Merge branch 'responsive' of github.com:webnotes/erpnext into responsive

This commit is contained in:
Rushabh Mehta 2013-06-21 17:53:35 +05:30
commit dfa9db86ba
57 changed files with 1572 additions and 95 deletions

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@ -252,6 +252,21 @@ wn.module_page["Accounts"] = [
route: "query-report/Item-wise Purchase Register",
doctype: "Purchase Invoice"
},
{
"label":wn._("Budget Variance Report"),
route: "query-report/Budget Variance Report",
doctype: "Cost Center"
},
{
"label":wn._("Purchase Invoice Trends"),
route: "query-report/Purchase Invoice Trends",
doctype: "Purchase Invoice"
},
{
"label":wn._("Sales Invoice Trends"),
route: "query-report/Sales Invoice Trends",
doctype: "Sales Invoice"
},
]
}
]

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@ -0,0 +1,25 @@
wn.query_reports["Budget Variance Report"] = {
"filters": [
{
fieldname: "fiscal_year",
label: "Fiscal Year",
fieldtype: "Link",
options: "Fiscal Year",
default: sys_defaults.fiscal_year
},
{
fieldname: "period",
label: "Period",
fieldtype: "Select",
options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
default: "Monthly"
},
{
fieldname: "company",
label: "Company",
fieldtype: "Link",
options: "Company",
default: sys_defaults.company
},
]
}

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@ -0,0 +1,168 @@
# 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
import calendar
from webnotes import _, msgprint
from webnotes.utils import flt
import time
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
period_month_ranges = get_period_month_ranges(filters)
cam_map = get_costcenter_account_month_map(filters)
data = []
for cost_center, cost_center_items in cam_map.items():
for account, monthwise_data in cost_center_items.items():
row = [cost_center, account]
totals = [0, 0, 0]
for relevant_months in period_month_ranges:
period_data = [0, 0, 0]
for month in relevant_months:
month_data = monthwise_data.get(month, {})
for i, fieldname in enumerate(["target", "actual", "variance"]):
value = flt(month_data.get(fieldname))
period_data[i] += value
totals[i] += value
period_data[2] = period_data[0] - period_data[1]
row += period_data
totals[2] = totals[0] - totals[1]
row += totals
data.append(row)
return columns, sorted(data, key=lambda x: (x[0], x[1]))
def get_columns(filters):
for fieldname in ["fiscal_year", "period", "company"]:
if not filters.get(fieldname):
label = (" ".join(fieldname.split("_"))).title()
msgprint(_("Please specify") + ": " + label,
raise_exception=True)
columns = ["Cost Center:Link/Cost Center:100", "Account:Link/Account:100"]
group_months = False if filters["period"] == "Monthly" else True
for from_date, to_date in get_period_date_ranges(filters):
for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
if group_months:
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
else:
columns.append(label % from_date.strftime("%b"))
return columns + ["Total Target::80", "Total Actual::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 cost center & target details
def get_costcenter_target_details(filters):
return webnotes.conn.sql("""select cc.name, cc.distribution_id,
cc.parent_cost_center, bd.account, bd.budget_allocated
from `tabCost Center` cc, `tabBudget Detail` bd
where bd.parent=cc.name and bd.fiscal_year=%s and
cc.company_name=%s and ifnull(cc.distribution_id, '')!=''
order by cc.name""" % ('%s', '%s'),
(filters.get("fiscal_year"), filters.get("company")), as_dict=1)
#Get target distribution details of accounts of cost center
def get_target_distribution_details(filters):
target_details = {}
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
`tabCost Center` cc where bdd.parent=bd.name and cc.distribution_id=bd.name and \
bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
target_details.setdefault(d.month, d)
return target_details
#Get actual details from gl entry
def get_actual_details(filters):
return webnotes.conn.sql("""select gl.account, gl.debit, gl.credit,
gl.cost_center, MONTHNAME(gl.posting_date) as month_name
from `tabGL Entry` gl, `tabBudget Detail` bd
where gl.fiscal_year=%s and company=%s and is_cancelled='No'
and bd.account=gl.account""" % ('%s', '%s'),
(filters.get("fiscal_year"), filters.get("company")), as_dict=1)
def get_costcenter_account_month_map(filters):
costcenter_target_details = get_costcenter_target_details(filters)
tdd = get_target_distribution_details(filters)
actual_details = get_actual_details(filters)
cam_map = {}
for ccd in costcenter_target_details:
for month in tdd:
cam_map.setdefault(ccd.name, {}).setdefault(ccd.account, {})\
.setdefault(month, webnotes._dict({
"target": 0.0, "actual": 0.0, "variance": 0.0
}))
tav_dict = cam_map[ccd.name][ccd.account][month]
tav_dict.target = ccd.budget_allocated*(tdd[month]["percentage_allocation"]/100)
for ad in actual_details:
if ad.month_name == month and ad.account == ccd.account \
and ad.cost_center == ccd.name:
tav_dict.actual += ad.debit - ad.credit
return cam_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]

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@ -0,0 +1,21 @@
[
{
"creation": "2013-06-18 12:56:36",
"docstatus": 0,
"modified": "2013-06-18 12:56:36",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Cost Center",
"report_name": "Budget Variance Report",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Budget Variance Report"
}
]

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@ -23,7 +23,6 @@ def execute(filters=None):
columns = get_columns()
item_list = get_items(filters)
aii_account_map = get_aii_accounts()
webnotes.errprint(aii_account_map)
data = []
for d in item_list:
expense_head = d.expense_head or aii_account_map.get(d.company)

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@ -0,0 +1,5 @@
wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Invoice Trends"] = {
filters: get_filters()
}

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@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Purchase Invoice"
tab = ["tabPurchase Invoice","tabPurchase Invoice Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

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@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:46:55",
"docstatus": 0,
"modified": "2013-06-13 18:46:55",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Purchase Invoice",
"report_name": "Purchase Invoice Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Purchase Invoice Trends"
}
]

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@ -107,6 +107,7 @@ def get_invoices(filters):
from `tabPurchase Invoice` where docstatus = 1 %s
order by posting_date desc, name desc""" % conditions, filters, as_dict=1)
def get_invoice_expense_map(invoice_list):
expense_details = webnotes.conn.sql("""select parent, expense_head, sum(amount) as amount
from `tabPurchase Invoice Item` where parent in (%s) group by parent, expense_head""" %

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@ -0,0 +1,5 @@
wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Sales Invoice Trends"] = {
filters: get_filters()
}

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@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Sales Invoice"
tab = ["tabSales Invoice","tabSales Invoice Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

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@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:44:21",
"docstatus": 0,
"modified": "2013-06-13 18:44:21",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Invoice",
"report_name": "Sales Invoice Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Sales Invoice Trends"
}
]

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@ -26,17 +26,23 @@ from utilities import build_filter_conditions
class FiscalYearError(webnotes.ValidationError): pass
def get_fiscal_year(date, verbose=1):
return get_fiscal_years(date, verbose=1)[0]
def get_fiscal_year(date=None, fiscal_year=None, verbose=1):
return get_fiscal_years(date, fiscal_year, verbose=1)[0]
def get_fiscal_years(date, verbose=1):
def get_fiscal_years(date=None, fiscal_year=None, verbose=1):
# if year start date is 2012-04-01, year end date should be 2013-03-31 (hence subdate)
cond = ""
if fiscal_year:
cond = "name = '%s'" % fiscal_year
else:
cond = "'%s' >= year_start_date and '%s' < adddate(year_start_date, interval 1 year)" % \
(date, date)
fy = webnotes.conn.sql("""select name, year_start_date,
subdate(adddate(year_start_date, interval 1 year), interval 1 day)
as year_end_date
from `tabFiscal Year`
where %s >= year_start_date and %s < adddate(year_start_date, interval 1 year)
order by year_start_date desc""", (date, date))
where %s
order by year_start_date desc""" % cond)
if not fy:
error_msg = """%s not in any Fiscal Year""" % formatdate(date)

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@ -445,7 +445,7 @@ erpnext.buying.BuyingController = erpnext.TransactionController.extend({
$.each(field_label_map, function(fname, label) {
$wrapper.find('[data-grid-fieldname="'+fname+'"]').text(label);
});
},
}
});
// to save previous state of cur_frm.cscript

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@ -115,6 +115,15 @@ wn.module_page["Buying"] = [
"label":wn._("Requested Items To Be Ordered"),
route: "query-report/Requested Items To Be Ordered",
},
{
"label":wn._("Purchase Order Trends"),
route: "query-report/Purchase Order Trends",
doctype: "Purchase Order"
},
{
"label":wn._("Item-wise Last Purchase Rate"),
route: "query-report/Item-wise Last Purchase Rate",
}
]
}
]

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@ -0,0 +1,22 @@
[
{
"creation": "2013-06-18 11:24:36",
"docstatus": 0,
"modified": "2013-06-18 15:28:57",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"query": "select * from (select \n result.item_code as \"Item Code:Link/Item:120\",\n result.item_name as \"Item Name::120\",\n result.description as \"Description::150\",\n result.posting_date as \"Date::150\",\n result.purchase_ref_rate as \"Price List Rate::180\", \n result.discount_rate as \"Discount::120\", \n result.purchase_rate as \"Rate::120\"\nfrom (\n (select \n po_item.item_code,\n po_item.item_name,\n po_item.description,\n po.transaction_date as posting_date,\n po_item.purchase_ref_rate, \n po_item.discount_rate, \n po_item.purchase_rate\n from `tabPurchase Order` po, `tabPurchase Order Item` po_item\n where po.name = po_item.parent and po.docstatus = 1)\n union\n (select \n pr_item.item_code,\n pr_item.item_name,\n pr_item.description,\n pr.posting_date,\n pr_item.purchase_ref_rate,\n pr_item.discount_rate,\n pr_item.purchase_rate\n from `tabPurchase Receipt` pr, `tabPurchase Receipt Item` pr_item\n where pr.name = pr_item.parent and pr.docstatus = 1)\n) result\norder by result.item_code asc, result.posting_date desc) result_wrapper\ngroup by `Item Code:Link/Item:120`\n",
"ref_doctype": "Purchase Order",
"report_name": "Item-wise Last Purchase Rate",
"report_type": "Query Report"
},
{
"doctype": "Report",
"name": "Item-wise Last Purchase Rate"
}
]

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@ -0,0 +1,5 @@
wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Order Trends"] = {
filters: get_filters()
}

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@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Purchase Order"
tab = ["tabPurchase Order","tabPurchase Order Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

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@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:45:01",
"docstatus": 0,
"modified": "2013-06-13 18:45:01",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Purchase Order",
"report_name": "Purchase Order Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Purchase Order Trends"
}
]

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@ -65,16 +65,7 @@ class BuyingController(StockController):
raise_exception=WrongWarehouseCompany)
def validate_stock_or_nonstock_items(self):
items = [d.item_code for d in self.doclist.get({"parentfield": self.fname})]
if self.stock_items:
nonstock_items = list(set(items) - set(self.stock_items))
if nonstock_items:
webnotes.msgprint(_("Stock and non-stock items can not be entered in the same ") +
self.doc.doctype + _(""". You should make separate documents for them.
Stock Items: """) + ", ".join(self.stock_items) + _("""
Non-stock Items: """) + ", ".join(nonstock_items), raise_exception=1)
elif items and not self.stock_items:
if not self.stock_items:
tax_for_valuation = [d.account_head for d in
self.doclist.get({"parentfield": "purchase_tax_details"})
if d.category in ["Valuation", "Valuation and Total"]]

258
controllers/trends.py Normal file
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@ -0,0 +1,258 @@
# 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 add_days, add_months, cstr, getdate
from webnotes import _
def get_columns(filters, trans):
validate_filters(filters)
# based_on_cols, based_on_select, based_on_group_by, addl_tables
bonc, query_bon, based, sup_tab = basedon_wise_colums_query(filters.get("based_on"), trans)
# period_cols, period_select
pwc, query_pwc = period_wise_colums_query(filters, trans)
# group_by_cols
grbc = group_wise_column(filters.get("group_by"))
columns = bonc + pwc + ["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
if grbc:
columns = bonc + grbc + pwc +["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
# conditions
details = {"query_bon": query_bon, "query_pwc": query_pwc, "columns": columns,
"basedon": based, "grbc": grbc, "sup_tab": sup_tab}
return details
def validate_filters(filters):
for f in ["Fiscal Year", "Based On", "Period", "Company"]:
if not filters.get(f.lower().replace(" ", "_")):
webnotes.msgprint(f + _(" is mandatory"), raise_exception=1)
if filters.get("based_on") == filters.get("group_by"):
webnotes.msgprint("'Based On' and 'Group By' can not be same", raise_exception=1)
def get_data(filters, tab, details):
data = []
inc, cond= '',''
query_details = details["query_bon"] + details["query_pwc"]
if details["query_bon"] in ["t1.project_name,", "t2.project_name,"]:
cond = 'and '+ details["query_bon"][:-1] +' IS Not NULL'
if filters.get("group_by"):
sel_col = ''
ind = details["columns"].index(details["grbc"][0])
if filters.get("group_by") == 'Item':
sel_col = 't2.item_code'
elif filters.get("group_by") == 'Customer':
sel_col = 't1.customer'
elif filters.get("group_by") == 'Supplier':
sel_col = 't1.supplier'
if filters.get('based_on') in ['Item','Customer','Supplier']:
inc = 2
else :
inc = 1
data1 = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2 %s
where t2.parent = t1.name and t1.company = %s
and t1.fiscal_year = %s and t1.docstatus = 1 %s
group by %s
""" % (query_details, tab[0], tab[1], details["sup_tab"], "%s",
"%s", cond, details["basedon"]), (filters.get("company"),
filters["fiscal_year"]),
as_list=1)
for d in range(len(data1)):
#to add blanck column
dt = data1[d]
dt.insert(ind,'')
data.append(dt)
#to get distinct value of col specified by group_by in filter
row = webnotes.conn.sql("""select DISTINCT(%s) from `%s` t1, `%s` t2 %s
where t2.parent = t1.name and t1.company = %s and t1.fiscal_year = %s
and t1.docstatus = 1 and %s = %s
"""%(sel_col, tab[0], tab[1], details["sup_tab"], "%s", "%s", details["basedon"], "%s"),
(filters.get("company"), filters.get("fiscal_year"), data1[d][0]),
as_list=1)
for i in range(len(row)):
des = ['' for q in range(len(details["columns"]))]
#get data for each group_by filter
row1 = webnotes.conn.sql(""" select %s , %s from `%s` t1, `%s` t2 %s
where t2.parent = t1.name and t1.company = %s and t1.fiscal_year = %s
and t1.docstatus = 1 and %s = %s and %s = %s
""" % (sel_col, details["query_pwc"], tab[0], tab[1], details["sup_tab"],
"%s", "%s", sel_col, "%s", details["basedon"], "%s"),
(filters.get("company"), filters.get("fiscal_year"),
row[i][0], data1[d][0]), as_list=1)
des[ind] = row[i]
for j in range(1,len(details["columns"])-inc):
des[j+inc] = row1[0][j]
data.append(des)
else:
data = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2 %s
where t2.parent = t1.name and t1.company = %s
and t1.fiscal_year = %s and t1.docstatus = 1 %s
group by %s
"""%(query_details, tab[0], tab[1], details["sup_tab"], "%s",
