Merge pull request #17384 from Mangesh-Khairnar/procurement-tracker

feat: Procurement Tracker Report

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"),
+		},
+	]
+}

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": []
+}

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

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

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: