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 )
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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
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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 )
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* fix: ignore closed or 'on hold' orders
* refactor: filter immediate upcoming term
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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 )
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* 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
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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
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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
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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
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- 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
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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 )
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* 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 )
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* 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
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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
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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
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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
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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
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- 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
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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