"%s", cond,details["basedon"]), (filters.get("company"),
filters.get("fiscal_year")),
as_list=1)
return data
def get_mon(dt):
return getdate(dt).strftime("%b")
def period_wise_colums_query(filters, trans):
query_details = ''
pwc = []
ysd = webnotes.conn.get_value("Fiscal year", filters.get("fiscal_year"), "year_start_date")
if trans in ['Purchase Receipt', 'Delivery Note', 'Purchase Invoice', 'Sales Invoice']:
trans_date = 'posting_date'
else:
trans_date = 'transaction_date'
if filters.get("period") == "Monthly":
month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
for month_idx in range(ysd.month-1,len(month_name)) + range(0, ysd.month-1):
query_details = get_monthly_conditions(month_name, month_idx, trans_date,
pwc, query_details)
elif filters.get("period") == "Quarterly":
first_qsd, second_qsd, third_qsd, fourth_qsd = ysd, add_months(ysd,3), add_months(ysd,6), add_months(ysd,9)
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)
bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
pwc = [get_mon(first_qsd)+"-"+get_mon(first_qed)+" (Qty):Float:120", get_mon(first_qsd)+"-"+get_mon(first_qed)+"(Amt):Currency:120",
get_mon(second_qsd)+"-"+get_mon(second_qed)+" (Qty):Float:120", get_mon(second_qsd)+"-"+get_mon(second_qed)+" (Amt):Currency:120",
get_mon(third_qsd)+"-"+get_mon(third_qed)+" (Qty):Float:120", get_mon(third_qsd)+"-"+get_mon(third_qed)+" (Amt):Currency:120",
get_mon(fourth_qsd)+"-"+get_mon(fourth_qed)+" (Qty):Float:120", get_mon(fourth_qsd)+"-"+get_mon(fourth_qed)+" (Amt):Currency:120"]
for d in bet_dates:
query_details += """
SUM(IF(t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s', t2.qty, NULL)),
SUM(IF(t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s', t1.grand_total, NULL)),
"""%{"trans": trans_date, "sd": d[0],"ed": d[1]}
elif filters.get("period") == "Half-yearly":
first_half_start = ysd
first_half_end = add_days(add_months(first_half_start,6),-1)
second_half_start = add_days(first_half_end,1)
second_half_end = add_days(add_months(second_half_start,6),-1)
pwc = [get_mon(first_half_start)+"-"+get_mon(first_half_end)+"(Qty):Float:120", get_mon(first_half_start)+"-"+get_mon(first_half_end)+" (Amt):Currency:120",
get_mon(second_half_start)+"-"+get_mon(second_half_end)+" (Qty):Float:120", get_mon(second_half_start)+"-"+get_mon(second_half_end)+" (Amt):Currency:120"]
query_details = """
SUM(IF(t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s', t2.qty, NULL)),
SUM(IF(t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s', t1.grand_total, NULL)),
SUM(IF(t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s', t2.qty, NULL)),
SUM(IF(t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s', t1.grand_total, NULL)),
"""%{"trans": trans_date, "fhs": first_half_start, "fhe": first_half_end,"shs": second_half_start,
"she": second_half_end}
else:
pwc = [filters.get("fiscal_year")+" (Qty):Float:120", filters.get("fiscal_year")+" (Amt):Currency:120"]
query_details = " SUM(t2.qty), SUM(t1.grand_total),"
query_details += 'SUM(t2.qty), SUM(t1.grand_total)'
return pwc, query_details
def get_monthly_conditions(month_list, month_idx, trans_date, pwc, query_details):
pwc += [month_list[month_idx] + ' (Qty):Float:120',
month_list[month_idx] + ' (Amt):Currency:120']
query_details += """
Sum(IF(MONTH(t1.%(trans_date)s)= %(mon_num)s, t2.qty, NULL)),
SUM(IF(MONTH(t1.%(trans_date)s)= %(mon_num)s, t1.grand_total, NULL)),
""" % {"trans_date": trans_date, "mon_num": cstr(month_idx+1)}
return query_details
def basedon_wise_colums_query(based_on, trans):
sup_tab = ''
if based_on == "Item":
bon = ["Item:Link/Item:120", "Item Name:Data:120"]
query_details = "t2.item_code, t2.item_name,"
based = 't2.item_code'
elif based_on == "Item Group":
bon = ["Item Group:Link/Item Group:120"]
query_details = "t2.item_group,"
based = 't2.item_group'
elif based_on == "Customer":
bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
query_details = "t1.customer_name, t1.territory, "
based = 't1.customer_name'
elif based_on == "Customer Group":
bon = ["Customer Group:Link/Customer Group"]
query_details = "t1.customer_group,"
based = 't1.customer_group'
elif based_on == 'Supplier':
bon = ["Supplier:Link/Supplier:120", "Supplier Type:Link/Supplier Type:120"]
query_details = "t1.supplier, t3.supplier_type,"
based = 't1.supplier'
sup_tab = '`tabSupplier` t3',
elif based_on == 'Supplier Type':
bon = ["Supplier Type:Link/Supplier Type:120"]
query_details = "t3.supplier_type,"
based = 't3.supplier_type'
sup_tab ='`tabSupplier` t3',
elif based_on == "Territory":
bon = ["Territory:Link/Territory:120"]
query_details = "t1.territory,"
based = 't1.territory'
elif based_on == "Project":
if trans in ['Sales Invoice', 'Delivery Note', 'Sales Order']:
bon = ["Project:Link/Project:120"]
query_details = "t1.project_name,"
based = 't1.project_name'
elif trans in ['Purchase Order', 'Purchase Invoice', 'Purchase Receipt']:
bon = ["Project:Link/Project:120"]
query_details = "t2.project_name,"
based = 't2.project_name'
else:
webnotes.msgprint("Project-wise data is not available for Quotation", raise_exception=1)
return bon, query_details, based, sup_tab
def group_wise_column(group_by):
if group_by:
return [group_by+":Link/"+group_by+":120"]
else:
return []

View File

@ -0,0 +1,39 @@
var get_filters = function(){
return [
{
"fieldname":"period",
"label": "Period",
"fieldtype": "Select",
"options": ["Monthly", "Quarterly", "Half-yearly", "Yearly"].join("\n"),
"default": "Monthly"
},
{
"fieldname":"based_on",
"label": "Based On",
"fieldtype": "Select",
"options": ["Item", "Item Group", "Supplier", "Supplier Type", "Project"].join("\n"),
"default": "Item"
},
{
"fieldname":"group_by",
"label": "Group By",
"fieldtype": "Select",
"options": ["Item", "Supplier"].join("\n"),
"default": ""
},
{
"fieldname":"fiscal_year",
"label": "Fiscal Year",
"fieldtype": "Link",
"options":'Fiscal Year',
"default": sys_defaults.fiscal_year
},
{
"fieldname":"company",
"label": "Company",
"fieldtype": "Link",
"options": "Company",
"default": sys_defaults.company
},
];
}

View File

@ -0,0 +1,39 @@
var get_filters = function(){
return[
{
"fieldname":"period",
"label": "Period",
"fieldtype": "Select",
"options": ["Monthly", "Quarterly", "Half-yearly", "Yearly"].join("\n"),
"default": "Monthly"
},
{
"fieldname":"based_on",
"label": "Based On",
"fieldtype": "Select",
"options": ["Item", "Item Group", "Customer", "Customer Group", "Territory", "Project"].join("\n"),
"default": "Item"
},
{
"fieldname":"group_by",
"label": "Group By",
"fieldtype": "Select",
"options": ["Item", "Customer"].join("\n"),
"default": ""
},
{
"fieldname":"fiscal_year",
"label": "Fiscal Year",
"fieldtype": "Link",
"options":'Fiscal Year',
"default": sys_defaults.fiscal_year
},
{
"fieldname":"company",
"label": "Company",
"fieldtype": "Link",
"options": "Company",
"default": sys_defaults.company
},
];
}

View File

@ -70,7 +70,7 @@ erpnext.TransactionController = wn.ui.form.Controller.extend({
},
company: function() {
if(this.frm.doc.company) {
if(this.frm.doc.company && this.frm.fields_dict.currency) {
var me = this;
var company_currency = this.get_company_currency();
$.each(["currency", "price_list_currency"], function(i, fieldname) {
@ -87,6 +87,9 @@ erpnext.TransactionController = wn.ui.form.Controller.extend({
},
currency: function() {
if(this.frm.doc.currency === this.get_company_currency())
this.frm.set_value("conversion_rate", 1.0);
this.price_list_currency();
},

View File

@ -159,18 +159,37 @@ wn.module_page["Selling"] = [
},
{
"label":wn._("Sales Person-wise Transaction Summary"),
route: "query-report/Sales Person-wise Transaction Summary",
route: "query-report/Sales Person-wise Transaction Summary"
},
{
"label":wn._("Item-wise Sales History"),
route: "query-report/Item-wise Sales History",
route: "query-report/Item-wise Sales History"
},
{
"label":wn._("Territory Target Variance (Item Group-Wise)"),
route: "query-report/Territory Target Variance (Item Group-Wise)",
doctype: "Sales Order"
},
{
"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
route: "query-report/Sales Person Target Variance (Item Group-Wise)",
doctype: "Sales Order"
},
{
"label":wn._("Customers Not Buying Since Long Time"),
route: "query-report/Customers Not Buying Since Long Time",
doctype: "Sales Order"
},
{
"label":wn._("Quotation Trend"),
route: "query-report/Quotation Trends",
doctype: "Quotation"
},
{
"label":wn._("Sales Order Trend"),
route: "query-report/Sales Order Trends",
doctype: "Sales Order"
},
]
}
]

View File

@ -0,0 +1,5 @@
wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Quotation Trends"] = {
filters: get_filters()
}

View File

@ -0,0 +1,31 @@
# 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 controllers.trends import get_columns, get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Quotation"
tab = ["tabQuotation","tabQuotation Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
return details["columns"], data

View File

@ -0,0 +1,22 @@
[
{
"creation": "2013-06-07 16:01:16",
"docstatus": 0,
"modified": "2013-06-12 16:31:23",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"add_total_row": 0,
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Quotation",
"report_name": "Quotation Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Quotation Trends"
}
]

View File

@ -0,0 +1,5 @@
wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Sales Order Trends"] = {
filters: get_filters()
}

View File

@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Sales Order"
tab = ["tabSales Order","tabSales Order Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:43:30",
"docstatus": 0,
"modified": "2013-06-13 18:43:30",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Order",
"report_name": "Sales Order Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Sales Order Trends"
}
]

View File

@ -0,0 +1,25 @@
wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
"filters": [
{
fieldname: "fiscal_year",
label: "Fiscal Year",
fieldtype: "Link",
options: "Fiscal Year",
default: sys_defaults.fiscal_year
},
{
fieldname: "period",
label: "Period",
fieldtype: "Select",
options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
default: "Monthly"
},
{
fieldname: "target_on",
label: "Target On",
fieldtype: "Select",
options: "Quantity\nAmount",
default: "Quantity"
},
]
}

View File

@ -0,0 +1,183 @@
# 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
import calendar
from webnotes import _, msgprint
from webnotes.utils import flt
import time
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
period_month_ranges = get_period_month_ranges(filters)
sim_map = get_salesperson_item_month_map(filters)
data = []
for salesperson, salesperson_items in sim_map.items():
for item_group, monthwise_data in salesperson_items.items():
row = [salesperson, item_group]
totals = [0, 0, 0]
for relevant_months in period_month_ranges:
period_data = [0, 0, 0]
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))
period_data[i] += value
totals[i] += value
period_data[2] = period_data[0] - period_data[1]
row += period_data
totals[2] = totals[0] - totals[1]
row += totals
data.append(row)
return columns, sorted(data, key=lambda x: (x[0], x[1]))
def get_columns(filters):
for fieldname in ["fiscal_year", "period", "target_on"]:
if not filters.get(fieldname):
label = (" ".join(fieldname.split("_"))).title()
msgprint(_("Please specify") + ": " + label,
raise_exception=True)
columns = ["Sales Person:Link/Sales Person:80", "Item Group:Link/Item Group:80"]
group_months = False if filters["period"] == "Monthly" else True
for from_date, to_date in get_period_date_ranges(filters):
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
if group_months:
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
else:
columns.append(label % from_date.strftime("%b"))
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)
#Get target distribution details of item group
def get_target_distribution_details(filters):
target_details = {}
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):
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)
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
from `tabSales Order Item` soi, `tabSales Order` so, `tabSales Team` st
where soi.parent=so.name and so.docstatus=1 and
st.parent=so.name and so.transaction_date>=%s and
so.transaction_date<=%s""" % ('%s', '%s'),
(start_date, end_date), as_dict=1)
def get_salesperson_item_month_map(filters):
salesperson_details = get_salesperson_details(filters)
tdd = get_target_distribution_details(filters)
achieved_details = get_achieved_details(filters)
sim_map = {}
for sd in salesperson_details:
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
}))
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 \
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 \
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))

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-18 12:09:40",
"docstatus": 0,
"modified": "2013-06-18 12:09:40",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Order",
"report_name": "Sales Person Target Variance (Item Group-Wise)",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Sales Person Target Variance (Item Group-Wise)"
}
]

View File

@ -0,0 +1,25 @@
wn.query_reports["Territory Target Variance (Item Group-Wise)"] = {
"filters": [
{
fieldname: "fiscal_year",
label: "Fiscal Year",
fieldtype: "Link",
options: "Fiscal Year",
default: sys_defaults.fiscal_year
},
{
fieldname: "period",
label: "Period",
fieldtype: "Select",
options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
default: "Monthly"
},
{
fieldname: "target_on",
label: "Target On",
fieldtype: "Select",
options: "Quantity\nAmount",
default: "Quantity"
},
]
}

View File

@ -0,0 +1,173 @@
# 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
import calendar
from webnotes import _, msgprint
from webnotes.utils import flt
import time
from accounts.utils import get_fiscal_year
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
period_month_ranges = get_period_month_ranges(filters)
tim_map = get_territory_item_month_map(filters)
data = []
for territory, territory_items in tim_map.items():
for item_group, monthwise_data in territory_items.items():
row = [territory, item_group]
totals = [0, 0, 0]
for relevant_months in period_month_ranges:
period_data = [0, 0, 0]
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))
period_data[i] += value
totals[i] += value
period_data[2] = period_data[0] - period_data[1]
row += period_data
totals[2] = totals[0] - totals[1]
row += totals
data.append(row)
return columns, sorted(data, key=lambda x: (x[0], x[1]))
def get_columns(filters):
for fieldname in ["fiscal_year", "period", "target_on"]:
if not filters.get(fieldname):
label = (" ".join(fieldname.split("_"))).title()
msgprint(_("Please specify") + ": " + label, raise_exception=True)
columns = ["Territory:Link/Territory:80", "Item Group:Link/Item Group:80"]
group_months = False if filters["period"] == "Monthly" else True
for from_date, to_date in get_period_date_ranges(filters):
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
if group_months:
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
else:
columns.append(label % from_date.strftime("%b"))
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,
td.target_amount, t.distribution_id
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)
#Get target distribution details of item group
def get_target_distribution_details(filters):
target_details = {}
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):
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_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
so.territory, MONTHNAME(so.transaction_date) as month_name
from `tabSales Order Item` soi, `tabSales Order` so
where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and
so.transaction_date<=%s""" % ('%s', '%s'),
(start_date, end_date), as_dict=1)
def get_territory_item_month_map(filters):
territory_details = get_territory_details(filters)
tdd = get_target_distribution_details(filters)
achieved_details = get_achieved_details(filters)
tim_map = {}
for td in territory_details:
for month in tdd:
tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
.setdefault(month, webnotes._dict({
"target": 0.0, "achieved": 0.0
}))
tav_dict = tim_map[td.name][td.item_group][month]
for ad in achieved_details:
if (filters["target_on"] == "Quantity"):
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
if (filters["target_on"] == "Amount"):
tav_dict.target = flt(td.target_amount) * \
(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.amount
return tim_map
def get_item_group(item_name):
return webnotes.conn.get_value("Item", item_name, "item_group")

