moved directory structure

selling/search_criteria/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/customer_address_contact/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/customer_address_contact/customer_address_contact.py

@@ -0,0 +1,23 @@
+from __future__ import unicode_literals
+col_defs = [
+	{'label': 'Id', 'type': 'Link', 'width': '', 'options': 'Customer'},
+	{'label': 'Customer Name'},
+	{'label': 'Address Line 1', 'width': '200px'},
+	{'label': 'Address Line 2', 'width': '200px'},
+	{'label': 'City'},
+	{'label': 'State'},
+	{'label': 'Pincode', 'width': '80px'},
+	{'label': 'Country', 'width': '100px'},
+	{'label': 'Contact First Name'},
+	{'label': 'Contact Last Name'},
+	{'label': 'Contact Phone', 'width': '100px'},
+	{'label': 'Contact Mobile', 'width': '100px'},
+	{'label': 'Contact Email'},
+]
+webnotes.msgprint(colnames)
+for col in col_defs:
+	colnames.append(col['label'])
+	coltypes.append(col.get('type') or 'Data')
+	colwidths.append(col.get('width') or '150px')
+	coloptions.append(col.get('options') or '')
+	col_idx[col['label']] = len(colnames) - 1

selling/search_criteria/customer_address_contact/customer_address_contact.sql

@@ -0,0 +1,26 @@
+select
+    `tabCustomer`.name,
+    `tabCustomer`.customer_name,
+    `tabAddress`.address_line1,
+    `tabAddress`.address_line2,
+    `tabAddress`.city,
+    `tabAddress`.state,
+    `tabAddress`.pincode,
+    `tabAddress`.country,
+    `tabContact`.first_name,
+    `tabContact`.last_name,
+    `tabContact`.phone,
+    `tabContact`.mobile_no,
+    `tabContact`.email_id
+from
+    `tabCustomer`
+    left join `tabAddress` on (
+        `tabAddress`.customer=`tabCustomer`.name and
+        ifnull(`tabAddress`.is_primary_address, 0)=1
+    )
+    left join `tabContact` on (
+        `tabContact`.customer=`tabCustomer`.name and 
+        ifnull(`tabContact`.is_primary_contact, 0)=1
+    )
+order by
+    `tabCustomer`.customer_name asc

selling/search_criteria/customer_address_contact/customer_address_contact.txt

@@ -0,0 +1,31 @@
+# Search Criteria, customer_address_contact
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-17 11:29:10',
+		'docstatus': 0,
+		'modified': '2012-05-23 18:17:40',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Customer\x01ID,Customer\x01Customer Name',
+		'criteria_name': u'Customer Address Contact',
+		'doc_type': u'Customer',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Customer\x01Saved':1,'Customer\x01Submitted':1}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, customer_address_contact
+	{
+		'doctype': 'Search Criteria',
+		'name': u'customer_address_contact'
+	}
+]

selling/search_criteria/delivered_items_to_be_install/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/delivered_items_to_be_install/delivered_items_to_be_install.js

@@ -0,0 +1,20 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'Company'].df['report_default'] = sys_defaults.company;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'Fiscal Year'].df['report_default'] = sys_defaults.fiscal_year;
+}

selling/search_criteria/delivered_items_to_be_install/delivered_items_to_be_install.txt

@@ -0,0 +1,37 @@
+# Search Criteria, delivered_items_to_be_install
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:51',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:51',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u"(`tabDelivery Note Item`.`qty`- ifnull(`tabDelivery Note Item`.`installed_qty`, 0)) AS 'Pending to Install'",
+		'add_cond': u'`tabDelivery Note Item`.`qty` > ifnull(`tabDelivery Note Item`.`installed_qty`, 0)',
+		'columns': u'Delivery Note\x01ID,Delivery Note\x01Status,Delivery Note\x01Customer,Delivery Note\x01Customer Name,Delivery Note\x01Contact Person,Delivery Note\x01Voucher Date,Delivery Note Item\x01Item Code,Delivery Note Item\x01Item Name,Delivery Note Item\x01Quantity,Delivery Note Item\x01Installed Qty,Delivery Note\x01% Installed',
+		'criteria_name': u'Delivered Items to be Install',
+		'description': u'Delivered Items to be Install',
+		'doc_type': u'Delivery Note Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Delivery Note\x01Saved':1,'Delivery Note\x01Submitted':1,'Delivery Note\x01Status':'','Delivery Note\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Delivery Note',
+		'sort_by': u'`tabDelivery Note`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, delivered_items_to_be_install
+	{
+		'doctype': 'Search Criteria',
+		'name': u'delivered_items_to_be_install'
+	}
+]

selling/search_criteria/delivery_note_itemwise_pending_to_bill/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/delivery_note_itemwise_pending_to_bill/delivery_note_itemwise_pending_to_bill.txt

@@ -0,0 +1,37 @@
+# Search Criteria, delivery_note_itemwise_pending_to_bill
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:51',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:51',
+		'modified_by': u'Administrator',
+		'owner': u'jai@webnotestech.com'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u"SUM(`tabDelivery Note Item`.`qty` - `tabDelivery Note Item`.`billed_qty`) AS 'Pending Qty'\nSUM((`tabDelivery Note Item`.`qty` - `tabDelivery Note Item`.`billed_qty`) * `tabDelivery Note Item`.`basic_rate`) AS 'Pending Amount'",
+		'add_cond': u"`tabDelivery Note`.status != 'Stopped'\nCASE WHEN `tabDelivery Note`.`per_billed` IS NULL OR `tabDelivery Note`.per_billed = '' THEN 0 < 100 ELSE `tabDelivery Note`.per_billed <100 END",
+		'columns': u'Delivery Note\x01ID,Delivery Note\x01Owner,Delivery Note\x01Status,Delivery Note\x01Customer Name,Delivery Note\x01Voucher Date,Delivery Note\x01% Billed,Delivery Note\x01Posting Date,Delivery Note\x01Company Name,Delivery Note\x01Fiscal Year,Delivery Note Item\x01Item Code,Delivery Note Item\x01Against Document No,Delivery Note Item\x01Document Type,Delivery Note Item\x01Against Document Detail No',
+		'criteria_name': u'Delivery Note Itemwise Pending To Bill',
+		'doc_type': u'Delivery Note Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Delivery Note\x01Saved':1,'Delivery Note\x01Submitted':1,'Delivery Note\x01Status':'','Delivery Note\x01Company Name':'','Delivery Note\x01Fiscal Year':''}",
+		'group_by': u'`tabDelivery Note Item`.item_code, `tabDelivery Note`.`name`',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Delivery Note',
+		'sort_by': u'`tabDelivery Note`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, delivery_note_itemwise_pending_to_bill
+	{
+		'doctype': 'Search Criteria',
+		'name': u'delivery_note_itemwise_pending_to_bill'
+	}
+]

selling/search_criteria/draft_sales_orders/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/draft_sales_orders/draft_sales_orders.js

@@ -0,0 +1,22 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'From Sales Order Date'].df['report_default'] = sys_defaults.year_start_date;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'To Sales Order Date'].df['report_default'] = dateutil.obj_to_str(new Date());
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Company'].df['report_default'] = sys_defaults.company;
+
+}

selling/search_criteria/draft_sales_orders/draft_sales_orders.txt

@@ -0,0 +1,37 @@
+[
+	{
+		'add_col': None,
+		'add_cond': None,
+		'add_tab': None,
+		'columns': 'Sales Order\x01ID,Sales Order\x01Status,Sales Order\x01Sales Order Date,Sales Order\x01Customer,Sales Order\x01P.O. No,Sales Order\x01Grand Total',
+		'creation': '2010-08-08 17:09:31',
+		'criteria_name': 'Draft Sales Orders',
+		'custom_query': '',
+		'description': 'List of Open Sales orders filtered by period, customer and other details',
+		'dis_filters': None,
+		'disabled': None,
+		'doc_type': 'Sales Order',
+		'docstatus': 0,
+		'doctype': 'Search Criteria',
+		'filters': "{'Sales Order\x01Saved':1,'Sales Order\x01Submitted':1,'Sales Order\x01Status':'Draft','Sales Order\x01Fiscal Year':''}",
+		'graph_series': None,
+		'graph_values': None,
+		'group_by': None,
+		'idx': None,
+		'modified': '2010-06-01 15:19:41',
+		'modified_by': 'Administrator',
+		'module': 'CRM',
+		'name': 'draft_sales_orders',
+		'owner': 'Administrator',
+		'page_len': 50,
+		'parent': None,
+		'parent_doc_type': None,
+		'parentfield': None,
+		'parenttype': None,
+		'report_script': None,
+		'server_script': None,
+		'sort_by': '`tabSales Order`.`name`',
+		'sort_order': 'DESC',
+		'standard': 'Yes'
+	}
+]

selling/search_criteria/follow_up_report/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/follow_up_report/follow_up_report.js

@@ -0,0 +1,63 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.mytabs.items['Select Columns'].hide()
+  this.mytabs.items['More Filters'].hide()
+  
+  this.hide_all_filters();
+  this.add_filter({fieldname:'follow_up_on', label:'Communication on', fieldtype:'Select', options:''+NEWLINE+'Lead'+NEWLINE+'Opportunity'+NEWLINE+'Quotation',ignore : 1,parent:'Communication Log', in_first_page : 1, single_select :1});
+  this.add_filter({fieldname:'lead_name', label:'Lead', fieldtype:'Link', options:'Lead', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
+  this.add_filter({fieldname:'enq_name', label:'Opportunity', fieldtype:'Link', options:'Opportunity', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
+  this.add_filter({fieldname:'qtn_name', label:'Quotation', fieldtype:'Link', options:'Quotation', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
+  
+  this.get_filter('Communication Log', 'Communication type').set_as_single();
+  this.set_filter_properties('Communication Log', 'Communication by', {filter_hide:0, in_first_page : 1});
+  this.set_filter_properties('Communication Log', 'Communication type', {filter_hide:0, in_first_page : 1});
+  this.set_filter_properties('Communication Log', 'From Date', {filter_hide:0, in_first_page : 1});
+  this.set_filter_properties('Communication Log', 'To Date', {filter_hide:0, in_first_page : 1});
+
+  this.orig_sort_list = [['Date','`tabCommunication Log`.`date`'],['Document Type','`tabCommunication Log`.`parenttype`'],['Document','`tabCommunication Log`.`parent`'],['Follow Up By','`tabCommunication Log`.`follow_up_by`'],['Follow Up Type','`tabCommunication Log`.`follow_up_type`']];
+}
+
+
+report.get_query = function() {
+  var lead_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Lead'].get_value();
+  var enq_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Opportunity'].get_value();
+  var quo_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Quotation'].get_value();
+
+  var follow_up_on = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication on'].get_value();
+  var follow_up_by = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication by'].get_value();
+
+  var on_type = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication type'].get_value();
+  var from_date = this.filter_fields_dict['Communication Log'+FILTER_SEP+'From Date'].get_value();
+  var to_date = this.filter_fields_dict['Communication Log'+FILTER_SEP+'To Date'].get_value();
+  
+  var cond = 'parenttype IN ("Lead","Opportunity","Quotation")';
+  if(follow_up_on) cond = 'parenttype = "'+follow_up_on+'"';
+
+  if((follow_up_on == 'Lead' && lead_id) || (lead_id && !follow_up_on)) cond +=' AND parent = "'+lead_id+'"';
+  if((follow_up_on == 'Opportunity' && enq_id) || (enq_id && !follow_up_on)) cond +=' AND parent = "'+enq_id+'"';
+  if((follow_up_on == 'Quotation' && quo_id) || (quo_id && !follow_up_on)) cond +=' AND parent = "'+quo_id+'"';
+
+  if(on_type) cond += ' AND follow_up_type ="'+on_type+'"';
+  if(from_date) cond += ' AND date >="'+from_date+'"';
+  if(to_date) cond += ' AND date <="'+to_date+'"';
+  if(follow_up_by) cond += ' AND follow_up_by = "'+follow_up_by+'"';
+
+  var q ='SELECT distinct `tabCommunication Log`.`parenttype`, `tabCommunication Log`.`parent`, `tabCommunication Log`.`date`, `tabCommunication Log`.`notes`, `tabCommunication Log`.`follow_up_type`, `tabCommunication Log`.`follow_up_by` FROM `tabCommunication Log` WHERE '+cond+' ORDER BY '+sel_val(this.dt.sort_sel)+' '+this.dt.sort_order;
+  return q;
+}

selling/search_criteria/follow_up_report/follow_up_report.py

@@ -0,0 +1,33 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+follow_up_on = filter_values.get('follow_up_on')
+
+cols = [['Document Type', 'Data', '150px', '']
+        ,['Document', 'Link', '150px', follow_up_on]
+        ,['Follow Up Date', 'Date', '150px', '']
+        ,['Description','Data','300px','']
+        ,['Follow Up Type','Data','150px','']
+        ,['Follow Up By','Link','150px','Sales Person']
+       ]
+
+for c in cols:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  col_idx[c[0]] = len(colnames)-1

selling/search_criteria/follow_up_report/follow_up_report.txt

@@ -0,0 +1,34 @@
+# Search Criteria, follow-up_report
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:51',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:51',
+		'modified_by': u'Administrator',
+		'owner': u'ashwini@webnotestech.com'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Lead\x01ID,Communication Log\x01Date,Communication Log\x01Notes,Communication Log\x01Communication Log type',
+		'criteria_name': u'Follow-up Report',
+		'doc_type': u'Communication Log',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Lead\x01Status':'','Lead\x01Source':'','Lead\x01Lead Type':'','Lead\x01Rating':'','Lead\x01Market Segment':'','Lead\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Lead',
+		'sort_by': u'`tabLead`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, follow-up_report
+	{
+		'doctype': 'Search Criteria',
+		'name': u'follow-up_report'
+	}
+]

selling/search_criteria/gross_profit/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/gross_profit/gross_profit.js

