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feat: asset onboarding, dashboards
This commit is contained in:
Saqib Ansari
@@ -0,0 +1,43 @@
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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/* eslint-disable */
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frappe.query_reports["Category-wise Asset Value"] = {
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"filters": [
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{
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fieldname:"company",
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label: __("Company"),
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fieldtype: "Link",
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options: "Company",
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default: frappe.defaults.get_user_default("Company"),
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reqd: 1
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},
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{
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fieldname:"purchase_date",
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label: __("Purchase Date"),
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fieldtype: "Date"
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},
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{
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fieldname:"available_for_use_date",
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label: __("Available For Use Date"),
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fieldtype: "Date"
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},
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{
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fieldname:"cost_center",
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label: __("Cost Center"),
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fieldtype: "Link",
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options: "Cost Center"
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},
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{
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fieldname:"finance_book",
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label: __("Finance Book"),
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fieldtype: "Link",
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options: "Finance Book"
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},
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{
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fieldname:"is_existing_asset",
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label: __("Is Existing Asset"),
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fieldtype: "Check"
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},
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]
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};
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@@ -0,0 +1,29 @@
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{
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"add_total_row": 0,
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"creation": "2020-05-08 15:36:02.116096",
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"disable_prepared_report": 1,
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 0,
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"is_standard": "Yes",
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"javascript": "",
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"modified": "2020-05-08 15:36:02.116096",
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"modified_by": "Administrator",
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"module": "Assets",
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"name": "Category-wise Asset Value",
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"owner": "Administrator",
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"prepared_report": 0,
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"query": "",
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"ref_doctype": "Asset",
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"report_name": "Category-wise Asset Value",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Accounts User"
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},
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{
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"role": "Quality Manager"
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}
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]
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}
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@@ -0,0 +1,137 @@
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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from frappe.utils import cstr, today, flt
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def execute(filters=None):
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filters = frappe._dict(filters or {})
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columns = get_columns(filters)
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data = get_data(filters)
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return columns, data
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def get_conditions(filters):
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conditions = { 'docstatus': 1 }
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if filters.get('company'):
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conditions["company"] = filters.company
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if filters.get('purchase_date'):
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conditions["purchase_date"] = ('<=', filters.get('purchase_date'))
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if filters.get('available_for_use_date'):
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conditions["available_for_use_date"] = ('<=', filters.get('available_for_use_date'))
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if filters.get('is_existing_asset'):
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conditions["is_existing_asset"] = filters.get('is_existing_asset')
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if filters.get('cost_center'):
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conditions["cost_center"] = filters.get('cost_center')
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return conditions
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def get_data(filters):
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data = []
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depreciation_amount_map = get_finance_book_value_map(filters)
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assets_record = frappe.db.get_all("Asset",
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filters=get_conditions(filters),
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fields=["name", "asset_name", "asset_category", "gross_purchase_amount",
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"opening_accumulated_depreciation", "available_for_use_date", "purchase_date"],
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group_by="asset_category")
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for asset in assets_record:
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asset_value = asset.gross_purchase_amount - flt(asset.opening_accumulated_depreciation) \
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- flt(depreciation_amount_map.get(asset.name))
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if asset_value:
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row = {
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"asset_category": asset.asset_category,
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"asset_id": asset.name,
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"asset_name": asset.asset_name,
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"purchase_date": asset.purchase_date,
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"available_for_use_date": asset.available_for_use_date,
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"gross_purchase_amount": asset.gross_purchase_amount,
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"opening_accumulated_depreciation": asset.opening_accumulated_depreciation,
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"depreciated_amount": depreciation_amount_map.get(asset.name) or 0.0,
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"asset_value": asset_value
