Adding "Include UOM" in Reports with Qty and Rates (#15541)

* Added Include UOM field for Stock Balane, Stock Ledger and Stock Projected Qty

* Add columns in result list-of-lists instead of converting reports to list-of-dicts

* For requested changes
-Merged conversion factor query with item detail queries
-Ensuring snail_case
-Made columns consistently list-of-dicts
This commit is contained in:
Saif 2018-10-18 17:29:47 +05:00 committed by Nabin Hait
parent 3c9155e406
commit b4cf72c770
7 changed files with 174 additions and 65 deletions

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@ -51,6 +51,12 @@ frappe.query_reports["Stock Balance"] = {
"width": "80",
"options": "Warehouse"
},
{
"fieldname":"include_uom",
"label": __("Include UOM"),
"fieldtype": "Link",
"options": "UOM"
},
{
"fieldname": "show_variant_attributes",
"label": __("Show Variant Attributes"),

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@ -5,6 +5,7 @@ from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import flt, cint, getdate, now
from erpnext.stock.utils import update_included_uom_in_report
from erpnext.stock.report.stock_ledger.stock_ledger import get_item_group_condition
from six import iteritems
@ -14,6 +15,7 @@ def execute(filters=None):
validate_filters(filters)
include_uom = filters.get("include_uom")
columns = get_columns()
items = get_items(filters)
sle = get_stock_ledger_entries(filters, items)
@ -27,6 +29,7 @@ def execute(filters=None):
item_reorder_detail_map = get_item_reorder_details(item_map.keys())
data = []
conversion_factors = []
for (company, item, warehouse) in sorted(iwb_map):
if item_map.get(item):
qty_dict = iwb_map[(company, item, warehouse)]
@ -54,36 +57,40 @@ def execute(filters=None):
variants_attributes = get_variants_attributes()
report_data += [item_map[item].get(i) for i in variants_attributes]
if include_uom:
conversion_factors.append(item_map[item].conversion_factor)
data.append(report_data)
if filters.get('show_variant_attributes', 0) == 1:
columns += ["{}:Data:100".format(i) for i in get_variants_attributes()]
update_included_uom_in_report(columns, data, include_uom, conversion_factors)
return columns, data
def get_columns():
"""return columns"""
columns = [
_("Item")+":Link/Item:100",
_("Item Name")+"::150",
_("Item Group")+":Link/Item Group:100",
_("Brand")+":Link/Brand:90",
_("Description")+"::140",
_("Warehouse")+":Link/Warehouse:100",
_("Stock UOM")+":Link/UOM:90",
_("Opening Qty")+":Float:100",
_("Opening Value")+":Float:110",
_("In Qty")+":Float:80",
_("In Value")+":Float:80",
_("Out Qty")+":Float:80",
_("Out Value")+":Float:80",
_("Balance Qty")+":Float:100",
_("Balance Value")+":Float:100",
_("Valuation Rate")+":Float:90",
_("Reorder Level")+":Float:80",
_("Reorder Qty")+":Float:80",
_("Company")+":Link/Company:100"
{"label": _("Item"), "fieldname": "item_code", "fieldtype": "Link", "options": "Item", "width": 100},
{"label": _("Item Name"), "fieldname": "item_name", "width": 150},
{"label": _("Item Group"), "fieldname": "item_group", "fieldtype": "Link", "options": "Item Group", "width": 100},
{"label": _("Brand"), "fieldname": "brand", "fieldtype": "Link", "options": "Brand", "width": 90},
{"label": _("Description"), "fieldname": "description", "width": 140},
{"label": _("Warehouse"), "fieldname": "warehouse", "fieldtype": "Link", "options": "Warehouse", "width": 100},
{"label": _("Stock UOM"), "fieldname": "stock_uom", "fieldtype": "Link", "options": "UOM", "width": 90},
{"label": _("Opening Qty"), "fieldname": "opening_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Opening Value"), "fieldname": "opening_val", "fieldtype": "Float", "width": 110},
{"label": _("In Qty"), "fieldname": "in_qty", "fieldtype": "Float", "width": 80, "convertible": "qty"},
{"label": _("In Value"), "fieldname": "in_val", "fieldtype": "Float", "width": 80},
{"label": _("Out Qty"), "fieldname": "out_qty", "fieldtype": "Float", "width": 80, "convertible": "qty"},
{"label": _("Out Value"), "fieldname": "out_val", "fieldtype": "Float", "width": 80},
{"label": _("Balance Qty"), "fieldname": "bal_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Balance Value"), "fieldname": "bal_val", "fieldtype": "Currency", "width": 100},
{"label": _("Valuation Rate"), "fieldname": "val_rate", "fieldtype": "Currency", "width": 90, "convertible": "rate"},
{"label": _("Reorder Level"), "fieldname": "reorder_level", "fieldtype": "Float", "width": 80, "convertible": "qty"},
{"label": _("Reorder Qty"), "fieldname": "reorder_qty", "fieldtype": "Float", "width": 80, "convertible": "qty"},
{"label": _("Company"), "fieldname": "company", "fieldtype": "Link", "options": "Company", "width": 100}
]
return columns
@ -210,11 +217,18 @@ def get_item_details(items, sle, filters):
items = list(set([d.item_code for d in sle]))
if items:
cf_field = cf_join = ""
if filters.get("include_uom"):
cf_field = ", ucd.conversion_factor"
cf_join = "left join `tabUOM Conversion Detail` ucd on ucd.parent=item.name and ucd.uom=%(include_uom)s"
for item in frappe.db.sql("""
select name, item_name, description, item_group, brand, stock_uom
from `tabItem`
where name in ({0}) and ifnull(disabled, 0) = 0
""".format(', '.join(['"' + frappe.db.escape(i, percent=False) + '"' for i in items])), as_dict=1):
select item.name, item.item_name, item.description, item.item_group, item.brand, item.stock_uom{cf_field}
from `tabItem` item
{cf_join}
where item.name in ({names}) and ifnull(item.disabled, 0) = 0
""".format(cf_field=cf_field, cf_join=cf_join, names=', '.join(['"' + frappe.db.escape(i, percent=False) + '"' for i in items])),
{"include_uom": filters.get("include_uom")}, as_dict=1):
item_details.setdefault(item.name, item)
if filters.get('show_variant_attributes', 0) == 1:

