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[Report]Cleanup of territory target variance, sales person target variance & budget variance reports
This commit is contained in:
@@ -16,18 +16,21 @@
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from __future__ import unicode_literals
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from __future__ import unicode_literals
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import webnotes
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import webnotes
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import calendar
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from webnotes import _, msgprint
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from webnotes import _, msgprint
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from webnotes.utils import flt
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from webnotes.utils import flt
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import time
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import time
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from accounts.utils import get_fiscal_year
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from controllers.trends import get_period_date_ranges, get_period_month_ranges
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def execute(filters=None):
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def execute(filters=None):
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if not filters: filters = {}
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if not filters: filters = {}
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columns = get_columns(filters)
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columns = get_columns(filters)
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period_month_ranges = get_period_month_ranges(filters)
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period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
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cam_map = get_costcenter_account_month_map(filters)
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cam_map = get_costcenter_account_month_map(filters)
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precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
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data = []
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data = []
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for cost_center, cost_center_items in cam_map.items():
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for cost_center, cost_center_items in cam_map.items():
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@@ -39,7 +42,7 @@ def execute(filters=None):
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for month in relevant_months:
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for month in relevant_months:
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month_data = monthwise_data.get(month, {})
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month_data = monthwise_data.get(month, {})
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for i, fieldname in enumerate(["target", "actual", "variance"]):
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for i, fieldname in enumerate(["target", "actual", "variance"]):
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value = flt(month_data.get(fieldname))
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value = flt(month_data.get(fieldname), precision)
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period_data[i] += value
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period_data[i] += value
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totals[i] += value
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totals[i] += value
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period_data[2] = period_data[0] - period_data[1]
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period_data[2] = period_data[0] - period_data[1]
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@@ -61,7 +64,7 @@ def get_columns(filters):
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group_months = False if filters["period"] == "Monthly" else True
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group_months = False if filters["period"] == "Monthly" else True
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for from_date, to_date in get_period_date_ranges(filters):
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for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
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for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
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for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
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if group_months:
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if group_months:
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columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
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columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
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@@ -70,41 +73,6 @@ def get_columns(filters):
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return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
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return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
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def get_period_date_ranges(filters):
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from dateutil.relativedelta import relativedelta
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year_start_date, year_end_date = get_year_start_end_date(filters)
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increment = {
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"Monthly": 1,
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"Quarterly": 3,
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"Half-Yearly": 6,
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"Yearly": 12
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}.get(filters["period"])
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period_date_ranges = []
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for i in xrange(1, 13, increment):
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period_end_date = year_start_date + relativedelta(months=increment,
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days=-1)
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period_date_ranges.append([year_start_date, period_end_date])
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year_start_date = period_end_date + relativedelta(days=1)
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return period_date_ranges
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def get_period_month_ranges(filters):
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from dateutil.relativedelta import relativedelta
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period_month_ranges = []
