Merge pull request #33236 from rohitwaghchaure/feat-warehouse-wise-stock-balance

feat: warehouse wise stock balance

erpnext/stock/report/warehouse_wise_stock_balance/warehouse_wise_stock_balance.js

@@ -0,0 +1,20 @@
+// Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Warehouse Wise Stock Balance"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": __("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"reqd": 1,
+			"default": frappe.defaults.get_user_default("Company")
+		}
+	],
+	"initial_depth": 3,
+	"tree": true,
+	"parent_field": "parent_warehouse",
+	"name_field": "warehouse"
+};

erpnext/stock/report/warehouse_wise_stock_balance/warehouse_wise_stock_balance.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2022-12-06 14:15:31.924345",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "json": "{}",
+ "modified": "2022-12-06 14:16:55.969214",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Warehouse Wise Stock Balance",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Stock Ledger Entry",
+ "report_name": "Warehouse Wise Stock Balance",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Stock User"
+  },
+  {
+   "role": "Accounts Manager"
+  }
+ ]
+}

erpnext/stock/report/warehouse_wise_stock_balance/warehouse_wise_stock_balance.py

@@ -0,0 +1,89 @@
+# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from typing import Any, Dict, List, Optional, TypedDict
+
+import frappe
+from frappe import _
+from frappe.query_builder.functions import Sum
+
+
+class StockBalanceFilter(TypedDict):
+	company: Optional[str]
+	warehouse: Optional[str]
+
+
+SLEntry = Dict[str, Any]
+
+
+def execute(filters=None):
+	columns, data = [], []
+	columns = get_columns()
+	data = get_data(filters)
+
+	return columns, data
+
+
+def get_warehouse_wise_balance(filters: StockBalanceFilter) -> List[SLEntry]:
+	sle = frappe.qb.DocType("Stock Ledger Entry")
+
+	query = (
+		frappe.qb.from_(sle)
+		.select(sle.warehouse, Sum(sle.stock_value_difference).as_("stock_balance"))
+		.where((sle.docstatus < 2) & (sle.is_cancelled == 0))
+		.groupby(sle.warehouse)
+	)
+
+	if filters.get("company"):
+		query = query.where(sle.company == filters.get("company"))
+
+	data = query.run(as_list=True)
+	return frappe._dict(data) if data else frappe._dict()
+
+
+def get_warehouses(report_filters: StockBalanceFilter):
+	return frappe.get_all(
+		"Warehouse",
+		fields=["name", "parent_warehouse", "is_group"],
+		filters={"company": report_filters.company, "disabled": 0},
+		order_by="lft",
+	)
+
+
+def get_data(filters: StockBalanceFilter):
+	warehouse_balance = get_warehouse_wise_balance(filters)
+	warehouses = get_warehouses(filters)
+
+	for warehouse in warehouses:
+		warehouse["stock_balance"] = warehouse_balance.get(warehouse.name, 0)
+
+	update_indent(warehouses)
+
+	return warehouses
+
+
+def update_indent(warehouses):
+	for warehouse in warehouses:
+
+		def add_indent(warehouse, indent):
+			warehouse.indent = indent
+			for child in warehouses:
+				if child.parent_warehouse == warehouse.name:
+					warehouse.stock_balance += child.stock_balance
+					add_indent(child, indent + 1)
+
+		if warehouse.is_group:
+			add_indent(warehouse, warehouse.indent or 0)
+
+
+def get_columns():
+	return [
+		{
+			"label": _("Warehouse"),
+			"fieldname": "name",
+			"fieldtype": "Link",
+			"options": "Warehouse",
+			"width": 200,
+		},
+		{"label": _("Stock Balance"), "fieldname": "stock_balance", "fieldtype": "Float", "width": 150},
+	]

erpnext/stock/workspace/stock/stock.json

@@ -5,7 +5,7 @@
    "label": "Warehouse wise Stock Value"
   }
  ],
- "content": "[{\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Stock\",\"col\":12}},{\"type\":\"chart\",\"data\":{\"chart_name\":\"Warehouse wise Stock Value\",\"col\":12}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Material Request\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Entry\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Purchase Receipt\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Delivery Note\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Ledger\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Balance\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Masters & Reports</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Stock Transactions\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Stock Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Serial No and Batch\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Tools\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
+ "content": "[{\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Stock\",\"col\":12}},{\"type\":\"chart\",\"data\":{\"chart_name\":\"Warehouse wise Stock Value\",\"col\":12}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Material Request\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Entry\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Purchase Receipt\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Delivery Note\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Ledger\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Balance\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Masters &amp; Reports</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Stock Transactions\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Stock Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Serial No and Batch\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Tools\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
  "creation": "2020-03-02 15:43:10.096528",
  "docstatus": 0,
  "doctype": "Workspace",
@@ -207,80 +207,6 @@
    "onboard": 0,
    "type": "Link"
   },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Stock Reports",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Stock Ledger",
-   "link_count": 0,
-   "link_to": "Stock Ledger",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Stock Balance",
-   "link_count": 0,
-   "link_to": "Stock Balance",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Stock Projected Qty",
-   "link_count": 0,
-   "link_to": "Stock Projected Qty",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Stock Summary",
-   "link_count": 0,
-   "link_to": "stock-balance",
-   "link_type": "Page",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Stock Ageing",
-   "link_count": 0,
-   "link_to": "Stock Ageing",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Item Price Stock",
-   "link_count": 0,
-   "link_to": "Item Price Stock",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -705,15 +631,100 @@
    "link_type": "Report",
    "onboard": 0,
    "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Stock Reports",
+   "link_count": 7,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Stock Ledger",
+   "link_count": 0,
+   "link_to": "Stock Ledger",
+   "link_type": "Report",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Stock Balance",
+   "link_count": 0,
+   "link_to": "Stock Balance",
+   "link_type": "Report",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Stock Projected Qty",
+   "link_count": 0,
+   "link_to": "Stock Projected Qty",
+   "link_type": "Report",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Stock Summary",
+   "link_count": 0,
+   "link_to": "stock-balance",
+   "link_type": "Page",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Stock Ageing",
+   "link_count": 0,
+   "link_to": "Stock Ageing",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Item Price Stock",
+   "link_count": 0,
+   "link_to": "Item Price Stock",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Warehouse Wise Stock Balance",
+   "link_count": 0,
+   "link_to": "Warehouse Wise Stock Balance",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
   }
  ],
- "modified": "2022-01-13 17:47:38.339931",
+ "modified": "2022-12-06 17:03:56.397272",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock",
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,
+ "quick_lists": [],
  "restrict_to_domain": "",
  "roles": [],
  "sequence_id": 24.0,