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@ -70,6 +70,12 @@ frappe.query_reports["Stock Ledger"] = {
"label": __("Project"),
"fieldtype": "Link",
"options": "Project"
},
{
"fieldname":"include_uom",
"label": __("Include UOM"),
"fieldtype": "Link",
"options": "UOM"
}
]
}

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@ -4,15 +4,18 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from erpnext.stock.utils import update_included_uom_in_report
def execute(filters=None):
include_uom = filters.get("include_uom")
columns = get_columns()
items = get_items(filters)
sl_entries = get_stock_ledger_entries(filters, items)
item_details = get_item_details(items, sl_entries)
item_details = get_item_details(items, sl_entries, include_uom)
opening_row = get_opening_balance(filters, columns)
data = []
conversion_factors = []
if opening_row:
data.append(opening_row)
@ -26,28 +29,36 @@ def execute(filters=None):
sle.valuation_rate, sle.stock_value, sle.voucher_type, sle.voucher_no,
sle.batch_no, sle.serial_no, sle.project, sle.company])
if include_uom:
conversion_factors.append(item_detail.conversion_factor)
update_included_uom_in_report(columns, data, include_uom, conversion_factors)
return columns, data
def get_columns():
columns = [
_("Date") + ":Datetime:95", _("Item") + ":Link/Item:130",
_("Item Name") + "::100", _("Item Group") + ":Link/Item Group:100",
_("Brand") + ":Link/Brand:100", _("Description") + "::200",
_("Warehouse") + ":Link/Warehouse:100", _("Stock UOM") + ":Link/UOM:100",
_("Qty") + ":Float:50", _("Balance Qty") + ":Float:100",
{"label": _("Date"), "fieldname": "date", "fieldtype": "Datetime", "width": 95},
{"label": _("Item"), "fieldname": "item_code", "fieldtype": "Link", "options": "Item", "width": 130},
{"label": _("Item Name"), "fieldname": "item_name", "width": 100},
{"label": _("Item Group"), "fieldname": "item_group", "fieldtype": "Link", "options": "Item Group", "width": 100},
{"label": _("Brand"), "fieldname": "brand", "fieldtype": "Link", "options": "Brand", "width": 100},
{"label": _("Description"), "fieldname": "description", "width": 200},
{"label": _("Warehouse"), "fieldname": "warehouse", "fieldtype": "Link", "options": "Warehouse", "width": 100},
{"label": _("Stock UOM"), "fieldname": "stock_uom", "fieldtype": "Link", "options": "UOM", "width": 100},
{"label": _("Qty"), "fieldname": "actual_qty", "fieldtype": "Float", "width": 50, "convertible": "qty"},
{"label": _("Balance Qty"), "fieldname": "qty_after_transaction", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Incoming Rate"), "fieldname": "incoming_rate", "fieldtype": "Currency", "width": 110,
"options": "Company:company:default_currency"},
"options": "Company:company:default_currency", "convertible": "rate"},
{"label": _("Valuation Rate"), "fieldname": "valuation_rate", "fieldtype": "Currency", "width": 110,
"options": "Company:company:default_currency"},
"options": "Company:company:default_currency", "convertible": "rate"},
{"label": _("Balance Value"), "fieldname": "stock_value", "fieldtype": "Currency", "width": 110,
"options": "Company:company:default_currency"},
_("Voucher Type") + "::110",
_("Voucher #") + ":Dynamic Link/" + _("Voucher Type") + ":100",
_("Batch") + ":Link/Batch:100",
_("Serial #") + ":Link/Serial No:100",
_("Project") + ":Link/Project:100",
{"label": _("Company"), "fieldtype": "Link", "width": 110,
"options": "company", "fieldname": "company"}
{"label": _("Voucher Type"), "fieldname": "voucher_type", "width": 110},
{"label": _("Voucher #"), "fieldname": "voucher_no", "fieldtype": "Dynamic Link", "options": "voucher_type", "width": 100},
{"label": _("Batch"), "fieldname": "batch_no", "fieldtype": "Link", "options": "Batch", "width": 100},
{"label": _("Serial #"), "fieldname": "serial_no", "fieldtype": "Link", "options": "Serial No", "width": 100},
{"label": _("Project"), "fieldname": "project", "fieldtype": "Link", "options": "Project", "width": 100},
{"label": _("Company"), "fieldname": "company", "fieldtype": "Link", "options": "Company", "width": 110}
]
return columns
@ -88,7 +99,7 @@ def get_items(filters):
.format(" and ".join(conditions)), filters)
return items
def get_item_details(items, sl_entries):
def get_item_details(items, sl_entries, include_uom):
item_details = {}
if not items:
items = list(set([d.item_code for d in sl_entries]))
@ -96,11 +107,18 @@ def get_item_details(items, sl_entries):
if not items:
return item_details
cf_field = cf_join = ""
if include_uom:
cf_field = ", ucd.conversion_factor"
cf_join = "left join `tabUOM Conversion Detail` ucd on ucd.parent=item.name and ucd.uom=%(include_uom)s"
for item in frappe.db.sql("""
select name, item_name, description, item_group, brand, stock_uom
from `tabItem`
where name in ({0})
""".format(', '.join(['"' + frappe.db.escape(i,percent=False) + '"' for i in items])), as_dict=1):
select item.name, item.item_name, item.description, item.item_group, item.brand, item.stock_uom{cf_field}
from `tabItem` item
{cf_join}
where item.name in ({names})
""".format(cf_field=cf_field, cf_join=cf_join, names=', '.join(['"' + frappe.db.escape(i, percent=False) + '"' for i in items])),
{"include_uom": include_uom}, as_dict=1):
item_details.setdefault(item.name, item)
return item_details

