From fdd919a1d3024fa264e7fbf60832da1ddb944bf3 Mon Sep 17 00:00:00 2001 From: Nabin Hait Date: Fri, 3 May 2013 14:24:24 +0530 Subject: [PATCH] [report] sales personwise transaction summary --- selling/page/selling_home/selling_home.js | 4 + .../__init__.py | 0 .../sales_person_wise_transaction_summary.js | 54 +++++++++++++ .../sales_person_wise_transaction_summary.py | 81 +++++++++++++++++++ .../sales_person_wise_transaction_summary.txt | 22 +++++ 5 files changed, 161 insertions(+) create mode 100644 selling/report/sales_person_wise_transaction_summary/__init__.py create mode 100644 selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.js create mode 100644 selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py create mode 100644 selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.txt diff --git a/selling/page/selling_home/selling_home.js b/selling/page/selling_home/selling_home.js index 994bb4a555..1ffa600fd5 100644 --- a/selling/page/selling_home/selling_home.js +++ b/selling/page/selling_home/selling_home.js @@ -157,6 +157,10 @@ wn.module_page["Selling"] = [ "label":wn._("Sales Orders Pending to be Delivered"), route: "query-report/Sales Orders Pending To Be Delivered" }, + { + "label":wn._("Sales Person-wise Transaction Summary"), + route: "query-report/Sales Person-wise Transaction Summary", + }, ] } ] diff --git a/selling/report/sales_person_wise_transaction_summary/__init__.py b/selling/report/sales_person_wise_transaction_summary/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.js b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.js new file mode 100644 index 0000000000..4a8e6787ff --- /dev/null +++ b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.js @@ -0,0 +1,54 @@ +wn.query_reports["Sales Person-wise Transaction Summary"] = { + "filters": [ + { + fieldname: "sales_person", + label: "Sales Person", + fieldtype: "Link", + options: "Sales Person" + }, + { + fieldname: "doc_type", + label: "Document Type", + fieldtype: "Select", + options: "Sales Order\nDelivery Note\nSales Invoice", + default: "Sales Order" + }, + { + fieldname: "from_date", + label: "From Date", + fieldtype: "Date", + default: wn.defaults.get_user_default("year_start_date"), + }, + { + fieldname:"to_date", + label: "To Date", + fieldtype: "Date", + default: get_today() + }, + { + fieldname:"company", + label: "Company", + fieldtype: "Link", + options: "Company", + default: sys_defaults.company + }, + { + fieldname:"item_group", + label: "Item Group", + fieldtype: "Link", + options: "Item Group", + }, + { + fieldname:"brand", + label: "Brand", + fieldtype: "Link", + options: "Brand", + }, + { + fieldname:"customer", + label: "Customer", + fieldtype: "Link", + options: "Customer", + }, + ] +} \ No newline at end of file diff --git a/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py new file mode 100644 index 0000000000..612cb7425d --- /dev/null +++ b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py @@ -0,0 +1,81 @@ +# 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 . + +from __future__ import unicode_literals +import webnotes +from webnotes import msgprint, _ + +def execute(filters=None): + if not filters: filters = {} + + columns = get_columns(filters) + data = get_entries(filters) + + return columns, data + +def get_columns(filters): + if not filters.get("doc_type"): + msgprint(_("Please select the document type first"), raise_exception=1) + + return [filters["doc_type"] + ":Link/" + filters["doc_type"] + ":140", + "Customer:Link/Customer:140", "Territory:Link/Territory:100", "Posting Date:Date:100", + "Item Code:Link/Item:120", "Qty:Currency:100", "Amount:Currency:120", + "Sales Person:Link/Sales Person:140", "Contribution %:Currency:110", + "Contribution Amount:Currency:140"] + +def get_entries(filters): + date_field = filters["doc_type"] == "Sales Order" and "transaction_date" or "posting_date" + conditions, items = get_conditions(filters, date_field) + entries = webnotes.conn.sql("""select dt.name, dt.customer, dt.territory, dt.%s, + dt_item.item_code, dt_item.qty, dt_item.amount, st.sales_person, + st.allocated_percentage, dt_item.amount*st.allocated_percentage/100 + from `tab%s` dt, `tab%s Item` dt_item, `tabSales Team` st + where st.parent = dt.name and dt.name = dt_item.parent and st.parenttype = '%s' + and dt.docstatus = 1 %s order by st.sales_person, dt.name desc""" % + (date_field, filters["doc_type"], filters["doc_type"], filters["doc_type"], conditions), + tuple(items), as_list=1) + + return entries + +def get_conditions(filters, date_field): + conditions = "" + if filters.get("company"): conditions += " and dt.company = '%s'" % filters["company"] + if filters.get("customer"): conditions += " and dt.customer = '%s'" % filters["customer"] + + if filters.get("from_date"): conditions += " and dt.%s >= '%s'" % \ + (date_field, filters["from_date"]) + if filters.get("to_date"): conditions += " and dt.%s <= '%s'" % (date_field, filters["to_date"]) + + if filters.get("sales_person"): conditions += " and st.sales_person = '%s'" % \ + filters["sales_person"] + + items = get_items(filters) + if items: + conditions += " and dt_item.item_code in (%s)" % ', '.join(['%s']*len(items)) + + return conditions, items + +def get_items(filters): + if filters.get("item_group"): key = "item_group" + elif filters.get("brand"): key = "brand" + else: key = "" + + items = [] + if key: + items = webnotes.conn.sql_list("""select name from tabItem where %s = %s""" % + (key, '%s'), (filters[key])) + + return items \ No newline at end of file diff --git a/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.txt b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.txt new file mode 100644 index 0000000000..abd69f3f2f --- /dev/null +++ b/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.txt @@ -0,0 +1,22 @@ +[ + { + "creation": "2013-05-03 11:31:05", + "docstatus": 0, + "modified": "2013-05-03 11:31:05", + "modified_by": "Administrator", + "owner": "Administrator" + }, + { + "add_total_row": 1, + "doctype": "Report", + "is_standard": "Yes", + "name": "__common__", + "ref_doctype": "Sales Order", + "report_name": "Sales Person-wise Transaction Summary", + "report_type": "Script Report" + }, + { + "doctype": "Report", + "name": "Sales Person-wise Transaction Summary" + } +] \ No newline at end of file