264 lines
7.5 KiB
JavaScript
264 lines
7.5 KiB
JavaScript
// 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 <http://www.gnu.org/licenses/>.
|
|
|
|
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('<a href="#Report2/stock-invoices/customer=%(enc_value)s">%(value)s</a>', {
|
|
// 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]]];
|
|
}
|
|
}); |