418 lines
12 KiB
Python
418 lines
12 KiB
Python
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe import _, scrub
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from frappe.utils import add_days, add_to_date, flt, getdate
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from erpnext.accounts.utils import get_fiscal_year
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def execute(filters=None):
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return Analytics(filters).run()
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class Analytics(object):
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def __init__(self, filters=None):
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self.filters = frappe._dict(filters or {})
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self.date_field = (
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"transaction_date"
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if self.filters.doc_type in ["Sales Order", "Purchase Order"]
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else "posting_date"
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)
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self.months = [
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"Jan",
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"Feb",
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"Mar",
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"Apr",
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"May",
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"Jun",
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"Jul",
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"Aug",
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"Sep",
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"Oct",
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"Nov",
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"Dec",
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]
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self.get_period_date_ranges()
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def run(self):
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self.get_columns()
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self.get_data()
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self.get_chart_data()
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# Skipping total row for tree-view reports
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skip_total_row = 0
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if self.filters.tree_type in ["Supplier Group", "Item Group", "Customer Group", "Territory"]:
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skip_total_row = 1
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return self.columns, self.data, None, self.chart, None, skip_total_row
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def get_columns(self):
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self.columns = [
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{
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"label": _(self.filters.tree_type),
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"options": self.filters.tree_type if self.filters.tree_type != "Order Type" else "",
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"fieldname": "entity",
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"fieldtype": "Link" if self.filters.tree_type != "Order Type" else "Data",
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"width": 140 if self.filters.tree_type != "Order Type" else 200,
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}
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]
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if self.filters.tree_type in ["Customer", "Supplier", "Item"]:
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self.columns.append(
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{
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"label": _(self.filters.tree_type + " Name"),
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"fieldname": "entity_name",
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"fieldtype": "Data",
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"width": 140,
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}
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)
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if self.filters.tree_type == "Item":
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self.columns.append(
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{
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"label": _("UOM"),
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"fieldname": "stock_uom",
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"fieldtype": "Link",
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"options": "UOM",
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"width": 100,
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}
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)
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for end_date in self.periodic_daterange:
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period = self.get_period(end_date)
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self.columns.append(
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{"label": _(period), "fieldname": scrub(period), "fieldtype": "Float", "width": 120}
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)
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self.columns.append(
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{"label": _("Total"), "fieldname": "total", "fieldtype": "Float", "width": 120}
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)
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def get_data(self):
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if self.filters.tree_type in ["Customer", "Supplier"]:
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self.get_sales_transactions_based_on_customers_or_suppliers()
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self.get_rows()
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elif self.filters.tree_type == "Item":
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self.get_sales_transactions_based_on_items()
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self.get_rows()
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elif self.filters.tree_type in ["Customer Group", "Supplier Group", "Territory"]:
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self.get_sales_transactions_based_on_customer_or_territory_group()
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self.get_rows_by_group()
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elif self.filters.tree_type == "Item Group":
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self.get_sales_transactions_based_on_item_group()
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self.get_rows_by_group()
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elif self.filters.tree_type == "Order Type":
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if self.filters.doc_type != "Sales Order":
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self.data = []
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return
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self.get_sales_transactions_based_on_order_type()
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self.get_rows_by_group()
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elif self.filters.tree_type == "Project":
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self.get_sales_transactions_based_on_project()
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self.get_rows()
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def get_sales_transactions_based_on_order_type(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_net_total"
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else:
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value_field = "total_qty"
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self.entries = frappe.db.sql(
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""" select s.order_type as entity, s.{value_field} as value_field, s.{date_field}
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from `tab{doctype}` s where s.docstatus = 1 and s.company = %s and s.{date_field} between %s and %s
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and ifnull(s.order_type, '') != '' order by s.order_type
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""".format(
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date_field=self.date_field, value_field=value_field, doctype=self.filters.doc_type
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),
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(self.filters.company, self.filters.from_date, self.filters.to_date),
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as_dict=1,
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)
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self.get_teams()
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def get_sales_transactions_based_on_customers_or_suppliers(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_net_total as value_field"
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else:
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value_field = "total_qty as value_field"
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if self.filters.tree_type == "Customer":
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entity = "customer as entity"
