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moved directory structure
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Rushabh Mehta
1
selling/search_criteria/follow_up_report/__init__.py
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1
selling/search_criteria/follow_up_report/__init__.py
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from __future__ import unicode_literals
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63
selling/search_criteria/follow_up_report/follow_up_report.js
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selling/search_criteria/follow_up_report/follow_up_report.js
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// ERPNext - web based ERP (http://erpnext.com)
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// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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//
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// This program is free software: you can redistribute it and/or modify
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// it under the terms of the GNU General Public License as published by
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// the Free Software Foundation, either version 3 of the License, or
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// (at your option) any later version.
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//
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// This program is distributed in the hope that it will be useful,
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// but WITHOUT ANY WARRANTY; without even the implied warranty of
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// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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// GNU General Public License for more details.
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//
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// You should have received a copy of the GNU General Public License
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// along with this program. If not, see <http://www.gnu.org/licenses/>.
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report.customize_filters = function() {
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this.mytabs.items['Select Columns'].hide()
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this.mytabs.items['More Filters'].hide()
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this.hide_all_filters();
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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});
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this.add_filter({fieldname:'lead_name', label:'Lead', fieldtype:'Link', options:'Lead', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
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this.add_filter({fieldname:'enq_name', label:'Opportunity', fieldtype:'Link', options:'Opportunity', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
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this.add_filter({fieldname:'qtn_name', label:'Quotation', fieldtype:'Link', options:'Quotation', report_default:'', ignore : 1, parent:'Communication Log', in_first_page : 1});
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this.get_filter('Communication Log', 'Communication type').set_as_single();
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this.set_filter_properties('Communication Log', 'Communication by', {filter_hide:0, in_first_page : 1});
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this.set_filter_properties('Communication Log', 'Communication type', {filter_hide:0, in_first_page : 1});
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this.set_filter_properties('Communication Log', 'From Date', {filter_hide:0, in_first_page : 1});
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this.set_filter_properties('Communication Log', 'To Date', {filter_hide:0, in_first_page : 1});
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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`']];
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}
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report.get_query = function() {
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var lead_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Lead'].get_value();
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var enq_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Opportunity'].get_value();
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var quo_id = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Quotation'].get_value();
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var follow_up_on = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication on'].get_value();
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var follow_up_by = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication by'].get_value();
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var on_type = this.filter_fields_dict['Communication Log'+FILTER_SEP+'Communication type'].get_value();
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var from_date = this.filter_fields_dict['Communication Log'+FILTER_SEP+'From Date'].get_value();
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var to_date = this.filter_fields_dict['Communication Log'+FILTER_SEP+'To Date'].get_value();
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var cond = 'parenttype IN ("Lead","Opportunity","Quotation")';
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if(follow_up_on) cond = 'parenttype = "'+follow_up_on+'"';
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if((follow_up_on == 'Lead' && lead_id) || (lead_id && !follow_up_on)) cond +=' AND parent = "'+lead_id+'"';
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if((follow_up_on == 'Opportunity' && enq_id) || (enq_id && !follow_up_on)) cond +=' AND parent = "'+enq_id+'"';
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if((follow_up_on == 'Quotation' && quo_id) || (quo_id && !follow_up_on)) cond +=' AND parent = "'+quo_id+'"';
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if(on_type) cond += ' AND follow_up_type ="'+on_type+'"';
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if(from_date) cond += ' AND date >="'+from_date+'"';
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if(to_date) cond += ' AND date <="'+to_date+'"';
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if(follow_up_by) cond += ' AND follow_up_by = "'+follow_up_by+'"';
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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;
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return q;
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}
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33
selling/search_criteria/follow_up_report/follow_up_report.py
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selling/search_criteria/follow_up_report/follow_up_report.py
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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follow_up_on = filter_values.get('follow_up_on')
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cols = [['Document Type', 'Data', '150px', '']
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,['Document', 'Link', '150px', follow_up_on]
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,['Follow Up Date', 'Date', '150px', '']
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,['Description','Data','300px','']
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,['Follow Up Type','Data','150px','']
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,['Follow Up By','Link','150px','Sales Person']
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]
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for c in cols:
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colnames.append(c[0])
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coltypes.append(c[1])
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colwidths.append(c[2])
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coloptions.append(c[3])
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col_idx[c[0]] = len(colnames)-1
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# Search Criteria, follow-up_report
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[
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# These values are common in all dictionaries
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{
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'creation': '2012-04-03 12:49:51',
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'docstatus': 0,
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'modified': '2012-04-03 12:49:51',
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'modified_by': u'Administrator',
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'owner': u'ashwini@webnotestech.com'
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},
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# These values are common for all Search Criteria
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{
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'columns': u'Lead\x01ID,Communication Log\x01Date,Communication Log\x01Notes,Communication Log\x01Communication Log type',
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'criteria_name': u'Follow-up Report',
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'doc_type': u'Communication Log',
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'doctype': 'Search Criteria',
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'filters': u"{'Lead\x01Status':'','Lead\x01Source':'','Lead\x01Lead Type':'','Lead\x01Rating':'','Lead\x01Market Segment':'','Lead\x01Fiscal Year':''}",
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'module': u'Selling',
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'name': '__common__',
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'page_len': 50,
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'parent_doc_type': u'Lead',
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'sort_by': u'`tabLead`.`name`',
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'sort_order': u'DESC',
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'standard': u'Yes'
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},
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# Search Criteria, follow-up_report
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{
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'doctype': 'Search Criteria',
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'name': u'follow-up_report'
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}
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]
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