@@ -0,0 +1,32 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.mytabs.items['Select Columns'].hide();
+  this.mytabs.tabs['More Filters'].hide();
+  this.hide_all_filters();
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'ID'].df.filter_hide = 0;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'From Posting Date'].df.filter_hide = 0;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'To Posting Date'].df.filter_hide = 0;
+  this.filter_fields_dict['Delivery Note Item'+FILTER_SEP +'Item Code'].df.filter_hide = 0;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'Project Name'].df.filter_hide = 0;
+
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'ID'].df.in_first_page = 1;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'From Posting Date'].df.in_first_page = 1;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'To Posting Date'].df.in_first_page = 1;
+  this.filter_fields_dict['Delivery Note Item'+FILTER_SEP +'Item Code'].df.in_first_page = 1;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'Project Name'].df.in_first_page = 1;
+}

selling/search_criteria/gross_profit/gross_profit.py

@@ -0,0 +1,78 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+# Add Columns
+# ------------
+from __future__ import unicode_literals
+colnames[colnames.index('Rate*')] = 'Rate' 
+col_idx['Rate'] = col_idx['Rate*']
+col_idx.pop('Rate*')
+colnames[colnames.index('Amount*')] = 'Amount' 
+col_idx['Amount'] = col_idx['Amount*']
+col_idx.pop('Amount*')
+
+columns = [['Valuation Rate','Currency','150px',''],
+           ['Valuation Amount','Currency','150px',''],
+           ['Gross Profit (%)','Currrency','150px',''],
+           ['Gross Profit','Currency','150px','']]
+
+for c in columns:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  col_idx[c[0]] = len(colnames)-1
+
+out, tot_amount, tot_val_amount, tot_gross_profit = [], 0, 0, 0
+
+for r in res:
+  tot_val_rate = 0
+  packing_list_items = sql("select item_code, warehouse, qty from `tabDelivery Note Packing Item` where parent = %s and parent_item = %s", (r[col_idx['ID']], r[col_idx['Item Code']]))
+  for d in packing_list_items:
+    if d[1]:
+      val_rate = sql("select valuation_rate from `tabStock Ledger Entry` where item_code = %s and warehouse = %s and voucher_type = 'Delivery Note' and voucher_no = %s and is_cancelled = 'No'", (d[0], d[1], r[col_idx['ID']]))
+      val_rate = val_rate and val_rate[0][0] or 0
+      if r[col_idx['Quantity']]: tot_val_rate += (flt(val_rate) * flt(d[2]) / flt(r[col_idx['Quantity']]))
+      else: tot_val_rate = 0
+
+  r.append(fmt_money(tot_val_rate))
+
+  val_amount = flt(tot_val_rate) * flt(r[col_idx['Quantity']])
+  r.append(fmt_money(val_amount))
+
+  gp = flt(r[col_idx['Amount']]) - flt(val_amount)
+  
+  if val_amount: gp_percent = gp * 100 / val_amount
+  else: gp_percent = gp
+  
+  r.append(fmt_money(gp_percent))
+  r.append(fmt_money(gp))
+  out.append(r)
+
+  tot_gross_profit += flt(gp)
+  tot_amount += flt(r[col_idx['Amount']])
+  tot_val_amount += flt(val_amount)  
+
+# Add Total Row
+# --------------
+l_row = ['' for i in range(len(colnames))]
+l_row[col_idx['Quantity']] = '<b>TOTALS</b>'
+l_row[col_idx['Amount']] = fmt_money(tot_amount)
+l_row[col_idx['Valuation Amount']] = fmt_money(tot_val_amount)
+if tot_val_amount: l_row[col_idx['Gross Profit (%)']] = fmt_money((tot_amount - tot_val_amount) * 100 / tot_val_amount)
+else: l_row[col_idx['Gross Profit (%)']] = fmt_money(tot_amount)
+l_row[col_idx['Gross Profit']] = fmt_money(tot_gross_profit)
+out.append(l_row)

selling/search_criteria/gross_profit/gross_profit.txt

@@ -0,0 +1,35 @@
+# Search Criteria, gross_profit
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:51',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:51',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Delivery Note\x01ID,Delivery Note\x01Posting Date,Delivery Note\x01Posting Time,Delivery Note Item\x01Item Code,Delivery Note Item\x01Item Name,Delivery Note Item\x01Description,Delivery Note\x01Project Name,Delivery Note Item\x01Quantity,Delivery Note Item\x01Rate*,Delivery Note Item\x01Amount*',
+		'criteria_name': u'Gross Profit',
+		'description': u'Invoice wise',
+		'doc_type': u'Delivery Note Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Delivery Note\x01Submitted':1,'Delivery Note\x01Status':'','Delivery Note\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Delivery Note',
+		'sort_by': u'`tabDelivery Note`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, gross_profit
+	{
+		'doctype': 'Search Criteria',
+		'name': u'gross_profit'
+	}
+]

selling/search_criteria/itemwise_delivery_details/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.js

@@ -0,0 +1,21 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'From Posting Date'].df['report_default'] = sys_defaults.year_start_date;
+  this.filter_fields_dict['Delivery Note'+FILTER_SEP +'To Posting Date'].df['report_default'] = dateutil.obj_to_str(new Date());
+
+}

selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.py

@@ -0,0 +1,34 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+out=[]
+qty,amt,bill_amt=0,0,0
+
+for r in res:
+  qty += flt(r[col_idx['Quantity']])
+  amt += flt(r[col_idx['Amount*']])
+  bill_amt += flt(r[col_idx['Billed Amt']])
+  out.append(r)
+
+
+#Add the totals row
+l_row = ['' for i in range(len(colnames))]
+l_row[col_idx['Item Name']] = '<b>TOTALS</b>'
+l_row[col_idx['Quantity']] = qty
+l_row[col_idx['Amount*']] = amt
+l_row[col_idx['Billed Amt']] = bill_amt
+out.append(l_row)

selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.txt

@@ -0,0 +1,34 @@
+# Search Criteria, itemwise_delivery_details
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-23 12:46:00',
+		'docstatus': 0,
+		'modified': '2012-05-03 18:13:49',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Delivery Note\x01ID,Delivery Note Item\x01Item Code,Delivery Note Item\x01Item Name,Delivery Note Item\x01Quantity,Delivery Note Item\x01Rate*,Delivery Note Item\x01Amount*,Delivery Note Item\x01Billed Amt',
+		'criteria_name': u'Itemwise Delivery Details',
+		'doc_type': u'Delivery Note Item',
+		'doctype': 'Search Criteria',
+		'filters': u'{"Delivery Note\\u0001Submitted":1,"Delivery Note\\u0001Status":[""],"Delivery Note\\u0001Fiscal Year":[""]}',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Delivery Note',
+		'sort_by': u'`tabDelivery Note`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, itemwise_delivery_details
+	{
+		'doctype': 'Search Criteria',
+		'name': u'itemwise_delivery_details'
+	}
+]

selling/search_criteria/itemwise_sales_details/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/itemwise_sales_details/itemwise_sales_details.js

@@ -0,0 +1,27 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'ID'].df.in_first_page = 1;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'From Sales Order Date'].df['report_default'] = sys_defaults.year_start_date;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'To Sales Order Date'].df['report_default'] = dateutil.obj_to_str(new Date());
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Company'].df['report_default'] = sys_defaults.company;
+  this.filter_fields_dict['Sales Order Item'+FILTER_SEP +'Item Code'].df.in_first_page = 1;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Status'].df.filter_hide = 1;
+}
+
+//this.mytabs.items['Select Columns'].hide();
+this.mytabs.items['More Filters'].hide();

selling/search_criteria/itemwise_sales_details/itemwise_sales_details.py

@@ -0,0 +1,36 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+out=[]
+qty,amt,del_qty,bill_amt=0,0,0,0
+
+for r in res:
+  qty += flt(r[col_idx['Quantity']])
+  amt += flt(r[col_idx['Amount*']])
+  del_qty += flt(r[col_idx['Delivered Qty']])
+  bill_amt += flt(r[col_idx['Billed Amt']])
+  out.append(r)
+
+
+#Add the totals row
+l_row = ['' for i in range(len(colnames))]
+l_row[col_idx['Item Name']] = '<b>TOTALS</b>'
+l_row[col_idx['Quantity']] = qty
+l_row[col_idx['Amount*']] = amt
+l_row[col_idx['Delivered Qty']] = del_qty
+l_row[col_idx['Billed Amt']] = bill_amt
+out.append(l_row)

selling/search_criteria/itemwise_sales_details/itemwise_sales_details.txt

@@ -0,0 +1,34 @@
+# Search Criteria, itemwise_sales_details
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-23 12:46:00',
+		'docstatus': 0,
+		'modified': '2012-05-03 18:18:31',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Sales Order\x01ID,Sales Order\x01Customer,Sales Order Item\x01Item Code,Sales Order Item\x01Item Name,Sales Order Item\x01Quantity,Sales Order Item\x01Basic Rate*,Sales Order Item\x01Amount*,Sales Order Item\x01Delivered Qty,Sales Order Item\x01Billed Amt',
+		'criteria_name': u'Itemwise Sales Details',
+		'doc_type': u'Sales Order Item',
+		'doctype': 'Search Criteria',
+		'filters': u'{"Sales Order\\u0001Submitted":1,"Sales Order\\u0001Fiscal Year":[""],"Sales Order\\u0001Status":[""]}',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Order',
+		'sort_by': u'`tabSales Order`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, itemwise_sales_details
+	{
+		'doctype': 'Search Criteria',
+		'name': u'itemwise_sales_details'
+	}
+]

selling/search_criteria/lead_to_follow_up/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/lead_to_follow_up/lead_to_follow_up.js

@@ -0,0 +1,21 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Lead'+FILTER_SEP +'Status'].df.filter_hide = 1;
+  this.filter_fields_dict['Lead'+FILTER_SEP +'Fiscal Year'].df['report_default'] = sys_defaults.fiscal_year;
+}
+  

selling/search_criteria/lead_to_follow_up/lead_to_follow_up.txt

@@ -0,0 +1,34 @@
+# Search Criteria, lead-to_follow_up
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:51',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:51',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_cond': u"`tabLead`.status!='Converted' \n`tabLead`.status!='Lead Lost' \n`tabLead`.status!='Not Interested'",
+		'columns': u'Lead\x01ID,Lead\x01Status,Lead\x01Lead Name,Lead\x01Lead Date,Lead\x01Lead Owner,Lead\x01Next Contact Date',
+		'criteria_name': u'Lead-To follow up',
+		'doc_type': u'Lead',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Lead\x01Status':'','Lead\x01Source':'','Lead\x01Expected Month':'','Lead\x01Industry':'','Lead\x01Market Segment':'','Lead\x01Rating':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'`tabLead`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, lead-to_follow_up
+	{
+		'doctype': 'Search Criteria',
+		'name': u'lead-to_follow_up'
+	}
+]

selling/search_criteria/lead_to_follow_up/sales_order_overdue.js

@@ -0,0 +1,27 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.hide_all_filters();
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Customer'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'ID'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Quotation No'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Company'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Sales Partner'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Fiscal Year'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'From Sales Order Date'].df.filter_hide = 0;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'To Sales Order Date'].df.filter_hide = 0;
+}

selling/search_criteria/opportunity_to_follow_up/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/opportunity_to_follow_up/opportunity_to_follow_up.txt

