Shiloh/brotherton-erpnext
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101 Commits

Author SHA1 Message Date
Deepesh Garg
6714214951 Server side script report for sales analytics (#15589) 
* Sales Analytics Report

* Codacy issue fixes and  name column addition

* Minor Fixes

* Minor Changes

* Codacy Issue Fixes

* Codacy Issue Fixes

* Bug Fixes

* Code cleaning and optimization

* Deleted Duplicate code

* Indentation Issue Fixes

* Added Supplier Condition

* Cleaned code and better function naming

* Added report link for sales analytics in selling.py

* fix(patch): Patch to delete old analytics reports

* feat(refactor): Created class and refactored code using object oriented paradigm

* Column condition fix

* Minor condition fix

* Minor fix

* parent child map for purchase analytics

* Minor Fixes in get_periodic_data

* Used dots for filters instead of brackets

* Minor Bug fix in get_period_date_ranges

* Test Cases for Analytics Report
 2018-11-12 16:15:54 +05:30
Ameya Shenoy
ca66c7ba14
Merge branch 'master' into staging-fixes 2018-10-23 08:01:13 +00:00
Ameya Shenoy
3a11f34355
fix(): fetch correct warehouse for item in report 
Fix 'Sales Person-wise Transaction Summary' Report by fetching the
correct Warehouse for the Item fron the respective, Sales Order/Sales
Invoice/ Delivery Note
 2018-10-22 10:15:07 +00:00
deepeshgarg007
4bb90add1d Currency symbol bug fix (#15698) 2018-10-15 19:07:49 +05:30
deepeshgarg007
7c443264a4 Currency symbol bug fix (#15690) 2018-10-15 18:22:28 +05:30
deepeshgarg007
1cb1074f6b Bug Fix (#15640) 2018-10-10 16:15:30 +05:30
deepeshgarg007
719701f2a4 Enhancement in Budget Variance and other reports (#15455) 
* Enhanced Budget Variance report and added filters and columns in other reports

* Update budget_variance_report.js

* Changes in budget variance report

* Spacing in column names
 2018-10-02 12:52:13 +05:30
Charles-Henri Decultot
4fd7a4e0d7 Lead notes (#15510) 
* Notes field in Lead

* Add notes to lead details report
 2018-09-30 21:20:55 +05:30
deepeshgarg007
86152eb5c8 Sales person Commission Report and more (#15431) 
* Commission For Sales Person

* Changes Made

* Changes made in sales person dashboard and commission report

* Update sales_person_commission_summary.py
 2018-09-25 19:08:16 +05:30
Faris Ansari
9e874af9ba Query report print (#14935) 
* QueryReport

- Only print visible columns in report
- Use get_columns_for_print method instead of directly
accessing report.columns

* Query Report

- Replace frappe.query_report_filters_by_name with new API
 2018-07-18 09:28:44 +05:30
Saurabh
db7324890f Merge branch 'master' into develop 2018-07-09 15:53:51 +05:30
rohitwaghchaure
6be8bea934 Provision to view return entries in Sales Person-wise Transaction Summary (#14830) 2018-07-08 19:25:13 +05:30
Zarrar
e25dcd2737 [Minor] Report related fixes (#14620) 
* fix in query incase list is empty

* periodicity not found error
when called from consolidated financial statements and custom cash flow is activated

* unset currency filter to apply default currency or so

* python 2 - 3 fix
 2018-06-21 10:53:12 +05:30
Saurabh
59798b4e88 resolved merge conflict 2018-06-20 15:23:25 +05:30
Nabin Hait
8eeb5694ba Fixed qty in item-wise sales history report 2018-06-18 17:41:27 +05:30
Shreya Shah
5103454642 New Report Address and Contacts (#14307) 
* New Report Address and Contacts

* Fix codacy

* Add links to report in module pages
 2018-06-05 10:44:36 +05:30
Saurabh
0eb622f7da [fix] resolve conflicts 2018-05-31 17:32:17 +05:30
Zarrar
39c0add5a2 query fix sales-person-target-variance-item-group-wise (#14271) 2018-05-30 11:56:58 +05:30
Ameya Shenoy
1cc7500be9
Merge branch 'master' into develop 2018-05-22 09:18:38 +00:00
Nabin Hait
19ce904030 Report added in Selling module 2018-05-21 11:07:04 +05:30
Nabin Hait
2cfc247d88 customers without any sales transactions 2018-05-21 11:03:02 +05:30
Basawaraj
6d334b8135 Added Report : Customers Without Any Sales Transactions 2018-05-17 16:54:03 +05:30
Shreya Shah
4f40b2dca5 [Fix] Sales Person Reports (#13987) 
* Fix Sales Person Reports
- Show quantity and amounts based on the delivered quantities if the Sales Order has been closed and all quantities weren't considered for further transactions.

