[fix] Sales Person target variance report: based on lft and rgt of item group
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@ -87,14 +87,12 @@ def get_target_distribution_details(filters):
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return target_details
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#Get achieved details from sales order
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def get_achieved_details(filters, sales_person, item_groups):
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def get_achieved_details(filters, sales_person, all_sales_persons, target_item_group, item_groups):
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start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
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lft, rgt = frappe.get_value("Sales Person", sales_person, ["lft", "rgt"])
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item_details = frappe.db.sql("""
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select
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soi.item_code, sum(soi.qty * (st.allocated_percentage/100)) as qty,
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sum(soi.qty * (st.allocated_percentage/100)) as qty,
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sum(soi.base_net_amount * (st.allocated_percentage/100)) as amount,
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st.sales_person, MONTHNAME(so.transaction_date) as month_name
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from
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@ -103,35 +101,36 @@ def get_achieved_details(filters, sales_person, item_groups):
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soi.parent=so.name and so.docstatus=1 and st.parent=so.name
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and so.transaction_date>=%s and so.transaction_date<=%s
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and exists(select name from `tabSales Person` where lft >= %s and rgt <= %s and name=st.sales_person)
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and exists(select name from `tabItem Group` where lft >= %s and rgt <= %s and name=soi.item_group)
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group by
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sales_person, item_code, month_name
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sales_person, month_name
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""",
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(start_date, end_date, lft, rgt), as_dict=1)
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(start_date, end_date, all_sales_persons[sales_person].lft, all_sales_persons[sales_person].rgt,
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item_groups[target_item_group].lft, item_groups[target_item_group].rgt), as_dict=1)
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item_actual_details = {}
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actual_details = {}
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for d in item_details:
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item_group = item_groups[d.item_code]
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item_actual_details.setdefault(item_group, frappe._dict()).setdefault(d.month_name,\
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frappe._dict({
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"quantity" : 0,
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"amount" : 0
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}))
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actual_details.setdefault(d.month_name, frappe._dict({
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"quantity" : 0,
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"amount" : 0
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}))
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value_dict = item_actual_details[item_group][d.month_name]
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value_dict = actual_details[d.month_name]
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value_dict.quantity += flt(d.qty)
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value_dict.amount += flt(d.amount)
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return item_actual_details
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return 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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tdd = get_target_distribution_details(filters)
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item_groups = get_item_groups()
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sales_persons = get_sales_persons()
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sales_person_achievement_dict = {}
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for sd in salesperson_details:
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achieved_details = get_achieved_details(filters, sd.name, item_groups)
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achieved_details = get_achieved_details(filters, sd.name, sales_persons, sd.item_group, item_groups)
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for month_id in range(1, 13):
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month = datetime.date(2013, month_id, 1).strftime('%B')
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@ -149,10 +148,26 @@ def get_salesperson_item_month_map(filters):
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else:
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sales_target_achieved.target = flt(sd.target_amount) * month_percentage / 100
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sales_target_achieved.achieved = achieved_details.get(sd.item_group, frappe._dict()).\
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get(month, frappe._dict()).get(filters["target_on"].lower())
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sales_target_achieved.achieved = achieved_details.get(month, frappe._dict())\
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.get(filters["target_on"].lower())
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return sales_person_achievement_dict
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def get_item_groups():
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return dict(frappe.get_all("Item", fields=["name", "item_group"], as_list=True))
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item_groups = frappe._dict()
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for d in frappe.get_all("Item Group", fields=["name", "lft", "rgt"]):
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item_groups.setdefault(d.name, frappe._dict({
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"lft": d.lft,
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"rgt": d.rgt
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}))
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return item_groups
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def get_sales_persons():
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sales_persons = frappe._dict()
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for d in frappe.get_all("Sales Person", fields=["name", "lft", "rgt"]):
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sales_persons.setdefault(d.name, frappe._dict({
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"lft": d.lft,
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"rgt": d.rgt
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}))
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return sales_persons
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