// 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]]];
}
});