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-07 15:13:13",
"docstatus": 0,
"modified": "2013-06-07 15:13:13",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Order",
"report_name": "Territory Target Variance (Item Group-Wise)",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Territory Target Variance (Item Group-Wise)"
}
]

View File

@ -1,14 +1,14 @@
[
{
"creation": "2013-01-29 19:25:41",
"creation": "2013-05-16 10:59:15",
"docstatus": 0,
"modified": "2013-01-29 16:27:57",
"modified": "2013-06-20 11:23:01",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"allow_attach": 1,
"allow_rename": 1,
"allow_rename": 0,
"autoname": "field:serial_no",
"description": "Distinct unit of an Item",
"doctype": "DocType",
@ -31,7 +31,9 @@
"parent": "Serial No",
"parentfield": "permissions",
"parenttype": "DocType",
"permlevel": 0,
"read": 1,
"report": 1,
"submit": 0
},
{
@ -43,12 +45,14 @@
"fieldname": "details",
"fieldtype": "Section Break",
"label": "Details",
"oldfieldtype": "Section Break"
"oldfieldtype": "Section Break",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "column_break0",
"fieldtype": "Column Break"
"fieldtype": "Column Break",
"read_only": 0
},
{
"default": "In Store",
@ -75,6 +79,7 @@
"no_copy": 1,
"oldfieldname": "serial_no",
"oldfieldtype": "Data",
"read_only": 0,
"reqd": 1,
"search_index": 1
},
@ -88,13 +93,15 @@
"oldfieldname": "item_code",
"oldfieldtype": "Link",
"options": "Item",
"read_only": 0,
"reqd": 1,
"search_index": 0
},
{
"doctype": "DocField",
"fieldname": "column_break1",
"fieldtype": "Column Break"
"fieldtype": "Column Break",
"read_only": 0
},
{
"doctype": "DocField",
@ -146,12 +153,14 @@
"doctype": "DocField",
"fieldname": "purchase_details",
"fieldtype": "Section Break",
"label": "Purchase Details"
"label": "Purchase Details",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "column_break2",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -160,7 +169,8 @@
"fieldtype": "Select",
"label": "Purchase Document Type",
"no_copy": 1,
"options": "\nPurchase Receipt\nStock Entry"
"options": "\nPurchase Receipt\nStock Entry",
"read_only": 0
},
{
"doctype": "DocField",
@ -168,7 +178,8 @@
"fieldtype": "Data",
"hidden": 0,
"label": "Purchase Document No",
"no_copy": 1
"no_copy": 1,
"read_only": 0
},
{
"doctype": "DocField",
@ -179,6 +190,7 @@
"no_copy": 1,
"oldfieldname": "purchase_date",
"oldfieldtype": "Date",
"read_only": 0,
"reqd": 0,
"search_index": 0
},
@ -188,6 +200,7 @@
"fieldtype": "Time",
"label": "Incoming Time",
"no_copy": 1,
"read_only": 0,
"reqd": 1
},
{
@ -200,6 +213,7 @@
"oldfieldname": "purchase_rate",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 0,
"reqd": 1,
"search_index": 0
},
@ -207,6 +221,7 @@
"doctype": "DocField",
"fieldname": "column_break3",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -220,6 +235,7 @@
"oldfieldname": "warehouse",
"oldfieldtype": "Link",
"options": "Warehouse",
"read_only": 0,
"reqd": 0,
"search_index": 1
},
@ -230,7 +246,8 @@
"in_filter": 1,
"label": "Supplier",
"no_copy": 1,
"options": "Supplier"
"options": "Supplier",
"read_only": 0
},
{
"doctype": "DocField",
@ -254,12 +271,14 @@
"fieldname": "delivery_details",
"fieldtype": "Section Break",
"label": "Delivery Details",
"oldfieldtype": "Column Break"
"oldfieldtype": "Column Break",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "column_break4",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -318,12 +337,14 @@
"oldfieldname": "is_cancelled",
"oldfieldtype": "Select",
"options": "\nYes\nNo",
"read_only": 0,
"report_hide": 1
},
{
"doctype": "DocField",
"fieldname": "column_break5",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -378,12 +399,14 @@
"doctype": "DocField",
"fieldname": "warranty_amc_details",
"fieldtype": "Section Break",
"label": "Warranty / AMC Details"
"label": "Warranty / AMC Details",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "column_break6",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -396,6 +419,7 @@
"oldfieldname": "maintenance_status",
"oldfieldtype": "Select",
"options": "\nUnder Warranty\nOut of Warranty\nUnder AMC\nOut of AMC",
"read_only": 0,
"search_index": 1,
"width": "150px"
},
@ -406,12 +430,14 @@
"label": "Warranty Period (Days)",
"oldfieldname": "warranty_period",
"oldfieldtype": "Int",
"read_only": 0,
"width": "150px"
},
{
"doctype": "DocField",
"fieldname": "column_break7",
"fieldtype": "Column Break",
"read_only": 0,
"width": "50%"
},
{
@ -422,6 +448,7 @@
"label": "Warranty Expiry Date",
"oldfieldname": "warranty_expiry_date",
"oldfieldtype": "Date",
"read_only": 0,
"width": "150px"
},
{
@ -432,6 +459,7 @@
"label": "AMC Expiry Date",
"oldfieldname": "amc_expiry_date",
"oldfieldtype": "Date",
"read_only": 0,
"search_index": 0,
"width": "150px"
},
@ -439,13 +467,15 @@
"doctype": "DocField",
"fieldname": "more_info",
"fieldtype": "Section Break",
"label": "More Info"
"label": "More Info",
"read_only": 0
},
{
"doctype": "DocField",
"fieldname": "serial_no_details",
"fieldtype": "Text Editor",
"label": "Serial No Details"
"label": "Serial No Details",
"read_only": 0
},
{
"doctype": "DocField",
@ -454,6 +484,7 @@
"in_filter": 1,
"label": "Company",
"options": "link:Company",
"read_only": 0,
"reqd": 1,
"search_index": 1
},
@ -464,6 +495,7 @@
"in_filter": 1,
"label": "Fiscal Year",
"options": "link:Fiscal Year",
"read_only": 0,
"reqd": 1,
"search_index": 1
},
@ -487,54 +519,10 @@
"read_only": 1,
"report_hide": 1
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"match": "",
"permlevel": 1,
"report": 0,
"role": "Material Manager",
"write": 0
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"permlevel": 0,
"report": 1,
"role": "Material Manager",
"write": 0
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"match": "",
"permlevel": 1,
"report": 0,
"role": "Material User",
"write": 0
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"permlevel": 0,
"report": 1,
"role": "Material User",
"write": 0
},
{
"cancel": 1,
"create": 1,
"doctype": "DocPerm",
"permlevel": 0,
"report": 1,
"role": "System Manager",
"write": 1
},
@ -542,8 +530,6 @@
"cancel": 1,
"create": 1,
"doctype": "DocPerm",
"permlevel": 0,
"report": 1,
"role": "Material Master Manager",
"write": 1
},
@ -552,17 +538,15 @@
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"match": "",
"permlevel": 1,
"role": "System Manager"
"role": "Material Manager",
"write": 0
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"match": "",
"permlevel": 1,
"role": "Sales Master Manager"
"role": "Material User",
"write": 0
}
]

