Merge pull request #517 from akhileshdarjee/master
[Report] Cleanup of Territory Target Variance, Sales Person Target Variance, Budget Variance Report & Item Prices
This commit is contained in:
commit
df6ad717b2
@ -16,18 +16,21 @@
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from __future__ import unicode_literals
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import webnotes
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import calendar
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from webnotes import _, msgprint
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from webnotes.utils import flt
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import time
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from accounts.utils import get_fiscal_year
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from controllers.trends import get_period_date_ranges, get_period_month_ranges
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def execute(filters=None):
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if not filters: filters = {}
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columns = get_columns(filters)
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period_month_ranges = get_period_month_ranges(filters)
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period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
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cam_map = get_costcenter_account_month_map(filters)
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precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
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data = []
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for cost_center, cost_center_items in cam_map.items():
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@ -39,7 +42,7 @@ def execute(filters=None):
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for month in relevant_months:
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month_data = monthwise_data.get(month, {})
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for i, fieldname in enumerate(["target", "actual", "variance"]):
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value = flt(month_data.get(fieldname))
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value = flt(month_data.get(fieldname), precision)
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period_data[i] += value
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totals[i] += value
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period_data[2] = period_data[0] - period_data[1]
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@ -61,7 +64,7 @@ def get_columns(filters):
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group_months = False if filters["period"] == "Monthly" else True
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for from_date, to_date in get_period_date_ranges(filters):
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for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
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for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
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if group_months:
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columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
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@ -70,41 +73,6 @@ def get_columns(filters):
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return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
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def get_period_date_ranges(filters):
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from dateutil.relativedelta import relativedelta
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year_start_date, year_end_date = get_year_start_end_date(filters)
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increment = {
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"Monthly": 1,
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"Quarterly": 3,
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"Half-Yearly": 6,
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"Yearly": 12
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}.get(filters["period"])
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period_date_ranges = []
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for i in xrange(1, 13, increment):
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period_end_date = year_start_date + relativedelta(months=increment,
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days=-1)
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period_date_ranges.append([year_start_date, period_end_date])
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year_start_date = period_end_date + relativedelta(days=1)
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return period_date_ranges
