feat: profitability report
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erpnext/projects/report/profitability/__init__.py
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erpnext/projects/report/profitability/__init__.py
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erpnext/projects/report/profitability/profitability.js
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erpnext/projects/report/profitability/profitability.js
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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/* eslint-disable */
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frappe.query_reports["Profitability"] = {
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"filters": [
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{
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"fieldname": "start_date",
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"label": __("Start Date"),
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"fieldtype": "Date",
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"reqd": 1
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},
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{
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"fieldname": "end_date",
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"label": __("End Date"),
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"fieldtype": "Date",
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"reqd": 1
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},
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{
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"fieldname": "customer_name",
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"label": __("Customer"),
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"fieldtype": "Link",
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"options": "Customer"
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},
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{
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"fieldname": "employee",
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"label": __("Employee"),
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"fieldtype": "Link",
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"options": "Employee"
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}
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]
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};
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erpnext/projects/report/profitability/profitability.json
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erpnext/projects/report/profitability/profitability.json
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{
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"add_total_row": 0,
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"columns": [],
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"creation": "2021-03-18 10:19:40.124932",
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"disable_prepared_report": 0,
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"filters": [],
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"idx": 0,
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"is_standard": "Yes",
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"json": "{}",
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"modified": "2021-03-18 10:20:15.559305",
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"modified_by": "Administrator",
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"module": "Projects",
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"name": "Profitability",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Timesheet",
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"report_name": "Profitability",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Projects User"
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},
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{
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"role": "HR User"
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},
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{
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"role": "Manufacturing User"
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},
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{
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"role": "Employee"
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},
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{
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"role": "Accounts User"
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}
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]
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}
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erpnext/projects/report/profitability/profitability.py
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erpnext/projects/report/profitability/profitability.py
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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def execute(filters=None):
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columns, data = [], []
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data = get_data(filters)
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columns = get_columns()
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return columns, data
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def get_columns():
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return [
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{
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"fieldname": "customer_name",
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"label": _("Customer"),
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"fieldtype": "Link",
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"options": "Customer",
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"width": 150
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},
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{
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"fieldname": "title",
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"label": _("Name"),
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"fieldtype": "Data",
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"width": 120
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},
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{
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"fieldname": "employee",
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"label": _("Employee"),
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"fieldtype": "Link",
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"options": "employee",
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"width": 150
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},
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{
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"fieldname": "grand_total",
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"label": _("Bill Amount"),
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"fieldtype": "Currency",
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"options": "currency",
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"width": 120
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},
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{
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"fieldname": "gross_pay",
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"label": _("Cost"),
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"fieldtype": "Currency",
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"options": "currency",
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"width": 120
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},
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{
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"fieldname": "profit",
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"label": _("Profit"),
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"fieldtype": "Currency",
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"options": "currency",
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"width": 120
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},
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{
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"fieldname": "end_date",
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"label": _("End Date"),
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"fieldtype": "Date",
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"width": 120
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},
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{
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"fieldname": "total_billed_hours",
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"label": _("Total Billed Hours"),
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"fieldtype": "Int",
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"width": 120
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},
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{
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"fieldname": "utilization",
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"label": _("Utilization"),
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"fieldtype": "Percentage",
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"width": 120
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},
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{
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"fieldname": "fractional_cost",
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"label": _("Fractional Cost"),
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"fieldtype": "Int",
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"width": 100
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}
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]
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def get_data(filters):
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conditions = get_conditions(filters)
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sql = """
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select
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*,
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t.gross_pay * t.utilization as fractional_cost,
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t.grand_total - t.gross_pay * t.utilization as profit
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from
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(select
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si.customer_name,tabTimesheet.title,tabTimesheet.employee,si.grand_total,si.name as voucher_no,
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ss.gross_pay,ss.total_working_days,tabTimesheet.end_date,tabTimesheet.total_billed_hours,
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tabTimesheet.total_billed_hours/(ss.total_working_days * 8) as utilization
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from
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`tabSalary Slip Timesheet` as sst join `tabTimesheet` on tabTimesheet.name = sst.time_sheet
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join `tabSales Invoice Timesheet` as sit on sit.time_sheet = tabTimesheet. name
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join `tabSales Invoice` as si on si. name = sit.parent and si.status != "Cancelled"
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join `tabSalary Slip` as ss on ss.name = sst.parent """
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if conditions:
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sql += """
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where
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%s) as t"""%(conditions)
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data = frappe.db.sql(sql,filters, as_dict=True)
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return data
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def get_conditions(filters):
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conditions = []
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if filters.get("customer_name"):
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conditions.append("si.customer_name='%s'"%filters.get("customer_name"))
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if filters.get("start_date"):
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conditions.append("tabTimesheet.start_date>='%s'"%filters.get("start_date"))
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if filters.get("end_date"):
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conditions.append("tabTimesheet.end_date<='%s'"%filters.get("end_date"))
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if filters.get("employee"):
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conditions.append("tabTimesheet.employee='%s'"%filters.get("employee"))
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conditions = " and ".join(conditions)
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return conditions
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