@@ -0,0 +1,34 @@
+# Search Criteria, opportunity-to_follow_up
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-03-30 14:50:44',
+		'docstatus': 0,
+		'modified': '2012-03-30 14:50:44',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_cond': u"`tabOpportunity`.name=`tabQuotation`.enq_no\n`tabOpportunity`.docstatus=1\n`tabQuotation`.status='Submitted'",
+		'columns': u'Opportunity\x01ID,Opportunity\x01Owner,Opportunity\x01Company,Opportunity\x01Fiscal Year',
+		'criteria_name': u'Opportunity-To follow up',
+		'doc_type': u'Opportunity',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Opportunity\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'`tabOpportunity`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, opportunity-to_follow_up
+	{
+		'doctype': 'Search Criteria',
+		'name': u'opportunity-to_follow_up'
+	}
+]

selling/search_criteria/sales_order_pending_items/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_order_pending_items/sales_order_pending_items.js

@@ -0,0 +1,20 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Company'].df['report_default'] = sys_defaults.company;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Fiscal Year'].df['report_default'] = sys_defaults.fiscal_year;
+}

selling/search_criteria/sales_order_pending_items/sales_order_pending_items.txt

@@ -0,0 +1,37 @@
+# Search Criteria, sales_order_pending_items
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-05-14 14:54:44',
+		'docstatus': 0,
+		'modified': '2012-05-18 11:15:00',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u'(`tabSales Order Item`.qty - ifnull(`tabSales Order Item`.delivered_qty, 0)) AS "Qty To Deliver"\n(`tabSales Order Item`.qty - ifnull(`tabSales Order Item`.delivered_qty, 0))*`tabSales Order Item`.basic_rate AS "Amount To Deliver"\n(`tabSales Order Item`.qty - ifnull(`tabSales Order Item`.billed_qty, 0))*`tabSales Order Item`.basic_rate AS "Amount To Bill"',
+		'add_cond': u'(`tabSales Order Item`.qty - ifnull(`tabSales Order Item`.delivered_qty, 0) > 0 or `tabSales Order Item`.qty - ifnull(`tabSales Order Item`.billed_qty, 0) > 0)\n`tabSales Order`.status != "Stopped"',
+		'columns': u'Sales Order\x01ID,Sales Order\x01Sales Order Date,Sales Order\x01Customer,Sales Order Item\x01Item Code,Sales Order Item\x01Item Name,Sales Order Item\x01Description,Sales Order Item\x01Quantity,Sales Order Item\x01Delivered Qty',
+		'criteria_name': u'Sales Order Pending Items',
+		'description': u'Sales Order Pending Items',
+		'doc_type': u'Sales Order Item',
+		'doctype': 'Search Criteria',
+		'filters': u'{"Sales Order\\u0001Submitted":1,"Sales Order\\u0001Fiscal Year":[],"Sales Order\\u0001Status":[]}',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Order',
+		'sort_by': u'`tabSales Order`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_order_pending_items
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_order_pending_items'
+	}
+]

selling/search_criteria/sales_orderwise_booking_&_delivery_summary/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_orderwise_booking_&_delivery_summary/sales_orderwise_booking_&_delivery_summary.txt

@@ -0,0 +1,37 @@
+# Search Criteria, sales_orderwise_booking_&_delivery_summary
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u"SUM(CASE WHEN `tabSales Order`.`status` = 'Stopped' THEN (`tabSales Order Item`.`delivered_qty` * `tabSales Order Item`.`basic_rate`) ELSE (`tabSales Order Item`.`qty` * `tabSales Order Item`.`basic_rate`) END) AS 'Booking Total'\nSUM(`tabSales Order Item`.`delivered_qty` * `tabSales Order Item`.`basic_rate`) AS 'Delivered Amount'",
+		'columns': u'Sales Order\x01ID,Sales Order\x01Status,Sales Order\x01% Billed,Sales Order\x01Sales Order Date,Sales Order\x01Customer,Sales Order\x01Customer Name,Sales Order\x01Territory',
+		'criteria_name': u'Sales Orderwise Booking & Delivery Summary',
+		'description': u'Sales Orderwise Booking & Delivery Summary',
+		'doc_type': u'Sales Order Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Order\x01Submitted':1,'Sales Order\x01Status':'','Sales Order\x01Fiscal Year':''}",
+		'group_by': u'`tabSales Order`.`name`',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Order',
+		'sort_by': u'`tabSales Order`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_orderwise_booking_&_delivery_summary
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_orderwise_booking_&_delivery_summary'
+	}
+]

selling/search_criteria/sales_orderwise_pending_amount_to_bill/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_orderwise_pending_amount_to_bill/sales_orderwise_pending_amount_to_bill.js

@@ -0,0 +1,20 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Company'].df['report_default'] = sys_defaults.company;
+  this.filter_fields_dict['Sales Order'+FILTER_SEP +'Fiscal Year'].df['report_default'] = sys_defaults.fiscal_year;
+}

selling/search_criteria/sales_orderwise_pending_amount_to_bill/sales_orderwise_pending_amount_to_bill.txt

@@ -0,0 +1,38 @@
+# Search Criteria, sales_orderwise_pending_amount_to_bill
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'dhanalekshmi@webnotestech.com'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u'SUM((`tabSales Order Item`.`qty` - ifnull(`tabSales Order Item`.`billed_qty`, 0)) * `tabSales Order Item`.`basic_rate`) AS "Pending Amount"',
+		'add_cond': u'`tabSales Order`.status != "Stopped"\n`tabSales Order`.order_type!="Maintenance"',
+		'columns': u'Sales Order\x01ID,Sales Order\x01Customer,Sales Order\x01Customer Address,Sales Order\x01Status,Sales Order\x01%  Delivered,Sales Order\x01% Billed,Sales Order\x01Company Name,Sales Order\x01Sales Order Date,Sales Order\x01Net Total,Sales Order\x01Zone,Sales Order\x01Territory,Sales Order\x01Email Id',
+		'criteria_name': u'Sales Orderwise Pending Amount To Bill',
+		'description': u'Sales Orderwise Pending Amount To Bill',
+		'doc_type': u'Sales Order Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Order\x01Saved':1,'Sales Order\x01Submitted':1,'Sales Order\x01Company Name':'','Sales Order\x01Fiscal Year':''}",
+		'group_by': u'`tabSales Order`.`name`',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Order',
+		'sort_by': u'`tabSales Order`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_orderwise_pending_amount_to_bill
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_orderwise_pending_amount_to_bill'
+	}
+]

selling/search_criteria/sales_orderwise_pending_qty_to_deliver/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_orderwise_pending_qty_to_deliver/sales_orderwise_pending_qty_to_deliver.txt

@@ -0,0 +1,38 @@
+# Search Criteria, sales_orderwise_pending_qty_to_deliver
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'dhanalekshmi@webnotestech.com'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_col': u'SUM(`tabSales Order Item`.`qty` - ifnull(`tabSales Order Item`.`delivered_qty`, 0)) AS "Pending Qty"',
+		'add_cond': u'`tabSales Order`.status != "Stopped"\n`tabSales Order Item`.`qty` > ifnull(`tabSales Order Item`.`delivered_qty`, 0)',
+		'columns': u'Sales Order\x01ID,Sales Order\x01Customer,Sales Order\x01Customer Name,Sales Order\x01Customer Address,Sales Order\x01Status,Sales Order\x01%  Delivered,Sales Order\x01% Billed,Sales Order\x01Sales Order Date,Sales Order\x01Territory,Sales Order\x01Email Id',
+		'criteria_name': u'Sales Orderwise Pending Qty To Deliver',
+		'description': u'Sales Orderwise Pending Qty To Deliver',
+		'doc_type': u'Sales Order Item',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Order\x01Saved':1,'Sales Order\x01Submitted':1,'Sales Order\x01Status':'','Sales Order\x01Fiscal Year':''}",
+		'group_by': u'`tabSales Order`.`name`',
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Order',
+		'sort_by': u'`tabSales Order`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_orderwise_pending_qty_to_deliver
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_orderwise_pending_qty_to_deliver'
+	}
+]

selling/search_criteria/sales_persons_target_variance_item_group_wise/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.js

@@ -0,0 +1,57 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+
+  this.hide_all_filters();
+
+  this.add_filter({fieldname:'sales_person', label:'Sales Person', fieldtype:'Link', options:'Sales Person',ignore : 1,parent:'Target Detail'});
+  
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Target Detail'});
+ 
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Target Detail'});
+  
+  this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail'});
+  
+  this.add_filter({fieldname : 'target_on', label:'Target On', fieldtype:'Select', options:'Quantity'+NEWLINE+'Amount',report_default:'Quantity',ignore : 1,parent:'Target Detail'});
+  this.filter_fields_dict['Target Detail'+FILTER_SEP +'Sales Person'].df.in_first_page = 1;
+}
+this.mytabs.items['Select Columns'].hide();
+report.get_query = function() {
+
+  sales_person = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Sales Person'].get_value();
+  target_on = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Target On'].get_value();   
+  under = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Under'].get_value();
+  if(under == 'Sales Invoice') under = 'Sales Invoice';
+
+  if(target_on == 'Quantity'){
+    q1 = 't1.target_qty AS "Target Quantity"';
+    q2 = '0 AS "Target Quantity"';
+    cond1 = 'ifnull(t1.target_qty,"")!=""';
+    cond2 = 'ifnull(t6.target_qty,"")!=""';
+  }  
+  else{
+    q1 = 't1.target_amount AS "Target Amount"';
+    q2 = '0 AS "Target Amount"';
+    cond1 = 'ifnull(t1.target_amount,"")!=""';
+    cond2 = 'ifnull(t6.target_amount,"")!=""';
+  }
+
+  var q ='SELECT t1.item_group AS "Item Group", '+q1+', t2.distribution_id AS "Distribution Id" FROM `tabTarget Detail` t1, `tabSales Person` t2 WHERE t1.parenttype = "Sales Person" AND t1.parent = "'+sales_person+'" AND t1.parent=t2.name AND ifnull(t1.item_group,"") != "" AND '+cond1+' UNION SELECT t3.item_group AS "Item Group", '+q2+',"" AS "Distribution Id" FROM `tab'+under+' Item` t3,`tabSales Team` t4,`tab'+under+'` t5 where t3.item_group NOT IN (SELECT t6.item_group AS "Item Group" FROM `tabTarget Detail` t6, `tabSales Person` t7 WHERE t6.parenttype = "Sales Person" AND t6.parent = "'+sales_person+'" AND t6.parent=t7.name AND '+cond2+') AND t4.sales_person = "'+sales_person+'" AND t3.parent = t5.name AND t4.parent = t5.name AND t5.docstatus = 1';
+
+  return q;
+
+}

selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.py

@@ -0,0 +1,145 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+# validate Filters
+from __future__ import unicode_literals
+flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'under' : 'Under', 'sales_person':'Sales Person', 'target_on':'Target On'}
+for f in flt_dict:
+  if not filter_values.get(f):
+    msgprint("Please Select " + cstr(flt_dict[f]))
+    raise Exception
+
+# Get Values from fliters
+fiscal_year = filter_values.get('fiscal_year')[0]
+period = filter_values.get('period')
+under = filter_values.get('under')
+sales_person = filter_values.get('sales_person')
+target_on = filter_values.get('target_on')
+
+
+# set colnames
+for d in ['Item Group', 'Total Target Allocated', 'Distribution Id']:
+  colnames.append(d)
+  coltypes.append('Data')
+  colwidths.append('150px')
+  coloptions.append('')
+  col_idx[d] = len(colnames) - 1
+	
+
+
+# Set required field names 
+based_on_fn = 'sales_person'
+
+date_fn  = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date' 
+
+mon_list = []
+
+data = {'start_date':0, 'end_date':1}
+
+def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
+  count = 1
+  if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
+  for m in range(12):
+    # get last date
+    last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
+    
+    # make mon_list for Monthly Period
+    if period == 'Monthly' :
+      mon_list.append([start_date, last_date])
+      # add months as Column names
+      month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
+      append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
+      
+    # get start date
+    start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
+    
+    # make mon_list for Quaterly Period
+    if period == 'Quarterly' and count % 3 == 0: 
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column names
+      append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+    
+    # make mon_list for Half Yearly Period
+    if period == 'Half Yearly' and count % 6 == 0 :
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+
+    # make mon_list for Annual Period
+    if period == 'Annual' and count % 12 == 0:
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
+    count = count +1
+
+def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
+  col = ['Target', 'Actual', 'Variance']
+  for c in col:
+    n = str(name) and ' (' + str(name) +')' or ''
+    colnames.append(str(c) + n )
+    coltypes.append('Currency')
+    colwidths.append('150px')
+    coloptions.append('')
+    col_idx[str(c) + n ] = len(colnames) - 1
+
+
+
+
+# get start date
+start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
+if not start_date:
+  msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
+  raise Exception
+start_date = start_date.strftime('%Y-%m-%d')
+
+# make month list and columns
+make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
+
+
+bc_obj = get_obj('Budget Control')
+for r in res:
+
+  count = 0
+
+  for idx in range(3, len(colnames), 3):
+
+    cidx = 2
+    # ================= Calculate Target ==========================================
+    r.append(bc_obj.get_monthly_budget(r[cidx], fiscal_year, mon_list[count][data['start_date']], mon_list[count][data['end_date']], r[cidx-1]))
+
+    #================== Actual Amount =============================================
+    actual = 0
+
+
+    #----------------------------------------------------------    
+    if target_on == "Quantity":
+
+      actual = sql("select sum(ifnull(t2.qty,0) * ifnull(t3.allocated_percentage,0) / 100) from `tab%s` t1, `tab%s Item` t2, `tabSales Team` t3 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t2.item_group = '%s' and t1.docstatus = 1 and t1.%s between '%s' and '%s' "%(under, under, based_on_fn, sales_person, r[0].strip(), date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+    
+    #----------------------------------------------------------  
+    if target_on == "Amount":
+
+      actual = sql("select sum(ifnull(t2.amount,0) * ifnull(t3.allocated_percentage,0) / 100) from `tab%s` t1, `tab%s Item` t2, `tabSales Team` t3 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t2.item_group = '%s' and t1.docstatus = 1 and t1.%s between '%s' and '%s' "%(under, under, based_on_fn, sales_person, r[0].strip(), date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+    #----------------------------------------------------------
+
+    actual = actual and flt(actual[0][0]) or 0 
+    r.append(actual)
+    # ================ Variance ===================================================
+
+    r.append(r[idx] - r[idx + 1])
+
+    count = count +1

selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.txt

@@ -0,0 +1,33 @@
+# Search Criteria, sales_persons_target_variance_item_group_wise
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'criteria_name': u'Sales Persons Target Variance (Item Group wise)',
+		'doc_type': u'Target Detail',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Person',
+		'sort_by': u'`tabTarget Detail`.`target_amount`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_persons_target_variance_item_group_wise
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_persons_target_variance_item_group_wise'
+	}
+]

selling/search_criteria/sales_personwise_transaction_summary/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.js

@@ -0,0 +1,56 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.hide_all_filters();
+
+  //Add filter
+  this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice', report_default:'Sales Order', ignore : 1,parent:'Sales Person', single_select :1, in_first_page:1});
+  this.add_filter({fieldname:'transaction_date', label:'Date', fieldtype:'Date', options:'', ignore : 1,parent:'Sales Person', in_first_page:1});
+  this.add_filter({fieldname:'voucher_id', label:'Voucher Id', fieldtype:'Data', options:'', ignore : 1,parent:'Sales Person', in_first_page:1});
+  this.add_filter({fieldname:'territory', label:'Territory', fieldtype:'Link', options:'Territory', ignore : 1,parent:'Sales Person', in_first_page:1});
+  this.add_filter({fieldname:'sales_person', label:'Sales Person', fieldtype:'Link', options:'Sales Person', ignore : 1,parent:'Sales Person', in_first_page:1});
+}
+
+// hide sections
+this.mytabs.items['More Filters'].hide();
+this.mytabs.items['Select Columns'].hide();
+
+// Get query
+report.get_query = function() {
+  based_on = this.get_filter('Sales Person', 'Based On').get_value();
+  from_date = this.get_filter('Sales Person', 'From Date').get_value();
+  to_date = this.get_filter('Sales Person', 'To Date').get_value();
+  vid = this.get_filter('Sales Person', 'Voucher Id').get_value();
+  terr = this.get_filter('Sales Person', 'Territory').get_value();
+  sp = this.get_filter('Sales Person', 'Sales Person').get_value();
+
+  date_fld = 'transaction_date';
+  if(based_on == 'Sales Invoice') {
+    based_on = 'Sales Invoice';
+    date_fld = 'posting_date';
+  }
+
+  sp_cond = '';
+  if (from_date) sp_cond += ' AND t1.' + date_fld + '>= "' + from_date + '"';
+  if (to_date) sp_cond += ' AND t1.' + date_fld + '<= "' + to_date + '"';
+  if (vid) sp_cond += ' AND t1.name LIKE "%' + vid + '%"';
+  if (terr) sp_cond += ' AND t1.territory = "' + terr + '"';
+  if (sp) sp_cond += ' AND t2.sales_person = "' + sp + '"';
+
+  return 'SELECT t1.`name`, t1.`customer_name`, t1.`territory`, t1.`' + date_fld + '`, t1.`net_total`, t1.`grand_total`, t2.`sales_person`, t2.`allocated_percentage`, t2.`allocated_amount` FROM `tab' + based_on + '` t1, `tabSales Team` t2 WHERE t1.docstatus=1 AND t2.`parenttype` = "' + based_on + '" AND t2.`parent` = t1.`name`' + sp_cond + ' ORDER BY t1.`name` DESC';
+}
+

selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.py

@@ -0,0 +1,30 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+if filter_values.get('based_on') == 'Sales Invoice':
+  based_on_dt = 'Sales Invoice'
+else:
+  based_on_dt = filter_values.get('based_on')
+
+cols = [[filter_values.get('based_on'), 'Link','150px', based_on_dt], ['Customer', 'Link','150px','Customer'], ['Territory', 'Link','120px','Territory'], ['Transaction Date', 'Date', '120px', ''], ['Net Total', 'Currency', '80px', ''], ['Grand Total', 'Currency', '80px', ''], ['Sales Person', 'Link', '150px', 'Sales Person'], ['% Contribution', 'Currency', '120px', ''], ['Contribution Amt', 'Currency', '120px', '']]
+
+for c in cols:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  col_idx[c[0]] = len(colnames)-1

selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.txt

@@ -0,0 +1,33 @@
+# Search Criteria, sales_personwise_transaction_summary
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Sales Person\x01ID',
+		'criteria_name': u'Sales Personwise Transaction Summary',
+		'doc_type': u'Sales Person',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Person\x01Saved':1,'Sales Person\x01Submitted':1,'Sales Person\x01Country':'','Sales Person\x01State':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'`tabSales Person`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, sales_personwise_transaction_summary
+	{
+		'doctype': 'Search Criteria',
+		'name': u'sales_personwise_transaction_summary'
+	}
+]

selling/search_criteria/serial_no_amc_expiring_this_month/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/serial_no_amc_expiring_this_month/serial_no_amc_expiring_this_month.txt

@@ -0,0 +1,34 @@
+# Search Criteria, serial_no-amc_expiring_this_month
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_cond': u'`tab Serial No`.month(amc_expiry_date)=month(now()) \n`tab Serial No`.year(amc_expiry_date)=year(now())',
+		'columns': u'Serial No\x01ID,Serial No\x01Status,Serial No\x01AMC Expiry Date,Serial No\x01Customer Name',
+		'criteria_name': u'Serial No-AMC expiring this month',
+		'doc_type': u'Serial No',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Serial No\x01Saved':1,'Serial No\x01Submitted':1,'Serial No\x01Status':'','Serial No\x01Warranty Status':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'`tabSerial No`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, serial_no-amc_expiring_this_month
+	{
+		'doctype': 'Search Criteria',
+		'name': u'serial_no-amc_expiring_this_month'
+	}
+]

selling/search_criteria/serial_no_warranty_expiring_this_month/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/serial_no_warranty_expiring_this_month/serial_no_warranty_expiring_this_month.txt

@@ -0,0 +1,34 @@
+# Search Criteria, serial_no-warranty_expiring_this_month
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:52',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:52',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'add_cond': u"`tab Serial No`.docstatus!=2\n`tab Serial No`.maintenance_status='Under Warranty'\n`tab Serial No`.status!='Scrapped'\n`tab Serial No`.status!='Not in Use'\n`tab Serial No`.month(ifnull(warranty_expiry_date,0)) = month(now()) \n`tab Serial No`.yearmonth(ifnull(warranty_expiry_date,0)) = year(now())",
+		'columns': u'Serial No\x01ID,Serial No\x01Status,Serial No\x01Warranty Expiry Date,Serial No\x01Customer Name',
+		'criteria_name': u'Serial No-Warranty expiring this month',
+		'doc_type': u'Serial No',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Serial No\x01Saved':1,'Serial No\x01Submitted':1,'Serial No\x01Status':'Issued','Serial No\x01Maintenance Status':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'`tabSerial No`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, serial_no-warranty_expiring_this_month
+	{
+		'doctype': 'Search Criteria',
+		'name': u'serial_no-warranty_expiring_this_month'
+	}
+]

selling/search_criteria/target_variance_report/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/target_variance_report/target_variance_report.js

@@ -0,0 +1,43 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.hide_all_filters();
+  this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Cost Center'+NEWLINE+'Sales Person'+NEWLINE+'Sales Partner',report_default:'Cost Center',ignore : 1,parent:'Target Detail'});
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company',report_default:sys_defaults.company, ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'group_by', label:'Group By', fieldtype:'Select', options:NEWLINE+'Item Group',ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail'});
+
+}
+
+report.get_query = function() {
+  group_by = '';
+  group_by = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Group By'].get_value();
+  based_on = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Based On'].get_value();
+  sel_fields = '`tabTarget Detail`.parent AS "' + cstr(based_on)+'"';
+  cond = ' and ifnull(`tabTarget Detail`.item_group, "") = ""'
+  if (group_by == 'Item Group'){
+    sel_fields = cstr(sel_fields) + ', `tabTarget Detail`.item_group';
+    cond =  ' and ifnull(`tabTarget Detail`.item_group,"") != ""'
+  }
+  sel_fields = cstr(sel_fields) + ', `tabTarget Detail`.target_amount, `tabTarget Detail`.distribution_id';
+  var q = 'SELECT '+ cstr(sel_fields) +' FROM `tabTarget Detail` WHERE `tabTarget Detail`.parenttype = "' + cstr(based_on) + '"'+ cstr(cond);
+  return q
+}
+
+this.mytabs.items['Select Columns'].hide();