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for start_date, end_date in get_period_date_ranges(filters):
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months_in_this_period = []
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while start_date <= end_date:
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months_in_this_period.append(start_date.strftime("%B"))
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start_date += relativedelta(months=1)
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period_month_ranges.append(months_in_this_period)
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return period_month_ranges
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#Get cost center & target details
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#Get cost center & target details
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def get_costcenter_target_details(filters):
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def get_costcenter_target_details(filters):
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return webnotes.conn.sql("""select cc.name, cc.distribution_id,
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return webnotes.conn.sql("""select cc.name, cc.distribution_id,
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@@ -122,7 +90,7 @@ def get_target_distribution_details(filters):
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for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
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for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
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`tabCost Center` cc where bdd.parent=bd.name and cc.distribution_id=bd.name and \
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`tabCost Center` cc where bdd.parent=bd.name and cc.distribution_id=bd.name and \
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bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
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bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
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target_details.setdefault(d.month, d)
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target_details.setdefault(d.month, d)
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return target_details
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return target_details
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@@ -151,7 +119,7 @@ def get_costcenter_account_month_map(filters):
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}))
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}))
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tav_dict = cam_map[ccd.name][ccd.account][month]
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tav_dict = cam_map[ccd.name][ccd.account][month]
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tav_dict.target = ccd.budget_allocated*(tdd[month]["percentage_allocation"]/100)
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tav_dict.target = flt(ccd.budget_allocated)*(tdd[month]["percentage_allocation"]/100)
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for ad in actual_details:
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for ad in actual_details:
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if ad.month_name == month and ad.account == ccd.account \
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if ad.month_name == month and ad.account == ccd.account \
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@@ -159,10 +127,3 @@ def get_costcenter_account_month_map(filters):
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tav_dict.actual += ad.debit - ad.credit
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tav_dict.actual += ad.debit - ad.credit
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return cam_map
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return cam_map
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def get_year_start_end_date(filters):
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return webnotes.conn.sql("""select year_start_date,
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subdate(adddate(year_start_date, interval 1 year), interval 1 day)
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as year_end_date
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from `tabFiscal Year`
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where name=%s""", filters["fiscal_year"])[0]
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@@ -167,12 +167,12 @@ wn.module_page["Selling"] = [
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},
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},
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{
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{
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"label":wn._("Territory Target Variance (Item Group-Wise)"),
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"label":wn._("Territory Target Variance (Item Group-Wise)"),
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route: "query-report/Territory Target Variance (Item Group-Wise)",
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route: "query-report/Territory Target Variance Item Group-Wise",
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doctype: "Sales Order"
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doctype: "Sales Order"
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},
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},
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{
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{
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"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
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"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
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route: "query-report/Sales Person Target Variance (Item Group-Wise)",
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route: "query-report/Sales Person Target Variance Item Group-Wise",
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doctype: "Sales Order"
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doctype: "Sales Order"
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},
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},
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{
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{
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@@ -1,4 +1,4 @@
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wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
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wn.query_reports["Sales Person Target Variance Item Group-Wise"] = {
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"filters": [
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"filters": [
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{
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{
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fieldname: "fiscal_year",
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fieldname: "fiscal_year",