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def get_period_month_ranges(filters):
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from dateutil.relativedelta import relativedelta
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period_month_ranges = []
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for start_date, end_date in get_period_date_ranges(filters):
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months_in_this_period = []
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while start_date <= end_date:
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months_in_this_period.append(start_date.strftime("%B"))
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start_date += relativedelta(months=1)
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period_month_ranges.append(months_in_this_period)
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return period_month_ranges
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#Get cost center & target details
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def get_costcenter_target_details(filters):
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return webnotes.conn.sql("""select cc.name, cc.distribution_id,
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@ -122,7 +90,7 @@ def get_target_distribution_details(filters):
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for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
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`tabCost Center` cc where bdd.parent=bd.name and cc.distribution_id=bd.name and \
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bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
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bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
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target_details.setdefault(d.month, d)
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return target_details
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@ -147,22 +115,16 @@ def get_costcenter_account_month_map(filters):
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for month in tdd:
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cam_map.setdefault(ccd.name, {}).setdefault(ccd.account, {})\
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.setdefault(month, webnotes._dict({
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"target": 0.0, "actual": 0.0, "variance": 0.0
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"target": 0.0, "actual": 0.0
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}))
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tav_dict = cam_map[ccd.name][ccd.account][month]
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tav_dict.target = ccd.budget_allocated*(tdd[month]["percentage_allocation"]/100)
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tav_dict.target = flt(ccd.budget_allocated) * \
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(tdd[month]["percentage_allocation"]/100)
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for ad in actual_details:
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if ad.month_name == month and ad.account == ccd.account \
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and ad.cost_center == ccd.name:
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tav_dict.actual += ad.debit - ad.credit
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return cam_map
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def get_year_start_end_date(filters):
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return webnotes.conn.sql("""select year_start_date,
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subdate(adddate(year_start_date, interval 1 year), interval 1 day)
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as year_end_date
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from `tabFiscal Year`
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where name=%s""", filters["fiscal_year"])[0]
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return cam_map
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1
selling/locale/_messages_js.json
Normal file
1
selling/locale/_messages_js.json
Normal file
@ -0,0 +1 @@
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[]
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7
selling/locale/_messages_py.json
Normal file
7
selling/locale/_messages_py.json
Normal file
@ -0,0 +1,7 @@
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[
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"is not a Stock Item",
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"Item",
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"Please check",
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"reached its end of life on",
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"is a cancelled Item"
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]