selling/search_criteria/target_variance_report/target_variance_report.py

@@ -0,0 +1,127 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+# validate Filters
+from __future__ import unicode_literals
+flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'company':'Company', 'under' : 'Under', 'based_on' : 'Based On'}
+for f in flt_dict:
+  if not filter_values.get(f):
+    msgprint("Please Select " + cstr(flt_dict[f]))
+    raise Exception
+
+# Get Values from fliters
+fiscal_year = filter_values.get('fiscal_year')
+period = filter_values.get('period')
+under = filter_values.get('under')
+based_on = filter_values.get('based_on')
+group_by = filter_values.get('group_by')
+
+# Set required field names 
+based_on_fn = (based_on == 'Cost Center') and 'cost_center' or (based_on == 'Sales Partner') and 'sales_partner' or (based_on == 'Sales Person') and 'sales_person'
+date_fn  = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date' 
+
+mon_list = []
+data = {'start_date':0, 'end_date':1}
+
+def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
+  count = 1
+  if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
+  for m in range(12):
+    # get last date
+    last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
+    
+    # make mon_list for Monthly Period
+    if period == 'Monthly' :
+      mon_list.append([start_date, last_date])
+      # add months as Column names
+      month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
+      append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
+      
+    # get start date
+    start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
+    
+    # make mon_list for Quaterly Period
+    if period == 'Quarterly' and count % 3 == 0: 
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column names
+      append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+    
+    # make mon_list for Half Yearly Period
+    if period == 'Half Yearly' and count % 6 == 0 :
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+
+    # make mon_list for Annual Period
+    if period == 'Annual' and count % 12 == 0:
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
+    count = count +1
+
+def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
+  col = ['Budget', 'Actual', 'Variance']
+  for c in col:
+    colnames.append(str(c) + ' (' + str(name) +')' )
+    coltypes.append('Currency')
+    colwidths.append('150px')
+    coloptions.append('')
+    col_idx[str(c) + ' (' + str(name) +')' ] = len(colnames) - 1
+
+# make default columns
+coltypes[col_idx[based_on]] = 'Link'
+coloptions[col_idx[based_on]]= based_on 
+
+# get start date
+start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
+if not start_date:
+  msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
+  raise Exception
+start_date = start_date.strftime('%Y-%m-%d')
+
+# make month list and columns
+make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
+
+bc_obj = get_obj('Budget Control')
+for r in res:
+  count = 0
+  for idx in range((group_by == 'Item Group') and 4 or 3, len(colnames), 3):
+    cidx = (group_by == 'Item Group') and 3 or 2
+    # ================= Calculate Target ==========================================
+    r.append(bc_obj.get_monthly_budget( r[cidx], fiscal_year, mon_list[count][data['start_date']], mon_list[count][data['end_date']], r[cidx-1]))
+    
+    #================== Actual Amount =============================================
+    actual = 0
+    if based_on == 'Cost Center' or based_on == 'Sales Partner':
+      if group_by =='Item Group':
+        actual = sql("select sum(ifnull(t2.amount,0)) from `tab%s` t1, `tab%s Detail` t2, `tabItem` t3 where t2.parenttype = '%s' and t2.parent = t1.name and t1.%s = '%s' and t3.name = t2.item_code and t3.item_group = '%s' and t1.docstatus = 1 and t1.%s between '%s' and '%s'" % (under, (under == 'Sales Invoice') and 'RV' or under, under, based_on_fn, r[0], r[1], date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+        actual = flt(actual[0][0])
+      else:
+        actual = sql("select sum(ifnull(net_total,0)) from `tab%s` where %s = '%s' and docstatus = 1 and %s between '%s' and '%s' " % (under, based_on_fn, r[0], date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+        actual = flt(actual[0][0])
+    elif based_on == 'Sales Person':
+      if group_by =='Item Group':
+        actual = sql("select sum(ifnull(t2.amount,0) * ifnull(t3.allocated_percentage,0) / 100) from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3, `tabItem` t4 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t4.name = t2.item_code and t4.item_group = '%s' and t1.docstatus != 2 and t1.docstatus = 1 and t1.%s between '%s' and '%s' "%(under, (under == 'Sales Invoice') and 'RV' or under, based_on_fn, r[0], r[1], date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+        actual = flt(actual[0][0])
+      else:
+        actual = sql("select sum(ifnull(t2.allocated_amount,0)) from `tab%s` t1, `tabSales Team` t2 where t2.%s = '%s' and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and t1.%s between '%s' and '%s'"%(under, based_on_fn, r[0], under, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+        actual = flt(actual[0][0])
+    r.append(actual)
+    # ================ Variance ===================================================
+    r.append(r[idx] - r[idx + 1])
+    count = count +1

selling/search_criteria/target_variance_report/target_variance_report.txt

@@ -0,0 +1,34 @@
+# Search Criteria, target_variance_report
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:53',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:53',
+		'modified_by': u'Administrator',
+		'owner': u'harshada@webnotestech.com'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Sales Person\x01ID,Sales Person\x01Owner,Sales Person\x01Sales Person,Sales Person\x01Country,Sales Person\x01State,Target Detail\x01Item Group,Target Detail\x01Fiscal Year,Target Detail\x01Target  Amount',
+		'criteria_name': u'Target Variance Report',
+		'disabled': 0,
+		'doc_type': u'Target Detail',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Person\x01Saved':1,'Sales Person\x01Submitted':1,'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Person',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, target_variance_report
+	{
+		'doctype': 'Search Criteria',
+		'name': u'target_variance_report'
+	}
+]

selling/search_criteria/territories_target_variance_item_group_wise/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.js

@@ -0,0 +1,61 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+
+  this.hide_all_filters();
+
+  this.add_filter({fieldname:'territory', label:'Territory', fieldtype:'Link', options:'Territory',ignore : 1,parent:'Target Detail'});
+  
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Target Detail'});
+ 
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Target Detail'});
+  
+  this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail'});
+  
+  this.add_filter({fieldname : 'target_on', label:'Target On', fieldtype:'Select', options:'Quantity'+NEWLINE+'Amount',report_default:'Quantity',ignore : 1,parent:'Target Detail'});
+  this.filter_fields_dict['Target Detail'+FILTER_SEP +'Territory'].df.in_first_page = 1;
+}
+this.mytabs.items['Select Columns'].hide();
+report.get_query = function() {
+
+  territory = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Territory'].get_value();
+  target_on = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Target On'].get_value();   
+  under = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Under'].get_value();   
+  if(under == 'Sales Invoice') under = 'Sales Invoice';
+
+  if(target_on == 'Quantity'){
+    q1 = 't1.target_qty AS "Target Quantity"';
+    q2 = '0 AS "Target Quantity"';
+    cond1 = 'ifnull(t1.target_qty,"")!=""';
+    cond2 = 'ifnull(t5.target_qty,"")!=""';
+  }  
+  else{
+    q1 = 't1.target_amount AS "Target Amount"';
+    q2 = '0 AS "Target Amount"';
+    cond1 = 'ifnull(t1.target_amount,"")!=""';
+    cond2 = 'ifnull(t5.target_amount,"")!=""';
+  }
+  if(under =='Sales Invoice')
+    tab = 'RV';
+  else
+    tab = under;
+
+  var q ='SELECT distinct t1.item_group AS "Item Group", '+q1+', t2.distribution_id AS "Distribution Id" FROM `tabTarget Detail` t1, `tabTerritory` t2 WHERE t1.parenttype = "Territory" AND t1.parent = "'+territory+'" AND t1.parent=t2.name AND ifnull(t1.item_group,"")!="" AND '+cond1+' UNION SELECT distinct t3.item_group AS "Item Group", '+q2+',"" AS "Distribution Id" FROM `tab'+tab+' Detail` t3,`tab'+under+'` t4 where t3.item_group NOT IN (SELECT t5.item_group FROM `tabTarget Detail` t5, `tabTerritory` t6 WHERE t5.parenttype = "Territory" AND t5.parent = "'+territory+'" AND t5.parent=t6.name AND '+cond2+') AND t4.territory = "'+territory+'" AND t3.parent = t4.name AND t4.docstatus = 1';
+
+  return q;
+
+}

selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.py

@@ -0,0 +1,144 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+# validate Filters
+from __future__ import unicode_literals
+flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'under' : 'Under', 'territory':'Territory', 'target_on':'Target On'}
+for f in flt_dict:
+  if not filter_values.get(f):
+    msgprint("Please Select " + cstr(flt_dict[f]))
+    raise Exception
+
+# Get Values from fliters
+fiscal_year = filter_values.get('fiscal_year')
+period = filter_values.get('period')
+under = filter_values.get('under')
+if under == 'Sales Invoice': under = 'Sales Invoice'
+territory = filter_values.get('territory')
+target_on = filter_values.get('target_on')
+
+
+# Set required field names 
+based_on_fn = 'territory'
+
+date_fn  = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date' 
+
+mon_list = []
+
+data = {'start_date':0, 'end_date':1}
+
+def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
+  count = 1
+  if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
+  for m in range(12):
+    # get last date
+    last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
+    
+    # make mon_list for Monthly Period
+    if period == 'Monthly' :
+      mon_list.append([start_date, last_date])
+      # add months as Column names
+      month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
+      append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
+      
+    # get start date
+    start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
+    
+    # make mon_list for Quaterly Period
+    if period == 'Quarterly' and count % 3 == 0: 
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column names
+      append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+    
+    # make mon_list for Half Yearly Period
+    if period == 'Half Yearly' and count % 6 == 0 :
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+
+    # make mon_list for Annual Period
+    if period == 'Annual' and count % 12 == 0:
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
+    count = count +1
+
+def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
+  col = ['Target', 'Actual', 'Variance']
+  for c in col:
+    n = str(name) and ' (' + str(name) +')' or ''
+    colnames.append(str(c) + n )
+    coltypes.append('Currency')
+    colwidths.append('150px')
+    coloptions.append('')
+    col_idx[str(c) + n ] = len(colnames) - 1
+
+
+
+# make default columns
+#coltypes[col_idx['Item Group']] = 'Link'
+#coloptions[col_idx['Item Group']]= 'Sales '
+
+# get start date
+start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
+if not start_date:
+  msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
+  raise Exception
+start_date = start_date.strftime('%Y-%m-%d')
+
+# make month list and columns
+make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
+
+
+
+bc_obj = get_obj('Budget Control')
+for r in res:
+
+  count = 0
+
+  for idx in range(3, len(colnames), 3):
+
+    cidx = 2
+    # ================= Calculate Target ==========================================
+    r.append(bc_obj.get_monthly_budget(r[cidx], fiscal_year, mon_list[count][data['start_date']], mon_list[count][data['end_date']], r[cidx-1]))
+
+    #================== Actual Amount =============================================
+    actual = 0
+
+
+
+    #----------------------------------------------------------    
+    if target_on == "Quantity":
+
+      actual = sql("select sum(ifnull(t2.qty,0)) from `tab%s` t1, `tab%s Detail` t2 where t2.parenttype = '%s' and t2.parent = t1.name and t1.%s = '%s' and t1.docstatus = 1 and t2.item_group = '%s' and t1.%s between '%s' and '%s'" % (under, (under == 'Sales Invoice') and 'RV' or under, under, based_on_fn, territory, r[0],date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+      
+    
+    #----------------------------------------------------------  
+    if target_on == "Amount":
+
+      actual = sql("select sum(ifnull(t2.amount,0)) from `tab%s` t1, `tab%s Detail` t2 where t2.parenttype = '%s' and t2.parent = t1.name and t1.%s = '%s' and t1.docstatus = 1 and t2.item_group = '%s' and t1.%s between '%s' and '%s'" % (under, (under == 'Sales Invoice') and 'RV' or under, under, based_on_fn, territory, r[0],date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+
+    #----------------------------------------------------------
+
+    actual = actual and flt(actual[0][0]) or 0 
+    r.append(actual)
+    # ================ Variance ===================================================
+
+    r.append(r[idx] - r[idx + 1])
+
+    count = count +1

selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.txt

@@ -0,0 +1,33 @@
+# Search Criteria, territories_target_variance_item_group_wise
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:53',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:53',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'criteria_name': u'Territories Target Variance (Item Group wise)',
+		'doc_type': u'Target Detail',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Person',
+		'sort_by': u'`tabTarget Detail`.`target_amount`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, territories_target_variance_item_group_wise
+	{
+		'doctype': 'Search Criteria',
+		'name': u'territories_target_variance_item_group_wise'
+	}
+]

selling/search_criteria/territory_sales___variance_report/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.js

@@ -0,0 +1,22 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Territory'});
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Territory'});
+  this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company',report_default:sys_defaults.company, ignore : 1, parent:'Territory'});
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Territory'});
+}

selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.py

@@ -0,0 +1,205 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+if filter_values.get('period'):
+  period_values = filter_values['period']
+  if len(period_values.split(NEWLINE))>1:
+    msgprint("You can view report only for one period. Please select only one value in period.")
+    raise Exception
+  else:
+    period = period_values.split(NEWLINE)[0]
+
+if filter_values.get('based_on'):
+  based_on = filter_values['based_on']
+  if len(based_on.split(NEWLINE)) > 1:
+    msgprint("You can view report based on only one criteria. Please select only one value in Based On.")
+    raise Exception
+  else:
+    based_on = based_on.split(NEWLINE)[0]
+
+if not filter_values.get('fiscal_year'):
+  msgprint("Please Select Fiscal Year")
+  raise Exception
+elif not filter_values.get('period'):
+  msgprint("Please Select Period")
+  raise Exception
+elif not filter_values.get('based_on'):
+  msgprint("Please Select the Criteria on which you want your report to be based")
+  raise Exception
+
+fiscal_year = filter_values.get('fiscal_year')
+
+# get fiscal year start date and start month
+# ---------------------------------------------------------  
+year_start_date = sql("select year_start_date,MONTH(year_start_date) from `tabFiscal Year` where name = %s",fiscal_year)
+start_date = year_start_date and year_start_date[0][0] or ''
+start_month = year_start_date and year_start_date[0][1] or ''
+month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+
+# Add columns based on period
+# --------------------------------
+columns = []
+# ================ Annual ======================
+if period == 'Annual':
+  columns.append(['Target','Currency','120px',''])
+  columns.append(['Actual','Currency','120px',''])
+
+# =========== Half Yearly ======================
+elif period == 'Half Yearly':
+  columns.append(['Target (H1)','Currency','120px','']) # first half
+  columns.append(['Actual (H1)','Currency','120px','']) # first half
+  if start_month == 1:  # this is case when fiscal year starts with JAN
+    columns.append(['Target (H2)','Currency','120px',''])
+    columns.append(['Actual (H2)','Currency','120px',''])
+  else:  #this is case when fiscal year starts with other than JAN
+    columns.append(['Target (H2)','Currency','120px',''])
+    columns.append(['Actual (H2)','Currency','120px',''])
+  
+# ================ Quarterly ===================
+elif period == 'Quarterly':
+  length_1 = (len(month_name) - start_month + 1) / 3  #this gives the total no. of times we need to iterate for quarter
+  val = length_1 % 4
+  q_no = 1
+  for i in range(length_1):
+    value = 3*i + val
+    columns.append(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
+    columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
+    q_no += 1
+  length_2 = (start_month - 1) / 3 #this gives the total no. of times we need to iterate for quarter (this is required only if fiscal year starts from april)
+  for i in range(length_2):
+    columns.append(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
+    columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
+    q_no += 1;
+
+  
+# =============== Monthly ======================
+elif period == 'Monthly':
+  for i in range(start_month-1,len(month_name)):
+    columns.append(['Target ('+month_name[i]+')','Currency','120px',''])
+    columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
+
+  for i  in range(start_month-1):
+    columns.append(['Target('+month_name[i]+')','Currency','120px',''])
+    columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
+
+
+
+for c in columns:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  col_idx[c[0]] = len(colnames)-1
+
+
+condition = ' docstatus = 1 and fiscal_year = "'+fiscal_year+'"'
+
+
+for r in res:
+  query = ''
+
+  # ================= Annual Report =============== 
+  if period == 'Annual':
+
+    target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s ",(r[col_idx['ID']],fiscal_year))
+    target = target and flt(target[0][0]) or 0
+    r.append(target)
+
+  
+    so = sql("select sum(net_total) from `tab%s` where territory = '%s' and %s" % (based_on, r[col_idx['ID']],condition))
+    so = so and flt(so[0][0]) or 0
+    r.append(so)
+
+  # ================= Half Yearly Report =============== 
+  elif period == 'Half Yearly':
+    target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
+    target = target and flt(flt(target[0][0])/2) or 0
+    r.append(target)
+
+    query += ' MONTH(transaction_date) BETWEEN '+cstr(start_month)+' and '+cstr(start_month+5)
+    so = sql("select sum(net_total) from `tab%s` where territory = '%s'  and %s and %s" % (based_on, r[col_idx['ID']],condition,query))
+    so = so and flt(so[0][0]) or 0
+    r.append(so)
+    
+    r.append(target)
+
+    query =''
+    query += 'MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' and '+cstr(start_month+5)
+    so = sql("select sum(net_total) from `tab%s` where territory = '%s'  and %s and %s" % (based_on, r[col_idx['ID']],condition,query))
+    so = so and flt(so[0][0]) or 0
+    r.append(so)
+    query = ''
+
+  # =============== Quarterly Report ==============  
+  elif period == 'Quarterly':
+    query = ''
+    length_1 = (len(month_name) - start_month + 1) / 3; #this gives the total no. of times we need to iterate for quarter
+    val = length_1 % 4;
+    for i in range(length_1):
+      value = 3*i + val;
+      query +='SUM(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),'
+    length_2 = (start_month - 1) / 3; #this gives the total no. of times we need to iterate for quarter (this is required only if fiscal year starts from april)
+    for i in range(length_2):
+      query += 'SUM(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END)';
+
+    target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
+    target = target and flt(flt(target[0][0])/4) or 0
+
+
+    so = sql("SELECT %s from `tab%s` where territory ='%s' and %s " %(query,based_on,r[col_idx['ID']],condition))
+    i = 0
+    length_l = 0
+    for c in columns:
+      if length_l == 0:
+        r.append(target)
+        length_l += 1
+      else:
+        so_total = so and flt(so[0][i]) or 0
+        r.append(so_total)
+        i +=1
+        length_l = 0
+
+  # ================ Monthly Report =============== 
+  elif period == 'Monthly':
+    query =''
+    target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
+    #msgprint(target)
+    target = target and flt(flt(target[0][0])/12) or 0
+
+
+    # for loop is required twice coz fiscal year starts from April (this will also work if fiscal year starts in January)
+    for i in range(start_month-1,len(month_name)):
+      query += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
+
+    for i  in range(start_month-1):
+      if i != (start_month-2):
+        query += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
+      else:
+        query += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END)';
+    so = sql("SELECT %s from `tab%s` where territory ='%s' and %s " %(query,based_on,r[col_idx['ID']],condition))
+
+    i = 0
+    length_l = 0
+    for c in columns:
+      if length_l == 0:
+        r.append(target)
+        length_l += 1
+      else:
+        so_total = so and flt(so[0][i]) or 0
+        r.append(so_total)
+        i +=1
+        length_l = 0

selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.txt

@@ -0,0 +1,33 @@
+# Search Criteria, territory_sales_-_variance_report
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:53',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:53',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Territory\x01ID',
+		'criteria_name': u'Territory Sales - Variance Report',
+		'doc_type': u'Territory',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Territory\x01State':'','Territory\x01Based On':'Sales Order','Territory\x01Fiscal Year':'2009-2010','Territory\x01Company':'Alpha Company','Territory\x01Period':'Quarterly'}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'sort_by': u'ID',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, territory_sales_-_variance_report
+	{
+		'doctype': 'Search Criteria',
+		'name': u'territory_sales_-_variance_report'
+	}
+]

selling/search_criteria/total_target_variance_report/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/total_target_variance_report/total_target_variance_report.js

@@ -0,0 +1,28 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.hide_all_filters();
+  this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Territory'+NEWLINE+'Sales Person',report_default:'Territory',ignore : 1,parent:'Target Detail', single_select :1});
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Target Detail', single_select :1});
+  this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail', single_select :1});
+  this.add_filter({fieldname : 'target_on', label:'Target On', fieldtype:'Select', options:'Quantity'+NEWLINE+'Amount',report_default:'Quantity',ignore : 1,parent:'Target Detail', single_select :1});
+}
+report.aftertableprint = function(t) {
+   $yt(t,'*',1,{whiteSpace:'pre'});
+}
+this.mytabs.items['Select Columns'].hide();

selling/search_criteria/total_target_variance_report/total_target_variance_report.py

@@ -0,0 +1,223 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+# validate Filters
+from __future__ import unicode_literals
+flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'under' : 'Under', 'based_on' : 'Based On','target_on':'Target On'}
+for f in flt_dict:
+  if not filter_values.get(f):
+    msgprint("Please Select " + cstr(flt_dict[f]))
+    raise Exception
+
+# Get Values from fliters
+fiscal_year = filter_values.get('fiscal_year')
+period = filter_values.get('period')
+under = filter_values.get('under')
+if under == 'Sales Invoice': under = 'Sales Invoice'
+based_on = filter_values.get('based_on')
+target_on = filter_values.get('target_on')
+
+#add distributed id field
+col = []
+col.append([based_on,'Date','150px',''])
+if target_on == 'Quantity':
+  col.append(['Target Quantity','Currency','150px',''])
+else:
+  col.append(['Target Amount','Currency','150px',''])
+col.append(['Distribution Id','Date','150px',''])
+
+for c in col:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  
+  col_idx[c[0]] = len(colnames)-1
+
+def make_child_lst(based_on,name):
+  rg = sql("select lft, rgt from `tab%s` where name = '%s'"%(based_on,name))
+  ch_name = sql("select name from `tab%s` where lft between %d and %d"%(based_on,int(rg[0][0]),int(rg[0][1])))
+  chl ='('
+  flag = 1
+  for c in ch_name:
+    if flag == 1:
+     chl += "'%s'"%c[0]
+     flag = 2
+    else:
+      chl +=",'%s'"%c[0]
+
+  chl +=")"
+  return chl
+
+
+def get_target(target_on,based_on,fiscal_year,r):
+
+  if target_on == 'Quantity':
+    q1 = "select t1.target_qty "
+    q2 = "select sum(t1.target_qty)"
+  if target_on == 'Amount':
+    q1 = "select t1.target_amount "
+    q2 = "select sum(t1.target_amount)"
+    
+  cond1 =" t1.fiscal_year ='%s' and t1.parent=t2.name and t1.parenttype = '%s' and t1.docstatus !=2"
+  #----------------------------------------------------------------  
+  q = "select t1.name from `tabTarget Detail` t1, `tab%s` t2 where "+cond1+" and t2.name = '%s'"
+  ch = sql(q%(based_on,fiscal_year,based_on,r))
+
+  return {'q1':q1,'q2':q2,'cond1':cond1,'ch':ch}
+
+for r in res:
+  
+  tt = get_target(target_on,based_on,fiscal_year,r[0].strip())
+  
+  if tt['ch']:
+    
+    cond2 = " ifnull(t1.item_group,'')='' and"
+    qur = tt['q1']+"from `tabTarget Detail` t1, `tab%s` t2 where "+cond2+tt['cond1']+" and t2.name = '%s'"
+    ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))
+    
+    #----------------------------------------------------------------  
+    if not ret_amt:
+      qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name = '%s'"
+      ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))  
+
+  #----------------------------------------------------------------      
+  else:
+    node_lst = make_child_lst(based_on,r[0].strip())
+    qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name in %s"
+    ret_amt = sql(qur%(based_on,fiscal_year,based_on,node_lst))    
+
+  #----------------------------------------------------------------  
+  ret_dis_id = sql("select distribution_id from `tab%s` where name = '%s'"%(based_on,r[0].strip()))
+
+  target_amt = ret_amt and flt(ret_amt[0][0]) or 0
+  dis_id = ret_dis_id and ret_dis_id[0][0] or ''
+
+  r.append(target_amt)
+  r.append(dis_id)
+
+
+# Set required field names 
+based_on_fn = (based_on == 'Territory') and 'territory' or 'sales_person'
+
+date_fn  = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date' 
+
+mon_list = []
+
+data = {'start_date':0, 'end_date':1}
+
+def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
+  count = 1
+  if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
+  for m in range(12):
+    # get last date
+    last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
+    
+    # make mon_list for Monthly Period
+    if period == 'Monthly' :
+      mon_list.append([start_date, last_date])
+      # add months as Column names
+      month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
+      append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
+      
+    # get start date
+    start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
+    
+    # make mon_list for Quaterly Period
+    if period == 'Quarterly' and count % 3 == 0: 
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column names
+      append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+    
+    # make mon_list for Half Yearly Period
+    if period == 'Half Yearly' and count % 6 == 0 :
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
+      if count != 12: mon_list.append([start_date])
+
+    # make mon_list for Annual Period
+    if period == 'Annual' and count % 12 == 0:
+      mon_list[len(mon_list) - 1 ].append(last_date)
+      # add Column Names
+      append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
+    count = count +1
+
+def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
+  col = ['Target', 'Actual', 'Variance']
+  for c in col:
+    n = str(name) and ' (' + str(name) +')' or ''
+    colnames.append(str(c) + n)
+    coltypes.append('Currency')
+    colwidths.append('150px')
+    coloptions.append('')
+    col_idx[str(c) + n ] = len(colnames) - 1
+
+
+
+# make default columns
+#coltypes[col_idx[based_on]] = 'Link'
+#coloptions[col_idx[based_on]]= based_on
+
+# get start date
+start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
+if not start_date:
+  msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
+  raise Exception
+start_date = start_date.strftime('%Y-%m-%d')
+
+# make month list and columns
+make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
+
+
+bc_obj = get_obj('Budget Control')
+for r in res:
+  count = 0
+
+  for idx in range(3, len(colnames), 3):
+    cidx = 2
+
+    # ================= Calculate Target ==========================================
+    r.append(bc_obj.get_monthly_budget( r[cidx], fiscal_year, mon_list[count][data['start_date']], mon_list[count][data['end_date']], r[cidx-1]))
+    
+    #================== Actual Amount =============================================
+    actual = 0
+
+    ch = make_child_lst(based_on,r[0].strip())
+
+    #----------------------------------------------------------    
+    if target_on == "Quantity":
+      if based_on == "Territory":
+        actual = sql("select sum(ifnull(t2.qty,0)) from `tab%s` t1, `tab%s Detail` t2 where t2.parenttype = '%s' and t2.parent = t1.name and t1.%s in %s and t1.docstatus = 1 and t1.%s between '%s' and '%s'" % (under, (under == 'Sales Invoice') and 'RV' or under, under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+      
+      elif based_on == 'Sales Person':
+        actual = sql("select sum(ifnull(t2.qty,0) * ifnull(t3.allocated_percentage,0) / 100) from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3 where t2.parent = t1.name and t3.parent = t1.name and t3.%s in %s and t1.docstatus != 2 and t1.docstatus = 1 and t1.%s between '%s' and '%s' "%(under, (under == 'Sales Invoice') and 'RV' or under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+    
+    #----------------------------------------------------------  
+    if target_on == "Amount":
+      if based_on == 'Territory':    
+        
+        actual = sql("select sum(ifnull(net_total,0)) from `tab%s` where %s in %s and docstatus = 1 and %s between '%s' and '%s' " % (under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+    
+      elif based_on == 'Sales Person':
+        actual = sql("select sum(ifnull(t2.allocated_amount,0)) from `tab%s` t1, `tabSales Team` t2 where t2.%s in %s and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and t1.%s between '%s' and '%s'"%(under, based_on_fn, ch, under, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
+    #----------------------------------------------------------
+    actual = flt(actual[0][0])
+    r.append(actual)
+    # ================ Variance ===================================================
+    r.append(r[idx] - r[idx + 1])
+    count = count +1

selling/search_criteria/total_target_variance_report/total_target_variance_report.sql