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@@ -16,18 +16,21 @@
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from __future__ import unicode_literals
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from __future__ import unicode_literals
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import webnotes
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import webnotes
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import calendar
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from webnotes import _, msgprint
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from webnotes import _, msgprint
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from webnotes.utils import flt
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from webnotes.utils import flt
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import time
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import time
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from accounts.utils import get_fiscal_year
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from controllers.trends import get_period_date_ranges, get_period_month_ranges
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def execute(filters=None):
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def execute(filters=None):
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if not filters: filters = {}
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if not filters: filters = {}
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columns = get_columns(filters)
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columns = get_columns(filters)
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period_month_ranges = get_period_month_ranges(filters)
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period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
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sim_map = get_salesperson_item_month_map(filters)
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sim_map = get_salesperson_item_month_map(filters)
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precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
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data = []
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data = []
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for salesperson, salesperson_items in sim_map.items():
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for salesperson, salesperson_items in sim_map.items():
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@@ -39,7 +42,7 @@ def execute(filters=None):
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for month in relevant_months:
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for month in relevant_months:
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month_data = monthwise_data.get(month, {})
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month_data = monthwise_data.get(month, {})
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for i, fieldname in enumerate(["target", "achieved", "variance"]):
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for i, fieldname in enumerate(["target", "achieved", "variance"]):
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value = flt(month_data.get(fieldname))
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value = flt(month_data.get(fieldname), precision)
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period_data[i] += value
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period_data[i] += value
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totals[i] += value
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totals[i] += value
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period_data[2] = period_data[0] - period_data[1]
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period_data[2] = period_data[0] - period_data[1]
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@@ -61,7 +64,7 @@ def get_columns(filters):
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group_months = False if filters["period"] == "Monthly" else True
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group_months = False if filters["period"] == "Monthly" else True
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for from_date, to_date in get_period_date_ranges(filters):
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for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
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for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
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for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
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if group_months:
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if group_months:
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columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
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columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
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@@ -70,49 +73,14 @@ def get_columns(filters):
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return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
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return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
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def get_period_date_ranges(filters):
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from dateutil.relativedelta import relativedelta
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year_start_date, year_end_date = get_year_start_end_date(filters)
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increment = {
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"Monthly": 1,
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"Quarterly": 3,
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"Half-Yearly": 6,
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"Yearly": 12
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}.get(filters["period"])
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period_date_ranges = []
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for i in xrange(1, 13, increment):
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period_end_date = year_start_date + relativedelta(months=increment,
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days=-1)
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period_date_ranges.append([year_start_date, period_end_date])
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year_start_date = period_end_date + relativedelta(days=1)
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return period_date_ranges
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def get_period_month_ranges(filters):
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from dateutil.relativedelta import relativedelta
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period_month_ranges = []
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for start_date, end_date in get_period_date_ranges(filters):
