// 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 . wn.pages['sales-analytics'].onload = function(wrapper) { wn.ui.make_app_page({ parent: wrapper, title: 'Sales Analytics', single_column: true }); new erpnext.SalesAnalytics(wrapper); } erpnext.SalesAnalytics = wn.views.TreeGridReport.extend({ init: function(wrapper) { this._super({ title: "Sales Analytics", page: wrapper, parent: $(wrapper).find('.layout-main'), appframe: wrapper.appframe, doctypes: ["Item", "Item Group", "Customer", "Customer Group", "Company", "Sales Invoice", "Sales Invoice Item", "Territory"], tree_grid: { show: true } }); this.tree_grids = { "Customer Group": { label: "Customer Group / Customer", show: true, item_key: "customer", parent_field: "parent_customer_group", formatter: function(item) { // return repl('%(value)s', { // value: item.name, // enc_value: encodeURIComponent(item.name) // }); return item.name; } }, "Customer": { label: "Customer", show: false, item_key: "customer", formatter: function(item) { return item.name; } }, "Item Group": { label: "Item", show: true, parent_field: "parent_item_group", item_key: "item_code", formatter: function(item) { return item.name; } }, "Item": { label: "Item", show: false, item_key: "item_code", formatter: function(item) { return item.name; } }, "Territory": { label: "Territory / Customer", show: true, item_key: "customer", parent_field: "parent_territory", formatter: function(item) { return item.name; } } } }, setup_columns: function() { this.tree_grid = this.tree_grids[this.tree_type]; var std_columns = [ {id: "check", name: "Plot", field: "check", width: 30, formatter: this.check_formatter}, {id: "name", name: this.tree_grid.label, field: "name", width: 300, formatter: this.tree_formatter}, {id: "total", name: "Total", field: "total", plot: false, formatter: this.currency_formatter} ]; this.make_date_range_columns(); this.columns = std_columns.concat(this.columns); }, filters: [ {fieldtype:"Select", label: "Tree Type", options:["Customer Group", "Customer", "Item Group", "Item", "Territory"], filter: function(val, item, opts, me) { return me.apply_zero_filter(val, item, opts, me); }}, {fieldtype:"Select", label: "Value or Qty", options:["Value", "Quantity"]}, {fieldtype:"Select", label: "Company", link:"Company", default_value: "Select Company..."}, {fieldtype:"Date", label: "From Date"}, {fieldtype:"Label", label: "To"}, {fieldtype:"Date", label: "To Date"}, {fieldtype:"Select", label: "Range", options:["Daily", "Weekly", "Monthly", "Quarterly", "Yearly"]}, {fieldtype:"Button", label: "Refresh", icon:"icon-refresh icon-white", cssClass:"btn-info"}, {fieldtype:"Button", label: "Reset Filters"} ], setup_filters: function() { var me = this; this._super(); this.filter_inputs.value_or_qty.change(function() { me.filter_inputs.refresh.click(); }); this.filter_inputs.tree_type.change(function() { me.filter_inputs.refresh.click(); }); this.show_zero_check() this.setup_plot_check(); }, init_filter_values: function() { this._super(); this.filter_inputs.range.val('Weekly'); }, prepare_data: function() { var me = this; if (!this.tl) { this.make_transaction_list("Sales Invoice", "Sales Invoice Item"); // add 'Not Set' Customer & Item // (Customer / Item are not mandatory!!) wn.report_dump.data["Customer"].push({ name: "Not Set", parent_customer_group: "All Customer Groups", parent_territory: "All Territories", id: "Not Set", }); wn.report_dump.data["Item"].push({ name: "Not Set", parent_item_group: "All Item Groups", id: "Not Set", }); } if(!this.data || me.item_type != me.tree_type) { if(me.tree_type=='Customer') { var items = wn.report_dump.data["Customer"]; } if(me.tree_type=='Customer Group') { var items = this.prepare_tree("Customer", "Customer Group"); } else if(me.tree_type=="Item Group") { var items = this.prepare_tree("Item", "Item Group"); } else if(me.tree_type=="Item") { var items = wn.report_dump.data["Item"]; } else if(me.tree_type=="Territory") { var items = this.prepare_tree("Customer", "Territory"); } me.item_type = me.tree_type me.parent_map = {}; me.item_by_name = {}; me.data = []; $.each(items, function(i, v) { var d = copy_dict(v); me.data.push(d); me.item_by_name[d.name] = d; if(d[me.tree_grid.parent_field]) { me.parent_map[d.name] = d[me.tree_grid.parent_field]; } me.reset_item_values(d); }); this.set_indent(); } else { // otherwise, only reset values $.each(this.data, function(i, d) { me.reset_item_values(d); }); } this.prepare_balances(); if(me.tree_grid.show) { this.set_totals(false); this.update_groups(); } else { this.set_totals(true); } }, prepare_balances: function() { var me = this; var from_date = dateutil.str_to_obj(this.from_date); var to_date = dateutil.str_to_obj(this.to_date); var is_val = this.value_or_qty == 'Value'; $.each(this.tl, function(i, tl) { if (me.is_default('company') ? true : me.apply_filter(tl, "company")) { var posting_date = dateutil.str_to_obj(tl.posting_date); if (posting_date >= from_date && posting_date <= to_date) { var item = me.item_by_name[tl[me.tree_grid.item_key]] || me.item_by_name['Not Set']; item[me.column_map[tl.posting_date].field] += (is_val ? tl.amount : tl.qty); } } }); }, update_groups: function() { var me = this; $.each(this.data, function(i, item) { var parent = me.parent_map[item.name]; while(parent) { parent_group = me.item_by_name[parent]; $.each(me.columns, function(c, col) { if (col.formatter == me.currency_formatter) { parent_group[col.field] = flt(parent_group[col.field]) + flt(item[col.field]); } }); parent = me.parent_map[parent]; } }); }, set_totals: function(sort) { var me = this; var checked = false; $.each(this.data, function(i, d) { d.total = 0.0; $.each(me.columns, function(i, col) { if(col.formatter==me.currency_formatter && !col.hidden && col.field!="total") d.total += d[col.field]; if(d.checked) checked = true; }) }); if(sort)this.data = this.data.sort(function(a, b) { return a.total < b.total; }); if(!this.checked) { this.data[0].checked = true; } }, get_plot_points: function(item, col, idx) { return [[dateutil.str_to_obj(col.id).getTime(), item[col.field]], [dateutil.user_to_obj(col.name).getTime(), item[col.field]]]; } });