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7
selling/locale/ar-py.json
Normal file
7
selling/locale/ar-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "\u0628\u0646\u062f",
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"Please check": "\u064a\u0631\u062c\u0649 \u0645\u0631\u0627\u062c\u0639\u0629",
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"is a cancelled Item": "\u0647\u0648 \u0628\u0646\u062f \u0625\u0644\u063a\u0627\u0621",
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"is not a Stock Item": "\u0644\u064a\u0633 \u0627\u0644\u0625\u063a\u0644\u0627\u0642 \u0644\u0644\u0633\u0647\u0645",
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"reached its end of life on": "\u0648\u0635\u0644 \u0625\u0644\u0649 \u0646\u0647\u0627\u064a\u062a\u0647 \u0645\u0646 \u0627\u0644\u062d\u064a\u0627\u0629 \u0639\u0644\u0649"
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}
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7
selling/locale/de-py.json
Normal file
7
selling/locale/de-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Artikel",
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"Please check": "Bitte \u00fcberpr\u00fcfen Sie",
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"is a cancelled Item": "ist ein gestempeltes",
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"is not a Stock Item": "ist kein Lagerartikel",
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"reached its end of life on": "erreichte Ende des Lebens auf"
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}
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7
selling/locale/es-py.json
Normal file
7
selling/locale/es-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Art\u00edculo",
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"Please check": "Por favor, compruebe",
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"is a cancelled Item": "Es un Tema cancelado",
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"is not a Stock Item": "no es un elemento de serie",
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"reached its end of life on": "llegado al final de su vida en la"
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}
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7
selling/locale/fr-py.json
Normal file
7
selling/locale/fr-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Article",
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"Please check": "S'il vous pla\u00eet v\u00e9rifier",
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"is a cancelled Item": "est un \u00e9l\u00e9ment annul\u00e9e",
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"is not a Stock Item": "n'est pas un \u00e9l\u00e9ment de Stock",
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"reached its end of life on": "atteint la fin de sa vie sur"
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}
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7
selling/locale/hi-py.json
Normal file
7
selling/locale/hi-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "\u092e\u0926",
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"Please check": "\u0915\u0943\u092a\u092f\u093e \u091c\u093e\u0901\u091a \u0915\u0930\u0947\u0902",
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"is a cancelled Item": "\u0930\u0926\u094d\u0926 \u0906\u0907\u091f\u092e",
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"is not a Stock Item": "\u0938\u094d\u091f\u0949\u0915 \u0906\u0907\u091f\u092e \u0928\u0939\u0940\u0902 \u0939\u0948",
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"reached its end of life on": "\u092a\u0930 \u0905\u092a\u0928\u0947 \u091c\u0940\u0935\u0928 \u0915\u0947 \u0905\u0902\u0924 \u0924\u0915 \u092a\u0939\u0941\u0901\u091a"
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}
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7
selling/locale/hr-py.json
Normal file
7
selling/locale/hr-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Stavka",
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"Please check": "Molimo provjerite",
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"is a cancelled Item": "je otkazan artikla",
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"is not a Stock Item": "nije katalo\u0161ki artikla",
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"reached its end of life on": "dosegla svoj kraj \u017eivota na"
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}
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7
selling/locale/nl-py.json
Normal file
7
selling/locale/nl-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Item",
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"Please check": "Controleer",
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"is a cancelled Item": "is een geannuleerde artikel",
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"is not a Stock Item": "is niet een Stock Item",