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}
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data.append(row)
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return data
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def get_finance_book_value_map(filters):
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date = filters.get('purchase_date') or filters.get('available_for_use_date') or today()
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return frappe._dict(frappe.db.sql(''' Select
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parent, SUM(depreciation_amount)
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FROM `tabDepreciation Schedule`
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WHERE
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parentfield='schedules'
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AND schedule_date<=%s
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AND journal_entry IS NOT NULL
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AND ifnull(finance_book, '')=%s
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GROUP BY parent''', (date, cstr(filters.finance_book or ''))))
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def get_columns(filters):
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return [
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{
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"label": _("Asset Category"),
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"fieldtype": "Link",
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"fieldname": "asset_category",
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"options": "Asset Category",
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"width": 120
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},
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{
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"label": _("Asset Id"),
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"fieldtype": "Link",
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"fieldname": "asset_id",
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"options": "Asset",
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"width": 100
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},
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{
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"label": _("Asset Name"),
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"fieldtype": "Data",
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"fieldname": "asset_name",
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"width": 140
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},
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{
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"label": _("Purchase Date"),
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"fieldtype": "Date",
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"fieldname": "purchase_date",
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"width": 90
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},
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{
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"label": _("Available For Use Date"),
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"fieldtype": "Date",
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"fieldname": "available_for_use_date",
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"width": 90
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},
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{
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"label": _("Gross Purchase Amount"),
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"fieldname": "gross_purchase_amount",
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"fieldtype": "Currency",
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"options": "company:currency",
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"width": 100
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},
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{
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"label": _("Opening Accumulated Depreciation"),
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"fieldname": "opening_accumulated_depreciation",
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"fieldtype": "Currency",
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"options": "company:currency",
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"width": 90
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},
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{
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"label": _("Depreciated Amount"),
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"fieldname": "depreciated_amount",
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"fieldtype": "Currency",
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"options": "company:currency",
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"width": 100
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},
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{
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"label": _("Asset Value"),
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"fieldname": "asset_value",
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"fieldtype": "Currency",
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"options": "company:currency",
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"width": 100
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}
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]
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@@ -30,18 +30,24 @@ frappe.query_reports["Fixed Asset Register"] = {
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label: __("Available For Use Date"),
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fieldtype: "Date"
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},
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{
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fieldname:"finance_book",
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label: __("Finance Book"),
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fieldtype: "Link",
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options: "Finance Book"
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},
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{
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fieldname:"asset_category",
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label: __("Asset Category"),
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fieldtype: "Link",
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options: "Asset Category"
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},
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{
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fieldname:"cost_center",
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label: __("Cost Center"),
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fieldtype: "Link",
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options: "Cost Center"
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},
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{
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fieldname:"finance_book",
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label: __("Finance Book"),
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fieldtype: "Link",
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options: "Finance Book"
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},
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{
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fieldname:"is_existing_asset",
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label: __("Is Existing Asset"),
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@@ -10,105 +10,13 @@ def execute(filters=None):
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filters = frappe._dict(filters or {})
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columns = get_columns(filters)
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data = get_data(filters)
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return columns, data
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chart = prepare_chart_data(data, columns)
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def get_columns(filters):
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return [
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{
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"label": _("Asset Id"),
