[Report][Quotation Trend]
This commit is contained in:
Saurabh
parent
66f10cd14f
commit
bcbd9a4800
@ -155,10 +155,8 @@ for r in res:
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for d in range(len(colnames) - cr):
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r.append(flt(main_det[0][d]))
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out.append(r)
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if group_by:
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flag = 1
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# check for root nodes
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if based_on in ['Item Group','Customer Group','Territory']:
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is_grp = sql("select is_group from `tab%s` where name = '%s'" % (based_on, cstr(r[col_idx[based_on]]).strip()))
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is_grp = is_grp and cstr(is_grp[0][0]) or ''
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@ -167,11 +165,11 @@ for r in res:
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if flag == 1:
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det = [x[0] for x in sql("SELECT DISTINCT %s FROM %s where %s" % (sel_col, add_tab, add_cond % {'value':cstr(r[col_idx[based_on]]).strip()}))]
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for des in range(len(det)):
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t_row = ['' for i in range(len(colnames))]
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t_row[col_idx[group_by]] = cstr(det[des])
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gr_det = sql("SELECT %s FROM %s WHERE %s = '%s' and %s" % (query_val, add_tab, sel_col, cstr(det[des]), add_cond % {'value':cstr(r[col_idx[based_on]]).strip()}))
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webnotes.errprint(cstr(r[col_idx[based_on]]).strip())
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for d in range(len(col_names)):
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t_row[col_idx[col_names[d]]] = flt(gr_det[0][d])
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out.append(t_row)
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out.append(t_row)
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@ -19,21 +19,21 @@ wn.query_reports["Quotation Trends"] = {
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"label": "Group By",
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"fieldtype": "Select",
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"options": "Item"+NEWLINE+"Customer",
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"default": "Customer"
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"default": ""
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},
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{
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"fieldname":"fiscal_year",
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"label": "Fiscal Year",
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"fieldtype": "Link",
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"options":'Fiscal Year',
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"default": "Fiscal Year"
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"default": sys_defaults.fiscal_year
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},
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{
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"fieldname":"company",
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"label": "Company",
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"fieldtype": "Link",
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"options": "Company",
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"default": "Company"
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"default": sys_defaults.company
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},
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]
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@ -16,78 +16,154 @@
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import getdate, cint
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from webnotes.utils import cint, add_days, add_months, cstr
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def execute(filters=None):
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if not filters: filters ={}
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period = filters.get("period")
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based_on = filters.get("based_on")
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group_by = filters.get("group_by")
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columns = get_columns(filters, period, based_on, group_by)
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data = []
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# Global data
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ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
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year_start_date = ysd.strftime('%Y-%m-%d')
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start_month = cint(year_start_date.split('-')[1])
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columns, query_bon, query_pwc, group_by = get_columns(filters, year_start_date, start_month)
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ptab = "tabQuotation"
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ctab = "tabQuotation Item"
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data = get_data(filters, ptab, ctab, query_bon, query_pwc, group_by)
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return columns, data
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def get_columns(filters, period, based_on, group_by):
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columns = []
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pwc = []
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bon = []
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gby = []
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def get_columns(filters, year_start_date, start_month):
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columns, pwc, bon, gby = [], [], [], []
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query_bon, query_pwc = '', ''
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period = filters.get("period")
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based_on = filters.get("based_on")
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grby = filters.get("group_by")
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if not (period and based_on):
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webnotes.msgprint("Value missing in 'Period' or 'Based On'",raise_exception=1)
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elif based_on == group_by:
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webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'")
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webnotes.msgprint("Value missing in 'Period' or 'Based On'", raise_exception=1)
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elif based_on == grby:
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webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'", raise_exception=1)
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else:
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pwc = period_wise_column(filters, period, pwc)
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bon = base_wise_column(based_on, bon)
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gby = gruoup_wise_column(group_by)
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bon,query_bon,group_by = base_wise_column(based_on, bon)
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pwc,query_pwc = period_wise_column_and_query(filters, period, pwc, year_start_date,start_month)
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gby = gruoup_wise_column(grby)
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if gby:
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columns = bon + gby + pwc
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columns = bon + gby + pwc +["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
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else:
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columns = bon + pwc
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return columns
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columns = bon + pwc + ["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
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return columns, query_bon, query_pwc, group_by
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def period_wise_column(filters, period, pwc):
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def get_data(filters, ptab, ctab, query_bon, query_pwc, group_by):
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query_details = query_bon + query_pwc + 'SUM(t2.qty), SUM(t1.grand_total) '
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query_pwc = query_pwc + 'SUM(t2.qty), SUM(t1.grand_total)'
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if not filters.get("group_by"):