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entity_name = "customer_name as entity_name"
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else:
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entity = "supplier as entity"
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entity_name = "supplier_name as entity_name"
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self.entries = frappe.get_all(
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self.filters.doc_type,
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fields=[entity, entity_name, value_field, self.date_field],
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filters={
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"docstatus": 1,
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"company": self.filters.company,
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self.date_field: ("between", [self.filters.from_date, self.filters.to_date]),
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},
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)
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self.entity_names = {}
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for d in self.entries:
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self.entity_names.setdefault(d.entity, d.entity_name)
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def get_sales_transactions_based_on_items(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_amount"
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else:
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value_field = "stock_qty"
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self.entries = frappe.db.sql(
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"""
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select i.item_code as entity, i.item_name as entity_name, i.stock_uom, i.{value_field} as value_field, s.{date_field}
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from `tab{doctype} Item` i , `tab{doctype}` s
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where s.name = i.parent and i.docstatus = 1 and s.company = %s
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and s.{date_field} between %s and %s
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""".format(
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date_field=self.date_field, value_field=value_field, doctype=self.filters.doc_type
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),
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(self.filters.company, self.filters.from_date, self.filters.to_date),
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as_dict=1,
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)
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self.entity_names = {}
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for d in self.entries:
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self.entity_names.setdefault(d.entity, d.entity_name)
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def get_sales_transactions_based_on_customer_or_territory_group(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_net_total as value_field"
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else:
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value_field = "total_qty as value_field"
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if self.filters.tree_type == "Customer Group":
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entity_field = "customer_group as entity"
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elif self.filters.tree_type == "Supplier Group":
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entity_field = "supplier as entity"
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self.get_supplier_parent_child_map()
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else:
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entity_field = "territory as entity"
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self.entries = frappe.get_all(
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self.filters.doc_type,
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fields=[entity_field, value_field, self.date_field],
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filters={
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"docstatus": 1,
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"company": self.filters.company,
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self.date_field: ("between", [self.filters.from_date, self.filters.to_date]),
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},
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)
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self.get_groups()
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def get_sales_transactions_based_on_item_group(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_amount"
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else:
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value_field = "qty"
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self.entries = frappe.db.sql(
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"""
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select i.item_group as entity, i.{value_field} as value_field, s.{date_field}
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from `tab{doctype} Item` i , `tab{doctype}` s
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where s.name = i.parent and i.docstatus = 1 and s.company = %s
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and s.{date_field} between %s and %s
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""".format(
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date_field=self.date_field, value_field=value_field, doctype=self.filters.doc_type
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),
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(self.filters.company, self.filters.from_date, self.filters.to_date),
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as_dict=1,
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)
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self.get_groups()
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def get_sales_transactions_based_on_project(self):
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if self.filters["value_quantity"] == "Value":
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value_field = "base_net_total as value_field"
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else:
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value_field = "total_qty as value_field"
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entity = "project as entity"
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self.entries = frappe.get_all(
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self.filters.doc_type,
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fields=[entity, value_field, self.date_field],
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filters={
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"docstatus": 1,
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"company": self.filters.company,
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"project": ["!=", ""],
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self.date_field: ("between", [self.filters.from_date, self.filters.to_date]),
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},
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)
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def get_rows(self):
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self.data = []
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self.get_periodic_data()
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for entity, period_data in self.entity_periodic_data.items():
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row = {
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"entity": entity,
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"entity_name": self.entity_names.get(entity) if hasattr(self, "entity_names") else None,
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}
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total = 0
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for end_date in self.periodic_daterange:
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period = self.get_period(end_date)
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amount = flt(period_data.get(period, 0.0))
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row[scrub(period)] = amount
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total += amount
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row["total"] = total
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if self.filters.tree_type == "Item":
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row["stock_uom"] = period_data.get("stock_uom")
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self.data.append(row)
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def get_rows_by_group(self):
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self.get_periodic_data()
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out = []
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for d in reversed(self.group_entries):
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row = {"entity": d.name, "indent": self.depth_map.get(d.name)}
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total = 0
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for end_date in self.periodic_daterange:
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period = self.get_period(end_date)