@@ -0,0 +1 @@
+SELECT CONCAT(REPEAT('     ', COUNT(parent.name) - 1), node.name) AS name FROM `tab%(based_on)s` AS node,`tab%(based_on)s` AS parent WHERE node.lft BETWEEN parent.lft AND parent.rgt AND node.docstatus !=2 GROUP BY node.name ORDER BY node.lft

selling/search_criteria/total_target_variance_report/total_target_variance_report.txt

@@ -0,0 +1,34 @@
+# Search Criteria, total_target_variance_report
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:53',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:53',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'columns': u'Sales Person\x01ID,Sales Person\x01Owner,Sales Person\x01Sales Person,Sales Person\x01Country,Sales Person\x01State,Sales Person\x01lft,Sales Person\x01rgt,Target Detail\x01Item Group,Target Detail\x01Fiscal Year,Target Detail\x01Target  Amount',
+		'criteria_name': u'Total Target Variance Report',
+		'doc_type': u'Target Detail',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Sales Person\x01Saved':1,'Sales Person\x01Submitted':1,'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\x01Fiscal Year':''}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Sales Person',
+		'sort_by': u'`tabSales Person`.`name`',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, total_target_variance_report
+	{
+		'doctype': 'Search Criteria',
+		'name': u'total_target_variance_report'
+	}
+]

selling/search_criteria/variance_report/__init__.py

@@ -0,0 +1 @@
+from __future__ import unicode_literals

selling/search_criteria/variance_report/variance_report.js

@@ -0,0 +1,28 @@
+// ERPNext - web based ERP (http://erpnext.com)
+// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+// 
+// This program is free software: you can redistribute it and/or modify
+// it under the terms of the GNU General Public License as published by
+// the Free Software Foundation, either version 3 of the License, or
+// (at your option) any later version.
+// 
+// This program is distributed in the hope that it will be useful,
+// but WITHOUT ANY WARRANTY; without even the implied warranty of
+// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+// GNU General Public License for more details.
+// 
+// You should have received a copy of the GNU General Public License
+// along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+report.customize_filters = function() {
+  this.hide_all_filters();
+  this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Territory'+NEWLINE+'Sales Person'+NEWLINE+'Sales Partner',report_default:'Territory',ignore : 1,parent:'Target Detail'});
+  this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company',report_default:sys_defaults.company, ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Target Detail'});
+//  this.add_filter({fieldname:'item_group', label:'Item Group', fieldtype:'Link', options:'Item Group', ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'group_by', label:'Group By', fieldtype:'Select', options:NEWLINE+'Item Group',ignore : 1, parent:'Target Detail'});
+  this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail'});
+}  
+
+//this.mytabs.items['Select Columns'].hide()

