Shiloh/brotherton-erpnext
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276 Commits

Author SHA1 Message Date
Anupam K
e48bcb30e7 Sum of years not needed. 2020-04-02 01:04:01 +05:30
Anupam K
85aae7de0b bug: Item-wise Sales History - Billed amount 2020-03-28 14:13:58 +05:30
Deepesh Garg
cf8e2732c9
Merge pull request #20428 from 0Pranav/territory-sales-pipeline 
feat: add territory wise sales report
 2020-02-06 13:11:07 +05:30
Deepesh Garg
da406d74ef
fix: Remove debug param 2020-02-06 12:55:21 +05:30
Deepesh Garg
a4928f6f5b fix: Add report link in module view and fix date filter 2020-02-06 12:50:25 +05:30
0Pranav
9d9a3d85d8 fix: filters after rename 2020-02-05 14:17:21 +05:30
0Pranav
9c4399e1f2 fix: better syntax for checking empty arrays 2020-02-03 14:57:42 +05:30
0Pranav
b1473c3de0 fix: return empty array 2020-01-31 10:43:00 +05:30
0Pranav
75adb808e5 various fixes from review 
- Rename the report to title case
- Added company filter
- fixed checks in filter and += operator for total
 2020-01-31 10:35:47 +05:30
Suraj Shetty
48e9bc3fc9 fix: Incorrect translation syntax 2020-01-29 15:06:18 +05:30
0Pranav
6280609c25 enhancement: add territory wise sales report 2020-01-14 15:53:35 +05:30
rohitwaghchaure
c58495dcee fix: Item-wise Sales History report not working (#19889) 2019-12-10 21:34:03 +05:30
deepeshgarg007
f89b172202 fix: Available stock for packing item report 2019-12-01 21:53:32 +05:30
Mangesh-Khairnar
2f44480d69 enhancement: Item-wise sales history report (#19500) 
* refactor(item-wise-sales-history): convert query report to script report

* refactor: add columns, fetch data

* refactor: shift company set func to utils

* fix: add filters

* fix: minor changes

* fix: fetch all the descendants
 2019-11-11 10:54:12 +05:30
deepeshgarg007
683a89a415 fix: Chart fix in Analytics report 2019-10-12 23:02:53 +05:30
Mangesh-Khairnar
5dcf2c669f chore: remove unlinked letter head references (#19138) 2019-09-24 09:53:06 +05:30
Marica
cef75a5987 fix: Customer Credit Balance Report query fix (#19105) 2019-09-18 20:00:39 +05:30
Nabin Hait
b847731482 Merge branch 'feat-customer-credit-limit' of https://github.com/Mangesh-Khairnar/erpnext into Mangesh-Khairnar-feat-customer-credit-limit 2019-09-05 16:47:08 +05:30
Deepesh Garg
cffe577028 fix: Add UOM in anlytics report when viewing based on item (#18902) 2019-09-05 16:03:15 +05:30
Anurag Mishra
867ac10ffd fix: handle for product bundle (#18420) 
* fix: handle for product bundle

* fix: Requested changes and some general fixes
 2019-09-05 15:13:21 +05:30
Nabin Hait
c78c86663d
Update customer_credit_balance.py 2019-09-05 12:24:37 +05:30
Mangesh-Khairnar
5755d2d32f fix: customer credit limit report 2019-08-29 19:51:38 +05:30
Suraj Shetty
06b56adc71
Merge branch 'develop' into develop-customer-item-price-report 2019-07-17 17:29:42 +05:30
deepeshgarg007
8cbc22062b fix: Remove cost center filter from customer credit balance report 2019-07-15 18:35:19 +05:30
deepeshgarg007
ad4c111d91 fix: Remove cost center filter from customer credit balance report 2019-07-15 18:32:10 +05:30
deepeshgarg007
f7395916c8 fix: Accounting Dimensions in Customer Credit Balance report 2019-07-14 18:44:32 +05:30
deepeshgarg007
a85db66146 fix: Usability fixes in accounting dimensions 2019-07-14 18:15:19 +05:30
Don-Leopardo
93fbba4f40
Merge branch 'develop' into sales_analytics_with_order_type_develop 2019-07-10 10:52:55 -03:00
Nabin Hait
34c551d9a5
fix: Missing commits from hotfix branch (#17997) 
* fix: merge conflict

* fix: restored missing set_gst_state_and_state_number function

* fix: style linting as per codacy

* fix: Fixes related to customer/lead merging

* fix: merge conflict

* fix: Fixes related to customer/lead merging

* fix: Assign isue/opportunity to user

* fix: Assign isue/opportunity to user

* fix: Replaced Invoice type by GST Category

* fix: merge conflict

* fix: merge conflict

* fix: test cases

* fix: test cases
 2019-07-03 10:34:31 +05:30
NahuelOperto
42fe68d065 feat: order type in trr type filter 2019-06-24 08:29:14 -03:00
Rohan Bansal
0426636a32 fix(customer): Improve performance by reducing queries 2019-06-17 12:16:12 +05:30
Rohan Bansal
e3a3306b30 feat(customer): Add report to show item prices per Customer 2019-06-13 14:53:33 +05:30
Rohan Bansal
250734dd24 fix(selling): Remove Totals row for tree-based Sales Analytics 2019-05-30 17:30:50 +05:30
Rohit Waghchaure
34ee41a35e fix: Pending SO Items For Purchase Request not showing the so quantity correctly if so has duplicate items 2019-04-16 18:26:11 +05:30
Rohit Waghchaure
4ae221946b renamed report 2019-03-26 11:14:06 +05:30
Rohit Waghchaure
1c1d0bb1c7 feat: commonified item group wise target variance report 2019-03-25 17:56:43 +05:30
Rohit Waghchaure
65d9435fd5 feat: sales partner reports 2019-03-20 12:05:21 +05:30
Rohit Waghchaure
ace95d5a67 feat: added cost center filter in AR/AP reports 2019-03-18 12:21:00 +05:30
Frappe Bot
7e67a400cd Merge branch 'master' into develop 2019-03-08 09:39:33 +00:00
Deepesh Garg
e1f72cc010 revert: Address and contact report fix (#16786) 
Reverts #16674 

Address and other info are not visible in address and contact report
![screenshot 2019-02-27 at 11 31 38 am](https://user-images.githubusercontent.com/42651287/53469309-6029f500-3a83-11e9-9672-e5e7d14dc470.png)
 2019-03-04 12:49:39 +05:30
Sagar Vora
e0eafb1c2c Merge branch 'master' into develop 2019-02-26 17:08:59 +05:30
deepeshgarg007
d2d84e3c9d fix: Company filter fix 2019-02-26 11:52:22 +05:30
Frappe Bot
74fd5daeb2 Merge branch 'master' into develop 2019-02-15 10:22:33 +00:00
deepeshgarg007
34f4f24e21 fix: Address and contact report 2019-02-14 17:26:49 +05:30
Deepesh Garg
4d1bc0ca85 fix: Add total row in analytics report (#16648) 2019-02-13 16:58:46 +05:30
Sagar Vora
f97c5dad82 Merge branch 'staging' into develop 2019-01-29 18:39:14 +05:30
Aditya Hase
f3c22f342c fix(unicode): Import unicode_literals in every file 2019-01-22 18:36:10 +05:30
Nabin Hait
bef2c22d23 Fix: merge conflict 2019-01-18 10:15:47 +05:30
Nabin Hait
c693cd7f10
Merge pull request #16341 from Mangesh-Khairnar/date-range-fix 
fix: Sales Analytics Period Range
 2019-01-10 10:35:31 +05:30
Saurabh
afec3ca89a Merge branch 'staging' into develop 2019-01-08 17:09:36 +05:30
Mangesh-Khairnar
e2ea987610 fixed edge cases for yearly, weekly and monthly views 2019-01-05 00:15:31 +05:30
Mangesh-Khairnar
676a106d7a (refactor) removed unnecessary code 2019-01-05 00:15:31 +05:30
Mangesh-Khairnar
8e47a543f6 (fix) multiple years in yearly view 2019-01-05 00:15:31 +05:30
deepeshgarg007
32f054b901 Added customer group column in item-wise-sales-history report 2019-01-03 22:57:18 +05:30
Frappe Bot
9e09b3adbe Merge branch 'staging' into develop 2018-12-26 12:16:20 +00:00
Mangesh-Khairnar
70c5aa5f5d [Enhancement] Pending SO Items for Purchase Request Report (#16188) 
* deleted old purchase request query report

* [Enhancement] pending so items for purchase request report refactor

* comments and format fix

* test and minor fixes

* test fixes
 2018-12-24 14:25:47 +05:30
Frappe Bot
1b7c583c48 Merge branch 'staging' into develop 2018-12-21 05:46:23 +00:00
deepeshgarg007
1ee19e4167 Analytics report graph fix 2018-12-15 15:36:09 +05:30
Frappe Bot
7c2a5bddb1 Merge branch 'staging' into develop 2018-12-06 09:50:25 +00:00
deepeshgarg007
37b6a2ca0b row check bug fix 2018-11-30 16:15:43 +05:30
deepeshgarg007
3c7c4a61be Test case fix 2018-11-29 14:28:01 +05:30
deepeshgarg007
3eef6411dd Removed print statement 2018-11-29 13:10:02 +05:30
deepeshgarg007
1a1c013b2a Analytics report bug fixes and code cleaning 2018-11-29 08:34:47 +05:30
Ameya Shenoy
fe1f532bc0
Merge branch 'staging' into develop 2018-11-28 08:28:37 +00:00
deepeshgarg007
05c2989698 removed total from graph 2018-11-26 20:19:57 +05:30
Nabin Hait
d0af0887be
Merge pull request #16051 from SaiFi0102/patch-1 
Remove "Test" Letter Head
 2018-11-26 19:47:07 +05:30
Nabin Hait
48e0e19b03 fix(test): Fixed salary slip and sales analytics test cases 2018-11-26 11:05:28 +05:30
deepeshgarg007
9cdece4ca2 Test case fix and other minor bug fix 2018-11-26 11:05:28 +05:30
Saif
2a2f2742eb
Remove "Test" Letter Head 2018-11-21 23:29:09 +05:00
Frappe Bot
b5c7b96a73 Merge branch 'staging' into develop 2018-11-13 11:33:31 +00:00
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
7658bdc00a
Merge branch 'staging' into develop 2018-10-23 08:06:15 +00:00
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
Ameya Shenoy
d1c467bcf5
Merge branch 'staging' into develop 2018-10-17 09:44:39 +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
Ameya Shenoy
f90af80344
Merge branch 'staging' into develop 2018-10-11 06:58:53 +00:00
deepeshgarg007
1cb1074f6b Bug Fix (#15640) 2018-10-10 16:15:30 +05:30
Ameya Shenoy
da10f6ebd8
Merge branch 'staging' into develop 2018-10-04 11:51:30 +00:00
Sharath C
1c44d93b93 Is frozen and Disabled Columns added to Customer Credit Report (#15560) 2018-10-03 10:41:11 +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
shreyas
51db2ba22a [Partial]Fixed Sales person target variance report 2016-01-29 15:41:44 +05:30
shreyas
cbc18ffdbf [Partial] Fixed the issue for Territory Item Group Variance report 2016-01-29 15:41:44 +05:30
Rushabh Mehta
eb961370ff [translations] fixes #4532 2016-01-04 15:48:37 +05:30
Nabin Hait
b6b56453e1 [fix] Get defaults based on doctype or fieldname 2015-12-23 16:37:06 +05:30
Nabin Hait
f4edaef481 [fix][report] Left join used in pending reports 2015-10-06 12:48:04 +05:30
Rushabh Mehta
12fb0d998f [fix] Customer Address and Contact report 2015-08-24 12:21:04 +05:30
Neil Trini Lasrado
ed8cecbdd8 Sales BOM renamed to Product Bundle 2015-07-13 12:41:27 +05:30
Neil Trini Lasrado
587bd144d5 Added Customers Not Buying Since Long Time against Sales Invoice 2015-06-11 18:36:52 +05:30
Rushabh Mehta
d3fe7ec858 [cleanup] customer not buying since long time report 2015-06-02 12:21:17 +05:30
Anand Doshi
fb4e496b54 [fix] target variance sql 2015-05-26 18:15:55 -04:00
Nabin Hait
1f5b21673c minor fix in report 2015-05-26 12:15:39 +05:30
Nabin Hait
b62068f784 removed debug 2015-05-25 14:46:12 +05:30
Nabin Hait
43539673cc [fix] sales person wise transaction summary 2015-05-25 14:13:03 +05:30
Rushabh Mehta
92015a1268 [fix] [minor] escape in report 2015-05-12 11:32:25 +05:30
Nabin Hait
b650d691a0 fixed conflict 2015-04-21 17:16:28 +05:30
Pratik Vyas
2437d4cce2 Fix #3046 Customer Acquisition and Loyalty repor 2015-04-10 12:35:43 +05:30
Rushabh Mehta
918ddf2537 [task] open, close from list: 2015-04-01 15:43:14 +05:30
Anand Doshi
6208c49859 Added Company field in various Query Reports 2015-03-30 15:21:20 +05:30
Anand Doshi
885e074697 Changed company name from Web Notes to Frappe Technologies 2015-03-03 14:56:43 +05:30
Anand Doshi
5bd8cfd9fe [fix] queries 2015-02-26 12:40:58 +05:30
Nabin Hait
82e3e25cdb fixes for base_rate, base_amount, tax_amount: mass search and replace 2015-02-24 10:02:28 +05:30
Nabin Hait
5690be103c Replaced renamed total fields in code files 2015-02-12 16:09:11 +05:30
Nabin Hait
15cd12214e Fixed conflict while merging v4 into v5 2015-02-10 16:37:18 +05:30
Neil Trini Lasrado
809abdf295 lead report - state, country and pincode seprated from address 2015-02-02 11:43:56 +05:30
Anand Doshi
8147f74e4e [minor] Mandatory filters in Customer Acquisition and Loyalty 2015-01-27 13:16:18 +05:30