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months_in_this_period = []
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while start_date <= end_date:
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months_in_this_period.append(start_date.strftime("%B"))
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start_date += relativedelta(months=1)
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period_month_ranges.append(months_in_this_period)
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return period_month_ranges
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#Get sales person & item group details
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#Get sales person & item group details
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def get_salesperson_details(filters):
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def get_salesperson_details(filters):
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return webnotes.conn.sql("""select sp.name, td.item_group, td.target_qty,
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return webnotes.conn.sql("""select sp.name, td.item_group, td.target_qty,
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td.target_amount, sp.distribution_id
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td.target_amount, sp.distribution_id
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from `tabSales Person` sp, `tabTarget Detail` td
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from `tabSales Person` sp, `tabTarget Detail` td
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where td.parent=sp.name and td.fiscal_year=%s and
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where td.parent=sp.name and td.fiscal_year=%s and
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ifnull(sp.distribution_id, '')!='' order by sp.name""" %
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ifnull(sp.distribution_id, '')!='' order by sp.name""",
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('%s'), (filters.get("fiscal_year")), as_dict=1)
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(filters["fiscal_year"]), as_dict=1)
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#Get target distribution details of item group
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#Get target distribution details of item group
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def get_target_distribution_details(filters):
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def get_target_distribution_details(filters):
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@@ -121,14 +89,14 @@ def get_target_distribution_details(filters):
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for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
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for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
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from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
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`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
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`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
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bd.fiscal_year=%s """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
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bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
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target_details.setdefault(d.month, d)
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target_details.setdefault(d.month, d)
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return target_details
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return target_details
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#Get achieved details from sales order
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#Get achieved details from sales order
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def get_achieved_details(filters):
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def get_achieved_details(filters):
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start_date, end_date = get_year_start_end_date(filters)
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start_date, end_date = get_fiscal_year(filters)[1:]
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return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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st.sales_person, MONTHNAME(so.transaction_date) as month_name
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st.sales_person, MONTHNAME(so.transaction_date) as month_name
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@@ -156,28 +124,18 @@ def get_salesperson_item_month_map(filters):
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for ad in achieved_details:
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for ad in achieved_details:
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if (filters["target_on"] == "Quantity"):
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if (filters["target_on"] == "Quantity"):
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tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
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tav_dict.target = flt(sd.target_qty)*(tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
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if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
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and ad.sales_person == sd.name:
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and ad.sales_person == sd.name:
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tav_dict.achieved += ad.qty
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tav_dict.achieved += ad.qty
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if (filters["target_on"] == "Amount"):
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if (filters["target_on"] == "Amount"):
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tav_dict.target = sd.target_amount*(tdd[month]["percentage_allocation"]/100)
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tav_dict.target = flt(sd.target_amount)*(tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
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if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
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and ad.sales_person == sd.name:
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and ad.sales_person == sd.name:
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tav_dict.achieved += ad.amount
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tav_dict.achieved += ad.amount
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return sim_map
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return sim_map
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def get_year_start_end_date(filters):
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return webnotes.conn.sql("""select year_start_date,
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subdate(adddate(year_start_date, interval 1 year), interval 1 day)
