brotherton-erpnext/home/page/dashboard/dashboard.py
2011-08-25 19:24:34 +05:30

216 lines
5.1 KiB
Python

dashboards = [
{
'type': 'account',
'account': 'Income',
'title': 'Income'
},
{
'type': 'account',
'account': 'Expenses',
'title': 'Expenses'
},
{
'type': 'from_company',
'account': 'receivables_group',
'title': 'Receivables'
},
{
'type': 'from_company',
'account': 'payables_group',
'title': 'Payables'
},
{
'type': 'cash',
'debit_or_credit': 'Debit',
'title': 'Cash Inflow'
},
{
'type': 'cash',
'debit_or_credit': 'Credit',
'title': 'Cash Outflow'
},
{
'type': 'creation',
'doctype': 'Quotation',
'title': 'New Quotations'
},
{
'type': 'creation',
'doctype': 'Sales Order',
'title': 'New Orders'
}
]
class DashboardWidget:
def __init__(self, company, start, end, interval):
import webnotes
from webnotes.utils import getdate
from webnotes.model.code import get_obj
self.company = company
self.abbr = webnotes.conn.get_value('Company', company, 'abbr')
self.start = getdate(start)
self.end = getdate(end)
self.interval = interval
self.fiscal_year = webnotes.conn.sql("""
select name from `tabFiscal Year`
where year_start_date <= %s and
DATE_ADD(year_start_date, INTERVAL 1 YEAR) >= %s
""", (start, start))[0][0]
self.glc = get_obj('GL Control')
self.cash_accounts = [d[0] for d in webnotes.conn.sql("""
select name from tabAccount
where account_type='Bank or Cash'
and company = %s and docstatus = 0
""", company)]
def timeline(self):
"""
get the timeline for the dashboard
"""
import webnotes
from webnotes.utils import add_days
tl = []
if self.start > self.end:
webnotes.msgprint("Start must be before end", raise_exception=1)
curr = self.start
tl.append(curr)
while curr < self.end:
curr = add_days(curr, self.interval, 'date')
tl.append(curr)
tl.append(self.end)
return tl
def generate(self, opts):
"""
Generate the dasboard
"""
tl = self.timeline()
self.out = []
for i in range(len(tl)-1):
self.out.append([tl[i+1].strftime('%Y-%m-%d'), self.value(opts, tl[i], tl[i+1]) or 0])
return self.out
def get_account_balance(self, acc, start):
"""
Get as on account balance
"""
import webnotes
# add abbreviation to company
if not acc.endswith(self.abbr):
acc += ' - ' + self.abbr
# get other reqd parameters
try:
globals().update(webnotes.conn.sql('select debit_or_credit, lft, rgt from tabAccount where name=%s', acc, as_dict=1)[0])
except Exception,e:
webnotes.msgprint('Wrongly defined account: ' + acc)
print acc
raise e
return self.glc.get_as_on_balance(acc, self.fiscal_year, start, debit_or_credit, lft, rgt)
def get_creation_trend(self, doctype, start, end):
"""
Get creation # of creations in period
"""
import webnotes
return int(webnotes.conn.sql("""
select count(*) from `tab%s` where creation between %s and %s and docstatus=1
""" % (doctype, '%s','%s'), (start, end))[0][0])
def get_account_amt(self, acc, start, end):
"""
Get debit, credit over a period
"""
import webnotes
# add abbreviation to company
if not acc.endswith(self.abbr):
acc += ' - ' + self.abbr
ret = webnotes.conn.sql("""
select ifnull(sum(ifnull(t1.debit,0)),0), ifnull(sum(ifnull(t1.credit,0)),0)
from `tabGL Entry` t1, tabAccount t2
where t1.account = t2.name
and t2.is_pl_account = 'Yes'
and t2.debit_or_credit=%s
and ifnull(t1.is_cancelled, 'No')='No'
and t1.posting_date between %s and %s
""", (acc=='Income' and 'Credit' or 'Debit', start, end))[0]
return acc=='Income' and (ret[1]-ret[0]) or (ret[0]-ret[1])
def value(self, opts, start, end):
"""
Value of the series on a particular date
"""
import webnotes
if opts['type']=='account':
bal = self.get_account_amt(opts['account'], start, end)
elif opts['type']=='from_company':
acc = webnotes.conn.get_value('Company', self.company, \
opts['account'].split('.')[-1])
return self.get_account_balance(acc, start)[2]
elif opts['type']=='cash':
if opts['debit_or_credit']=='Credit':
return sum([self.get_account_balance(acc, start)[1] for acc in self.cash_accounts]) or 0
elif opts['debit_or_credit']=='Debit':
return sum([self.get_account_balance(acc, start)[0] for acc in self.cash_accounts]) or 0
elif opts['type']=='creation':
return self.get_creation_trend(opts['doctype'], start, end)
def load_dashboard(args):
"""
Get dashboard based on
1. Company (default company)
2. Start Date (last 3 months)
3. End Date (today)
4. Interval (7 days)
"""
dl = []
import json
args = json.loads(args)
dw = DashboardWidget(args['company'], args['start'], args['end'], int(args['interval']))
# render the dashboards
for d in dashboards:
dl.append([d, dw.generate(d)])
return dl
if __name__=='__main__':
import sys
sys.path.append('/var/www/webnotes/wnframework/cgi-bin')
from webnotes.db import Database
import webnotes
webnotes.conn = Database(use_default=1)
webnotes.session = {'user':'Administrator'}
print load_dashboard("""{
"company": "My Test",
"start": "2011-05-01",
"end": "2011-08-01",
"interval": "7"
}""")