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@ -37,6 +37,12 @@ frappe.query_reports["Stock Projected Qty"] = {
"label": __("Brand"),
"fieldtype": "Link",
"options": "Brand"
},
{
"fieldname":"include_uom",
"label": __("Include UOM"),
"fieldtype": "Link",
"options": "UOM"
}
]
}

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@ -5,27 +5,18 @@ from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import flt, today
from erpnext.stock.utils import update_included_uom_in_report
def execute(filters=None):
filters = frappe._dict(filters or {})
return get_columns(), get_data(filters)
def get_columns():
return [_("Item Code") + ":Link/Item:140", _("Item Name") + "::100", _("Description") + "::200",
_("Item Group") + ":Link/Item Group:100", _("Brand") + ":Link/Brand:100", _("Warehouse") + ":Link/Warehouse:120",
_("UOM") + ":Link/UOM:100", _("Actual Qty") + ":Float:100", _("Planned Qty") + ":Float:100",
_("Requested Qty") + ":Float:110", _("Ordered Qty") + ":Float:100",
_("Reserved Qty") + ":Float:100", _("Reserved Qty for Production") + ":Float:100",
_("Reserved for sub contracting") + ":Float:100",
_("Projected Qty") + ":Float:100", _("Reorder Level") + ":Float:100", _("Reorder Qty") + ":Float:100",
_("Shortage Qty") + ":Float:100"]
def get_data(filters):
include_uom = filters.get("include_uom")
columns = get_columns()
bin_list = get_bin_list(filters)
item_map = get_item_map(filters.get("item_code"))
item_map = get_item_map(filters.get("item_code"), include_uom)
warehouse_company = {}
data = []
conversion_factors = []
for bin in bin_list:
item = item_map.get(bin.item_code)
@ -60,7 +51,35 @@ def get_data(filters):
bin.reserved_qty, bin.reserved_qty_for_production, bin.reserved_qty_for_sub_contract,
bin.projected_qty, re_order_level, re_order_qty, shortage_qty])
return data
if include_uom:
conversion_factors.append(item.conversion_factor)
update_included_uom_in_report(columns, data, include_uom, conversion_factors)
return columns, data
def get_columns():
return [
{"label": _("Item Code"), "fieldname": "item_code", "fieldtype": "Link", "options": "Item", "width": 140},
{"label": _("Item Name"), "fieldname": "item_name", "width": 100},
{"label": _("Description"), "fieldname": "description", "width": 200},
{"label": _("Item Group"), "fieldname": "item_group", "fieldtype": "Link", "options": "Item Group", "width": 100},
{"label": _("Brand"), "fieldname": "brand", "fieldtype": "Link", "options": "Brand", "width": 100},
{"label": _("Warehouse"), "fieldname": "warehouse", "fieldtype": "Link", "options": "Warehouse", "width": 120},
{"label": _("UOM"), "fieldname": "stock_uom", "fieldtype": "Link", "options": "UOM", "width": 100},
{"label": _("Actual Qty"), "fieldname": "actual_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Planned Qty"), "fieldname": "planned_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Requested Qty"), "fieldname": "indented_qty", "fieldtype": "Float", "width": 110, "convertible": "qty"},
{"label": _("Ordered Qty"), "fieldname": "ordered_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Reserved Qty"), "fieldname": "reserved_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Reserved Qty for Production"), "fieldname": "reserved_qty_for_production", "fieldtype": "Float",