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as year_end_date
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from `tabFiscal Year`
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where name=%s""", filters["fiscal_year"])[0]
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def get_item_group(item_name):
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def get_item_group(item_name):
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"""Get Item Group of an item"""
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return webnotes.conn.get_value("Item", item_name, item_group)
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return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
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('%s'), (item_name))
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@@ -1,8 +1,8 @@
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[
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[
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{
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{
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"creation": "2013-06-18 12:09:40",
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"creation": "2013-06-21 12:14:15",
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"docstatus": 0,
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"docstatus": 0,
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"modified": "2013-06-18 12:09:40",
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"modified": "2013-06-21 12:14:15",
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||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"owner": "Administrator"
|
"owner": "Administrator"
|
||||||
},
|
},
|
||||||
@@ -11,11 +11,11 @@
|
|||||||
"is_standard": "Yes",
|
"is_standard": "Yes",
|
||||||
"name": "__common__",
|
"name": "__common__",
|
||||||
"ref_doctype": "Sales Order",
|
"ref_doctype": "Sales Order",
|
||||||
"report_name": "Sales Person Target Variance (Item Group-Wise)",
|
"report_name": "Sales Person Target Variance Item Group-Wise",
|
||||||
"report_type": "Script Report"
|
"report_type": "Script Report"
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"doctype": "Report",
|
"doctype": "Report",
|
||||||
"name": "Sales Person Target Variance (Item Group-Wise)"
|
"name": "Sales Person Target Variance Item Group-Wise"
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
@@ -1,4 +1,4 @@
|
|||||||
wn.query_reports["Territory Target Variance (Item Group-Wise)"] = {
|
wn.query_reports["Territory Target Variance Item Group-Wise"] = {
|
||||||
"filters": [
|
"filters": [
|
||||||
{
|
{
|
||||||
fieldname: "fiscal_year",
|
fieldname: "fiscal_year",
|
||||||
@@ -16,18 +16,21 @@
|
|||||||
|
|
||||||
from __future__ import unicode_literals
|
from __future__ import unicode_literals
|
||||||
import webnotes
|
import webnotes
|
||||||
import calendar
|
|
||||||
from webnotes import _, msgprint
|
from webnotes import _, msgprint
|
||||||
from webnotes.utils import flt
|
from webnotes.utils import flt
|
||||||
import time
|
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):
|
def execute(filters=None):
|
||||||
if not filters: filters = {}
|
if not filters: filters = {}
|
||||||
|
|
||||||
columns = get_columns(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"])
|
||||||
tim_map = get_territory_item_month_map(filters)
|
tim_map = get_territory_item_month_map(filters)
|
||||||
|
|
||||||
|
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||||
|
|
||||||
data = []
|
data = []
|
||||||
|
|
||||||
for territory, territory_items in tim_map.items():
|
for territory, territory_items in tim_map.items():
|
||||||
@@ -39,7 +42,7 @@ def execute(filters=None):
|
|||||||
for month in relevant_months:
|
for month in relevant_months:
|
||||||
month_data = monthwise_data.get(month, {})
|
month_data = monthwise_data.get(month, {})
|
||||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||||
value = flt(month_data.get(fieldname))
|
value = flt(month_data.get(fieldname), precision)
|
||||||
period_data[i] += value
|
period_data[i] += value
|
||||||
totals[i] += value
|
totals[i] += value
|
||||||
period_data[2] = period_data[0] - period_data[1]
|
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
|
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)", "Achieved (%s)", "Variance (%s)"]:
|
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
|
||||||
if group_months:
|
if group_months:
|
||||||
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
||||||
@@ -70,49 +73,14 @@ def get_columns(filters):
|
|||||||
|
|
||||||
return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
|
return columns + ["Total Target::80", "Total Achieved::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 territory & item group details
|
#Get territory & item group details
|
||||||
def get_territory_details(filters):
|
def get_territory_details(filters):
|
||||||
return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
|
return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
|
||||||
td.target_amount, t.distribution_id
|
td.target_amount, t.distribution_id
|
||||||
from `tabTerritory` t, `tabTarget Detail` td
|
from `tabTerritory` t, `tabTarget Detail` td
|
||||||
where td.parent=t.name and td.fiscal_year=%s and
|
where td.parent=t.name and td.fiscal_year=%s and
|
||||||
ifnull(t.distribution_id, '')!='' order by t.name""" %
|
ifnull(t.distribution_id, '')!='' order by t.name""",
|
||||||
('%s'), (filters.get("fiscal_year")), as_dict=1)
|
(filters["fiscal_year"]), as_dict=1)
|
||||||
|
|
||||||
#Get target distribution details of item group
|
#Get target distribution details of item group
|
||||||
def get_target_distribution_details(filters):
|
def get_target_distribution_details(filters):
|
||||||
@@ -121,14 +89,14 @@ def get_target_distribution_details(filters):
|
|||||||
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
||||||
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
||||||
`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
|
`tabTerritory` t where bdd.parent=bd.name and t.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)
|
target_details.setdefault(d.month, d)
|
||||||
|
|
||||||
return target_details
|
return target_details
|
||||||
|
|
||||||
#Get achieved details from sales order
|
#Get achieved details from sales order
|
||||||
def get_achieved_details(filters):
|
def get_achieved_details(filters):
|
||||||
start_date, end_date = get_year_start_end_date(filters)
|
start_date, end_date = get_fiscal_year(filters)[1:]
|
||||||
|
|
||||||
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
|
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
|
||||||
so.territory, MONTHNAME(so.transaction_date) as month_name
|
so.territory, MONTHNAME(so.transaction_date) as month_name
|
||||||
@@ -155,28 +123,18 @@ def get_territory_item_month_map(filters):
|
|||||||
|
|
||||||
for ad in achieved_details:
|
for ad in achieved_details:
|
||||||
if (filters["target_on"] == "Quantity"):
|
if (filters["target_on"] == "Quantity"):
|
||||||
tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
|