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"reached its end of life on": "het einde van zijn leven op"
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}
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7
selling/locale/pt-BR-py.json
Normal file
7
selling/locale/pt-BR-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Item",
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"Please check": "Por favor, verifique",
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"is a cancelled Item": "\u00e9 um Item cancelado",
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"is not a Stock Item": "n\u00e3o \u00e9 um Item de Estoque",
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"reached its end of life on": "chegou ao fim de vida em"
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}
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7
selling/locale/pt-py.json
Normal file
7
selling/locale/pt-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "Item",
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"Please check": "Por favor, verifique",
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"is a cancelled Item": "\u00e9 um item cancelado",
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"is not a Stock Item": "n\u00e3o \u00e9 um item de estoque",
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"reached its end of life on": "chegou ao fim da vida na"
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}
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7
selling/locale/sr-py.json
Normal file
7
selling/locale/sr-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "\u0421\u0442\u0430\u0432\u043a\u0430",
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"Please check": "\u041c\u043e\u043b\u0438\u043c\u043e \u0432\u0430\u0441 \u0434\u0430 \u043f\u0440\u043e\u0432\u0435\u0440\u0438\u0442\u0435",
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"is a cancelled Item": "\u0458\u0435 \u043e\u0442\u043a\u0430\u0437\u0430\u043d\u0430 \u0448\u0438\u0444\u0440\u0430",
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"is not a Stock Item": "\u043d\u0438\u0458\u0435 \u0431\u0435\u0440\u0437\u0430 \u0448\u0438\u0444\u0440\u0430",
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"reached its end of life on": "\u0434\u043e\u0441\u0442\u0438\u0433\u0430\u043e \u0441\u0432\u043e\u0458 \u043a\u0440\u0430\u0458 \u0436\u0438\u0432\u043e\u0442\u0430 \u043d\u0430"
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}
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7
selling/locale/ta-py.json
Normal file
7
selling/locale/ta-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "\u0b89\u0bb0\u0bc1\u0baa\u0bcd\u0baa\u0b9f\u0bbf",
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"Please check": "\u0b9a\u0bb0\u0bbf\u0baa\u0bbe\u0bb0\u0bcd\u0b95\u0bcd\u0b95\u0bb5\u0bc1\u0bae\u0bcd",
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"is a cancelled Item": "\u0b92\u0bb0\u0bc1 \u0bb0\u0ba4\u0bcd\u0ba4\u0bc1 \u0b89\u0bb0\u0bc1\u0baa\u0bcd\u0baa\u0b9f\u0bbf \u0b89\u0bb3\u0bcd\u0bb3\u0ba4\u0bc1",
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"is not a Stock Item": "\u0b92\u0bb0\u0bc1 \u0baa\u0b99\u0bcd\u0b95\u0bc1 \u0baa\u0bc6\u0bbe\u0bb0\u0bc1\u0bb3\u0bcd \u0b85\u0bb2\u0bcd\u0bb2",
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"reached its end of life on": "\u0bb5\u0bbe\u0bb4\u0bcd\u0b95\u0bcd\u0b95\u0bc8 \u0b85\u0ba4\u0ba9\u0bcd \u0b87\u0bb1\u0bc1\u0ba4\u0bbf\u0baf\u0bbf\u0bb2\u0bcd \u0b85\u0b9f\u0bc8\u0ba8\u0bcd\u0ba4\u0ba4\u0bc1"
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}
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7
selling/locale/th-py.json
Normal file
7
selling/locale/th-py.json
Normal file
@ -0,0 +1,7 @@
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{
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"Item": "\u0e0a\u0e34\u0e49\u0e19",
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"Please check": "\u0e01\u0e23\u0e38\u0e13\u0e32\u0e15\u0e23\u0e27\u0e08\u0e2a\u0e2d\u0e1a",
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"is a cancelled Item": "\u0e23\u0e32\u0e22\u0e01\u0e32\u0e23\u0e22\u0e01\u0e40\u0e25\u0e34\u0e01\u0e40\u0e1b\u0e47\u0e19",
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"is not a Stock Item": "\u0e44\u0e21\u0e48\u0e44\u0e14\u0e49\u0e40\u0e1b\u0e47\u0e19\u0e23\u0e32\u0e22\u0e01\u0e32\u0e23\u0e2a\u0e15\u0e47\u0e2d\u0e01",
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"reached its end of life on": "\u0e16\u0e36\u0e07\u0e08\u0e38\u0e14\u0e2a\u0e34\u0e49\u0e19\u0e2a\u0e38\u0e14\u0e02\u0e2d\u0e07\u0e0a\u0e35\u0e27\u0e34\u0e15\u0e40\u0e21\u0e37\u0e48\u0e2d"
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}
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@ -162,13 +162,11 @@ wn.module_page["Selling"] = [
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},
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{
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"label":wn._("Territory Target Variance (Item Group-Wise)"),
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route: "query-report/Territory Target Variance (Item Group-Wise)",
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doctype: "Sales Order"
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route: "query-report/Territory Target Variance Item Group-Wise"
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},
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{
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"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
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route: "query-report/Sales Person Target Variance (Item Group-Wise)",
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doctype: "Sales Order"
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route: "query-report/Sales Person Target Variance Item Group-Wise"
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},
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{
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"label":wn._("Customers Not Buying Since Long Time"),
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@ -185,6 +183,10 @@ wn.module_page["Selling"] = [
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route: "query-report/Sales Order Trends",
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doctype: "Sales Order"
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},
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{
|
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"label":wn._("Available Stock for Packing Items"),
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route: "query-report/Available Stock for Packing Items",
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},
|
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{
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"label":wn._("Pending SO Items For Purchase Request"),
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route: "query-report/Pending SO Items For Purchase Request"
|
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|
@ -0,0 +1,89 @@
|
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# ERPNext - web based ERP (http://erpnext.com)
|
||||
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
from webnotes.utils import cint
|
||||
|
||||
def execute(filters=None):
|
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if not filters: filters = {}
|
||||
|
||||
columns = get_columns()
|
||||
item_warehouse_quantity_map = get_item_warehouse_quantity_map()
|
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|
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data = []
|
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for item, warehouse in item_warehouse_quantity_map.items():
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item_details = get_item_details(item)[0]
|
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total = 0
|
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total_qty = 0
|
||||
for wh, item_qty in warehouse.items():
|
||||
total += 1
|
||||
row = [item, item_details.item_name, item_details.description, \
|
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item_details.stock_uom, wh]
|
||||
for quantity in item_qty.items():
|
||||
max_qty = []
|
||||
max_qty.append(quantity[1])
|
||||
max_qty = min(max_qty)
|
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total_qty += cint(max_qty.qty)
|
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row += [max_qty.qty]
|
||||
data.append(row)
|
||||
if (total == len(warehouse)):
|
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row = ["", "", "Total", "", "", total_qty]
|
||||
data.append(row)
|
||||
|
||||
return columns, data
|
||||
|
||||
def get_columns():
|
||||
columns = ["Item Code:Link/Item:100", "Item Name::100", "Description::120", \
|
||||
"UOM:Link/UOM:80", "Warehouse:Link/Warehouse:100", "Quantity::100"]
|
||||
|
||||
return columns
|
||||
|
||||
def get_sales_bom():
|
||||
return webnotes.conn.sql("""select name from `tabSales BOM`""", as_dict=1)
|
||||
|
||||
def get_sales_bom_items(item):
|
||||
return webnotes.conn.sql("""select parent, item_code, qty from `tabSales BOM Item`
|
||||
where parent=%s""", (item), as_dict=1)
|
||||
|
||||
def get_item_details(item):
|
||||
return webnotes.conn.sql("""select name, item_name, description, stock_uom
|
||||
from `tabItem` where name=%s""", (item), as_dict=1)
|
||||
|
||||
def get_item_warehouse_quantity(item):
|
||||
return webnotes.conn.sql("""select item_code, warehouse, actual_qty from `tabBin`
|
||||
where item_code=%s""", (item), as_dict=1)
|
||||
|
||||
def get_item_warehouse_quantity_map():
|
||||
iwq_map = {}
|
||||
|
||||
sales_bom = get_sales_bom()
|
||||
|
||||
for item in sales_bom:
|
||||
child_item = get_sales_bom_items(item.name)
|
||||
for child in child_item:
|
||||
item_warehouse_quantity = get_item_warehouse_quantity(child.item_code)
