Supplier Scorecard (#9294)
* Initial start of scorecard docs * Got basic functionality working * Fixed doc names and added key functions * Basic functional version minus Actions * Hide scorecard docs until functional * Created supplier scorecard documentation * Added default variables and standings. Added restrictions for PO + RFQ * Automatic daily scorecard creation + on save * Added warning for PO nd RFQs * Minor fixes for codepy, automatically add variables for criteria, fix hooks.py typo * Added tests, fixed codacy formatting, small improvements * Fixed test bug w/ criteria. Codacy cleanup * Fixed codacy issues. Fixed sticky criteria * Fixed bug with period search. Remove blank variable child. * Updated docs, automatically add criteria and standings, clean up period create message * Uncommented test, set docs to beta * Fix for nabinhait review * Fix codacy issue. Fix dict assignment for records
This commit is contained in:
bcornwellmott
Nabin Hait
parent
91b2833708
commit
96381da547
@ -0,0 +1 @@
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from __future__ import unicode_literals
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@ -39,6 +39,8 @@ class PurchaseOrder(BuyingController):
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super(PurchaseOrder, self).validate()
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self.set_status()
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self.validate_supplier()
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validate_for_items(self)
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self.check_for_closed_status()
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@ -65,6 +67,17 @@ class PurchaseOrder(BuyingController):
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}
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})
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def validate_supplier(self):
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prevent_po = frappe.db.get_value("Supplier", self.supplier, 'prevent_pos')
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if prevent_po:
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standing = frappe.db.get_value("Supplier Scorecard",self.supplier, 'status')
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frappe.throw(_("Purchase Orders are not allowed for {0} due to a scorecard standing of {1}.").format(self.supplier, standing))
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warn_po = frappe.db.get_value("Supplier", self.supplier, 'warn_pos')
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if warn_po:
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standing = frappe.db.get_value("Supplier Scorecard",self.supplier, 'status')
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frappe.msgprint(_("{0} currently has a {1} Supplier Scorecard standing, and Purchase Orders to this supplier should be issued with caution.").format(self.supplier, standing), title=_("Caution"), indicator='orange')
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def validate_minimum_order_qty(self):
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items = list(set([d.item_code for d in self.get("items")]))
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@ -21,6 +21,7 @@ STANDARD_USERS = ("Guest", "Administrator")
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class RequestforQuotation(BuyingController):
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def validate(self):
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self.validate_duplicate_supplier()
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self.validate_supplier_list()
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validate_for_items(self)
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self.update_email_id()
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@ -29,6 +30,17 @@ class RequestforQuotation(BuyingController):
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if len(supplier_list) != len(set(supplier_list)):
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frappe.throw(_("Same supplier has been entered multiple times"))
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def validate_supplier_list(self):
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for d in self.suppliers:
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prevent_rfqs = frappe.db.get_value("Supplier", d.supplier, 'prevent_rfqs')
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if prevent_rfqs:
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standing = frappe.db.get_value("Supplier Scorecard",d.supplier, 'status')
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frappe.throw(_("RFQs are not allowed for {0} due to a scorecard standing of {1}").format(d.supplier, standing))
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warn_rfqs = frappe.db.get_value("Supplier", d.supplier, 'warn_rfqs')
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if warn_rfqs:
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standing = frappe.db.get_value("Supplier Scorecard",d.supplier, 'status')
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frappe.msgprint(_("{0} currently has a {1} Supplier Scorecard standing, and RFQs to this supplier should be issued with caution.").format(d.supplier, standing), title=_("Caution"), indicator='orange')
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def update_email_id(self):
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for rfq_supplier in self.suppliers:
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if not rfq_supplier.email_id:
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@ -322,6 +322,126 @@
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "warn_rfqs",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Warn RFQs",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 1,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "warn_pos",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Warn POs",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 1,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "prevent_rfqs",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Prevent RFQs",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 1,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "prevent_pos",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Prevent POs",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 1,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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@ -850,7 +970,7 @@
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2017-06-13 14:29:16.310834",
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"modified": "2017-07-06 16:40:46.935608",
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"modified_by": "Administrator",
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"module": "Buying",
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"name": "Supplier",
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146
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.js
Normal file
146
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.js
Normal file
@ -0,0 +1,146 @@
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// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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/* global frappe, refresh_field */
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frappe.ui.form.on("Supplier Scorecard", {
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onload: function(frm) {
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if (frm.doc.indicator_color !== "") {
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frm.set_indicator_formatter("status", function(doc) {
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return doc.indicator_color.toLowerCase();
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});
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}
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if (frm.doc.__unsaved == 1) {
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loadAllCriteria(frm);
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loadAllStandings(frm);
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}
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},
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refresh: function(frm) {
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if (frm.dashboard.hasOwnProperty('heatmap')) {
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frm.dashboard.heatmap.setLegend([0,20,40,60,80,101],["#991600","#169900"]);
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}
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}
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});
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frappe.ui.form.on("Supplier Scorecard Scoring Standing", {
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standing_name: function(frm, cdt, cdn) {
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if (frm.doc.standing_name != undefined) {
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var d = frappe.get_doc(cdt, cdn);
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return frm.call({
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method: "erpnext.buying.doctype.supplier_scorecard_standing.supplier_scorecard_standing.get_scoring_standing",
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child: d,
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args: {
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standing_name: d.standing_name
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}
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});
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}
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}
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});
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frappe.ui.form.on("Supplier Scorecard Scoring Variable", {
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variable_label: function(frm, cdt, cdn) {
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if (frm.doc.variable_label != undefined) {
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var d = frappe.get_doc(cdt, cdn);
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return frm.call({
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method: "erpnext.buying.doctype.supplier_scorecard_variable.supplier_scorecard_variable.get_scoring_variable",
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child: d,
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args: {
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variable_label: d.variable_label
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}
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});
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}
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}
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});
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frappe.ui.form.on("Supplier Scorecard Scoring Criteria", {
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criteria_name: function(frm, cdt, cdn) {
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if (frm.doc.criteria_name != undefined) {