"width": 100, "convertible": "qty"},
{"label": _("Reserved for sub contracting"), "fieldname": "reserved_qty_for_sub_contract", "fieldtype": "Float",
"width": 100, "convertible": "qty"},
{"label": _("Projected Qty"), "fieldname": "projected_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Reorder Level"), "fieldname": "re_order_level", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Reorder Qty"), "fieldname": "re_order_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"},
{"label": _("Shortage Qty"), "fieldname": "shortage_qty", "fieldtype": "Float", "width": 100, "convertible": "qty"}
]
def get_bin_list(filters):
conditions = []
@ -83,20 +102,29 @@ def get_bin_list(filters):
return bin_list
def get_item_map(item_code):
def get_item_map(item_code, include_uom):
"""Optimization: get only the item doc and re_order_levels table"""
condition = ""
if item_code:
condition = 'and item_code = "{0}"'.format(frappe.db.escape(item_code, percent=False))
items = frappe.db.sql("""select * from `tabItem` item
where is_stock_item = 1
and disabled=0
cf_field = cf_join = ""
if include_uom:
cf_field = ", ucd.conversion_factor"
cf_join = "left join `tabUOM Conversion Detail` ucd on ucd.parent=item.name and ucd.uom=%(include_uom)s"
items = frappe.db.sql("""
select item.name, item.item_name, item.description, item.item_group, item.brand, item.stock_uom{cf_field}
from `tabItem` item
{cf_join}
where item.is_stock_item = 1
and item.disabled=0
{condition}
and (end_of_life > %(today)s or end_of_life is null or end_of_life='0000-00-00')
and (item.end_of_life > %(today)s or item.end_of_life is null or item.end_of_life='0000-00-00')
and exists (select name from `tabBin` bin where bin.item_code=item.name)"""\
.format(condition=condition), {"today": today()}, as_dict=True)
.format(cf_field=cf_field, cf_join=cf_join, condition=condition),
{"today": today(), "include_uom": include_uom}, as_dict=True)
condition = ""
if item_code:

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@ -246,3 +246,34 @@ def validate_warehouse_company(warehouse, company):
def is_group_warehouse(warehouse):
if frappe.db.get_value("Warehouse", warehouse, "is_group"):
frappe.throw(_("Group node warehouse is not allowed to select for transactions"))
def update_included_uom_in_report(columns, result, include_uom, conversion_factors):
if not include_uom or not conversion_factors:
return
convertible_cols = {}
for col_idx in reversed(range(0, len(columns))):
col = columns[col_idx]
if isinstance(col, dict) and col.get("convertible") in ['rate', 'qty']:
convertible_cols[col_idx] = col['convertible']
columns.insert(col_idx+1, col.copy())
columns[col_idx+1]['fieldname'] += "_alt"
if convertible_cols[col_idx] == 'rate':
columns[col_idx+1]['label'] += " (per {})".format(include_uom)
else:
columns[col_idx+1]['label'] += " ({})".format(include_uom)
for row_idx, row in enumerate(result):
new_row = []
for col_idx, d in enumerate(row):
new_row.append(d)
if col_idx in convertible_cols:
if conversion_factors[row_idx]:
if convertible_cols[col_idx] == 'rate':
new_row.append(flt(d) * conversion_factors[row_idx])
else:
new_row.append(flt(d) / conversion_factors[row_idx])
else:
new_row.append(None)
result[row_idx] = new_row