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amount = flt(self.entity_periodic_data.get(d.name, {}).get(period, 0.0))
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row[scrub(period)] = amount
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if d.parent and (self.filters.tree_type != "Order Type" or d.parent == "Order Types"):
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self.entity_periodic_data.setdefault(d.parent, frappe._dict()).setdefault(period, 0.0)
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self.entity_periodic_data[d.parent][period] += amount
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total += amount
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row["total"] = total
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out = [row] + out
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self.data = out
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def get_periodic_data(self):
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self.entity_periodic_data = frappe._dict()
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for d in self.entries:
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if self.filters.tree_type == "Supplier Group":
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d.entity = self.parent_child_map.get(d.entity)
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period = self.get_period(d.get(self.date_field))
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self.entity_periodic_data.setdefault(d.entity, frappe._dict()).setdefault(period, 0.0)
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self.entity_periodic_data[d.entity][period] += flt(d.value_field)
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if self.filters.tree_type == "Item":
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self.entity_periodic_data[d.entity]["stock_uom"] = d.stock_uom
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def get_period(self, posting_date):
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if self.filters.range == "Weekly":
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period = "Week " + str(posting_date.isocalendar()[1]) + " " + str(posting_date.year)
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elif self.filters.range == "Monthly":
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period = str(self.months[posting_date.month - 1]) + " " + str(posting_date.year)
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elif self.filters.range == "Quarterly":
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period = "Quarter " + str(((posting_date.month - 1) // 3) + 1) + " " + str(posting_date.year)
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else:
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year = get_fiscal_year(posting_date, company=self.filters.company)
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period = str(year[0])
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return period
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def get_period_date_ranges(self):
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from dateutil.relativedelta import MO, relativedelta
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from_date, to_date = getdate(self.filters.from_date), getdate(self.filters.to_date)
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increment = {"Monthly": 1, "Quarterly": 3, "Half-Yearly": 6, "Yearly": 12}.get(
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self.filters.range, 1
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)
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if self.filters.range in ["Monthly", "Quarterly"]:
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from_date = from_date.replace(day=1)
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elif self.filters.range == "Yearly":
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from_date = get_fiscal_year(from_date)[1]
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else:
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from_date = from_date + relativedelta(from_date, weekday=MO(-1))
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self.periodic_daterange = []
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for dummy in range(1, 53):
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if self.filters.range == "Weekly":
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period_end_date = add_days(from_date, 6)
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else:
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period_end_date = add_to_date(from_date, months=increment, days=-1)
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if period_end_date > to_date:
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period_end_date = to_date
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self.periodic_daterange.append(period_end_date)
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from_date = add_days(period_end_date, 1)
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if period_end_date == to_date:
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break
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def get_groups(self):
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if self.filters.tree_type == "Territory":
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parent = "parent_territory"
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if self.filters.tree_type == "Customer Group":
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parent = "parent_customer_group"
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if self.filters.tree_type == "Item Group":
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parent = "parent_item_group"
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if self.filters.tree_type == "Supplier Group":
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parent = "parent_supplier_group"
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self.depth_map = frappe._dict()
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self.group_entries = frappe.db.sql(
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"""select name, lft, rgt , {parent} as parent
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from `tab{tree}` order by lft""".format(
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tree=self.filters.tree_type, parent=parent
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),
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as_dict=1,
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)
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for d in self.group_entries:
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if d.parent:
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self.depth_map.setdefault(d.name, self.depth_map.get(d.parent) + 1)
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else:
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self.depth_map.setdefault(d.name, 0)
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def get_teams(self):
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self.depth_map = frappe._dict()
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self.group_entries = frappe.db.sql(
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""" select * from (select "Order Types" as name, 0 as lft,
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2 as rgt, '' as parent union select distinct order_type as name, 1 as lft, 1 as rgt, "Order Types" as parent
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from `tab{doctype}` where ifnull(order_type, '') != '') as b order by lft, name
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""".format(
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doctype=self.filters.doc_type
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),
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as_dict=1,
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)
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for d in self.group_entries:
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if d.parent:
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self.depth_map.setdefault(d.name, self.depth_map.get(d.parent) + 1)
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else:
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self.depth_map.setdefault(d.name, 0)
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def get_supplier_parent_child_map(self):
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self.parent_child_map = frappe._dict(
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frappe.db.sql(""" select name, supplier_group from `tabSupplier`""")
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)
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def get_chart_data(self):
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length = len(self.columns)
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if self.filters.tree_type in ["Customer", "Supplier"]:
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labels = [d.get("label") for d in self.columns[2 : length - 1]]
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elif self.filters.tree_type == "Item":
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labels = [d.get("label") for d in self.columns[3 : length - 1]]
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else:
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labels = [d.get("label") for d in self.columns[1 : length - 1]]
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self.chart = {"data": {"labels": labels, "datasets": []}, "type": "line"}
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