View File

@ -223,6 +223,16 @@ wn.module_page["Stock"] = [
route: "query-report/Itemwise Recommended Reorder Level",
doctype: "Item"
},
{
"label":wn._("Delivery Note Trends"),
route: "query-report/Delivery Note Trends",
doctype: "Delivery Note"
},
{
"label":wn._("Purchase Receipt Trends"),
route: "query-report/Purchase Receipt Trends",
doctype: "Purchase Receipt"
},
]
}
]

View File

@ -0,0 +1,5 @@
wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Delivery Note Trends"] = {
filters: get_filters()
}

View File

@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Delivery Note"
tab = ["tabDelivery Note","tabDelivery Note Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:42:11",
"docstatus": 0,
"modified": "2013-06-13 18:42:11",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Delivery Note",
"report_name": "Delivery Note Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Delivery Note Trends"
}
]

View File

@ -69,10 +69,11 @@ def get_price_list():
from `tabItem Price` where docstatus<2""", as_dict=1)
for j in price_list:
if j.selling:
rate.setdefault(j.parent, {}).setdefault("selling", []).append(j.price)
if j.buying:
rate.setdefault(j.parent, {}).setdefault("buying", []).append(j.price)
if j.price:
if j.selling:
rate.setdefault(j.parent, {}).setdefault("selling", []).append(j.price)
if j.buying:
rate.setdefault(j.parent, {}).setdefault("buying", []).append(j.price)
item_rate_map = {}
@ -99,8 +100,9 @@ def get_valuation_rate():
val_rate_map = {}
for d in webnotes.conn.sql("""select item_code, avg(valuation_rate) as val_rate
from tabBin group by item_code""", as_dict=1):
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)
return val_rate_map

View File

@ -0,0 +1,5 @@
wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Receipt Trends"] = {
filters: get_filters()
}

View File

@ -0,0 +1,34 @@
# 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 controllers.trends import get_columns,get_data
def execute(filters=None):
if not filters: filters ={}
data = []
trans = "Purchase Receipt"
tab = ["tabPurchase Receipt","tabPurchase Receipt Item"]
details = get_columns(filters, trans)
data = get_data(filters, tab, details)
if not data :
webnotes.msgprint("Data not found for selected criterias")
return details["columns"], data

View File

@ -0,0 +1,21 @@
[
{
"creation": "2013-06-13 18:45:44",
"docstatus": 0,
"modified": "2013-06-13 18:45:44",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Purchase Receipt",
"report_name": "Purchase Receipt Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Purchase Receipt Trends"
}
]