Shiloh/brotherton-erpnext
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3c92686f0a
Commit Graph

294 Commits

Author SHA1 Message Date
Deepesh Garg
3c92686f0a fix: Default year start and end dates in reports 2023-07-24 11:58:16 +05:30
Deepesh Garg
87108be11a
fix: Sales person variance report without item group (#34552) 
fix: Sales person variance report witout item group
 2023-03-23 19:19:46 +05:30
ruthra kumar
7fcd74ed03 fix(test): flaky test case in Payment terms report 2023-03-10 21:23:12 +05:30
Deepesh Garg
c88444a6c4
fix: Filters in item-wise sales history report (#34145) 2023-02-21 14:26:33 +05:30
ruthra kumar
960085853a
Merge pull request #34048 from ruthra-kumar/typeerror_on_sales_order_analysis 
fix: typeerror on Sales Order analysis report
 2023-02-14 15:27:36 +05:30
ruthra kumar
00a4191966 fix: typeerror on Sales Order analysis report 2023-02-14 09:56:35 +05:30
ruthra kumar
192a3395a5
refactor: filter only immediate upcoming payment term for each SO (#33923) 
* fix: ignore closed or 'on hold' orders

* refactor: filter immediate upcoming term

---------

Co-authored-by: Deepesh Garg <deepeshgarg6@gmail.com>
 2023-02-13 12:36:40 +05:30
Dany Robert
2cc7239dd5
fix: currency formatting in item-wise sales history (#33903) 
* fix(item-sales-history): currency formatting

* chore: linting issues

* fix: convert raw sql to qb
 2023-02-01 14:27:38 +05:30
Gokulnath
4ecce242a8
feat: adding warehouse filter for sales order ananlysis report 
feat: adding warehouse filter for sales order ananlysis report
 2022-12-17 20:06:01 +05:30
Deepesh Garg
8581b7820d
Merge pull request #32713 from ernestoruiz89/patch-9 
fix: add missing translation function on report related documents
 2022-11-03 09:46:43 +05:30
ruthra kumar
fed39a53cb test: due date filter on Payment Terms report 2022-10-28 18:15:58 +05:30
ruthra kumar
4765f937ea fix: key error in filter access 2022-10-28 17:50:01 +05:30
ruthra kumar
aadb6b1772 feat: additional filters on Payment terms report 
Filter on Status and Due dates
 2022-10-28 17:46:06 +05:30
Ernesto Ruiz
b7b53b5857
fix: correct linters 2022-10-25 22:34:21 -06:00
Ernesto Ruiz
083a78135c
fix: add translate function to period in sales_analytics.py 2022-10-25 22:17:06 -06:00
hrzzz
91762097a5 fix: for Tree Type item and item group show net amout 2022-08-03 13:09:23 -03:00
Ankush Menat
67a74a4d14 fix: dont check first row on report load 
- This doesn't actually load the chart but leaves UI and data in
  inconsistent state
- On refresh it randomly keeps toggling the first row - confusing
  behaviour.
 2022-07-15 14:09:58 +05:30
Ankush Menat
ceeea6180e fix: dont override default report options in charts 
Sales analytics and purchase analytics reports are clearing the default
options which includes number shortening, axis options etc. This makes
report unreadable when dealing with large numbers.
 2022-07-15 14:09:58 +05:30
hrzzz
8b1ff96e30 fix: translation for filter status on report 2022-06-21 15:10:19 -03:00
Conor
74a782d81d
refactor: DB independent quoting and truthy/falsy values (#31358) 
* refactor: DB independent quoting and truthy/falsy values

* style: reformat to black spec

* fix: ifnull -> coalesce

* fix: coalesce -> Coalesce

* fix: revert pypika comparison

* refactor: convert queries to QB

* fix: incorrect value types for query

`=` query makes no sense with list of values

* fix: remove warehouse docstatus condition

* fix: keep using base rate as rate

Co-authored-by: Ankush Menat <ankush@frappe.io>
 2022-06-17 17:01:27 +05:30
Conor
b8f728a40a
refactor: use CURRENT_DATE instead of CURDATE() (#31356) 
* refactor: use CURRENT_DATE instead of CURDATE()

