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https://github.com/frappe/erpnext.git
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moved directory structure
This commit is contained in:
Rushabh Mehta
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from __future__ import unicode_literals
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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.hide_all_filters();
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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'});
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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'});
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this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company',report_default:sys_defaults.company, ignore : 1, parent:'Target Detail'});
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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'});
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this.add_filter({fieldname:'group_by', label:'Group By', fieldtype:'Select', options:NEWLINE+'Item Group',ignore : 1, parent:'Target Detail'});
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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'});
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}
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report.get_query = function() {
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group_by = '';
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group_by = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Group By'].get_value();
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based_on = this.filter_fields_dict['Target Detail'+FILTER_SEP+'Based On'].get_value();
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sel_fields = '`tabTarget Detail`.parent AS "' + cstr(based_on)+'"';
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cond = ' and ifnull(`tabTarget Detail`.item_group, "") = ""'
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if (group_by == 'Item Group'){
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sel_fields = cstr(sel_fields) + ', `tabTarget Detail`.item_group';
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cond = ' and ifnull(`tabTarget Detail`.item_group,"") != ""'
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}
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sel_fields = cstr(sel_fields) + ', `tabTarget Detail`.target_amount, `tabTarget Detail`.distribution_id';
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var q = 'SELECT '+ cstr(sel_fields) +' FROM `tabTarget Detail` WHERE `tabTarget Detail`.parenttype = "' + cstr(based_on) + '"'+ cstr(cond);
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return q
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}
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this.mytabs.items['Select Columns'].hide();
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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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# validate Filters
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from __future__ import unicode_literals
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flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'company':'Company', 'under' : 'Under', 'based_on' : 'Based On'}
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for f in flt_dict:
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if not filter_values.get(f):
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msgprint("Please Select " + cstr(flt_dict[f]))
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raise Exception
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# Get Values from fliters
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fiscal_year = filter_values.get('fiscal_year')
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period = filter_values.get('period')
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under = filter_values.get('under')
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based_on = filter_values.get('based_on')
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group_by = filter_values.get('group_by')
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# Set required field names
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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'
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date_fn = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date'
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mon_list = []
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data = {'start_date':0, 'end_date':1}
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def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
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count = 1
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if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
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for m in range(12):
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# get last date
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last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
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# make mon_list for Monthly Period
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if period == 'Monthly' :
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mon_list.append([start_date, last_date])
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# add months as Column names
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month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
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append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
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# get start date
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start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
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# make mon_list for Quaterly Period
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if period == 'Quarterly' and count % 3 == 0:
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column names
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append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
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if count != 12: mon_list.append([start_date])
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# make mon_list for Half Yearly Period
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if period == 'Half Yearly' and count % 6 == 0 :
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column Names
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append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
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if count != 12: mon_list.append([start_date])
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# make mon_list for Annual Period
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if period == 'Annual' and count % 12 == 0:
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column Names
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append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
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count = count +1
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def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
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col = ['Budget', 'Actual', 'Variance']
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for c in col:
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colnames.append(str(c) + ' (' + str(name) +')' )
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coltypes.append('Currency')
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colwidths.append('150px')
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coloptions.append('')
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col_idx[str(c) + ' (' + str(name) +')' ] = len(colnames) - 1
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# make default columns
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coltypes[col_idx[based_on]] = 'Link'
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coloptions[col_idx[based_on]]= based_on
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# get start date
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start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
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if not start_date:
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msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
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raise Exception
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start_date = start_date.strftime('%Y-%m-%d')
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# make month list and columns
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make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
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bc_obj = get_obj('Budget Control')
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for r in res:
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count = 0
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for idx in range((group_by == 'Item Group') and 4 or 3, len(colnames), 3):
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cidx = (group_by == 'Item Group') and 3 or 2
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# ================= Calculate Target ==========================================
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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]))
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#================== Actual Amount =============================================
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actual = 0
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if based_on == 'Cost Center' or based_on == 'Sales Partner':
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if group_by =='Item Group':
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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']]))
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actual = flt(actual[0][0])
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else:
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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']]))
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actual = flt(actual[0][0])
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elif based_on == 'Sales Person':
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if group_by =='Item Group':
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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']]))
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actual = flt(actual[0][0])
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else:
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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']]))
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actual = flt(actual[0][0])
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r.append(actual)
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# ================ Variance ===================================================
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r.append(r[idx] - r[idx + 1])
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count = count +1
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# Search Criteria, target_variance_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 12:49:53',
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'docstatus': 0,
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'modified': '2012-04-03 12:49:53',
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'modified_by': u'Administrator',
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'owner': u'harshada@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'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',
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'criteria_name': u'Target Variance Report',
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'disabled': 0,
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'doc_type': u'Target Detail',
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'doctype': 'Search Criteria',
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'filters': u"{'Sales Person\x01Saved':1,'Sales Person\x01Submitted':1,'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\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'Sales Person',
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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, target_variance_report
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{
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'doctype': 'Search Criteria',
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'name': u'target_variance_report'
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}
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]
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