tav_dict.target = flt(td.target_qty)*(tdd[month]["percentage_allocation"]/100)
|
||||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
|
if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
|
||||||
and ad.territory == td.name:
|
and ad.territory == td.name:
|
||||||
tav_dict.achieved += ad.qty
|
tav_dict.achieved += ad.qty
|
||||||
|
|
||||||
if (filters["target_on"] == "Amount"):
|
if (filters["target_on"] == "Amount"):
|
||||||
tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
|
tav_dict.target = flt(td.target_amount)*(tdd[month]["percentage_allocation"]/100)
|
||||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
|
if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
|
||||||
and ad.territory == td.name:
|
and ad.territory == td.name:
|
||||||
tav_dict.achieved += ad.amount
|
tav_dict.achieved += ad.amount
|
||||||
|
|
||||||
return tim_map
|
return tim_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]
|
|
||||||
|
|
||||||
def get_item_group(item_name):
|
def get_item_group(item_name):
|
||||||
"""Get Item Group of an item"""
|
return webnotes.conn.get_value("Item", item_name, item_group)
|
||||||
|
|
||||||
return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
|
|
||||||
('%s'), (item_name))
|
|
||||||
@@ -1,8 +1,8 @@
|
|||||||
[
|
[
|
||||||
{
|
{
|
||||||
"creation": "2013-06-07 15:13:13",
|
"creation": "2013-06-21 12:15:00",
|
||||||
"docstatus": 0,
|
"docstatus": 0,
|
||||||
"modified": "2013-06-07 15:13:13",
|
"modified": "2013-06-21 12:15:00",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"owner": "Administrator"
|
"owner": "Administrator"
|
||||||
},
|
},
|
||||||
@@ -11,11 +11,11 @@
|
|||||||
"is_standard": "Yes",
|
"is_standard": "Yes",
|
||||||
"name": "__common__",
|
"name": "__common__",
|
||||||
"ref_doctype": "Sales Order",
|
"ref_doctype": "Sales Order",
|
||||||
"report_name": "Territory Target Variance (Item Group-Wise)",
|
"report_name": "Territory Target Variance Item Group-Wise",
|
||||||
"report_type": "Script Report"
|
"report_type": "Script Report"
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"doctype": "Report",
|
"doctype": "Report",
|
||||||
"name": "Territory Target Variance (Item Group-Wise)"
|
"name": "Territory Target Variance Item Group-Wise"
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
@@ -24,16 +24,22 @@ def execute(filters=None):
|
|||||||
columns = get_columns(filters)
|
columns = get_columns(filters)
|
||||||
item_map = get_item_details()
|
item_map = get_item_details()
|
||||||
pl = get_price_list()
|
pl = get_price_list()
|
||||||
|
last_purchase_rate = get_last_purchase_rate()
|
||||||
bom_rate = get_item_bom_rate()
|
bom_rate = get_item_bom_rate()
|
||||||
val_rate_map = get_valuation_rate()
|
val_rate_map = get_valuation_rate()
|
||||||
|
|
||||||
|
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||||
|
|
||||||
data = []
|
data = []
|
||||||
for item in sorted(item_map):
|
for item in sorted(item_map):
|
||||||
data.append([item, item_map[item]["item_name"],
|
data.append([item, item_map[item]["item_name"],
|
||||||
item_map[item]["description"], item_map[item]["stock_uom"],
|
item_map[item]["description"], item_map[item]["stock_uom"],
|
||||||
flt(item_map[item]["last_purchase_rate"]), val_rate_map.get(item, 0),
|
flt(last_purchase_rate.get(item, 0), precision),
|
||||||
pl.get(item, {}).get("selling"), pl.get(item, {}).get("buying"),
|
flt(val_rate_map.get(item, 0), precision),
|
||||||
bom_rate.get(item, 0), flt(item_map[item]["standard_rate"])
|
pl.get(item, {}).get("selling"),
|
||||||
|
pl.get(item, {}).get("buying"),
|
||||||
|
flt(bom_rate.get(item, 0), precision),
|
||||||
|
flt(item_map[item]["standard_rate"])
|
||||||
])
|
])
|
||||||
|
|
||||||
return columns, data
|
return columns, data
|
||||||
@@ -53,7 +59,7 @@ def get_item_details():
|
|||||||
item_map = {}
|
item_map = {}
|
||||||
|
|
||||||
for i in webnotes.conn.sql("select name, item_name, description, \
|
for i in webnotes.conn.sql("select name, item_name, description, \
|
||||||
stock_uom, standard_rate, last_purchase_rate from tabItem \
|
stock_uom, standard_rate from tabItem \
|
||||||
order by item_code", as_dict=1):
|
order by item_code", as_dict=1):
|
||||||
item_map.setdefault(i.name, i)
|
item_map.setdefault(i.name, i)
|
||||||
|
|
||||||
@@ -84,24 +90,60 @@ def get_price_list():
|
|||||||
|
|
||||||
return item_rate_map
|
return item_rate_map
|
||||||
|
|
||||||
|
def get_last_purchase_rate():
|
||||||
|
|
||||||
|
item_last_purchase_rate_map = {}
|
||||||
|
|
||||||
|
query = """select * from (select
|
||||||
|
result.item_code,
|
||||||
|
result.purchase_rate
|
||||||
|
from (
|
||||||
|
(select
|
||||||
|
po_item.item_code,
|
||||||
|
po_item.item_name,
|
||||||
|
po.transaction_date as posting_date,
|
||||||
|
po_item.purchase_ref_rate,
|
||||||
|
po_item.discount_rate,
|
||||||
|
po_item.purchase_rate
|
||||||
|
from `tabPurchase Order` po, `tabPurchase Order Item` po_item
|
||||||
|
where po.name = po_item.parent and po.docstatus = 1)
|
||||||
|
union
|
||||||
|
(select
|
||||||
|
pr_item.item_code,
|
||||||
|
pr_item.item_name,
|
||||||
|
pr.posting_date,
|
||||||
|
pr_item.purchase_ref_rate,
|
||||||
|
pr_item.discount_rate,
|
||||||
|
pr_item.purchase_rate
|
||||||
|
from `tabPurchase Receipt` pr, `tabPurchase Receipt Item` pr_item
|
||||||
|
where pr.name = pr_item.parent and pr.docstatus = 1)
|
||||||
|
) result
|
||||||
|
order by result.item_code asc, result.posting_date desc) result_wrapper
|
||||||
|
group by item_code"""
|
||||||
|
|
||||||
|
for d in webnotes.conn.sql(query, as_dict=1):
|
||||||
|
item_last_purchase_rate_map.setdefault(d.item_code, d.purchase_rate)
|
||||||
|
|
||||||
|
return item_last_purchase_rate_map
|
||||||
|
|
||||||
def get_item_bom_rate():
|
def get_item_bom_rate():
|
||||||
"""Get BOM rate of an item from BOM"""
|
"""Get BOM rate of an item from BOM"""
|
||||||
|
|
||||||
bom_map = {}
|
item_bom_map = {}
|
||||||
|
|
||||||
for b in webnotes.conn.sql("""select item, (total_cost/quantity) as bom_rate
|
for b in webnotes.conn.sql("""select item, (total_cost/quantity) as bom_rate
|
||||||
from `tabBOM` where is_active=1 and is_default=1""", as_dict=1):
|
from `tabBOM` where is_active=1 and is_default=1""", as_dict=1):
|
||||||
bom_map.setdefault(b.item, flt(b.bom_rate))
|
item_bom_map.setdefault(b.item, flt(b.bom_rate))
|
||||||
|
|
||||||
return bom_map
|
return item_bom_map
|
||||||
|
|
||||||
def get_valuation_rate():
|
def get_valuation_rate():
|
||||||
"""Get an average valuation rate of an item from all warehouses"""
|
"""Get an average valuation rate of an item from all warehouses"""
|
||||||
|
|
||||||
val_rate_map = {}
|
item_val_rate_map = {}
|
||||||
|
|
||||||
for d in webnotes.conn.sql("""select item_code, avg(valuation_rate) as val_rate
|
for d in webnotes.conn.sql("""select item_code, avg(valuation_rate) as val_rate
|
||||||
from tabBin group by item_code""", as_dict=1):
|
from tabBin group by item_code""", as_dict=1):
|
||||||
val_rate_map.setdefault(d.item_code, d.val_rate)
|
item_val_rate_map.setdefault(d.item_code, flt(d.val_rate))
|
||||||
|
|
||||||
return val_rate_map
|
return item_val_rate_map
|
||||||
Reference in New Issue
Block a user