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AR report: filter based on customer group and credit days based on field. Fixed #8214

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This commit is contained in:
Nabin Hait 2017-04-24 17:03:50 +05:30
parent 4cc5e61f60
commit e3c122d8c4
4 changed files with 62 additions and 16 deletions
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18
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
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@ -16,6 +16,21 @@ frappe.query_reports["Accounts Receivable"] = {
"fieldtype": "Link",
"options": "Customer"
},
{
"fieldname":"customer_group",
"label": __("Customer Group"),
"fieldtype": "Link",
"options": "Customer Group"
},
{
"fieldname":"credit_days_based_on",
"label": __("Credit Days Based On"),
"fieldtype": "Select",
"options": "" + NEWLINE + "Fixed Days" + NEWLINE + "Last Day of the Next Month"
},
{
"fieldtype": "Break",
},
{
"fieldname":"report_date",
"label": __("As on Date"),
@ -29,9 +44,6 @@ frappe.query_reports["Accounts Receivable"] = {
"options": 'Posting Date' + NEWLINE + 'Due Date',
"default": "Posting Date"
},
{
"fieldtype": "Break",
},
{
"fieldname":"range1",
"label": __("Ageing Range 1"),

33
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -71,7 +71,10 @@ class ReceivablePayableReport(object):
"width": 100
})
if args.get("party_type") == "Customer":
columns += [_("Territory") + ":Link/Territory:80"]
columns += [
_("Territory") + ":Link/Territory:80",
_("Customer Group") + ":Link/Customer Group:120"
]
if args.get("party_type") == "Supplier":
columns += [_("Supplier Type") + ":Link/Supplier Type:80"]
@ -139,7 +142,7 @@ class ReceivablePayableReport(object):
# customer territory / supplier type
if args.get("party_type") == "Customer":
row += [self.get_territory(gle.party)]
row += [self.get_territory(gle.party), self.get_customer_group(gle.party)]
if args.get("party_type") == "Supplier":
row += [self.get_supplier_type(gle.party)]
@ -187,18 +190,21 @@ class ReceivablePayableReport(object):
def get_territory(self, party_name):
return self.get_party_map("Customer").get(party_name, {}).get("territory") or ""
def get_customer_group(self, party_name):
return self.get_party_map("Customer").get(party_name, {}).get("customer_group") or ""
def get_supplier_type(self, party_name):
return self.get_party_map("Supplier").get(party_name, {}).get("supplier_type") or ""
def get_party_map(self, party_type):
if not hasattr(self, "party_map"):
if party_type == "Customer":
self.party_map = dict(((r.name, r) for r in frappe.db.sql("""select {0}, {1}, {2} from `tab{3}`"""
.format("name", "customer_name", "territory", party_type), as_dict=True)))
select_fields = "name, customer_name, territory, customer_group"
elif party_type == "Supplier":
self.party_map = dict(((r.name, r) for r in frappe.db.sql("""select {0}, {1}, {2} from `tab{3}`"""
.format("name", "supplier_name", "supplier_type", party_type), as_dict=True)))
select_fields = "name, supplier_name, supplier_type"
self.party_map = dict(((r.name, r) for r in frappe.db.sql("select {0} from `tab{1}`"
.format(select_fields, party_type), as_dict=True)))
return self.party_map
@ -251,6 +257,19 @@ class ReceivablePayableReport(object):
conditions.append("party=%s")
values.append(self.filters.get(party_type_field))
if party_type_field=="customer":
if self.filters.get("customer_group"):
lft, rgt = frappe.db.get_value("Customer Group",
self.filters.get("customer_group"), ["lft", "rgt"])
conditions.append("""party in (select name from tabCustomer
where exists(select name from `tabCustomer Group` where lft >= {0} and rgt <= {1}
and name=tabCustomer.customer_group))""".format(lft, rgt))
if self.filters.get("credit_days_based_on"):
conditions.append("party in (select name from tabCustomer where credit_days_based_on=%s)")
values.append(self.filters.get("credit_days_based_on"))
return " and ".join(conditions), values
def get_gl_entries_for(self, party, party_type, against_voucher_type, against_voucher):

18
erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.js
View File

@ -16,6 +16,21 @@ frappe.query_reports["Accounts Receivable Summary"] = {
"fieldtype": "Link",
"options": "Customer"
},
{
"fieldname":"customer_group",
"label": __("Customer Group"),
"fieldtype": "Link",
"options": "Customer Group"
},
{
"fieldname":"credit_days_based_on",
"label": __("Credit Days Based On"),
"fieldtype": "Select",
"options": "" + NEWLINE + "Fixed Days" + NEWLINE + "Last Day of the Next Month"
},
{
"fieldtype": "Break",
},
{
"fieldname":"report_date",
"label": __("Date"),
@ -29,9 +44,6 @@ frappe.query_reports["Accounts Receivable Summary"] = {
"options": 'Posting Date' + NEWLINE + 'Due Date',
"default": "Posting Date"
},
{
"fieldtype": "Break",
},
{
"fieldname":"range1",
"label": __("Ageing Range 1"),

9
erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py
View File

@ -27,7 +27,10 @@ class AccountsReceivableSummary(ReceivablePayableReport):
str(self.filters.range3) + _("-Above") + ":Currency/currency:100"]
if args.get("party_type") == "Customer":
columns += [_("Territory") + ":Link/Territory:80"]
columns += [
_("Territory") + ":Link/Territory:80",
_("Customer Group") + ":Link/Customer Group:120"
]
if args.get("party_type") == "Supplier":
columns += [_("Supplier Type") + ":Link/Supplier Type:80"]
@ -58,7 +61,7 @@ class AccountsReceivableSummary(ReceivablePayableReport):
]
if args.get("party_type") == "Customer":
row += [self.get_territory(party)]
row += [self.get_territory(party), self.get_customer_group(party)]
if args.get("party_type") == "Supplier":
row += [self.get_supplier_type(party)]
@ -107,7 +110,7 @@ class AccountsReceivableSummary(ReceivablePayableReport):
if args.get("party_type") == "Supplier":
cols += ["supplier_type", "remarks"]
if args.get("party_type") == "Customer":
cols += ["territory", "remarks"]
cols += ["territory", "customer_group", "remarks"]
return self.make_data_dict(cols, voucherwise_data)