[report] sales personwise transaction summary

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",
+			},
 		]
 	}
 ]

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",
+		},
+	]
+}

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 <http://www.gnu.org/licenses/>.
+
+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

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"
+ }
+]