selling/search_criteria/variance_report/variance_report.py

@@ -0,0 +1,520 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+# Add columns
+# -----------
+from __future__ import unicode_literals
+row_list = [['ID','Data','150px','']]
+
+for r in row_list:
+  colnames.append(r[0])
+  coltypes.append(r[1])
+  colwidths.append(r[2])
+  coloptions.append(r[3])
+  col_idx[r[0]] = len(colnames)-1
+
+if not filter_values.get('fiscal_year'):
+  msgprint("Please Select Fiscal Year")
+  raise Exception
+elif not filter_values.get('period'):
+  msgprint("Please Select Period")
+  raise Exception
+elif not filter_values.get('based_on'):
+  msgprint("Please Select the Criteria on which you want your report to be based")
+  raise Exception
+elif not filter_values.get('group_by') and filter_values.get('item_group'):
+  msgprint("Item Group cannot be selected if Group By is not Item Group")
+  raise Exception
+
+fiscal_year = filter_values.get('fiscal_year')
+period = filter_values.get('period')
+based_on = filter_values.get('based_on')
+group_by = filter_values.get('group_by')
+item_group = filter_values.get('item_group')
+msgprint(item_group)
+company = filter_values.get('company')
+under = filter_values.get('under')
+
+#if filter_values.get('item_group'):
+#  itm_grp = filter_values.get('item_group')
+  
+if based_on == 'Territory':
+  based = 'territory'
+elif based_on == 'Sales Person':
+  based = 'sales_person'
+elif based_on == 'Sales Partner':
+  based = 'sales_partner'
+
+
+if under == 'Sales Invoice':
+  under_detail = 'RV'
+  dt = 'posting_date'
+else:
+  under_detail = under
+  dt = "transaction_date"
+  
+# get fiscal year start date and start month
+year_start_date = sql("select year_start_date,MONTH(year_start_date) from `tabFiscal Year` where name = %s",fiscal_year)
+start_date = year_start_date and year_start_date[0][0] or ''
+start_month = year_start_date and year_start_date[0][1] or ''
+month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+
+# Add columns based on period
+# --------------------------------
+columns = []
+if group_by == 'Item Group':
+  columns.append(['Item Group','Data','120px',''])
+# ================ Annual ======================
+if period == 'Annual':
+  columns.append(['Target','Currency','120px',''])
+  columns.append(['Actual','Currency','120px',''])
+
+# =========== Half Yearly ======================
+elif period == 'Half Yearly':
+  columns.append(['Target (H1)','Currency','120px','']) # first half
+  columns.append(['Actual (H1)','Currency','120px','']) # first half
+  columns.append(['Target (H2)','Currency','120px',''])
+  columns.append(['Actual (H2)','Currency','120px','']) 
+  
+# ================ Quarterly ===================
+elif period == 'Quarterly':
+  length_1 = (len(month_name) - start_month + 1) / 3  #this gives the total no. of times we need to iterate for quarter
+  val = length_1 % 4
+  q_no = 1
+  for i in range(length_1):
+    value = 3*i + val
+    columns.append(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
+    columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
+    q_no += 1
+  length_2 = (start_month - 1) / 3 #this gives the total no. of times we need to iterate for quarter (this is required only if fiscal year starts from april)
+  for i in range(length_2):
+    columns.append(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
+    columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
+    q_no += 1;
+
+# =============== Monthly ======================
+elif period == 'Monthly':
+  for i in range(start_month-1,len(month_name)):
+    columns.append(['Target ('+month_name[i]+')','Currency','120px',''])
+    columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
+
+  for i  in range(start_month-1):
+    columns.append(['Target('+month_name[i]+')','Currency','120px',''])
+    columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
+
+for c in columns:
+  colnames.append(c[0])
+  coltypes.append(c[1])
+  colwidths.append(c[2])
+  coloptions.append(c[3])
+  col_idx[c[0]] = len(colnames)-1
+
+out = []
+if company:
+  condition = ' fiscal_year = "'+fiscal_year+'" and company = "'+company+'"'
+else:
+  condition = ' fiscal_year = "'+fiscal_year+'"'
+
+#=================== function for fetching  allocated percentage in Distribution id according to period=============
+def get_budget_distribution(period,dist_id,fiscal_year):
+  query = ''
+  id1 = 1
+  if period == 'Half Yearly':
+    id2 = 6
+    for i in range(2):
+      query += 'SUM(CASE WHEN t2.idx BETWEEN '+str(id1)+' AND '+str(id2)+' THEN t2.percentage_allocation ELSE NULL END)'
+      id1 += 6
+      id2 += 6
+      if i < 1 :
+        query += ','
+
+  elif period == 'Quarterly':
+    id2 = 3
+    for i in range(4):
+      query += 'SUM(CASE WHEN t2.idx BETWEEN '+str(id1)+' AND '+str(id2)+' THEN t2.percentage_allocation ELSE NULL END)'
+      id1 += 3
+      id2 += 3
+      if i < 3 :
+        query += ','
+    
+  elif period == 'Monthly':
+    for i in range(12):
+      query += 'SUM(CASE WHEN t2.idx ='+str(id1)+' THEN t2.percentage_allocation ELSE NULL END)'
+      id1 += 1
+      if i < 11 :
+        query += ','
+    
+#  msgprint(query) 
+   
+  # Main Query
+  dist = sql("select %s from `tabBudget Distribution` t1, `tabBudget Distribution Detail` t2 where t1.name = '%s' and t2.parent = t1.name and t1.fiscal_year = '%s'"%(query,dist_id,fiscal_year))
+  dist = dist and dist[0] or 0
+#  msgprint(dist)
+  bug = []
+  for i in dist:
+    i = i and float(i) or 0
+    bug.append(i)
+#  msgprint(bug)
+  return bug
+
+
+#============ function for appending target amt and actual amt in a proper order ======================= 
+def appending_func(ran,tl,lst,actual,flt):
+
+  c = 2
+  for i in range(ran):
+    #==== for each itemgroup their actual amt is appended/inserted between target amt  
+    if tl == 0:
+      lst.insert(c,actual and flt(actual[0][i]) or 0)
+    #======== here actual amt is appended/inserted b/w target amt for a particular territory/sales person/sales partner only if target is not zero 
+    elif tl == 1:
+#      msgprint(lst)
+      lst.insert(c,actual and flt(actual[0][i]) or 0)
+    c += 2
+  return lst
+
+def get_target(tar_det,group_by,period,fiscal_year,rng,r,get_budget_distribution,flt):
+
+  grp,lst = [],[]
+  list_range,tl = 0,0
+  if group_by == 'Item Group':
+    for i in tar_det:
+      if i[0] != '':
+        igrp = [i[0]]
+        if i[2]:
+          dist_id = i[2]
+          dist = get_budget_distribution(period,dist_id,fiscal_year)
+          for d in dist:
+            t = flt(flt(flt(i[1]) * flt(d))/ 100)
+            igrp.append(t)            
+        else:
+          t = i and flt(i[1]/rng) or 0
+          for i in range(rng):
+            igrp.append(t)
+            
+        grp.append(igrp)
+        list_range +=1
+    lst = [1,grp,list_range]
+    
+    #============== Total target(on basis of whole target ) ============
+  else:
+    for i in tar_det:
+      if i[0] == '':
+        if i[2]:
+          dist_id = i[2]
+          dist = get_budget_distribution(period,dist_id,fiscal_year)
+          for d in dist:
+            t = flt((flt(i[1]) * flt(d))/ 100)
+            r.append(t)
+        else:
+          tot_target = i and flt(i[1]/rng) or 0
+          for i in range(rng):
+            r.append(tot_target)
+        tl = 1
+    lst = [0,r,tl]
+  return lst
+#============ report display function =====================
+for r in res:
+  query = ''
+  grp=[]
+  list_range, count, ap, tot_target, tl = 0,0,0,0,0
+    
+  #============= ANNUAL REPORT ===================
+  if period == 'Annual':
+    tar_det = sql("select item_group, target_amount, distribution_id from `tabTarget Detail` where parent = %s and parenttype = %s and fiscal_year = %s",(r[col_idx['ID']],based_on,fiscal_year))
+#    msgprint(tar_det)
+
+    #================ Target based on individual item group ==============
+    if group_by == 'Item Group':
+      for i in tar_det:
+        if i[0] != '':
+          grp_target = i and flt(i[1]) or 0
+          igrp = [i[0],grp_target]
+          grp.append(igrp)
+#          msgprint(grp)
+          list_range +=1
+          count = 3
+
+    #============== Total target(will be displayed only if target is specified by the user) ============
+    else:
+      for i in tar_det:
+        # ======= here target is considered and not sum of target of item groups
+        if i[0] == '':
+          tot_target = tar_det and flt(i[1]) or 0
+#          msgprint(tot_target)
+    
+   #================== Actual Amount =============================================
+    if based_on == 'Territory' or based_on == 'Sales Partner':
+
+      if group_by =='Item Group':
+
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select sum(t2.amount) from `tab%s` t1, `tab%s Detail` t2, `tabItem` t3 where t2.parent = t1.name and t1.%s = '%s' and t3.name = t2.item_code and t3.item_group = '%s' and t1.docstatus = 1 and t1.docstatus != 2 and %s"%(under,under_detail,based,r[col_idx['ID']],item_group,condition))
+          msgprint(actual)
+          actual = actual and flt(actual[0][0]) or 0
+          i.append(actual)
+          
+      else:
+        actual = sql("select sum(net_total) from `tab%s` where %s = '%s' and docstatus = 1 and  %s" % (under, based, r[col_idx['ID']],condition))
+        actual = actual and flt(actual[0][0]) or 0
+        
+    elif based_on == 'Sales Person':
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select sum(t2.amount) from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3, `tabItem` t4 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t4.name = t2.item_code and t4.item_group = '%s' and t1.docstatus != 2 and t1.docstatus = 1 and  %s"%(under,under_detail,based,r[col_idx['ID']],item_group,condition))
+          actual = actual and flt(actual[0][0]) or 0
+#          msgprint(actual)
+          i.append(actual)
+
+      else:
+        actual = sql("select sum(t1.net_total) from `tab%s` t1, `tabSales Team` t2 where t2.%s = '%s' and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and %s"%(under,based,r[col_idx['ID']],under,condition))
+        actual = actual and flt(actual[0][0]) or 0
+#        msgprint(actual)
+
+  # ================= Half Yearly Report =============== 
+  elif period == 'Half Yearly':
+    tl = 0
+    grp_target = []
+
+    tar_det = sql("select item_group, target_amount, distribution_id from `tabTarget Detail` where parent = %s and parenttype = %s and fiscal_year = %s",(r[col_idx['ID']],based_on,fiscal_year)) 
+#    msgprint(tar_det)
+    
+    tar = get_target(tar_det,group_by,period,fiscal_year,2,r,get_budget_distribution,flt)
+    if tar[0] == 1:
+      grp = tar[1]
+      list_range = tar[2]
+      count = 5
+    else:
+      r = tar[1]
+      tl = tar[2]
+      
+    #============= Actual Amount======================
+    if group_by == 'Item Group':
+      # first half
+      query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN t2.amount ELSE NULL END),'
+      # second half
+      query += 'SUM(CASE WHEN MONTH(t1.'+dt+') NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN t2.amount ELSE NULL END)';
+
+    elif based_on != 'Sales Person':
+      # first half
+      query += 'SUM(CASE WHEN MONTH('+dt+') BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),'
+      # second half
+      query += 'SUM(CASE WHEN MONTH('+dt+') NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END)';
+
+    else:
+      # first half
+      query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN t1.net_total ELSE NULL END),'
+      # second half
+      query += 'SUM(CASE WHEN MONTH(t1.'+dt+') NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN t1.net_total ELSE NULL END)';
+
+    #=========== Main Query ===============
+    if based_on == 'Territory' or based_on == 'Sales Partner':
+
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabItem` t3 where t2.parent = t1.name and t1.%s = '%s' and t3.name = t2.item_code and t3.item_group = '%s' and t1.docstatus = 1 and t1.docstatus != 2 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)        
+          i = appending_func(2,tl,i,actual,flt)
+                    
+      else:
+        actual = sql("select %s from `tab%s` where %s = '%s' and docstatus = 1 and  %s" % (query,under, based, r[col_idx['ID']],condition))
+#        msgprint(actual)
+
+    elif based_on == 'Sales Person':
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3, `tabItem` t4 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t4.name = t2.item_code and t4.item_group = '%s' and t1.docstatus != 2 and t1.docstatus = 1 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)
+          i = appending_func(2,tl,i,actual,flt)
+      else:
+        actual = sql("select %s from `tab%s` t1, `tabSales Team` t2 where t2.%s = '%s' and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and %s"%(query,under,based,r[col_idx['ID']],under,condition))
+#        msgprint(actual)
+
+    if tl == 1:
+      r = appending_func(2,tl,r,actual,flt)
+#      msgprint(r)
+
+  #============== Quarterly Report =========================
+  elif period == 'Quarterly':
+    tl = 0
+    grp_target = []
+    tar_det = sql("select item_group, target_amount, distribution_id from `tabTarget Detail` where parent = %s and parenttype = %s and fiscal_year = %s",(r[col_idx['ID']],based_on,fiscal_year)) 
+
+    tar = get_target(tar_det,group_by,period,fiscal_year,4,r,get_budget_distribution,flt)
+    if tar[0] == 1:
+      grp = tar[1]
+      list_range = tar[2]
+      count = 9
+    else:
+      r = tar[1]
+      tl = tar[2]
+      
+    #======= Actual Amt ==================
+    length_1 = (len(month_name) - start_month + 1) / 3; #this gives the total no. of times we need to iterate for quarter
+    val = length_1 % 4;
+    for i in range(length_1):
+      value = 3*i + val;
+
+      if group_by == 'Item Group':
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN t2.amount ELSE NULL END),'
+
+      elif based_on != 'Sales Person':
+        query += 'SUM(CASE WHEN MONTH('+dt+') BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),'
+
+      else:
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN t1.net_total ELSE NULL END),'
+
+    length_2 = (start_month - 1) / 3; #this gives the total no. of times we need to iterate for quarter (this is required only if fiscal year starts from april)
+    for i in range(length_2):
+      if group_by == 'Item Group':
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN t2.amount ELSE NULL END)';
+
+      elif based_on != 'Sales Person':
+        query += 'SUM(CASE WHEN MONTH('+dt+') BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END)';
+
+      else:
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN t1.net_total ELSE NULL END)';
+
+    #=========== Main Query ===============
+    if based_on == 'Territory' or based_on == 'Sales Partner':
+
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabItem` t3 where t2.parent = t1.name and t1.%s = '%s' and t3.name = t2.item_code and t3.item_group = '%s' and t1.docstatus = 1 and t1.docstatus != 2 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)
+          #================common function          
+          i = appending_func(4,tl,i,actual,flt)
+          
+      else:
+        actual = sql("select %s from `tab%s` where %s = '%s' and docstatus = 1 and  %s" % (query,under, based, r[col_idx['ID']],condition))
+#        msgprint(actual)
+        
+    elif based_on == 'Sales Person':
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3, `tabItem` t4 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t4.name = t2.item_code and t4.item_group = '%s' and t1.docstatus != 2 and t1.docstatus = 1 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)
+          i = appending_func(4,tl,i,actual,flt)
+      else:
+        actual = sql("select %s from `tab%s` t1, `tabSales Team` t2 where t2.%s = '%s' and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and %s"%(query,under,based,r[col_idx['ID']],under,condition))
+#        msgprint(actual)
+
+    if tl == 1:
+      r = appending_func(4,tl,r,actual,flt)
+#      msgprint(r)
+
+  #================ Monthly Report ===========================
+  elif period == 'Monthly':
+    tl = 0
+    grp_target = []
+    tar_det = sql("select item_group, target_amount, distribution_id from `tabTarget Detail` where parent = %s and parenttype = %s and fiscal_year = %s",(r[col_idx['ID']],based_on,fiscal_year)) 
+
+    tar = get_target(tar_det,group_by,period,fiscal_year,12,r,get_budget_distribution,flt)
+    if tar[0] == 1:
+      grp = tar[1]
+      list_range = tar[2]
+      count = 25
+    else:
+      r = tar[1]
+      tl = tar[2]
+      
+    #======= Actual Amt ==================
+    # for loop is required twice coz fiscal year starts from April (this will also work if fiscal year starts in January)
+    for i in range(start_month-1,len(month_name)):
+      if group_by == 'Item Group':
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') = '+cstr(i+1)+' THEN t2.amount ELSE NULL END),'
+
+      elif based_on != 'Sales Person':
+        query += 'SUM(CASE WHEN MONTH('+dt+') = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
+
+      else:
+        query += 'SUM(CASE WHEN MONTH(t1.'+dt+') = '+cstr(i+1)+' THEN t1.net_total ELSE NULL END),'
+
+    for i  in range(start_month-1):
+      if i != (start_month-1):
+        if group_by == 'Item Group':
+          query += 'SUM(CASE WHEN MONTH(t1.'+dt+') = '+cstr(i+1)+' THEN t2.amount ELSE NULL END)'
+
+        elif based_on != 'Sales Person':
+          query += 'SUM(CASE WHEN MONTH('+dt+') = '+cstr(i+1)+' THEN net_total ELSE NULL END)'
+
+        else:
+          query += 'SUM(CASE WHEN MONTH(t1.'+dt+') = '+cstr(i+1)+' THEN t1.net_total ELSE NULL END)'
+
+        if i < (start_month -2):
+          query += ','
+
+    #=========== Main Query ===============
+    if based_on == 'Territory' or based_on == 'Sales Partner':
+
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabItem` t3 where t2.parent = t1.name and t1.%s = '%s' and t3.name = t2.item_code and t3.item_group = '%s' and t1.docstatus = 1 and t1.docstatus != 2 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)
+          #===============common function=====================         
+          i = appending_func(12,tl,i,actual,flt)
+          
+      else:
+        actual = sql("select %s from `tab%s` where %s = '%s' and docstatus = 1 and  %s" % (query,under, based, r[col_idx['ID']],condition))
+#        msgprint(actual)
+        
+    elif based_on == 'Sales Person':
+      if group_by =='Item Group':
+        for i in grp:
+          item_group = i[0]
+          actual = sql("select %s from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3, `tabItem` t4 where t2.parent = t1.name and t3.parent = t1.name and t3.%s = '%s' and t4.name = t2.item_code and t4.item_group = '%s' and t1.docstatus != 2 and t1.docstatus = 1 and %s"%(query,under,under_detail,based,r[col_idx['ID']],item_group,condition))
+#          msgprint(actual)
+          i = appending_func(12,tl,i,actual,flt)
+      else:
+        actual = sql("select %s from `tab%s` t1, `tabSales Team` t2 where t2.%s = '%s' and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and %s"%(query,under,based,r[col_idx['ID']],under,condition))
+#        msgprint(actual)
+
+    if tl == 1:
+      r = appending_func(12,tl,r,actual,flt)
+#      msgprint(r)
+
+#-------------DISPLAY OF TARGET vs ACTUAL ON BASIS OF TOTAL TARGET / ITEM GROUP 
+
+  if group_by == 'Item Group':
+    for col in range(len(colnames)-1): # this would make all first row blank. just for look
+      r.append('')
+
+    for des in range(list_range):
+      if ap == 0:
+        out.append(r)
+        ap = 1
+      t_row = ['' for i in range(len(colnames))]
+
+      for v in range(count):
+        t_row[col_idx[colnames[v+1]]] = grp[des][v]
+#        msgprint(t_row)
+      out.append(t_row)
+
+  elif tot_target != 0 and period =='Annual':
+    r.append(tot_target)
+    r.append(actual)
+    out.append(r)
+    tot_target = 0
+
+  elif tl == 1:
+    out.append(r)

selling/search_criteria/variance_report/variance_report.sql

@@ -0,0 +1 @@
+SELECT DISTINCT t1.`name` FROM `tab%(based_on)s` t1, `tabTarget Detail` t2 WHERE t2.parent = t1.name  and (t2.target_amount != 0 or t2.target_amount is not null)

selling/search_criteria/variance_report/variance_report.txt

@@ -0,0 +1,33 @@
+# Search Criteria, variance_report
+[
+
+	# These values are common in all dictionaries
+	{
+		'creation': '2012-04-03 12:49:53',
+		'docstatus': 0,
+		'modified': '2012-04-03 12:49:53',
+		'modified_by': u'Administrator',
+		'owner': u'Administrator'
+	},
+
+	# These values are common for all Search Criteria
+	{
+		'criteria_name': u'Variance Report',
+		'doc_type': u'Target Detail',
+		'doctype': 'Search Criteria',
+		'filters': u"{'Territory\x01State':'','Target Detail\x01Fiscal Year':'2009-2010','Target Detail\x01Based On':'Territory','Target Detail\x01Company':'Alpha Company','Target Detail\x01Period':'Quarterly','Target Detail\x01Under':'Sales Order'}",
+		'module': u'Selling',
+		'name': '__common__',
+		'page_len': 50,
+		'parent_doc_type': u'Territory',
+		'sort_by': u'ID',
+		'sort_order': u'DESC',
+		'standard': u'Yes'
+	},
+
+	# Search Criteria, variance_report
+	{
+		'doctype': 'Search Criteria',
+		'name': u'variance_report'
+	}
+]