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"fieldtype": "Link",
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"fieldname": "asset_id",
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"options": "Asset",
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"width": 100
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},
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{
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"label": _("Asset Name"),
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"fieldtype": "Data",
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"fieldname": "asset_name",
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"width": 140
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},
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{
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"label": _("Asset Category"),
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"fieldtype": "Link",
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"fieldname": "asset_category",
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"options": "Asset Category",
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"width": 100
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},
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{
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"label": _("Status"),
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"fieldtype": "Data",
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"fieldname": "status",
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"width": 90
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},
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{
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"label": _("Purchase Date"),
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"fieldtype": "Date",
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"fieldname": "purchase_date",
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"width": 90
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},
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{
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"label": _("Available For Use Date"),
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"fieldtype": "Date",
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"fieldname": "available_for_use_date",
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"width": 90
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},
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{
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"label": _("Gross Purchase Amount"),
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"fieldname": "gross_purchase_amount",
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"options": "Currency",
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"width": 90
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},
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{
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"label": _("Asset Value"),
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"fieldname": "asset_value",
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"options": "Currency",
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"width": 90
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},
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{
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"label": _("Opening Accumulated Depreciation"),
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"fieldname": "opening_accumulated_depreciation",
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"options": "Currency",
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"width": 90
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},
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{
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"label": _("Depreciated Amount"),
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"fieldname": "depreciated_amount",
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"options": "Currency",
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"width": 90
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},
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{
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"label": _("Cost Center"),
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"fieldtype": "Link",
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"fieldname": "cost_center",
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"options": "Cost Center",
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"width": 100
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},
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{
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"label": _("Department"),
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"fieldtype": "Link",
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"fieldname": "department",
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"options": "Department",
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"width": 100
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},
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{
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"label": _("Vendor Name"),
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"fieldtype": "Data",
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"fieldname": "vendor_name",
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"width": 100
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},
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{
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"label": _("Location"),
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"fieldtype": "Link",
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"fieldname": "location",
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"options": "Location",
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"width": 100
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},
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]
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return columns, data, None, chart
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def get_conditions(filters):
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conditions = { 'docstatus': 1 }
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status = filters.status
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date = filters.date
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if filters.get('company'):
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conditions["company"] = filters.company
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@@ -120,6 +28,8 @@ def get_conditions(filters):
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conditions["is_existing_asset"] = filters.get('is_existing_asset')
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if filters.get('asset_category'):
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conditions["asset_category"] = filters.get('asset_category')
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if filters.get('cost_center'):
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conditions["cost_center"] = filters.get('cost_center')
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# In Store assets are those that are not sold or scrapped
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operand = 'not in'
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@@ -169,6 +79,22 @@ def get_data(filters):
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return data
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def prepare_chart_data(data, columns):
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label_values_map = {}
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for d in data:
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if not label_values_map.get(d.get('asset_category')):
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label_values_map[d.get('asset_category')] = 0
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label_values_map[d.get('asset_category')] += d.get('asset_value')
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return {
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"data" : {
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"labels": label_values_map.keys(),
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"datasets": [{ "values": label_values_map.values() }]
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},
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"type": 'donut',