|
||||
for iwq in item_warehouse_quantity:
|
||||
iwq_map.setdefault(item.name, {}).setdefault(iwq.warehouse, {}).\
|
||||
setdefault(child.item_code, webnotes._dict({
|
||||
"qty" : 0
|
||||
}))
|
||||
|
||||
q_dict = iwq_map[item.name][iwq.warehouse][child.item_code]
|
||||
|
||||
q_dict.qty = cint(iwq.actual_qty / child.qty)
|
||||
|
||||
return iwq_map
|
@ -0,0 +1,21 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-21 13:40:05",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-21 15:06:40",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales BOM",
|
||||
"report_name": "Available Stock for Packing Items",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Available Stock for Packing Items"
|
||||
}
|
||||
]
|
@ -1,4 +1,4 @@
|
||||
wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
|
||||
wn.query_reports["Sales Person Target Variance Item Group-Wise"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname: "fiscal_year",
|
@ -16,18 +16,21 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
import calendar
|
||||
from webnotes import _, msgprint
|
||||
from webnotes.utils import flt
|
||||
import time
|
||||
from accounts.utils import get_fiscal_year
|
||||
from controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
sim_map = get_salesperson_item_month_map(filters)
|
||||
|
||||
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||
|
||||
data = []
|
||||
|
||||
for salesperson, salesperson_items in sim_map.items():
|
||||
@ -39,7 +42,7 @@ def execute(filters=None):
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
value = flt(month_data.get(fieldname), precision)
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
@ -61,7 +64,7 @@ def get_columns(filters):
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters):
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
|
||||
if group_months:
|
||||
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
||||
@ -70,49 +73,14 @@ def get_columns(filters):
|
||||
|
||||
return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
|
||||
|
||||
def get_period_date_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
year_start_date, year_end_date = get_year_start_end_date(filters)
|
||||
|
||||
increment = {
|
||||
"Monthly": 1,
|
||||
"Quarterly": 3,
|
||||
"Half-Yearly": 6,
|
||||
"Yearly": 12
|
||||
}.get(filters["period"])
|
||||
|
||||
period_date_ranges = []
|
||||
for i in xrange(1, 13, increment):
|
||||
period_end_date = year_start_date + relativedelta(months=increment,
|
||||
days=-1)
|
||||
period_date_ranges.append([year_start_date, period_end_date])
|
||||
year_start_date = period_end_date + relativedelta(days=1)
|
||||
|
||||
return period_date_ranges
|
||||
|
||||
def get_period_month_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
period_month_ranges = []
|
||||
|
||||
for start_date, end_date in get_period_date_ranges(filters):
|
||||
months_in_this_period = []
|
||||
while start_date <= end_date:
|
||||
months_in_this_period.append(start_date.strftime("%B"))
|
||||
start_date += relativedelta(months=1)
|
||||
period_month_ranges.append(months_in_this_period)
|
||||
|
||||
return period_month_ranges
|
||||
|
||||
|
||||
#Get sales person & item group details
|
||||
def get_salesperson_details(filters):
|
||||
return webnotes.conn.sql("""select sp.name, td.item_group, td.target_qty,
|
||||
td.target_amount, sp.distribution_id
|
||||
from `tabSales Person` sp, `tabTarget Detail` td
|
||||
where td.parent=sp.name and td.fiscal_year=%s and
|
||||
ifnull(sp.distribution_id, '')!='' order by sp.name""" %
|
||||
('%s'), (filters.get("fiscal_year")), as_dict=1)
|
||||
ifnull(sp.distribution_id, '')!='' order by sp.name""",
|
||||
(filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
@ -121,14 +89,14 @@ def get_target_distribution_details(filters):
|
||||
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
||||
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
||||
`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
|
||||
bd.fiscal_year=%s """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
|
||||
bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.month, d)
|
||||
|
||||
return target_details
|
||||
|
||||
#Get achieved details from sales order
|
||||
def get_achieved_details(filters):
|
||||
start_date, end_date = get_year_start_end_date(filters)
|
||||
start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
|
||||
st.sales_person, MONTHNAME(so.transaction_date) as month_name
|
||||
@ -149,35 +117,27 @@ def get_salesperson_item_month_map(filters):
|
||||
for month in tdd:
|
||||
sim_map.setdefault(sd.name, {}).setdefault(sd.item_group, {})\
|
||||
.setdefault(month, webnotes._dict({
|
||||
"target": 0.0, "achieved": 0.0, "variance": 0.0
|
||||
"target": 0.0, "achieved": 0.0
|
||||
}))
|
||||
|
||||
tav_dict = sim_map[sd.name][sd.item_group][month]
|
||||
|
||||
for ad in achieved_details:
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