* style: reformat to black spec

* refactor: use QB for auto_close queries

Co-authored-by: Ankush Menat <ankush@frappe.io>
 2022-06-15 12:07:33 +05:30
ruthra kumar
4f1bfbb93d test: multiple delivery notes and billed quantity 2022-05-31 17:24:36 +05:30
ruthra kumar
0331e37982 fix: incorrect billed_qty when item has multiple Delivery note 
sales order analysis report returns incorrect billed_qty value for
an SO item has multiple delivery notes
 2022-05-31 17:15:31 +05:30
Deepesh Garg
5edd1dbb35
Merge pull request #31004 from ruthra-kumar/bug_payment_terms_status_rpt 
fix: duplicate entries in payment terms report output
 2022-05-20 07:53:40 +05:30
ruthra kumar
e826093150 fix: multiple entries for same payment term 2022-05-13 14:24:06 +05:30
Gavin D'souza
7bf0e4f8e5 fix(charts): Pass fieldtype for chart data in selling reports 2022-05-10 15:58:31 +05:30
Deepesh Garg
d96bfe13a8 Merge pull request #30721 from ruthra-kumar/bug_so_analysis_report 
fix: SO's without delivery note will also be fetched
 2022-04-18 19:58:37 +05:30
ruthra kumar
13487e2408 test: Sales order analysis report 2022-04-16 12:02:32 +05:30
ruthra kumar
e28e6726f1 fix: SO analysis rpt will fetch SO's without Delivery note as well 2022-04-14 18:37:46 +05:30
Deepesh Garg
f3e6a26d34
Merge pull request #30499 from ruthra-kumar/payment_terms_status_filter 
feat: 'customer' column and more filter to Payment terms status report
 2022-04-07 13:01:16 +05:30
ruthra kumar
16bfb930f8 test: added test cases for group filters 2022-04-05 11:08:09 +05:30
ruthra kumar
b2ed9fd3fe refactor: use group fields from Sales Order and Sales Order Items 2022-04-04 17:00:47 +05:30
ruthra kumar
e324d668d3 refactor: item filters are linked with group filters 2022-04-04 14:52:19 +05:30
Ankush Menat
a896895a9e fix: bulk fix (~330) missing translations 2022-04-04 13:59:51 +05:30
ruthra kumar
7558f1b078 refactor: adding new filters and column to test cases 2022-03-30 18:50:18 +05:30
ruthra kumar
eaeadbc422 feat: additional filters in payment terms status report 2022-03-30 18:50:13 +05:30
Ankush Menat
76dce2eddc
fix: use name for links not item_code (#30462) 2022-03-29 11:21:03 +05:30
Ankush Menat
494bd9ef78 style: format code with black 2022-03-28 18:52:46 +05:30
barredterra
36df21067c refactor: sales analytics 2022-03-20 03:58:24 +01:00
Deepesh Garg
e2c144e9e3 fix: Item-wise sales history report 2022-03-06 19:05:02 +05:30
Ankush Menat
b0d1e6db54 test(refactor): use FrappeTestCase 2022-02-28 17:23:32 +05:30
Deepesh Garg
2f5bfcc055
Merge branch 'develop' into payment_terms_report 2022-02-16 10:06:12 +05:30
ruthra kumar
48f37c7659 test: added test for alternate currency 
- Sales Order and Invoice will be submitted in USD with exchange rate
of 70 with the default company currency
- Report will display in defauly company currency
 2022-02-15 17:21:08 +05:30
ruthra kumar
49fdc6c52e test: refactor and fix failing test case 2022-02-15 17:20:29 +05:30
ruthra kumar
a4b8d67323 refactor: create invoices list without if else 2022-02-15 12:20:41 +05:30
ruthra kumar
85ed0fb8d6 fix: default to company currency in report output 2022-02-15 12:20:06 +05:30
ruthra kumar
bc244d0740 refactor: currency field and code cleanup 2022-02-14 17:48:16 +05:30
Deepesh Garg
4284017e9d
fix: Copyright info 2022-02-07 12:26:01 +05:30
Suraj Shetty
29c7947db0 fix: Further sort sales_order_analysis to get consistent response 
Since the data was sorted by `transaction_date`, report sorting order used to be inconsistent everytime if there were lots of records with same transaction date. This used to create problems while exporting report as "Excel" with filters.
 2022-01-27 11:11:37 +05:30
Saqib Ansari
53addfda15 fix: sider issue 2022-01-21 12:23:52 +05:30