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"height": 250
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}
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def get_finance_book_value_map(filters):
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date = filters.get('purchase_date') or filters.get('available_for_use_date') or today()
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@@ -201,3 +127,100 @@ def get_purchase_invoice_supplier_map():
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AND pii.is_fixed_asset=1
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AND pi.docstatus=1
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AND pi.is_return=0'''))
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|
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def get_columns(filters):
|
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return [
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{
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"label": _("Asset Id"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "asset_id",
|
||||
"options": "Asset",
|
||||
"width": 60
|
||||
},
|
||||
{
|
||||
"label": _("Asset Name"),
|
||||
"fieldtype": "Data",
|
||||
"fieldname": "asset_name",
|
||||
"width": 140
|
||||
},
|
||||
{
|
||||
"label": _("Asset Category"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "asset_category",
|
||||
"options": "Asset Category",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Status"),
|
||||
"fieldtype": "Data",
|
||||
"fieldname": "status",
|
||||
"width": 80
|
||||
},
|
||||
{
|
||||
"label": _("Purchase Date"),
|
||||
"fieldtype": "Date",
|
||||
"fieldname": "purchase_date",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Available For Use Date"),
|
||||
"fieldtype": "Date",
|
||||
"fieldname": "available_for_use_date",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Gross Purchase Amount"),
|
||||
"fieldname": "gross_purchase_amount",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Asset Value"),
|
||||
"fieldname": "asset_value",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Opening Accumulated Depreciation"),
|
||||
"fieldname": "opening_accumulated_depreciation",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Depreciated Amount"),
|
||||
"fieldname": "depreciated_amount",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Cost Center"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "cost_center",
|
||||
"options": "Cost Center",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Department"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "department",
|
||||
"options": "Department",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Vendor Name"),
|
||||
"fieldtype": "Data",
|
||||
"fieldname": "vendor_name",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Location"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "location",
|
||||
"options": "Location",
|
||||
"width": 100
|
||||
},
|
||||
]
|
||||
@@ -0,0 +1,43 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Location-wise Asset Value"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname:"company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company"),
|
||||
reqd: 1
|
||||
},
|
||||
{
|
||||
fieldname:"purchase_date",
|
||||
label: __("Purchase Date"),
|
||||
fieldtype: "Date"
|
||||
},
|
||||
{
|
||||
fieldname:"available_for_use_date",
|
||||
label: __("Available For Use Date"),
|
||||
fieldtype: "Date"
|
||||
},
|
||||
{
|
||||
fieldname:"cost_center",
|
||||
label: __("Cost Center"),
|
||||
fieldtype: "Link",
|
||||
options: "Cost Center"
|
||||
},
|
||||
{
|
||||
fieldname:"finance_book",
|
||||
label: __("Finance Book"),
|
||||
fieldtype: "Link",
|
||||
options: "Finance Book"
|
||||
},
|
||||
{
|
||||
fieldname:"is_existing_asset",
|
||||
label: __("Is Existing Asset"),
|
||||
fieldtype: "Check"
|
||||
},
|
||||
]
|
||||
};
|
||||
@@ -0,0 +1,29 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"creation": "2020-05-08 15:47:55.036143",
|
||||
"disable_prepared_report": 1,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"javascript": "",
|
||||
"modified": "2020-05-08 15:47:55.036143",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Assets",
|
||||
"name": "Location-wise Asset Value",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"query": "",
|
||||
"ref_doctype": "Asset",
|
||||
"report_name": "Location-wise Asset Value",
|
||||
"report_type": "Script Report",
|
||||
"roles": [
|
||||
{
|
||||
"role": "Accounts User"
|
||||
},
|
||||
{
|
||||
"role": "Quality Manager"
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -0,0 +1,137 @@
|
||||
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import cstr, today, flt
|
||||
|
||||
def execute(filters=None):
|
||||
filters = frappe._dict(filters or {})
|
||||
columns = get_columns(filters)
|
||||
data = get_data(filters)
|
||||
|
||||
return columns, data
|
||||
|
||||
def get_conditions(filters):
|
||||
conditions = { 'docstatus': 1 }
|
||||
|
||||
if filters.get('company'):
|
||||
conditions["company"] = filters.company
|
||||
if filters.get('purchase_date'):
|
||||
conditions["purchase_date"] = ('<=', filters.get('purchase_date'))
|
||||
if filters.get('available_for_use_date'):
|
||||
conditions["available_for_use_date"] = ('<=', filters.get('available_for_use_date'))
|
||||
if filters.get('is_existing_asset'):
|
||||
conditions["is_existing_asset"] = filters.get('is_existing_asset')
|
||||
if filters.get('cost_center'):
|
||||
conditions["cost_center"] = filters.get('cost_center')
|
||||
|
||||
return conditions
|
||||
|
||||
def get_data(filters):
|
||||
|
||||
data = []
|
||||
depreciation_amount_map = get_finance_book_value_map(filters)
|
||||
|
||||
assets_record = frappe.db.get_all("Asset",
|
||||
filters=get_conditions(filters),
|
||||
fields=["name", "asset_name", "location", "gross_purchase_amount",
|
||||
"opening_accumulated_depreciation", "available_for_use_date", "purchase_date"],
|
||||
group_by="location")
|
||||
|
||||
for asset in assets_record:
|
||||
asset_value = asset.gross_purchase_amount - flt(asset.opening_accumulated_depreciation) \
|
||||
- flt(depreciation_amount_map.get(asset.name))
|
||||
if asset_value:
|
||||
row = {
|
||||
"location": asset.location,
|
||||
"asset_id": asset.name,
|
||||
"asset_name": asset.asset_name,
|
||||
"purchase_date": asset.purchase_date,
|
||||
"available_for_use_date": asset.available_for_use_date,
|
||||
"gross_purchase_amount": asset.gross_purchase_amount,
|
||||
"opening_accumulated_depreciation": asset.opening_accumulated_depreciation,
|
||||
"depreciated_amount": depreciation_amount_map.get(asset.name) or 0.0,
|
||||
"asset_value": asset_value
|
||||
}
|
||||
data.append(row)
|
||||
|
||||
return data
|
||||
|
||||
def get_finance_book_value_map(filters):
|
||||
date = filters.get('purchase_date') or filters.get('available_for_use_date') or today()
|
||||
|
||||
return frappe._dict(frappe.db.sql(''' Select
|
||||
parent, SUM(depreciation_amount)
|
||||
FROM `tabDepreciation Schedule`
|
||||
WHERE
|
||||
parentfield='schedules'
|
||||
AND schedule_date<=%s
|
||||
AND journal_entry IS NOT NULL
|
||||
AND ifnull(finance_book, '')=%s
|
||||
GROUP BY parent''', (date, cstr(filters.finance_book or ''))))
|
||||
|
||||
def get_columns(filters):
|
||||
return [
|
||||
{
|
||||
"label": _("Location"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "location",
|
||||
"options": "Location",
|
||||
"width": 120
|
||||
},
|
||||
{
|
||||
"label": _("Asset Id"),
|
||||
"fieldtype": "Link",
|
||||
"fieldname": "asset_id",
|
||||
"options": "Asset",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Asset Name"),
|
||||
"fieldtype": "Data",
|
||||
"fieldname": "asset_name",
|
||||
"width": 140
|
||||
},
|
||||
{
|
||||
"label": _("Purchase Date"),
|
||||
"fieldtype": "Date",
|
||||
"fieldname": "purchase_date",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Available For Use Date"),
|
||||
"fieldtype": "Date",
|
||||
"fieldname": "available_for_use_date",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Gross Purchase Amount"),
|
||||
"fieldname": "gross_purchase_amount",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Opening Accumulated Depreciation"),
|
||||
"fieldname": "opening_accumulated_depreciation",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 90
|
||||
},
|
||||
{
|
||||
"label": _("Depreciated Amount"),
|
||||
"fieldname": "depreciated_amount",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
},
|
||||
{
|
||||
"label": _("Asset Value"),
|
||||
"fieldname": "asset_value",
|
||||
"fieldtype": "Currency",
|
||||
"options": "company:currency",
|
||||
"width": 100
|
||||
}
|
||||
]
|
||||
Reference in New Issue
Block a user