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var d = frappe.get_doc(cdt, cdn);
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frm.call({
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method: "erpnext.buying.doctype.supplier_scorecard_criteria.supplier_scorecard_criteria.get_variables",
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args: {
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criteria_name: d.criteria_name
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},
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callback: function(r) {
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for (var i = 0; i < r.message.length; i++)
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{
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var exists = false;
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for (var j = 0; j < frm.doc.variables.length; j++)
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{
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if(!frm.doc.variables[j].hasOwnProperty("variable_label")) {
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frm.get_field("variables").grid.grid_rows[j].remove();
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}
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else if(frm.doc.variables[j].variable_label === r.message[i]) {
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exists = true;
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}
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}
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if (!exists){
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var new_row = frm.add_child("variables");
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new_row.variable_label = r.message[i];
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frm.script_manager.trigger("variable_label", new_row.doctype, new_row.name);
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}
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}
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refresh_field("variables");
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}
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});
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return frm.call({
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method: "erpnext.buying.doctype.supplier_scorecard_criteria.supplier_scorecard_criteria.get_scoring_criteria",
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child: d,
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args: {
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criteria_name: d.criteria_name
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}
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});
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}
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}
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});
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var loadAllCriteria = function(frm) {
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frappe.call({
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method: "erpnext.buying.doctype.supplier_scorecard_criteria.supplier_scorecard_criteria.get_criteria_list",
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callback: function(r) {
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for (var j = 0; j < frm.doc.criteria.length; j++)
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{
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if(!frm.doc.criteria[j].hasOwnProperty("criteria_name")) {
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frm.get_field("criteria").grid.grid_rows[j].remove();
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}
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}
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for (var i = 0; i < r.message.length; i++)
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{
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var new_row = frm.add_child("criteria");
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new_row.criteria_name = r.message[i].name;
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frm.script_manager.trigger("criteria_name", new_row.doctype, new_row.name);
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}
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refresh_field("criteria");
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}
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});
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};
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var loadAllStandings = function(frm) {
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frappe.call({
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method: "erpnext.buying.doctype.supplier_scorecard_standing.supplier_scorecard_standing.get_standings_list",
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callback: function(r) {
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for (var j = 0; j < frm.doc.standings.length; j++)
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{
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if(!frm.doc.standings[j].hasOwnProperty("standing_name")) {
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frm.get_field("standings").grid.grid_rows[j].remove();
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}
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}
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for (var i = 0; i < r.message.length; i++)
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{
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var new_row = frm.add_child("standings");
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new_row.standing_name = r.message[i].name;
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frm.script_manager.trigger("standing_name", new_row.doctype, new_row.name);
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}
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refresh_field("standings");
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}
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});
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};
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@ -0,0 +1,701 @@
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{
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"allow_copy": 0,
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"allow_guest_to_view": 0,
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"allow_import": 0,
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"allow_rename": 0,
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"autoname": "field:supplier",
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"beta": 1,
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"creation": "2017-05-29 01:40:54.786555",
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"custom": 0,
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "",
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"editable_grid": 1,
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"engine": "InnoDB",
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"fields": [
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "supplier",
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"fieldtype": "Link",
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"hidden": 0,
|
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"ignore_user_permissions": 0,
|
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"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
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"in_global_search": 0,
|
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"in_list_view": 0,
|
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"in_standard_filter": 0,
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"label": "Supplier",
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"length": 0,
|
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"no_copy": 0,
|
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"options": "Supplier",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "supplier_score",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Supplier Score",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 1,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "indicator_color",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 1,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Indicator Color",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "status",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 1,
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|
||||
"read_only": 1,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "employee",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 1,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Employee",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Employee",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 1,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2017-07-12 07:33:11.874949",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 0,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0
|
||||
}
|
||||
262
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
Normal file
262
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
Normal file
@ -0,0 +1,262 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import throw, _
|
||||
from frappe.model.document import Document
|
||||
import time
|
||||
from datetime import timedelta
|
||||
from frappe.utils import nowdate, get_last_day, getdate, add_days, add_years
|
||||
from erpnext.buying.doctype.supplier_scorecard_period.supplier_scorecard_period import make_supplier_scorecard
|
||||
|
||||
class SupplierScorecard(Document):
|
||||
|
||||
def validate(self):
|
||||
self.validate_standings()
|
||||
self.validate_criteria_weights()
|
||||
self.calculate_total_score()
|
||||
self.update_standing()
|
||||
|
||||
def on_update(self):
|
||||
score = make_all_scorecards(self.name)
|
||||
if score > 0:
|
||||
self.save()
|
||||
|
||||
def validate_standings(self):
|
||||
# Check that there are no overlapping scores and check that there are no missing scores
|
||||
score = 0
|
||||
for c1 in self.standings:
|
||||
for c2 in self.standings:
|
||||
if c1 != c2:
|
||||
if (c1.max_grade > c2.min_grade and c1.min_grade < c2.max_grade):
|
||||
throw(_('Overlap in scoring between {0} and {1}').format(c1.standing_name,c2.standing_name))
|
||||
if c2.min_grade == score:
|
||||
score = c2.max_grade
|
||||
if score < 100:
|
||||
throw(_('Unable to find score starting at {0}. You need to have standing scores covering 0 to 100').format(score))
|
||||
|
||||
def validate_criteria_weights(self):
|
||||
|
||||
weight = 0
|
||||
for c in self.criteria:
|
||||
weight += c.weight
|
||||
|
||||
if weight != 100:
|
||||
throw(_('Criteria weights must add up to 100%'))
|
||||
|
||||
def calculate_total_score(self):
|
||||
scorecards = frappe.db.sql("""
|
||||
SELECT
|
||||
scp.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Period` scp
|
||||
WHERE
|
||||
scp.scorecard = %(sc)s
|
||||
ORDER BY
|
||||
scp.end_date DESC""",
|
||||
{"sc": self.name}, as_dict=1)
|
||||
|
||||
period = 0
|
||||