|
||||
tav_dict.target = flt(sd.target_qty) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
|
||||
and ad.sales_person == sd.name:
|
||||
tav_dict.achieved += ad.qty
|
||||
|
||||
if (filters["target_on"] == "Amount"):
|
||||
tav_dict.target = sd.target_amount*(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
|
||||
tav_dict.target = flt(sd.target_amount) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
|
||||
and ad.sales_person == sd.name:
|
||||
tav_dict.achieved += ad.amount
|
||||
|
||||
return sim_map
|
||||
|
||||
def get_year_start_end_date(filters):
|
||||
return webnotes.conn.sql("""select year_start_date,
|
||||
subdate(adddate(year_start_date, interval 1 year), interval 1 day)
|
||||
as year_end_date
|
||||
from `tabFiscal Year`
|
||||
where name=%s""", filters["fiscal_year"])[0]
|
||||
|
||||
def get_item_group(item_name):
|
||||
"""Get Item Group of an item"""
|
||||
|
||||
return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
|
||||
('%s'), (item_name))
|
||||
return webnotes.conn.get_value("Item", item_name, "item_group")
|
@ -1,8 +1,8 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-18 12:09:40",
|
||||
"creation": "2013-06-21 12:14:15",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-18 12:09:40",
|
||||
"modified": "2013-06-21 12:14:15",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -11,11 +11,11 @@
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Sales Person Target Variance (Item Group-Wise)",
|
||||
"report_name": "Sales Person Target Variance Item Group-Wise",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Sales Person Target Variance (Item Group-Wise)"
|
||||
"name": "Sales Person Target Variance Item Group-Wise"
|
||||
}
|
||||
]
|
@ -1,4 +1,4 @@
|
||||
wn.query_reports["Territory Target Variance (Item Group-Wise)"] = {
|
||||
wn.query_reports["Territory Target Variance Item Group-Wise"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname: "fiscal_year",
|
@ -16,19 +16,21 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
import calendar
|
||||
from webnotes import _, msgprint
|
||||
from webnotes.utils import flt
|
||||
import time
|
||||
from accounts.utils import get_fiscal_year
|
||||
from controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
tim_map = get_territory_item_month_map(filters)
|
||||
|
||||
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||
|
||||
data = []
|
||||
|
||||
for territory, territory_items in tim_map.items():
|
||||
@ -40,7 +42,7 @@ def execute(filters=None):
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
value = flt(month_data.get(fieldname), precision)
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
@ -61,7 +63,7 @@ def get_columns(filters):
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters):
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
|
||||
if group_months:
|
||||
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
||||
@ -70,41 +72,6 @@ def get_columns(filters):
|
||||
|
||||
return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
|
||||
|
||||
def get_period_date_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
year_start_date, year_end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
|
||||
increment = {
|
||||
"Monthly": 1,
|
||||
"Quarterly": 3,
|
||||
"Half-Yearly": 6,
|
||||
"Yearly": 12
|
||||
}.get(filters["period"])
|
||||
|
||||
period_date_ranges = []
|
||||
for i in xrange(1, 13, increment):
|
||||
period_end_date = year_start_date + relativedelta(months=increment,
|
||||
days=-1)
|
||||
period_date_ranges.append([year_start_date, period_end_date])
|
||||
year_start_date = period_end_date + relativedelta(days=1)
|
||||
|
||||
return period_date_ranges
|
||||
|
||||
def get_period_month_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
period_month_ranges = []
|
||||
|
||||
for start_date, end_date in get_period_date_ranges(filters):
|
||||
months_in_this_period = []
|
||||
while start_date <= end_date:
|
||||
months_in_this_period.append(start_date.strftime("%B"))
|
||||
start_date += relativedelta(months=1)
|
||||
period_month_ranges.append(months_in_this_period)
|
||||
|
||||
return period_month_ranges
|
||||
|
||||
|
||||
#Get territory & item group details
|
||||
def get_territory_details(filters):
|
||||
return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
|
||||
@ -112,7 +79,7 @@ def get_territory_details(filters):
|
||||
from `tabTerritory` t, `tabTarget Detail` td
|
||||
where td.parent=t.name and td.fiscal_year=%s and
|
||||
ifnull(t.distribution_id, '')!='' order by t.name""",
|
||||
filters.get("fiscal_year"), as_dict=1)
|
||||
(filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
@ -121,7 +88,7 @@ def get_target_distribution_details(filters):
|
||||
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
||||
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
||||
`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
|
||||
bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