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data = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s' and t1.docstatus = 1
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group by %s
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"""%(query_details, ptab, ctab, filters.get("company"), filters.get("fiscal_year"), group_by), as_list=1)
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# No coma is included between %s and t2.item_code cause it's already bounded with query_bon
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if filters.get("group_by") == 'Item':
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data = webnotes.conn.sql(""" select %s t2.item_code, %s from `%s` t1, `%s` t2
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s' and t1.docstatus = 1
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group by %s, %s"""%( query_bon, query_pwc, ptab, ctab, filters.get("company"), filters.get("fiscal_year"),
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group_by,'t2.item_code'), as_list=1)
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if filters.get("group_by") == 'Customer':
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data = webnotes.conn.sql(""" select %s t1.customer_name, %s from `%s` t1, `%s` t2
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s' and t1.docstatus = 1
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group by %s, %s"""%(query_bon, query_pwc, ptab, ctab, filters.get("company"), filters.get("fiscal_year"), group_by, 't1.customer_name'), as_list=1)
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return data
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def period_wise_column_and_query(filters, period, pwc, year_start_date, start_month):
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query_details = ''
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if period == "Monthly":
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month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
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for month in range(0,len(month_name)):
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for month in range(start_month-1,len(month_name)):
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pwc.append(month_name[month]+' (Qty):Float:120')
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pwc.append(month_name[month]+' (Amt):Currency:120')
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query_details += """Sum(CASE WHEN MONTH(t1.transaction_date)= %(mon_num)s THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN MONTH(t1.transaction_date)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
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"""%{"mon_num": cstr(month+1)}
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for month in range(0, start_month-1):
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pwc.append(month_name[month]+' (Qty):Float:120')
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pwc.append(month_name[month]+' (Amt):Currency:120')
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query_details += """Sum(CASE WHEN MONTH(t1.transaction_date)= %(mon_num)s THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN MONTH(t1.transaction_date)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
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"""%{"mon_num": cstr(month+1)}
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elif period == "Quarterly":
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pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120",
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"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"
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]
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"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"]
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first_qsd, second_qsd, third_qsd, fourth_qsd = year_start_date, add_months(year_start_date,3), add_months(year_start_date,6), add_months(year_start_date,9)
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first_qed, second_qed, third_qed, fourth_qed = add_days(add_months(first_qsd,3),-1), add_days(add_months(second_qsd,3),-1), add_days(add_months(third_qsd,3),-1), add_days(add_months(fourth_qsd,3),-1)
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bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
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for d in bet_dates:
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query_details += """
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SUM(CASE WHEN t1.transaction_date BETWEEN '%(sd)s' AND '%(ed)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.transaction_date BETWEEN '%(sd)s' AND '%(ed)s' THEN t1.grand_total ELSE NULL END),
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"""%{"sd": d[0],"ed": d[1]}
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elif period == "Half-yearly":
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pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
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"Second Half(amt):Currency:120"
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]
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"Second Half(amt):Currency:120"]
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first_half_start = year_start_date
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first_half_end = add_days(add_months(first_half_start,6),-1)
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second_half_start = add_days(first_half_end,1)
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second_half_end = add_days(add_months(second_half_start,6),-1)
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query_details = """ SUM(CASE WHEN t1.transaction_date BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.transaction_date BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t1.grand_total ELSE NULL END),
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SUM(CASE WHEN t1.transaction_date BETWEEN '%(shs)s' AND '%(she)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.transaction_date BETWEEN '%(shs)s' AND '%(she)s' THEN t1.grand_total ELSE NULL END),
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"""%{"fhs": first_half_start, "fhe": first_half_end,"shs": second_half_start, "she": second_half_end}
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else:
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pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
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query_details = " SUM(t2.qty), SUM(t1.grand_total),"
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return pwc
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return pwc, query_details
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def base_wise_column(based_on, bon):
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if based_on == "Item":
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bon = ["Item:Link/Item:120", "Item Name:Data:120"]
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query_details = "t2.item_code, t2.item_name,"
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group_by = 't2.item_code'
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elif based_on == "Item Group":
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bon = ["Item Group:Link/Item Group:120"]
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query_details = "t2.item_group,"
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group_by = 't2.item_group'
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elif based_on == "Customer":
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bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
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query_details = "t1.customer_name, t1.territory, "
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group_by = 't1.customer_name'
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elif based_on == "Customer Group":
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bon = ["Customer Group:Link/Customer Group"]
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query_details = "t1.customer_group, "
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group_by = 't1.customer_group'
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elif based_on == "Territory":
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bon = ["Territory:Link/Territory:120"]
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query_details = "t1.territory, "
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group_by = 't1.territory'
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else:
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bon = ["Project:Link/Project:120"]
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return bon
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return bon, query_details, group_by
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def gruoup_wise_column(group_by):
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if group_by:
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