* Fix codacy

* Modify as per the review comment
 2018-05-16 11:22:59 +05:30
Achilles Rasquinha
96698c9a77 Use range instead xrange (#13128) 
* Use range instead of xrange

* convert float to int
 2018-02-28 16:12:51 +05:30
Shreya Shah
8a77a0e1e4 Add total row in all trends reports (#13010) 
* total in sales order trends report

* total in all trends reports
 2018-02-21 14:46:07 +05:30
Shreya Shah
5448318146 fix total field (#12992) 2018-02-19 12:44:52 +05:30
rohitwaghchaure
5b45bcf5f3 [Fix] Report Available Stock for Packing Items Menu not working (#12400) 2018-01-11 12:39:09 +05:30
Nabin Hait
68768252ce Cleanup and fixes on bypass credit limit check on sales order 2017-11-23 17:48:59 +05:30
ashish
604eb9d689 added flag to function get_customer_outstanding and removed names in comments 2017-11-16 11:05:59 +05:30
ashish
fb364df091 customer_credit_balance.py -- Credit limit should now reflect outstanding amount for each customer based on value of flage bypass credit limit check at sales order level. A new column is added to show the value of this flag. customer.py -- get_credit_limit function which gets called by the above customer_credit_balance report is updated to deduct the amount of sales order for which credit limit bypass flag is set 2017-10-25 16:17:55 +05:30
Faris Ansari
ab74ca7fff Lint and fix JS files 2017-05-30 12:54:42 +05:30
Nabin Hait
b3ffd6b282 Merge pull request #7828 from rohitwaghchaure/update_user_roles_to_roles 
Changed userrole to has role, commonify role editor of the user
 2017-03-06 18:44:53 +05:30
Nabin Hait
e68f32cf19 UOM Conversion in selling 2017-03-06 16:41:13 +05:30
Kanchan Chauhan
5a980ac87a UOM Conversion in Selling 2017-03-06 16:41:12 +05:30
Rohit Waghchaure
e7485150a1 added roles in the report 2017-03-06 14:26:09 +05:30
mbauskar
cbc49e2989 [WIP] Address and Contact Fixes 2017-01-30 10:45:28 +05:30
Kanchan Chauhan
b7cc393eb8 Email ID renamed to Email Address 2017-01-03 16:45:38 +05:30
Nabin Hait
219148d23d Sales Personwise transaction summary - total row 2016-10-05 12:26:51 +05:30
Rushabh Mehta
be2ee18de4 [fixed] frappe.require is now async 💥 2016-04-29 17:22:42 +05:30
Nabin Hait
9fef3df6a0 [fix] Fixed pending so items for material request report 2016-04-12 18:46:47 +05:30
Nabin Hait
4f10f15686 [fix] Modified date changed in query report due to project field renaming 2016-04-01 17:59:06 +05:30
Nabin Hait
2a5c1138a0 Merge pull request #4944 from rmehta/modules-redesign 
[redesign] modules
 2016-03-16 14:35:11 +05:30
Neil Trini Lasrado
6e343e23d9 Renamed project_name to project 2016-03-15 17:50:53 +05:30
Rushabh Mehta
d1e1c52171 [redesign] modules 2016-03-08 18:07:20 +05:30
Neil Trini Lasrado
abd9248ba6 Rename sales_order_no to sales_order in Material Request Item 2016-02-23 18:35:43 +05:30
Nabin Hait
8a59c33e2f [fix] Sales Person target variance report: based on lft and rgt of item group 2016-02-23 15:23:24 +05:30
ShashaQin
e7dccca782 Update item_wise_sales_history.json 2016-02-04 16:44:18 +08:00
shreyas
1a943151d7 [Refactor/Cleanup] Cleaned debug print statement 
Refactored code to use format() instead of string formatting using %s
 2016-01-29 15:41:45 +05:30
shreyas
c761f1b0a1 [Minor] Cleanup 2016-01-29 15:41:44 +05:30
shreyas
e970ddcee9 [Fix] 
1. Sales Person wise transaction report
2. Sales Person wise target variance report
3. Sales order trend report generation for selection in group by feild
 2016-01-29 15:41:44 +05:30