brotherton-erpnext/erpnext/buying/report/procurement_tracker/procurement_tracker.py

309 lines
7.7 KiB
Python

# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
from frappe import _
from frappe.utils import flt
def execute(filters=None):
columns = get_columns(filters)
data = get_data(filters)
return columns, data
def get_columns(filters):
columns = [
{
"label": _("Material Request Date"),
"fieldname": "material_request_date",
"fieldtype": "Date",
"width": 140,
},
{
"label": _("Material Request No"),
"options": "Material Request",
"fieldname": "material_request_no",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Cost Center"),
"options": "Cost Center",
"fieldname": "cost_center",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Project"),
"options": "Project",
"fieldname": "project",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Requesting Site"),
"options": "Warehouse",
"fieldname": "requesting_site",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Requestor"),
"options": "Employee",
"fieldname": "requestor",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Item"),
"fieldname": "item_code",
"fieldtype": "Link",
"options": "Item",
"width": 150,
},
{"label": _("Quantity"), "fieldname": "quantity", "fieldtype": "Float", "width": 140},
{
"label": _("Unit of Measure"),
"options": "UOM",
"fieldname": "unit_of_measurement",
"fieldtype": "Link",
"width": 140,
},
{"label": _("Status"), "fieldname": "status", "fieldtype": "data", "width": 140},
{
"label": _("Purchase Order Date"),
"fieldname": "purchase_order_date",
"fieldtype": "Date",
"width": 140,
},
{
"label": _("Purchase Order"),
"options": "Purchase Order",
"fieldname": "purchase_order",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Supplier"),
"options": "Supplier",
"fieldname": "supplier",
"fieldtype": "Link",
"width": 140,
},
{
"label": _("Estimated Cost"),
"fieldname": "estimated_cost",
"fieldtype": "Float",
"width": 140,
},
{"label": _("Actual Cost"), "fieldname": "actual_cost", "fieldtype": "Float", "width": 140},
{
"label": _("Purchase Order Amount"),
"fieldname": "purchase_order_amt",
"fieldtype": "Float",
"width": 140,
},
{
"label": _("Purchase Order Amount(Company Currency)"),
"fieldname": "purchase_order_amt_in_company_currency",
"fieldtype": "Float",
"width": 140,
},
{
"label": _("Expected Delivery Date"),
"fieldname": "expected_delivery_date",
"fieldtype": "Date",
"width": 140,
},
{
"label": _("Actual Delivery Date"),
"fieldname": "actual_delivery_date",
"fieldtype": "Date",
"width": 140,
},
]
return columns
def apply_filters_on_query(filters, parent, child, query):
if filters.get("company"):
query = query.where(parent.company == filters.get("company"))
if filters.get("cost_center") or filters.get("project"):
query = query.where(
(child.cost_center == filters.get("cost_center")) | (child.project == filters.get("project"))
)
if filters.get("from_date"):
query = query.where(parent.transaction_date >= filters.get("from_date"))
if filters.get("to_date"):
query = query.where(parent.transaction_date <= filters.get("to_date"))
return query
def get_data(filters):
purchase_order_entry = get_po_entries(filters)
mr_records, procurement_record_against_mr = get_mapped_mr_details(filters)
pr_records = get_mapped_pr_records()
pi_records = get_mapped_pi_records()
procurement_record = []
if procurement_record_against_mr:
procurement_record += procurement_record_against_mr
for po in purchase_order_entry:
# fetch material records linked to the purchase order item
mr_record = mr_records.get(po.material_request_item, [{}])[0]
procurement_detail = {
"material_request_date": mr_record.get("transaction_date"),
"cost_center": po.cost_center,
"project": po.project,
"requesting_site": po.warehouse,
"requestor": po.owner,
"material_request_no": po.material_request,
"item_code": po.item_code,
"quantity": flt(po.qty),
"unit_of_measurement": po.stock_uom,
"status": po.status,
"purchase_order_date": po.transaction_date,
"purchase_order": po.parent,
"supplier": po.supplier,
"estimated_cost": flt(mr_record.get("amount")),
"actual_cost": flt(pi_records.get(po.name)),
"purchase_order_amt": flt(po.amount),
"purchase_order_amt_in_company_currency": flt(po.base_amount),
"expected_delivery_date": po.schedule_date,
"actual_delivery_date": pr_records.get(po.name),
}
procurement_record.append(procurement_detail)
return procurement_record
def get_mapped_mr_details(filters):
mr_records = {}
parent = frappe.qb.DocType("Material Request")
child = frappe.qb.DocType("Material Request Item")
query = (
frappe.qb.from_(parent)
.from_(child)
.select(
parent.transaction_date,
parent.per_ordered,
parent.owner,
child.name,
child.parent,
child.amount,
child.qty,
child.item_code,
child.uom,
parent.status,
child.project,
child.cost_center,
)
.where((parent.per_ordered >= 0) & (parent.name == child.parent) & (parent.docstatus == 1))
)
query = apply_filters_on_query(filters, parent, child, query)
mr_details = query.run(as_dict=True)
procurement_record_against_mr = []
for record in mr_details:
if record.per_ordered:
mr_records.setdefault(record.name, []).append(frappe._dict(record))
else:
procurement_record_details = dict(
material_request_date=record.transaction_date,
material_request_no=record.parent,
requestor=record.owner,
item_code=record.item_code,
estimated_cost=flt(record.amount),
quantity=flt(record.qty),
unit_of_measurement=record.uom,
status=record.status,
actual_cost=0,
purchase_order_amt=0,
purchase_order_amt_in_company_currency=0,
project=record.project,
cost_center=record.cost_center,
)
procurement_record_against_mr.append(procurement_record_details)
return mr_records, procurement_record_against_mr
def get_mapped_pi_records():
po = frappe.qb.DocType("Purchase Order")
pi_item = frappe.qb.DocType("Purchase Invoice Item")
pi_records = (
frappe.qb.from_(pi_item)
.inner_join(po)
.on(pi_item.purchase_order == po.name)
.select(pi_item.po_detail, pi_item.base_amount)
.where(
(pi_item.docstatus == 1)
& (po.status.notin(("Closed", "Completed", "Cancelled")))
& (pi_item.po_detail.isnotnull())
)
).run()
return frappe._dict(pi_records)
def get_mapped_pr_records():
pr = frappe.qb.DocType("Purchase Receipt")
pr_item = frappe.qb.DocType("Purchase Receipt Item")
pr_records = (
frappe.qb.from_(pr)
.from_(pr_item)
.select(pr_item.purchase_order_item, pr.posting_date)
.where(
(pr.docstatus == 1)
& (pr.name == pr_item.parent)
& (pr_item.purchase_order_item.isnotnull())
& (pr.status.notin(("Closed", "Completed", "Cancelled")))
)
).run()
return frappe._dict(pr_records)
def get_po_entries(filters):
parent = frappe.qb.DocType("Purchase Order")
child = frappe.qb.DocType("Purchase Order Item")
query = (
frappe.qb.from_(parent)
.from_(child)
.select(
child.name,
child.parent,
child.cost_center,
child.project,
child.warehouse,
child.material_request,
child.material_request_item,
child.item_code,
child.stock_uom,
child.qty,
child.amount,
child.base_amount,
child.schedule_date,
parent.transaction_date,
parent.supplier,
parent.status,
parent.owner,
)
.where(
(parent.docstatus == 1)
& (parent.name == child.parent)
& (parent.status.notin(("Closed", "Completed", "Cancelled")))
)
.groupby(parent.name, child.item_code)
)
query = apply_filters_on_query(filters, parent, child, query)
return query.run(as_dict=True)