total_score = 0
|
||||
total_max_score = 0
|
||||
for scp in scorecards:
|
||||
my_sc = frappe.get_doc('Supplier Scorecard Period', scp.name)
|
||||
my_scp_weight = self.weighting_function
|
||||
my_scp_weight = my_scp_weight.replace('{period_number}', str(period))
|
||||
|
||||
my_scp_maxweight = my_scp_weight.replace('{total_score}', '100')
|
||||
my_scp_weight = my_scp_weight.replace('{total_score}', str(my_sc.total_score))
|
||||
|
||||
max_score = my_sc.calculate_weighted_score(my_scp_maxweight)
|
||||
score = my_sc.calculate_weighted_score(my_scp_weight)
|
||||
|
||||
total_score += score
|
||||
total_max_score += max_score
|
||||
period += 1
|
||||
if total_max_score > 0:
|
||||
self.supplier_score = round(100.0 * (total_score / total_max_score) ,1)
|
||||
else:
|
||||
self.supplier_score = 100
|
||||
|
||||
def update_standing(self):
|
||||
# Get the setup document
|
||||
|
||||
for standing in self.standings:
|
||||
if (not standing.min_grade or (standing.min_grade <= self.supplier_score)) and \
|
||||
(not standing.max_grade or (standing.max_grade > self.supplier_score)):
|
||||
self.status = standing.standing_name
|
||||
self.indicator_color = standing.standing_color
|
||||
self.notify_supplier = standing.notify_supplier
|
||||
self.notify_employee = standing.notify_employee
|
||||
self.employee_link = standing.employee_link
|
||||
|
||||
#Update supplier standing info
|
||||
for fieldname in ('prevent_pos', 'prevent_rfqs','warn_rfqs','warn_pos'):
|
||||
self.set(fieldname, standing.get(fieldname))
|
||||
frappe.db.set_value("Supplier", self.supplier, fieldname, self.get(fieldname))
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_timeline_data(doctype, name):
|
||||
# Get a list of all the associated scorecards
|
||||
scs = frappe.get_doc(doctype, name)
|
||||
out = {}
|
||||
timeline_data = {}
|
||||
scorecards = frappe.db.sql("""
|
||||
SELECT
|
||||
sc.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Period` sc
|
||||
WHERE
|
||||
sc.scorecard = %(scs)s""",
|
||||
{"scs": scs.name}, as_dict=1)
|
||||
|
||||
for sc in scorecards:
|
||||
start_date, end_date, total_score = frappe.db.get_value('Supplier Scorecard Period', sc.name, ['start_date', 'end_date', 'total_score'])
|
||||
for single_date in daterange(start_date, end_date):
|
||||
timeline_data[time.mktime(single_date.timetuple())] = total_score
|
||||
|
||||
out['timeline_data'] = timeline_data
|
||||
return out
|
||||
|
||||
def daterange(start_date, end_date):
|
||||
for n in range(int ((end_date - start_date).days)+1):
|
||||
yield start_date + timedelta(n)
|
||||
|
||||
def refresh_scorecards():
|
||||
scorecards = frappe.db.sql("""
|
||||
SELECT
|
||||
sc.name
|
||||
FROM
|
||||
`tabSupplier Scorecard` sc""",
|
||||
{}, as_dict=1)
|
||||
for sc in scorecards:
|
||||
# Check to see if any new scorecard periods are created
|
||||
if make_all_scorecards(sc.name) > 0:
|
||||
# Save the scorecard to update the score and standings
|
||||
sc.save()
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_all_scorecards(docname):
|
||||
|
||||
sc = frappe.get_doc('Supplier Scorecard', docname)
|
||||
supplier = frappe.get_doc('Supplier',sc.supplier)
|
||||
|
||||
start_date = getdate(supplier.creation)
|
||||
end_date = get_scorecard_date(sc.period, start_date)
|
||||
todays = getdate(nowdate())
|
||||
|
||||
scp_count = 0
|
||||
first_start_date = todays
|
||||
last_end_date = todays
|
||||
|
||||
while (start_date < todays) and (end_date <= todays):
|
||||
# check to make sure there is no scorecard period already created
|
||||
scorecards = frappe.db.sql("""
|
||||
SELECT
|
||||
scp.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Period` scp
|
||||
WHERE
|
||||
scp.scorecard = %(sc)s
|
||||
AND (
|
||||
(scp.start_date > %(end_date)s
|
||||
AND scp.end_date < %(start_date)s)
|
||||
OR
|
||||
(scp.start_date < %(end_date)s
|
||||
AND scp.end_date > %(start_date)s))
|
||||
ORDER BY
|
||||
scp.end_date DESC""",
|
||||
{"sc": docname, "start_date": start_date, "end_date": end_date, "supplier": supplier}, as_dict=1)
|
||||
if len(scorecards) == 0:
|
||||
period_card = make_supplier_scorecard(docname, None)
|
||||
period_card.start_date = start_date
|
||||
period_card.end_date = end_date
|
||||
period_card.save()
|
||||
scp_count = scp_count + 1
|
||||
if start_date < first_start_date:
|
||||
first_start_date = start_date
|
||||
last_end_date = end_date
|
||||
|
||||
start_date = getdate(add_days(end_date,1))
|
||||
end_date = get_scorecard_date(sc.period, start_date)
|
||||
if scp_count > 0:
|
||||
frappe.msgprint(_("Created {0} scorecards for {1} between: ").format(scp_count, sc.supplier) + str(first_start_date) + " - " + str(last_end_date))
|
||||
return scp_count
|
||||
|
||||
def get_scorecard_date(period, start_date):
|
||||
if period == 'Per Week':
|
||||
end_date = getdate(add_days(start_date,7))
|
||||
elif period == 'Per Month':
|
||||
end_date = get_last_day(start_date)
|
||||
elif period == 'Per Year':
|
||||
end_date = add_days(add_years(start_date,1), -1)
|
||||
return end_date
|
||||
|
||||
def make_default_records():
|
||||
install_variable_docs = [
|
||||
{"param_name": "total_accepted_items", "variable_label": "Total Accepted Items", \
|
||||
"path": "get_total_accepted_items"},
|
||||
{"param_name": "total_accepted_amount", "variable_label": "Total Accepted Amount", \
|
||||
"path": "get_total_accepted_amount"},
|
||||
{"param_name": "total_rejected_items", "variable_label": "Total Rejected Items", \
|
||||
"path": "get_total_rejected_items"},
|
||||
{"param_name": "total_rejected_amount", "variable_label": "Total Rejected Amount", \
|
||||
"path": "get_total_rejected_amount"},
|
||||
{"param_name": "total_received_items", "variable_label": "Total Received Items", \
|
||||
"path": "get_total_received_items"},
|
||||
{"param_name": "total_received_amount", "variable_label": "Total Received Amount", \
|
||||
"path": "get_total_received_amount"},
|
||||
{"param_name": "rfq_response_days", "variable_label": "RFQ Response Days", \
|
||||
"path": "get_rfq_response_days"},
|
||||
{"param_name": "sq_total_items", "variable_label": "SQ Total Items", \
|
||||
"path": "get_sq_total_items"},
|
||||
{"param_name": "sq_total_number", "variable_label": "SQ Total Number", \
|
||||
"path": "get_sq_total_number"},
|
||||
{"param_name": "rfq_total_number", "variable_label": "RFQ Total Number", \
|
||||
"path": "get_rfq_total_number"},
|
||||
{"param_name": "rfq_total_items", "variable_label": "RFQ Total Items", \
|
||||
"path": "get_rfq_total_items"},
|
||||
{"param_name": "tot_item_days", "variable_label": "Total Item Days", \
|
||||
"path": "get_item_workdays"},
|
||||
{"param_name": "on_time_shipment_num", "variable_label": "# of On Time Shipments", "path": \
|
||||
"get_on_time_shipments"},
|
||||
{"param_name": "cost_of_delayed_shipments", "variable_label": "Cost of Delayed Shipments", \
|
||||
"path": "get_cost_of_delayed_shipments"},
|
||||
{"param_name": "cost_of_on_time_shipments", "variable_label": "Cost of On Time Shipments", \
|
||||
"path": "get_cost_of_on_time_shipments"},
|
||||
{"param_name": "total_working_days", "variable_label": "Total Working Days", \
|
||||
"path": "get_total_workdays"},
|
||||
{"param_name": "tot_cost_shipments", "variable_label": "Total Cost of Shipments", \
|
||||
"path": "get_total_cost_of_shipments"},
|
||||
{"param_name": "tot_days_late", "variable_label": "Total Days Late", \
|
||||
"path": "get_total_days_late"},
|
||||
{"param_name": "total_shipments", "variable_label": "Total Shipments", \
|
||||
"path": "get_total_shipments"}
|
||||
]
|
||||
install_standing_docs = [
|
||||
{"min_grade": 0.0, "prevent_rfqs": 1, "notify_supplier": 0, "max_grade": 30.0, "prevent_pos": 1, \
|
||||
"standing_color": "Red", "notify_employee": 0, "standing_name": "Very Poor"},
|
||||
{"min_grade": 30.0, "prevent_rfqs": 1, "notify_supplier": 0, "max_grade": 50.0, "prevent_pos": 0, \
|
||||
"standing_color": "Red", "notify_employee": 0, "standing_name": "Poor"},
|
||||
{"min_grade": 50.0, "prevent_rfqs": 0, "notify_supplier": 0, "max_grade": 80.0, "prevent_pos": 0, \
|
||||
"standing_color": "Green", "notify_employee": 0, "standing_name": "Average"},
|
||||
{"min_grade": 80.0, "prevent_rfqs": 0, "notify_supplier": 0, "max_grade": 100.0, "prevent_pos": 0, \
|
||||
"standing_color": "Blue", "notify_employee": 0, "standing_name": "Excellent"},
|
||||
]
|
||||
|
||||
for d in install_variable_docs:
|
||||
try:
|
||||
d['doctype'] = "Supplier Scorecard Variable"
|
||||
frappe.get_doc(d).insert()
|
||||
except frappe.NameError:
|
||||
pass
|
||||
for d in install_standing_docs:
|
||||
try:
|
||||
d['doctype'] = "Supplier Scorecard Standing"
|
||||
frappe.get_doc(d).insert()
|
||||
except frappe.NameError:
|
||||
pass
|
||||
@ -0,0 +1,15 @@
|
||||
from frappe import _
|
||||
|
||||
def get_data():
|
||||
return {
|
||||
'heatmap': True,
|
||||
'heatmap_message': _('This covers all scorecards tied to this Setup'),
|
||||
'fieldname': 'supplier',
|
||||
'method' : 'erpnext.buying.doctype.supplier_scorecard.supplier_scorecard.get_timeline_data',
|
||||
'transactions': [
|
||||
{
|
||||
'label': _('Scorecards'),
|
||||
'items': ['Supplier Scorecard Period']
|
||||
}
|
||||
]
|
||||
}
|
||||
@ -0,0 +1,17 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
/* global frappe, __ */
|
||||
|
||||
frappe.listview_settings["Supplier Scorecard"] = {
|
||||
add_fields: ["indicator_color", "status"],
|
||||
get_indicator: function(doc) {
|
||||
|
||||
if (doc.indicator_color) {
|
||||
return [__(doc.status), doc.indicator_color.toLowerCase(), "status,=," + doc.status];
|
||||
} else {
|
||||
return [__("Unknown"), "darkgrey", "status,=,''"];
|
||||
}
|
||||
},
|
||||
|
||||
};
|
||||
@ -0,0 +1,190 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import frappe
|
||||
import unittest
|
||||
|
||||
class TestSupplierScorecard(unittest.TestCase):
|
||||
|
||||
def test_create_scorecard(self):
|
||||
delete_test_scorecards()
|
||||
my_doc = make_supplier_scorecard()
|
||||
doc = my_doc.insert()
|
||||
self.assertEqual(doc.name, valid_scorecard[0].get("supplier"))
|
||||
|
||||
def test_criteria_weight(self):
|
||||
delete_test_scorecards()
|
||||
my_doc = make_supplier_scorecard()
|
||||
for d in my_doc.criteria:
|
||||
d.weight = 0
|
||||
self.assertRaises(frappe.ValidationError,my_doc.insert)
|
||||
|
||||
def test_missing_variable(self):
|
||||
delete_test_scorecards()
|
||||
my_doc = make_supplier_scorecard()
|
||||
del my_doc.variables
|
||||
self.assertRaises(frappe.ValidationError,my_doc.insert)
|
||||
|
||||
def make_supplier_scorecard():
|
||||
my_doc = frappe.get_doc(valid_scorecard[0])
|
||||
|
||||
# Make sure the criteria exist (making them)
|
||||
for d in valid_scorecard[0].get("criteria"):
|
||||
if not frappe.db.exists("Supplier Scorecard Criteria", d.get("criteria_name")):
|
||||
d["doctype"] = "Supplier Scorecard Criteria"
|
||||
d["name"] = d.get("criteria_name")
|
||||
my_criteria = frappe.get_doc(d)
|
||||
my_criteria.insert()
|
||||
return my_doc
|
||||
|
||||
|
||||
def delete_test_scorecards():
|
||||
my_doc = make_supplier_scorecard()
|
||||
if frappe.db.exists("Supplier Scorecard", my_doc.name):
|
||||
# Delete all the periods, then delete the scorecard
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Period` where scorecard = %(scorecard)s""", {'scorecard': my_doc.name})
