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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', 'under' : 'