newline at end of file diff --git a/erpnext/buying/report/procurement_tracker/test_procurement_tracker.py b/erpnext/buying/report/procurement_tracker/test_procurement_tracker.py new file mode 100644 index 0000000000..4a13f385bb --- /dev/null +++ b/erpnext/buying/report/procurement_tracker/test_procurement_tracker.py @@ -0,0 +1,67 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import unittest +from datetime import datetime +import frappe +from erpnext.buying.report.procurement_tracker.procurement_tracker import execute +from erpnext.stock.doctype.material_request.test_material_request import make_material_request +from erpnext.stock.doctype.material_request.material_request import make_purchase_order +from erpnext.buying.doctype.purchase_order.purchase_order import make_purchase_receipt +from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse + +class TestProcurementTracker(unittest.TestCase): + def test_result_for_procurement_tracker(self): + filters = { + 'company': '_Test Procurement Company', + 'cost_center': '_Test Cost Center - _TC' + } + expected_data = self.generate_expected_data() + report = execute(filters) + + length = len(report[1]) + self.assertEqual(expected_data, report[1][length-1]) + + def generate_expected_data(self): + if not frappe.db.exists("Company", "_Test Procurement Company"): + frappe.get_doc(dict( + doctype="Company", + company_name="_Test Procurement Company", + abbr="_TPC", + default_currency="INR", + country="India" + )).insert() + warehouse = create_warehouse("_Test Procurement Warehouse", company="_Test Procurement Company") + mr = make_material_request(company="_Test Procurement Company", warehouse=warehouse) + po = make_purchase_order(mr.name) + po.supplier = "_Test Supplier" + po.get("items")[0].cost_center = "_Test Cost Center - _TC" + po.submit() + pr = make_purchase_receipt(po.name) + pr.submit() + frappe.db.commit() + date_obj = datetime.date(datetime.now()) + + expected_data = { + "material_request_date": date_obj, + "cost_center": "_Test Cost Center - _TC", + "project": None, + "requesting_site": "_Test Procurement Warehouse - _TPC", + "requestor": "Administrator", + "material_request_no": mr.name, + "description": '_Test Item 1', + "quantity": 10.0, + "unit_of_measurement": "_Test UOM", + "status": "To Bill", + "purchase_order_date": date_obj, + "purchase_order": po.name, + "supplier": "_Test Supplier", + "estimated_cost": 0.0, + "actual_cost": None, + "purchase_order_amt": 5000.0, + "purchase_order_amt_in_company_currency": 300000.0, + "expected_delivery_date": date_obj, + "actual_delivery_date": date_obj + } + return expected_data \ No newline at end of file diff --git a/erpnext/stock/doctype/material_request/test_material_request.py b/erpnext/stock/doctype/material_request/test_material_request.py index 7dc54d0e33..79cdc1ad18 100644 --- a/erpnext/stock/doctype/material_request/test_material_request.py +++ b/erpnext/stock/doctype/material_request/test_material_request.py @@ -629,7 +629,8 @@ def make_material_request(**args): "item_code": args.item_code or "_Test Item", "qty": args.qty or 10, "schedule_date": args.schedule_date or today(), - "warehouse": args.warehouse or "_Test Warehouse - _TC" + "warehouse": args.warehouse or "_Test Warehouse - _TC", + "cost_center": args.cost_center or "_Test Cost Center - _TC" }) mr.insert() if not args.do_not_submit: