251 lines
7.2 KiB
JavaScript
251 lines
7.2 KiB
JavaScript
// Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
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// License: GNU General Public License v3. See license.txt
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wn.pages['sales-analytics'].onload = function(wrapper) {
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wn.ui.make_app_page({
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parent: wrapper,
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title: wn._('Sales Analytics'),
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single_column: true
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});
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new erpnext.SalesAnalytics(wrapper);
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wrapper.appframe.add_module_icon("Selling")
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}
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erpnext.SalesAnalytics = wn.views.TreeGridReport.extend({
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init: function(wrapper) {
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this._super({
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title: wn._("Sales Analytics"),
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page: wrapper,
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parent: $(wrapper).find('.layout-main'),
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appframe: wrapper.appframe,
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doctypes: ["Item", "Item Group", "Customer", "Customer Group", "Company", "Territory",
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"Fiscal Year", "Sales Invoice", "Sales Invoice Item",
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"Sales Order", "Sales Order Item[Sales Analytics]",
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"Delivery Note", "Delivery Note Item[Sales Analytics]"],
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tree_grid: { show: true }
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});
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this.tree_grids = {
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"Customer Group": {
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label: wn._("Customer Group / Customer"),
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show: true,
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item_key: "customer",
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parent_field: "parent_customer_group",
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formatter: function(item) { return item.name; }
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},
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"Customer": {
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label: wn._("Customer"),
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show: false,
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item_key: "customer",
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formatter: function(item) {
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return item.name;
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}
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},
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"Item Group": {
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label: wn._("Item"),
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show: true,
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parent_field: "parent_item_group",
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item_key: "item_code",
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formatter: function(item) {
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return item.name;
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}
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},
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"Item": {
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label: wn._("Item"),
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show: false,
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item_key: "item_code",
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formatter: function(item) {
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return item.name;
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}
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},
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"Territory": {
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label: wn._("Territory / Customer"),
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show: true,
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item_key: "customer",
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parent_field: "parent_territory",
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formatter: function(item) {
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return item.name;
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}
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}
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}
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},
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setup_columns: function() {
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this.tree_grid = this.tree_grids[this.tree_type];
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var std_columns = [
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{id: "check", name: "Plot", field: "check", width: 30,
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formatter: this.check_formatter},
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{id: "name", name: this.tree_grid.label, field: "name", width: 300,
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formatter: this.tree_formatter},
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{id: "total", name: "Total", field: "total", plot: false,
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formatter: this.currency_formatter}
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];
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this.make_date_range_columns();
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this.columns = std_columns.concat(this.columns);
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},
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filters: [
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{fieldtype:"Select", fieldname: "tree_type", label: wn._("Tree Type"), options:["Customer Group", "Customer",
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"Item Group", "Item", "Territory"],
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filter: function(val, item, opts, me) {
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return me.apply_zero_filter(val, item, opts, me);
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}},
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{fieldtype:"Select", fieldname: "based_on", label: wn._("Based On"), options:["Sales Invoice",
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"Sales Order", "Delivery Note"]},
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{fieldtype:"Select", fieldname: "value_or_qty", label: wn._("Value or Qty"), options:["Value", "Quantity"]},
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{fieldtype:"Select", fieldname: "company", label: wn._("Company"), link:"Company",
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default_value: "Select Company..."},
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{fieldtype:"Date", fieldname: "from_date", label: wn._("From Date")},
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{fieldtype:"Label", fieldname: "to", label: wn._("To")},
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{fieldtype:"Date", fieldname: "to_date", label: wn._("To Date")},
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{fieldtype:"Select", fieldname: "range", label: wn._("Range"),
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options:["Daily", "Weekly", "Monthly", "Quarterly", "Yearly"]},
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{fieldtype:"Button", fieldname: "refresh", label: wn._("Refresh"), icon:"icon-refresh"},
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{fieldtype:"Button", fieldname: "reset_filters", label: wn._("Reset Filters"), icon:"icon-filter"}
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],
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setup_filters: function() {
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var me = this;
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this._super();
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this.trigger_refresh_on_change(["value_or_qty", "tree_type", "based_on", "company"]);
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this.show_zero_check()
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this.setup_plot_check();
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},
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init_filter_values: function() {
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this._super();
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this.filter_inputs.range.val('Monthly');
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},
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prepare_data: function() {
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var me = this;
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if (!this.tl) {
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// add 'Not Set' Customer & Item
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// (Customer / Item are not mandatory!!)
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wn.report_dump.data["Customer"].push({
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name: "Not Set",
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parent_customer_group: "All Customer Groups",
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parent_territory: "All Territories",
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id: "Not Set",
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});
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wn.report_dump.data["Item"].push({
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name: "Not Set",
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parent_item_group: "All Item Groups",
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id: "Not Set",
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});
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}
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if (!this.tl || !this.tl[this.based_on]) {
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this.make_transaction_list(this.based_on, this.based_on + " Item");
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}
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if(!this.data || me.item_type != me.tree_type) {
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if(me.tree_type=='Customer') {
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var items = wn.report_dump.data["Customer"];
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} if(me.tree_type=='Customer Group') {
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var items = this.prepare_tree("Customer", "Customer Group");
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} else if(me.tree_type=="Item Group") {
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var items = this.prepare_tree("Item", "Item Group");
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} else if(me.tree_type=="Item") {
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var items = wn.report_dump.data["Item"];
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} else if(me.tree_type=="Territory") {
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var items = this.prepare_tree("Customer", "Territory");
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}
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me.item_type = me.tree_type
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me.parent_map = {};
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me.item_by_name = {};
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me.data = [];
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$.each(items, function(i, v) {
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var d = copy_dict(v);
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me.data.push(d);
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me.item_by_name[d.name] = d;
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if(d[me.tree_grid.parent_field]) {
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me.parent_map[d.name] = d[me.tree_grid.parent_field];
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}
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me.reset_item_values(d);
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});
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this.set_indent();
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} else {
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// otherwise, only reset values
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$.each(this.data, function(i, d) {
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me.reset_item_values(d);
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});
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}
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this.prepare_balances();
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if(me.tree_grid.show) {
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this.set_totals(false);
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this.update_groups();
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} else {
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this.set_totals(true);
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}
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},
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prepare_balances: function() {
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var me = this;
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var from_date = dateutil.str_to_obj(this.from_date);
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var to_date = dateutil.str_to_obj(this.to_date);
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var is_val = this.value_or_qty == 'Value';
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$.each(this.tl[this.based_on], function(i, tl) {
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if (me.is_default('company') ? true : tl.company === me.company) {
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var posting_date = dateutil.str_to_obj(tl.posting_date);
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if (posting_date >= from_date && posting_date <= to_date) {
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var item = me.item_by_name[tl[me.tree_grid.item_key]] ||
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me.item_by_name['Not Set'];
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item[me.column_map[tl.posting_date].field] += (is_val ? tl.amount : tl.qty);
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}
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}
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});
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},
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update_groups: function() {
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var me = this;
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$.each(this.data, function(i, item) {
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var parent = me.parent_map[item.name];
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while(parent) {
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parent_group = me.item_by_name[parent];
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$.each(me.columns, function(c, col) {
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if (col.formatter == me.currency_formatter) {
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parent_group[col.field] =
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flt(parent_group[col.field])
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+ flt(item[col.field]);
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}
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});
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parent = me.parent_map[parent];
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}
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});
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},
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set_totals: function(sort) {
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var me = this;
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var checked = false;
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$.each(this.data, function(i, d) {
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d.total = 0.0;
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$.each(me.columns, function(i, col) {
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if(col.formatter==me.currency_formatter && !col.hidden && col.field!="total")
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d.total += d[col.field];
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if(d.checked) checked = true;
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})
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});
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if(sort)this.data = this.data.sort(function(a, b) { return a.total < b.total; });
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if(!this.checked) {
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this.data[0].checked = true;
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}
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},
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get_plot_points: function(item, col, idx) {
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return [[dateutil.str_to_obj(col.id).getTime(), item[col.field]],
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[dateutil.user_to_obj(col.name).getTime(), item[col.field]]];
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}
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});
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