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Criteria` where parenttype = 'Supplier Scorecard Period'""")
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Standing` where parenttype = 'Supplier Scorecard Period'""")
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Variable` where parenttype = 'Supplier Scorecard Period'""")
|
||||
frappe.delete_doc(my_doc.doctype, my_doc.name)
|
||||
|
||||
valid_scorecard = [
|
||||
{
|
||||
"standings":[
|
||||
{
|
||||
"min_grade":0.0,"name":"Very Poor",
|
||||
"prevent_rfqs":1,
|
||||
"notify_supplier":0,
|
||||
"doctype":"Supplier Scorecard Standing",
|
||||
"max_grade":30.0,
|
||||
"prevent_pos":1,
|
||||
"warn_pos":0,
|
||||
"warn_rfqs":0,
|
||||
"standing_color":"Red",
|
||||
"notify_employee":0,
|
||||
"standing_name":"Very Poor",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"parentfield":"standings"
|
||||
},
|
||||
{
|
||||
"min_grade":30.0,
|
||||
"name":"Poor",
|
||||
"prevent_rfqs":1,
|
||||
"notify_supplier":0,
|
||||
"doctype":"Supplier Scorecard Standing",
|
||||
"max_grade":50.0,
|
||||
"prevent_pos":0,
|
||||
"warn_pos":0,
|
||||
"warn_rfqs":0,
|
||||
"standing_color":"Red",
|
||||
"notify_employee":0,
|
||||
"standing_name":"Poor",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"parentfield":"standings"
|
||||
},
|
||||
{
|
||||
"min_grade":50.0,
|
||||
"name":"Average",
|
||||
"prevent_rfqs":0,
|
||||
"notify_supplier":0,
|
||||
"doctype":"Supplier Scorecard Standing",
|
||||
"max_grade":80.0,
|
||||
"prevent_pos":0,
|
||||
"warn_pos":0,
|
||||
"warn_rfqs":0,
|
||||
"standing_color":"Green",
|
||||
"notify_employee":0,
|
||||
"standing_name":"Average",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"parentfield":"standings"
|
||||
},
|
||||
{
|
||||
"min_grade":80.0,
|
||||
"name":"Excellent",
|
||||
"prevent_rfqs":0,
|
||||
"notify_supplier":0,
|
||||
"doctype":"Supplier Scorecard Standing",
|
||||
"max_grade":100.0,
|
||||
"prevent_pos":0,
|
||||
"warn_pos":0,
|
||||
"warn_rfqs":0,
|
||||
"standing_color":"Blue",
|
||||
"notify_employee":0,
|
||||
"standing_name":"Excellent",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"parentfield":"standings"
|
||||
}
|
||||
],
|
||||
"prevent_pos":0,
|
||||
"variables": [
|
||||
{
|
||||
"param_name":"cost_of_on_time_shipments",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"Cost of On Time Shipments",
|
||||
"path":"get_cost_of_on_time_shipments",
|
||||
"parentfield":"variables"
|
||||
},
|
||||
{
|
||||
"param_name":"tot_cost_shipments",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"Total Cost of Shipments",
|
||||
"path":"get_total_cost_of_shipments",
|
||||
"parentfield":"variables"
|
||||
},
|
||||
{
|
||||
"param_name":"tot_days_late",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"Total Days Late",
|
||||
"path":"get_total_days_late",
|
||||
"parentfield":"variables"
|
||||
},
|
||||
{
|
||||
"param_name":"total_working_days",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"Total Working Days",
|
||||
"path":"get_total_workdays",
|
||||
"parentfield":"variables"
|
||||
},
|
||||
{
|
||||
"param_name":"on_time_shipment_num",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"# of On Time Shipments",
|
||||
"path":"get_on_time_shipments",
|
||||
"parentfield":"variables"
|
||||
},
|
||||
{
|
||||
"param_name":"total_shipments",
|
||||
"doctype":"Supplier Scorecard Scoring Variable",
|
||||
"parenttype":"Supplier Scorecard",
|
||||
"variable_label":"Total Shipments",
|
||||
"path":"get_total_shipments",
|
||||
"parentfield":"variables"
|
||||
}
|
||||
],
|
||||
"period":"Per Month",
|
||||
"doctype":"Supplier Scorecard",
|
||||
"warn_pos":0,
|
||||
"warn_rfqs":0,
|
||||
"notify_supplier":0,
|
||||
"criteria":[
|
||||
{
|
||||
"weight":100.0,
|
||||
"doctype":"Supplier Scorecard Scoring Criteria",
|
||||
"formula":"(({cost_of_on_time_shipments} / {tot_cost_shipments}) if {tot_cost_shipments} > 0 else 1 )* 100 ",
|
||||
"criteria_name":"Delivery",
|
||||
"max_score":100.0,
|
||||
}
|
||||
],
|
||||
"supplier":"_Test Supplier",
|
||||
"name":"_Test Supplier",
|
||||
"weighting_function":"{total_score} * max( 0, min ( 1 , (12 - {period_number}) / 12) )",
|
||||
}
|
||||
]
|
||||
|
||||
@ -0,0 +1,8 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
/* global frappe */
|
||||
|
||||
frappe.ui.form.on("Supplier Scorecard Criteria", {
|
||||
refresh: function() {}
|
||||
});
|
||||
@ -0,0 +1,184 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"autoname": "field:criteria_name",
|
||||
"beta": 1,
|
||||
"creation": "2017-05-29 01:32:43.064891",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"fields": [
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "criteria_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Name",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 1
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "weight",
|
||||
"fieldtype": "Percent",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Weight",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"default": "100",
|
||||
"fieldname": "max_score",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Max Score",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "formula",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Formula",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2017-07-17 10:30:47.458285",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard Criteria",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1,
|
||||
"track_seen": 0
|
||||
}
|
||||
@ -0,0 +1,89 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _
|
||||
import re
|
||||
from frappe.model.document import Document
|
||||
|
||||
class InvalidFormulaVariable(frappe.ValidationError): pass
|
||||
|
||||
class SupplierScorecardCriteria(Document):
|
||||
def validate(self):
|
||||
self.validate_variables()
|
||||
self.validate_formula()
|
||||
|
||||
def validate_variables(self):
|
||||
# make sure all the variables exist
|
||||
_get_variables(self)
|
||||
|
||||
def validate_formula(self):
|
||||
# evaluate the formula with 0's to make sure it is valid
|
||||
test_formula = self.formula.replace("\r", "").replace("\n", "")
|
||||
|
||||
regex = r"\{(.*?)\}"
|
||||
|
||||
mylist = re.finditer(regex, test_formula, re.MULTILINE | re.DOTALL)
|
||||
for dummy1, match in enumerate(mylist):
|
||||
for dummy2 in range(0, len(match.groups())):
|
||||
test_formula = test_formula.replace('{' + match.group(1) + '}', "0")
|
||||
|
||||
test_formula = test_formula.replace('<','<').replace('>','>')
|
||||
try:
|
||||
frappe.safe_eval(test_formula, None, {'max':max, 'min': min})
|
||||
except Exception:
|
||||
frappe.throw(_("Error evaluating the criteria formula"))
|
||||
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_scoring_criteria(criteria_name):
|
||||
criteria = frappe.get_doc("Supplier Scorecard Criteria", criteria_name)
|
||||
|
||||
return criteria
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_criteria_list():
|
||||
criteria = frappe.db.sql("""
|
||||
SELECT
|
||||
scs.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Criteria` scs""",
|
||||
{}, as_dict=1)
|
||||
|
||||
return criteria
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_variables(criteria_name):
|
||||
criteria = frappe.get_doc("Supplier Scorecard Criteria", criteria_name)
|
||||
return _get_variables(criteria)
|
||||
|
||||
def _get_variables(criteria):
|
||||
my_variables = []
|
||||
regex = r"\{(.*?)\}"
|
||||
|
||||
mylist = re.finditer(regex, criteria.formula, re.MULTILINE | re.DOTALL)
|
||||
for dummy1, match in enumerate(mylist):
|
||||
for dummy2 in range(0, len(match.groups())):
|
||||
try:
|
||||
#var = frappe.get_doc("Supplier Scorecard Variable", {'param_name' : d})
|
||||
var = frappe.db.sql("""
|
||||
SELECT
|
||||
scv.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Variable` scv
|
||||
WHERE
|
||||
param_name=%(param)s""",
|
||||
{'param':match.group(1)},)[0][0]
|
||||
my_variables.append(var)
|
||||
except Exception:
|
||||
# Ignore the ones where the variable can't be found
|
||||
frappe.throw(_('Unable to find variable: ') + str(match.group(1)), InvalidFormulaVariable)
|
||||
#pass
|
||||
|
||||
|
||||
#frappe.msgprint(str(my_variables))
|
||||
return my_variables
|
||||
@ -0,0 +1,75 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import frappe
|
||||
import unittest
|
||||
|
||||
class TestSupplierScorecardCriteria(unittest.TestCase):
|
||||
def test_variables_exist(self):
|
||||
delete_test_scorecards()
|
||||
for d in test_good_criteria:
|
||||
frappe.get_doc(d).insert()
|
||||
|
||||
self.assertRaises(frappe.ValidationError,frappe.get_doc(test_bad_criteria[0]).insert)
|
||||
|
||||
def test_formula_validate(self):
|
||||
delete_test_scorecards()
|
||||
self.assertRaises(frappe.ValidationError,frappe.get_doc(test_bad_criteria[1]).insert)
|
||||
self.assertRaises(frappe.ValidationError,frappe.get_doc(test_bad_criteria[2]).insert)
|
||||
|
||||
def delete_test_scorecards():
|
||||
# Delete all the periods so we can delete all the criteria
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Period`""")
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Criteria` where parenttype = 'Supplier Scorecard Period'""")
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Standing` where parenttype = 'Supplier Scorecard Period'""")
|
||||
frappe.db.sql("""delete from `tabSupplier Scorecard Scoring Variable` where parenttype = 'Supplier Scorecard Period'""")
|
||||
|
||||
for d in test_good_criteria:
|
||||
if frappe.db.exists("Supplier Scorecard Criteria", d.get("name")):
|
||||
# Delete all the periods, then delete the scorecard
|
||||
frappe.delete_doc(d.get("doctype"), d.get("name"))
|
||||
|
||||
for d in test_bad_criteria:
|
||||
if frappe.db.exists("Supplier Scorecard Criteria", d.get("name")):
|
||||
# Delete all the periods, then delete the scorecard
|
||||
frappe.delete_doc(d.get("doctype"), d.get("name"))
|
||||
|
||||
test_good_criteria = [
|
||||
{
|
||||
"name":"Delivery",
|
||||
"weight":40.0,
|
||||
"doctype":"Supplier Scorecard Criteria",
|
||||
"formula":"(({cost_of_on_time_shipments} / {tot_cost_shipments}) if {tot_cost_shipments} > 0 else 1 )* 100",
|
||||
"criteria_name":"Delivery",
|
||||
"max_score":100.0
|
||||
},
|
||||
]
|
||||
|
||||
test_bad_criteria = [
|
||||
{
|
||||
"name":"Fake Criteria 1",
|
||||
"weight":40.0,
|
||||
"doctype":"Supplier Scorecard Criteria",
|
||||
"formula":"(({fake_variable} / {tot_cost_shipments}) if {tot_cost_shipments} > 0 else 1 )* 100", # Invalid variable name
|
||||
"criteria_name":"Fake Criteria 1",
|
||||
"max_score":100.0
|
||||
},
|
||||
{
|
||||
"name":"Fake Criteria 2",
|
||||
"weight":40.0,
|
||||
"doctype":"Supplier Scorecard Criteria",
|
||||
"formula":"(({cost_of_on_time_shipments} / {tot_cost_shipments}))* 100", # Force 0 divided by 0
|
||||
"criteria_name":"Fake Criteria 2",
|
||||
"max_score":100.0
|
||||
},
|
||||
{
|
||||
"name":"Fake Criteria 3",
|
||||
"weight":40.0,
|
||||
"doctype":"Supplier Scorecard Criteria",
|
||||
"formula":"(({cost_of_on_time_shipments} {cost_of_on_time_shipments} / {tot_cost_shipments}))* 100", # Two variables beside eachother
|
||||
"criteria_name":"Fake Criteria 3",
|
||||
"max_score":100.0
|
||||
},
|
||||
]
|
||||
@ -0,0 +1,14 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
/* global frappe */
|
||||
|
||||
|
||||
frappe.ui.form.on("Supplier Scorecard Period", {
|
||||
onload: function(frm) {
|
||||
frm.get_field("variables").grid.toggle_display("value", true);
|
||||
frm.get_field("criteria").grid.toggle_display("score", true);
|
||||
|
||||
|
||||
}
|
||||
});
|
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@ -0,0 +1,397 @@
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"autoname": "naming_series:",
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"beta": 1,
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},
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"fieldname": "criteria",
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"fieldtype": "Table",
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Criteria",
|
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"length": 0,
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"no_copy": 0,
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"options": "Supplier Scorecard Scoring Criteria",
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"permlevel": 0,
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"precision": "",
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"print_hide_if_no_value": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
|
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"collapsible": 0,
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"columns": 0,
|
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"fieldname": "variables",
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"fieldtype": "Table",
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"hidden": 0,
|
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
|
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"label": "Variables",
|
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"length": 0,
|
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"no_copy": 0,
|
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"options": "Supplier Scorecard Scoring Variable",
|
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"permlevel": 0,
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"precision": "",
|
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|
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"print_hide_if_no_value": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
|
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},
|
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{
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"allow_bulk_edit": 0,
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"bold": 0,
|
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"collapsible": 1,
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"columns": 0,
|
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"fieldname": "sec_ref",
|
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"fieldtype": "Section Break",
|
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"hidden": 0,
|
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"ignore_user_permissions": 0,
|
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"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
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"in_global_search": 0,
|
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Reference",
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"length": 0,
|
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"no_copy": 0,
|
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"permlevel": 0,
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"precision": "",
|
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"unique": 0
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},
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{
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"bold": 0,
|
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"collapsible": 0,
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"columns": 0,
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"fieldname": "scorecard",
|
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"fieldtype": "Link",
|
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"hidden": 0,
|
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|
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
|
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"in_list_view": 0,
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"in_standard_filter": 0,
|
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"label": "Supplier Scorecard Setup",
|
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"length": 0,
|
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"no_copy": 0,
|
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"options": "Supplier Scorecard",
|
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"permlevel": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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}
|
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],
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"has_web_view": 0,
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"hide_heading": 0,
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"hide_toolbar": 0,
|
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"idx": 0,
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"image_view": 0,
|
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"in_create": 1,
|
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"is_submittable": 0,
|
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"issingle": 0,
|
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"istable": 0,
|
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"max_attachments": 0,
|
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"modified": "2017-07-12 07:33:26.130861",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard Period",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
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"amend": 0,
|
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"apply_user_permissions": 0,
|
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"cancel": 0,
|
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"create": 1,
|
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"delete": 1,
|
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"email": 1,
|
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"export": 1,
|
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"if_owner": 0,
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"print": 1,
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|
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"role": "System Manager",
|
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"set_user_permissions": 0,
|
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"share": 1,
|
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"submit": 0,
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"write": 1
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}
|
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],
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"quick_entry": 0,
|
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"read_only": 0,
|
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"read_only_onload": 0,
|
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"show_name_in_global_search": 0,
|
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"sort_field": "modified",
|
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"sort_order": "DESC",
|
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"track_changes": 0,
|
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"track_seen": 0
|
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}
|
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@ -0,0 +1,133 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import throw, _
|
||||
from frappe.model.document import Document
|
||||
from frappe.model.mapper import get_mapped_doc
|
||||
import erpnext.buying.doctype.supplier_scorecard_variable.supplier_scorecard_variable as variable_functions
|
||||
|
||||
class SupplierScorecardPeriod(Document):
|
||||
|
||||
def validate(self):
|
||||
self.validate_criteria_weights()
|
||||
self.calculate_variables()
|
||||
self.calculate_criteria()
|
||||
self.calculate_score()
|
||||
|
||||
def validate_criteria_weights(self):
|
||||
|
||||
weight = 0
|
||||
for c in self.criteria:
|
||||
weight += c.weight
|
||||
|
||||
if weight != 100:
|
||||
throw(_('Criteria weights must add up to 100%'))
|
||||
|
||||
def calculate_variables(self):
|
||||
for var in self.variables:
|
||||
|
||||
if '.' in var.path:
|
||||
method_to_call = import_string_path(var.path)
|
||||
var.value = method_to_call(self)
|
||||
else:
|
||||
method_to_call = getattr(variable_functions, var.path)
|
||||
var.value = method_to_call(self)
|
||||
|
||||
|
||||
|
||||
def calculate_criteria(self):
|
||||
#Get the criteria
|
||||
for crit in self.criteria:
|
||||
|
||||
#me = ""
|
||||
my_eval_statement = crit.formula.replace("\r", "").replace("\n", "")
|
||||
#for let in my_eval_statement:
|
||||
# me += let.encode('hex') + " "
|
||||
#frappe.msgprint(me)
|
||||
|
||||
for var in self.variables:
|
||||
if var.value:
|
||||
if var.param_name in my_eval_statement:
|
||||
my_eval_statement = my_eval_statement.replace('{' + var.param_name + '}', "{:.2f}".format(var.value))
|
||||
else:
|
||||
if var.param_name in my_eval_statement:
|
||||
my_eval_statement = my_eval_statement.replace('{' + var.param_name + '}', '0.0')
|
||||
|
||||
#frappe.msgprint(my_eval_statement )
|
||||
|
||||
my_eval_statement = my_eval_statement.replace('<','<').replace('>','>')
|
||||
|
||||
try:
|
||||
crit.score = min(crit.max_score, max( 0 ,frappe.safe_eval(my_eval_statement, None, {'max':max, 'min': min})))
|
||||
except Exception:
|
||||
frappe.throw(_("Could not solve criteria score function for {0}. Make sure the formula is valid.".format(crit.criteria_name)),frappe.ValidationError)
|
||||
crit.score = 0
|
||||
|
||||
def calculate_score(self):
|
||||
myscore = 0
|
||||
for crit in self.criteria:
|
||||
myscore += crit.score * crit.weight/100.0
|
||||
self.total_score = myscore
|
||||
|
||||
def calculate_weighted_score(self, weighing_function):
|
||||
my_eval_statement = weighing_function.replace("\r", "").replace("\n", "")
|
||||
|
||||
for var in self.variables:
|
||||
if var.value:
|
||||
if var.param_name in my_eval_statement:
|
||||
my_eval_statement = my_eval_statement.replace('{' + var.param_name + '}', "{:.2f}".format(var.value))
|
||||
else:
|
||||
if var.param_name in my_eval_statement:
|
||||
my_eval_statement = my_eval_statement.replace('{' + var.param_name + '}', '0.0')
|
||||
|
||||
my_eval_statement = my_eval_statement.replace('<','<').replace('>','>')
|
||||
|
||||
try:
|
||||
weighed_score = frappe.safe_eval(my_eval_statement, None, {'max':max, 'min': min})
|
||||
except Exception:
|
||||
frappe.throw(_("Could not solve weighted score function. Make sure the formula is valid."),frappe.ValidationError)
|
||||
weighed_score = 0
|
||||
return weighed_score
|
||||
|
||||
|
||||
|
||||
def import_string_path(path):
|
||||
components = path.split('.')
|
||||
mod = __import__(components[0])
|
||||
for comp in components[1:]:
|
||||
mod = getattr(mod, comp)
|
||||
return mod
|
||||
|
||||
|
||||
def post_process(source, target):
|
||||
pass
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_supplier_scorecard(source_name, target_doc=None):
|
||||
#def update_item(obj, target, source_parent):
|
||||
# target.qty = flt(obj.qty) - flt(obj.received_qty)
|
||||
# target.stock_qty = (flt(obj.qty) - flt(obj.received_qty)) * flt(obj.conversion_factor)
|
||||
# target.amount = (flt(obj.qty) - flt(obj.received_qty)) * flt(obj.rate)
|
||||
# target.base_amount = (flt(obj.qty) - flt(obj.received_qty)) * \
|
||||
# flt(obj.rate) * flt(source_parent.conversion_rate)
|
||||
|
||||
doc = get_mapped_doc("Supplier Scorecard", source_name, {
|
||||
"Supplier Scorecard": {
|
||||
"doctype": "Supplier Scorecard Period"
|
||||
},
|
||||
"Supplier Scorecard Scoring Variable": {
|
||||
"doctype": "Supplier Scorecard Scoring Variable",
|
||||
"add_if_empty": True
|
||||
},
|
||||
"Supplier Scorecard Scoring Constraint": {
|
||||
"doctype": "Supplier Scorecard Scoring Constraint",
|
||||
"add_if_empty": True
|
||||
}
|
||||
}, target_doc, post_process)
|
||||
|
||||
return doc
|
||||
|
||||
@ -0,0 +1,9 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import unittest
|
||||
|
||||
class TestSupplierScorecardPeriod(unittest.TestCase):
|
||||
pass
|
||||
@ -0,0 +1,280 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"beta": 1,
|
||||
"creation": "2017-05-29 01:32:17.988454",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"fields": [
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 3,
|
||||
"fieldname": "criteria_name",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Name",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Supplier Scorecard Criteria",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
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"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
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"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "section_break_2",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
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"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
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"in_global_search": 0,
|
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"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
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"length": 0,
|
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"no_copy": 0,
|
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"permlevel": 0,
|
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"precision": "",
|
||||
"print_hide": 0,
|
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"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 2,
|
||||
"fieldname": "weight",
|
||||
"fieldtype": "Percent",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Weight",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
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{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "column_break_4",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"default": "100",
|
||||
"fieldname": "max_score",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Max Score",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "section_break_6",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "formula",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Criteria Formula",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "score",
|
||||
"fieldtype": "Percent",
|
||||
"hidden": 1,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Score",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 1,
|
||||
"max_attachments": 0,
|
||||
"modified": "2017-07-12 07:33:41.532361",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard Scoring Criteria",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1,
|
||||
"track_seen": 0
|
||||
}
|
||||
@ -0,0 +1,9 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
from frappe.model.document import Document
|
||||
|
||||
class SupplierScorecardScoringCriteria(Document):
|
||||
pass
|
||||
@ -0,0 +1,491 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"beta": 1,
|
||||
"creation": "2017-05-29 01:36:22.697234",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"fields": [
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 3,
|
||||
"fieldname": "standing_name",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Standing Name",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Supplier Scorecard Standing",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "column_break_2",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "standing_color",
|
||||
"fieldtype": "Select",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Color",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Blue\nPurple\nGreen\nYellow\nOrange\nRed",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "section_break_4",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
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}
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@ -0,0 +1,9 @@
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# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
from frappe.model.document import Document
|
||||
|
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class SupplierScorecardScoringStanding(Document):
|
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pass
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@ -0,0 +1,222 @@
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],
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"max_attachments": 0,
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"modified": "2017-07-12 07:33:36.671502",
|
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"modified_by": "Administrator",
|
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"module": "Buying",
|
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"name": "Supplier Scorecard Scoring Variable",
|
||||
"name_case": "",
|
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"owner": "Administrator",
|
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"permissions": [],
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"quick_entry": 1,
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"read_only": 0,
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"read_only_onload": 0,
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"show_name_in_global_search": 0,
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1,
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"track_seen": 0
|
||||
}
|
||||
@ -0,0 +1,9 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
from frappe.model.document import Document
|
||||
|
||||
class SupplierScorecardScoringVariable(Document):
|
||||
pass
|
||||
@ -0,0 +1,10 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
/* global frappe */
|
||||
|
||||
frappe.ui.form.on("Supplier Scorecard Standing", {
|
||||
refresh: function() {
|
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|
||||
}
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});
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@ -0,0 +1,424 @@
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{
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"allow_copy": 0,
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"allow_guest_to_view": 0,
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"allow_import": 0,
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"allow_rename": 0,
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"autoname": "field:standing_name",
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"beta": 1,
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"creation": "2017-05-29 01:36:47.893639",
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"custom": 0,
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "",
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"editable_grid": 1,
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"engine": "InnoDB",
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"fields": [
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||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
],
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"modified": "2017-07-12 07:33:16.560273",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard Standing",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 0,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0
|
||||
}
|
||||
@ -0,0 +1,29 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe.model.document import Document
|
||||
|
||||
class SupplierScorecardStanding(Document):
|
||||
pass
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_scoring_standing(standing_name):
|
||||
standing = frappe.get_doc("Supplier Scorecard Standing", standing_name)
|
||||
|
||||
return standing
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_standings_list():
|
||||
standings = frappe.db.sql("""
|
||||
SELECT
|
||||
scs.name
|
||||
FROM
|
||||
`tabSupplier Scorecard Standing` scs""",
|
||||
{}, as_dict=1)
|
||||
|
||||
return standings
|
||||
@ -0,0 +1,9 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import unittest
|
||||
|
||||
class TestSupplierScorecardStanding(unittest.TestCase):
|
||||
pass
|
||||
@ -0,0 +1,10 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
/* global frappe */
|
||||
|
||||
frappe.ui.form.on("Supplier Scorecard Variable", {
|
||||
refresh: function() {
|
||||
|
||||
}
|
||||
});
|
||||
@ -0,0 +1,242 @@
|
||||
{
|
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"allow_copy": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"autoname": "field:variable_label",
|
||||
"beta": 1,
|
||||
"creation": "2017-05-29 01:30:34.688389",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"fields": [
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
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"allow_on_submit": 0,
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"bold": 0,
|
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|
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"columns": 0,
|
||||
"fieldname": "variable_label",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Variable Name",
|
||||
"length": 0,
|
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"no_copy": 0,
|
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"permlevel": 0,
|
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"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
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"read_only": 0,
|
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"remember_last_selected_value": 0,
|
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"report_hide": 0,
|
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"reqd": 1,
|
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"search_index": 0,
|
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"set_only_once": 0,
|
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"unique": 1
|
||||
},
|
||||
{
|
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"allow_bulk_edit": 0,
|
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"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
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"columns": 0,
|
||||
"fieldname": "is_custom",
|
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"fieldtype": "Check",
|
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"hidden": 0,
|
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"ignore_user_permissions": 0,
|
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"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
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"in_global_search": 0,
|
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"in_list_view": 0,
|
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"in_standard_filter": 0,
|
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"label": "Custom?",
|
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"length": 0,
|
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"no_copy": 0,
|
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"permlevel": 0,
|
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"precision": "",
|
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
|
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"reqd": 1,
|
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"search_index": 0,
|
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"set_only_once": 0,
|
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|
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},
|
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{
|
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"allow_bulk_edit": 0,
|
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"allow_on_submit": 0,
|
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"bold": 0,
|
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"collapsible": 0,
|
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"columns": 0,
|
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"fieldname": "param_name",
|
||||
"fieldtype": "Data",
|
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"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
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"ignore_xss_filter": 0,
|
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"in_filter": 0,
|
||||
"in_global_search": 0,
|
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"in_list_view": 1,
|
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"in_standard_filter": 0,
|
||||
"label": "Parameter Name",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
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"read_only": 0,
|
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"remember_last_selected_value": 0,
|
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"report_hide": 0,
|
||||
"reqd": 1,
|
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"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
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{
|
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"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
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"collapsible": 0,
|
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"columns": 0,
|
||||
"fieldname": "path",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Path",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "column_break_5",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
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"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "description",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Description",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2017-07-12 07:33:31.395262",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Supplier Scorecard Variable",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1,
|
||||
"track_seen": 0
|
||||
}
|
||||
@ -0,0 +1,503 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
import sys
|
||||
from frappe import _
|
||||
from frappe.model.document import Document
|
||||
from frappe.utils import getdate
|
||||
|
||||
class VariablePathNotFound(frappe.ValidationError): pass
|
||||
|
||||
class SupplierScorecardVariable(Document):
|
||||
def validate(self):
|
||||
self.validate_path_exists()
|
||||
|
||||
def validate_path_exists(self):
|
||||
if '.' in self.path:
|
||||
try:
|
||||
from erpnext.buying.doctype.supplier_scorecard_period.supplier_scorecard_period import import_string_path
|
||||
import_string_path(self.path)
|
||||
except AttributeError:
|
||||
frappe.throw(_("Could not find path for " + self.path), VariablePathNotFound)
|
||||
|
||||
else:
|
||||
if not hasattr(sys.modules[__name__], self.path):
|
||||
frappe.throw(_("Could not find path for " + self.path), VariablePathNotFound)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_scoring_variable(variable_label):
|
||||
variable = frappe.get_doc("Supplier Scorecard Variable", variable_label)
|
||||
|
||||
return variable
|
||||
|
||||
def get_total_workdays(scorecard):
|
||||
""" Gets the number of days in this period"""
|
||||
delta = getdate(scorecard.end_date) - getdate(scorecard.start_date)
|
||||
return delta.days
|
||||
|
||||
def get_item_workdays(scorecard):
|
||||
""" Gets the number of days in this period"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
total_item_days = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(DATEDIFF( %(end_date)s, po_item.schedule_date) * (po_item.qty))
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Order` po
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.received_qty < po_item.qty
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.parent = po.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not total_item_days:
|
||||
total_item_days = 0
|
||||
return total_item_days
|
||||
|
||||
|
||||
|
||||
def get_total_cost_of_shipments(scorecard):
|
||||
""" Gets the total cost of all shipments in the period (based on Purchase Orders)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(po_item.base_amount)
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Order` po
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.docstatus = 1
|
||||
AND po_item.parent = po.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if data:
|
||||
return data
|
||||
else:
|
||||
return 0
|
||||
|
||||
def get_cost_of_delayed_shipments(scorecard):
|
||||
""" Gets the total cost of all delayed shipments in the period (based on Purchase Receipts - POs)"""
|
||||
return get_total_cost_of_shipments(scorecard) - get_cost_of_on_time_shipments(scorecard)
|
||||
|
||||
def get_cost_of_on_time_shipments(scorecard):
|
||||
""" Gets the total cost of all on_time shipments in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
|
||||
total_delivered_on_time_costs = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.base_amount)
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Order` po,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.schedule_date >= pr.posting_date
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.purchase_order_item = po_item.name
|
||||
AND po_item.parent = po.name
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if total_delivered_on_time_costs:
|
||||
return total_delivered_on_time_costs
|
||||
else:
|
||||
return 0
|
||||
|
||||
|
||||
def get_total_days_late(scorecard):
|
||||
""" Gets the number of item days late in the period (based on Purchase Receipts vs POs)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
total_delivered_late_days = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(DATEDIFF(pr.posting_date,po_item.schedule_date)* pr_item.qty)
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Order` po,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.schedule_date < pr.posting_date
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.purchase_order_item = po_item.name
|
||||
AND po_item.parent = po.name
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
if not total_delivered_late_days:
|
||||
total_delivered_late_days = 0
|
||||
|
||||
total_missed_late_days = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(DATEDIFF( %(end_date)s, po_item.schedule_date) * (po_item.qty - po_item.received_qty))
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Order` po
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.received_qty < po_item.qty
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.parent = po.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not total_missed_late_days:
|
||||
total_missed_late_days = 0
|
||||
return total_missed_late_days + total_delivered_late_days
|
||||
|
||||
def get_on_time_shipments(scorecard):
|
||||
""" Gets the number of late shipments (counting each item) in the period (based on Purchase Receipts vs POs)"""
|
||||
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
total_items_delivered_on_time = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(pr_item.qty)
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Order` po,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.schedule_date <= pr.posting_date
|
||||
AND po_item.qty = pr_item.qty
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.purchase_order_item = po_item.name
|
||||
AND po_item.parent = po.name
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not total_items_delivered_on_time:
|
||||
total_items_delivered_on_time = 0
|
||||
return total_items_delivered_on_time
|
||||
|
||||
def get_late_shipments(scorecard):
|
||||
""" Gets the number of late shipments (counting each item) in the period (based on Purchase Receipts vs POs)"""
|
||||
return get_total_shipments(scorecard) - get_on_time_shipments(scorecard)
|
||||
|
||||
def get_total_received(scorecard):
|
||||
""" Gets the total number of received shipments in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(pr_item.base_amount)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_received_amount(scorecard):
|
||||
""" Gets the total amount (in company currency) received in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.received_qty * pr_item.base_rate)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_received_items(scorecard):
|
||||
""" Gets the total number of received shipments in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.received_qty)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_rejected_amount(scorecard):
|
||||
""" Gets the total amount (in company currency) rejected in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.rejected_qty * pr_item.base_rate)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_rejected_items(scorecard):
|
||||
""" Gets the total number of rejected items in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.rejected_qty)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_accepted_amount(scorecard):
|
||||
""" Gets the total amount (in company currency) accepted in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.qty * pr_item.base_rate)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_accepted_items(scorecard):
|
||||
""" Gets the total number of rejected items in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(pr_item.qty)
|
||||
FROM
|
||||
`tabPurchase Receipt Item` pr_item,
|
||||
`tabPurchase Receipt` pr
|
||||
WHERE
|
||||
pr.supplier = %(supplier)s
|
||||
AND pr.posting_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND pr_item.docstatus = 1
|
||||
AND pr_item.parent = pr.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_total_shipments(scorecard):
|
||||
""" Gets the total number of ordered shipments to arrive in the period (based on Purchase Receipts)"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(po_item.base_amount)
|
||||
FROM
|
||||
`tabPurchase Order Item` po_item,
|
||||
`tabPurchase Order` po
|
||||
WHERE
|
||||
po.supplier = %(supplier)s
|
||||
AND po_item.schedule_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND po_item.docstatus = 1
|
||||
AND po_item.parent = po.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_rfq_total_number(scorecard):
|
||||
""" Gets the total number of RFQs sent to supplier"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(rfq.name) as total_rfqs
|
||||
FROM
|
||||
`tabRequest for Quotation Item` rfq_item,
|
||||
`tabRequest for Quotation Supplier` rfq_sup,
|
||||
`tabRequest for Quotation` rfq
|
||||
WHERE
|
||||
rfq_sup.supplier = %(supplier)s
|
||||
AND rfq.transaction_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND rfq_item.docstatus = 1
|
||||
AND rfq_item.parent = rfq.name
|
||||
AND rfq_sup.parent = rfq.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_rfq_total_items(scorecard):
|
||||
""" Gets the total number of RFQ items sent to supplier"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(rfq_item.name) as total_rfqs
|
||||
FROM
|
||||
`tabRequest for Quotation Item` rfq_item,
|
||||
`tabRequest for Quotation Supplier` rfq_sup,
|
||||
`tabRequest for Quotation` rfq
|
||||
WHERE
|
||||
rfq_sup.supplier = %(supplier)s
|
||||
AND rfq.transaction_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND rfq_item.docstatus = 1
|
||||
AND rfq_item.parent = rfq.name
|
||||
AND rfq_sup.parent = rfq.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
|
||||
def get_sq_total_number(scorecard):
|
||||
""" Gets the total number of RFQ items sent to supplier"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(sq.name) as total_sqs
|
||||
FROM
|
||||
`tabRequest for Quotation Item` rfq_item,
|
||||
`tabSupplier Quotation Item` sq_item,
|
||||
`tabRequest for Quotation Supplier` rfq_sup,
