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[Report]Cleanup of territory target variance, sales person target variance & budget variance reports

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This commit is contained in:
Akhilesh Darjee
2013-06-21 12:47:51 +05:30
parent e6974d10c2
commit 1ded5c618e
11 changed files with 106 additions and 187 deletions
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59
accounts/report/budget_variance_report/budget_variance_report.py
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@@ -16,18 +16,21 @@
from __future__ import unicode_literals
import webnotes
import calendar
from webnotes import _, msgprint
from webnotes.utils import flt
import time
from accounts.utils import get_fiscal_year
from controllers.trends import get_period_date_ranges, get_period_month_ranges
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
period_month_ranges = get_period_month_ranges(filters)
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
cam_map = get_costcenter_account_month_map(filters)
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
data = []
for cost_center, cost_center_items in cam_map.items():
@@ -39,7 +42,7 @@ def execute(filters=None):
for month in relevant_months:
month_data = monthwise_data.get(month, {})
for i, fieldname in enumerate(["target", "actual", "variance"]):
value = flt(month_data.get(fieldname))
value = flt(month_data.get(fieldname), precision)
period_data[i] += value
totals[i] += value
period_data[2] = period_data[0] - period_data[1]
@@ -61,7 +64,7 @@ def get_columns(filters):
group_months = False if filters["period"] == "Monthly" else True
for from_date, to_date in get_period_date_ranges(filters):
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
if group_months:
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
@@ -70,41 +73,6 @@ def get_columns(filters):
return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
def get_period_date_ranges(filters):
from dateutil.relativedelta import relativedelta
year_start_date, year_end_date = get_year_start_end_date(filters)
increment = {
"Monthly": 1,
"Quarterly": 3,
"Half-Yearly": 6,
"Yearly": 12
}.get(filters["period"])
period_date_ranges = []
for i in xrange(1, 13, increment):
period_end_date = year_start_date + relativedelta(months=increment,
days=-1)
period_date_ranges.append([year_start_date, period_end_date])
year_start_date = period_end_date + relativedelta(days=1)
return period_date_ranges
def get_period_month_ranges(filters):
from dateutil.relativedelta import relativedelta
period_month_ranges = []
for start_date, end_date in get_period_date_ranges(filters):
months_in_this_period = []
while start_date <= end_date:
months_in_this_period.append(start_date.strftime("%B"))
start_date += relativedelta(months=1)
period_month_ranges.append(months_in_this_period)
return period_month_ranges
#Get cost center & target details
def get_costcenter_target_details(filters):
return webnotes.conn.sql("""select cc.name, cc.distribution_id,
@@ -122,7 +90,7 @@ def get_target_distribution_details(filters):
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
`tabCost Center` cc where bdd.parent=bd.name and cc.distribution_id=bd.name and \
bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
target_details.setdefault(d.month, d)
return target_details
@@ -151,18 +119,11 @@ def get_costcenter_account_month_map(filters):
}))
tav_dict = cam_map[ccd.name][ccd.account][month]
tav_dict.target = ccd.budget_allocated*(tdd[month]["percentage_allocation"]/100)
tav_dict.target = flt(ccd.budget_allocated)*(tdd[month]["percentage_allocation"]/100)
for ad in actual_details:
if ad.month_name == month and ad.account == ccd.account \
and ad.cost_center == ccd.name:
tav_dict.actual += ad.debit - ad.credit
return cam_map
def get_year_start_end_date(filters):
return webnotes.conn.sql("""select year_start_date,
subdate(adddate(year_start_date, interval 1 year), interval 1 day)
as year_end_date
from `tabFiscal Year`
where name=%s""", filters["fiscal_year"])[0]
return cam_map