|
||||
bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.month, d)
|
||||
|
||||
return target_details
|
||||
@ -155,7 +122,8 @@ def get_territory_item_month_map(filters):
|
||||
|
||||
for ad in achieved_details:
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
tav_dict.target = flt(td.target_qty) * (tdd[month]["percentage_allocation"]/100)
|
||||
tav_dict.target = flt(td.target_qty) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
|
||||
and ad.territory == td.name:
|
||||
tav_dict.achieved += ad.qty
|
@ -1,8 +1,8 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-07 15:13:13",
|
||||
"creation": "2013-06-21 12:15:00",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-07 15:13:13",
|
||||
"modified": "2013-06-21 12:15:00",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -11,11 +11,11 @@
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Territory Target Variance (Item Group-Wise)",
|
||||
"report_name": "Territory Target Variance Item Group-Wise",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Territory Target Variance (Item Group-Wise)"
|
||||
"name": "Territory Target Variance Item Group-Wise"
|
||||
}
|
||||
]
|
@ -24,16 +24,22 @@ def execute(filters=None):
|
||||
columns = get_columns(filters)
|
||||
item_map = get_item_details()
|
||||
pl = get_price_list()
|
||||
last_purchase_rate = get_last_purchase_rate()
|
||||
bom_rate = get_item_bom_rate()
|
||||
val_rate_map = get_valuation_rate()
|
||||
|
||||
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||
|
||||
data = []
|
||||
for item in sorted(item_map):
|
||||
data.append([item, item_map[item]["item_name"],
|
||||
item_map[item]["description"], item_map[item]["stock_uom"],
|
||||
flt(item_map[item]["last_purchase_rate"]), val_rate_map.get(item, 0),
|
||||
pl.get(item, {}).get("selling"), pl.get(item, {}).get("buying"),
|
||||
bom_rate.get(item, 0), flt(item_map[item]["standard_rate"])
|
||||
flt(last_purchase_rate.get(item, 0), precision),
|
||||
flt(val_rate_map.get(item, 0), precision),
|
||||
pl.get(item, {}).get("selling"),
|
||||
pl.get(item, {}).get("buying"),
|
||||
flt(bom_rate.get(item, 0), precision),
|
||||
flt(item_map[item]["standard_rate"], precision)
|
||||
])
|
||||
|
||||
return columns, data
|
||||
@ -53,7 +59,7 @@ def get_item_details():
|
||||
item_map = {}
|
||||
|
||||
for i in webnotes.conn.sql("select name, item_name, description, \
|
||||
stock_uom, standard_rate, last_purchase_rate from tabItem \
|
||||
stock_uom, standard_rate from tabItem \
|
||||
order by item_code", as_dict=1):
|
||||
item_map.setdefault(i.name, i)
|
||||
|
||||
@ -84,25 +90,61 @@ def get_price_list():
|
||||
|
||||
return item_rate_map
|
||||
|
||||
def get_last_purchase_rate():
|
||||
|
||||
item_last_purchase_rate_map = {}
|
||||
|
||||
query = """select * from (select
|
||||
result.item_code,
|
||||
result.purchase_rate
|
||||
from (
|
||||
(select
|
||||
po_item.item_code,
|
||||
po_item.item_name,
|
||||
po.transaction_date as posting_date,
|
||||
po_item.purchase_ref_rate,
|
||||
po_item.discount_rate,
|
||||
po_item.purchase_rate
|
||||
from `tabPurchase Order` po, `tabPurchase Order Item` po_item
|
||||
where po.name = po_item.parent and po.docstatus = 1)
|
||||
union
|
||||
(select
|
||||
pr_item.item_code,
|
||||
pr_item.item_name,
|
||||
pr.posting_date,
|
||||
pr_item.purchase_ref_rate,
|
||||
pr_item.discount_rate,
|
||||
pr_item.purchase_rate
|
||||
from `tabPurchase Receipt` pr, `tabPurchase Receipt Item` pr_item
|
||||
where pr.name = pr_item.parent and pr.docstatus = 1)
|
||||
) result
|
||||
order by result.item_code asc, result.posting_date desc) result_wrapper
|
||||
group by item_code"""
|
||||
|
||||
for d in webnotes.conn.sql(query, as_dict=1):
|
||||
item_last_purchase_rate_map.setdefault(d.item_code, d.purchase_rate)
|
||||
|
||||
return item_last_purchase_rate_map
|
||||
|
||||
def get_item_bom_rate():
|
||||
"""Get BOM rate of an item from BOM"""
|
||||
|
||||
bom_map = {}
|
||||
item_bom_map = {}
|
||||
|
||||
for b in webnotes.conn.sql("""select item, (total_cost/quantity) as bom_rate
|
||||
from `tabBOM` where is_active=1 and is_default=1""", as_dict=1):
|
||||
bom_map.setdefault(b.item, flt(b.bom_rate))
|
||||
item_bom_map.setdefault(b.item, flt(b.bom_rate))
|
||||
|
||||
return bom_map
|
||||
return item_bom_map
|
||||
|
||||
def get_valuation_rate():
|
||||
"""Get an average valuation rate of an item from all warehouses"""
|
||||
|
||||
val_rate_map = {}
|
||||
item_val_rate_map = {}
|
||||
|
||||
for d in webnotes.conn.sql("""select item_code,
|
||||
sum(actual_qty*valuation_rate)/sum(actual_qty) as val_rate
|
||||
from tabBin where actual_qty > 0 group by item_code""", as_dict=1):
|
||||
val_rate_map.setdefault(d.item_code, d.val_rate)
|
||||
item_val_rate_map.setdefault(d.item_code, d.val_rate)
|
||||
|
||||
return val_rate_map
|
||||
return item_val_rate_map
|
||||
|
Loading…
Reference in New Issue
Block a user