|
||||
`tabRequest for Quotation` rfq,
|
||||
`tabSupplier Quotation` sq
|
||||
WHERE
|
||||
rfq_sup.supplier = %(supplier)s
|
||||
AND rfq.transaction_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND sq_item.request_for_quotation_item = rfq_item.name
|
||||
AND sq_item.docstatus = 1
|
||||
AND rfq_item.docstatus = 1
|
||||
AND sq.supplier = %(supplier)s
|
||||
AND sq_item.parent = sq.name
|
||||
AND rfq_item.parent = rfq.name
|
||||
AND rfq_sup.parent = rfq.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_sq_total_items(scorecard):
|
||||
""" Gets the total number of RFQ items sent to supplier"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
|
||||
# Look up all PO Items with delivery dates between our dates
|
||||
data = frappe.db.sql("""
|
||||
SELECT
|
||||
COUNT(sq_item.name) as total_sqs
|
||||
FROM
|
||||
`tabRequest for Quotation Item` rfq_item,
|
||||
`tabSupplier Quotation Item` sq_item,
|
||||
`tabSupplier Quotation` sq,
|
||||
`tabRequest for Quotation Supplier` rfq_sup,
|
||||
`tabRequest for Quotation` rfq
|
||||
WHERE
|
||||
rfq_sup.supplier = %(supplier)s
|
||||
AND rfq.transaction_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND sq_item.request_for_quotation_item = rfq_item.name
|
||||
AND sq_item.docstatus = 1
|
||||
AND sq.supplier = %(supplier)s
|
||||
AND sq_item.parent = sq.name
|
||||
AND rfq_item.docstatus = 1
|
||||
AND rfq_item.parent = rfq.name
|
||||
AND rfq_sup.parent = rfq.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
if not data:
|
||||
data = 0
|
||||
return data
|
||||
|
||||
def get_rfq_response_days(scorecard):
|
||||
""" Gets the total number of days it has taken a supplier to respond to rfqs in the period"""
|
||||
supplier = frappe.get_doc('Supplier', scorecard.supplier)
|
||||
total_sq_days = frappe.db.sql("""
|
||||
SELECT
|
||||
SUM(DATEDIFF(sq.transaction_date, rfq.transaction_date))
|
||||
FROM
|
||||
`tabRequest for Quotation Item` rfq_item,
|
||||
`tabSupplier Quotation Item` sq_item,
|
||||
`tabSupplier Quotation` sq,
|
||||
`tabRequest for Quotation Supplier` rfq_sup,
|
||||
`tabRequest for Quotation` rfq
|
||||
WHERE
|
||||
rfq_sup.supplier = %(supplier)s
|
||||
AND rfq.transaction_date BETWEEN %(start_date)s AND %(end_date)s
|
||||
AND sq_item.request_for_quotation_item = rfq_item.name
|
||||
AND sq_item.docstatus = 1
|
||||
AND sq.supplier = %(supplier)s
|
||||
AND sq_item.parent = sq.name
|
||||
AND rfq_item.docstatus = 1
|
||||
AND rfq_item.parent = rfq.name
|
||||
AND rfq_sup.parent = rfq.name""",
|
||||
{"supplier": supplier.name, "start_date": scorecard.start_date, "end_date": scorecard.end_date}, as_dict=0)[0][0]
|
||||
if not total_sq_days:
|
||||
total_sq_days = 0
|
||||
|
||||
|
||||
return total_sq_days
|
||||
@ -0,0 +1,57 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import frappe
|
||||
import unittest
|
||||
|
||||
from erpnext.buying.doctype.supplier_scorecard_variable.supplier_scorecard_variable import VariablePathNotFound
|
||||
|
||||
|
||||
class TestSupplierScorecardVariable(unittest.TestCase):
|
||||
def test_variable_exist(self):
|
||||
for d in test_existing_variables:
|
||||
my_doc = frappe.get_doc("Supplier Scorecard Variable", d.get("name"))
|
||||
self.assertEquals(my_doc.param_name, d.get('param_name'))
|
||||
self.assertEquals(my_doc.variable_label, d.get('variable_label'))
|
||||
self.assertEquals(my_doc.path, d.get('path'))
|
||||
|
||||
def test_path_exists(self):
|
||||
for d in test_good_variables:
|
||||
if frappe.db.exists(d):
|
||||
frappe.delete_doc(d.get("doctype"), d.get("name"))
|
||||
frappe.get_doc(d).insert()
|
||||
|
||||
for d in test_bad_variables:
|
||||
self.assertRaises(VariablePathNotFound,frappe.get_doc(d).insert)
|
||||
|
||||
test_existing_variables = [
|
||||
{
|
||||
"param_name":"total_accepted_items",
|
||||
"name":"Total Accepted Items",
|
||||
"doctype":"Supplier Scorecard Variable",
|
||||
"variable_label":"Total Accepted Items",
|
||||
"path":"get_total_accepted_items"
|
||||
},
|
||||
]
|
||||
|
||||
test_good_variables = [
|
||||
{
|
||||
"param_name":"good_variable1",
|
||||
"name":"Good Variable 1",
|
||||
"doctype":"Supplier Scorecard Variable",
|
||||
"variable_label":"Good Variable 1",
|
||||
"path":"get_total_accepted_items"
|
||||
},
|
||||
]
|
||||
|
||||
test_bad_variables = [
|
||||
{
|
||||
"param_name":"fake_variable1",
|
||||
"name":"Fake Variable 1",
|
||||
"doctype":"Supplier Scorecard Variable",
|
||||
"variable_label":"Fake Variable 1",
|
||||
"path":"get_fake_variable1"
|
||||
},
|
||||
]
|
||||
@ -141,6 +141,32 @@ def get_data():
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Supplier Scorecard"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Supplier Scorecard",
|
||||
"description": _("All Supplier scorecards."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Supplier Scorecard Variable",
|
||||
"description": _("Templates of supplier scorecard variables.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Supplier Scorecard Criteria",
|
||||
"description": _("Templates of supplier scorecard criteria."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Supplier Scorecard Standing",
|
||||
"description": _("Templates of supplier standings."),
|
||||
},
|
||||
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Other Reports"),
|
||||
"icon": "fa fa-list",
|
||||
|
||||
BIN
erpnext/docs/assets/img/buying/supplier-scorecard-criteria.png
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erpnext/docs/assets/img/buying/supplier-scorecard-criteria.png
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erpnext/docs/assets/img/buying/supplier-scorecard-standing.png
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erpnext/docs/assets/img/buying/supplier-scorecard-standing.png
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erpnext/docs/assets/img/buying/supplier-scorecard-weighing.png
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erpnext/docs/assets/img/buying/supplier-scorecard-weighing.png
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erpnext/docs/assets/img/buying/supplier-scorecard.png
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erpnext/docs/assets/img/buying/supplier-scorecard.png
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@ -5,3 +5,4 @@ purchase-order
|
||||
setup
|
||||
articles
|
||||
purchase-taxes
|
||||
supplier-scorecard
|
||||
76
erpnext/docs/user/manual/en/buying/supplier-scorecard.md
Normal file
76
erpnext/docs/user/manual/en/buying/supplier-scorecard.md
Normal file
@ -0,0 +1,76 @@
|
||||
A Supplier Scorecard is an evaluation tool used to assess the performance of
|
||||
suppliers. Supplier scorecards can be used to keep track of item quality,
|
||||
delivery and responsiveness of suppliers across long periods of time. This data
|
||||
is typically used to help in purchasing decisions.
|
||||
|
||||
A Supplier Scorecard is manually created for each supplier.
|
||||
|
||||
In ERPNext, you can create a supplier scorecard by going to:
|
||||
|
||||
> Buying > Documents > Supplier Scorecard > New Supplier Scorecard
|
||||
|
||||
### Create Supplier Scorecard
|
||||
A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each
|
||||
supplier.
|
||||
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard.png">
|
||||
|
||||
#### Final Score and Standings
|
||||
The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is
|
||||
evaluated. This period can be daily, monthly or yearly. The current score is calculated from the score of each evaluation
|
||||
period based on the weighting function. The default formula is linearly weight over the previous 12 scoring periods.
|
||||
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-weighing.png">
|
||||
This formula is customizable.
|
||||
|
||||
The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier.
|
||||
The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or
|
||||
being issued Purchase Orders.
|
||||
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-standing.png">
|
||||
|
||||
#### Evaluation Criteria and Variables
|
||||
A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time,
|
||||
delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score.
|
||||
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-criteria.png">
|
||||
The method for calculating each criteria is determined through the criteria formula field, which can use a number of pre-established variables.
|
||||
The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include:
|
||||
- The total number of items received from the supplier
|
||||
- The total number of accepted items from the supplier
|
||||
- The total number of rejected items from the supplier
|
||||
- The total number of deliveries from the supplier
|
||||
- The total amount (in dollars) received from a supplier
|
||||
Additional variables can be added through server-side customizations.
|
||||
|
||||
The criteria formula should be customized to evaluate the suppliers in each criteria in a way that best fits the Company requirements.
|
||||
|
||||
##### Evaluation Formulas
|
||||
The evaluation formula uses the pre-established or custom variables to evaluate an aspect of supplier performance over the scoring period. Formulas can use the following mathematical functions:
|
||||
|
||||
* addition: +
|
||||
* subtraction: -
|
||||
* multiplication: *
|
||||
* division: /
|
||||
* min: min(x,y)
|
||||
* max: max(x,y)
|
||||
* if/else: (x) if (formula) else (y)
|
||||
* less than: <
|
||||
* greated than: >
|
||||
* variables: {variable_name}
|
||||
|
||||
It is crucial that the formula be solvable for all variable values. This is most often an issue if the value resolves to 0. For example:
|
||||
```
|
||||
{total_accepted_items} / {total_received_items}
|
||||
```
|
||||
|
||||
This example would resolve to 0 / 0 in periods where there are no received items, and therefore should have a check to protect in this case:
|
||||
```
|
||||
({total_accepted_items} / {total_received_items}) if {total_received_items} > 0 else 1.
|
||||
```
|
||||
|
||||
### Evaluating the Supplier
|
||||
An evaluation is generated for each Supplier Scorecard Period by clicking the "Generate Missing Scorecard Periods" button. The supplier
|
||||
current score can be seen, as well as a visual graphic showing the performance of the supplier over time. Any actions against the supplier
|
||||
are also noted here, including warnings when create RFQs and POs or locking out those features for this supplier altogether.
|
||||
|
||||
|
||||
|
||||
|
||||
{next}
|
||||
@ -191,6 +191,7 @@ scheduler_events = {
|
||||
"erpnext.accounts.doctype.asset.depreciation.post_depreciation_entries",
|
||||
"erpnext.hr.doctype.daily_work_summary_settings.daily_work_summary_settings.send_summary",
|
||||
"erpnext.stock.doctype.serial_no.serial_no.update_maintenance_status",
|
||||
"erpnext.buying.doctype.supplier_scorecard.supplier_scorecard.refresh_scorecards",
|
||||
"erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history"
|
||||
]
|
||||
}
|
||||
|
||||
@ -422,6 +422,7 @@ erpnext.patches.v8_1.add_indexes_in_transaction_doctypes
|
||||
erpnext.patches.v8_3.set_restrict_to_domain_for_module_def
|
||||
erpnext.patches.v8_1.update_expense_claim_status
|
||||
erpnext.patches.v8_3.update_company_total_sales
|
||||
erpnext.patches.v8_4.make_scorecard_records
|
||||
erpnext.patches.v8_1.set_delivery_date_in_so_item
|
||||
erpnext.patches.v8_5.fix_tax_breakup_for_non_invoice_docs
|
||||
erpnext.patches.v8_5.remove_quotations_route_in_sidebar
|
||||
1
erpnext/patches/v8_4/__init__.py
Normal file
1
erpnext/patches/v8_4/__init__.py
Normal file
@ -0,0 +1 @@
|
||||
from __future__ import unicode_literals
|
||||
9
erpnext/patches/v8_4/make_scorecard_records.py
Normal file
9
erpnext/patches/v8_4/make_scorecard_records.py
Normal file
@ -0,0 +1,9 @@
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
|
||||
def execute():
|
||||
|
||||
make_default_records()
|
||||
@ -213,6 +213,10 @@ def install(country=None):
|
||||
|
||||
records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources]
|
||||
|
||||
# Records for the Supplier Scorecard
|
||||
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
|
||||
make_default_records()
|
||||
|
||||
from frappe.modules import scrub
|
||||
for r in records:
|
||||
doc = frappe.new_doc(r.get("doctype"))
|
||||
|
||||
Loading…
Reference in New Issue
Block a user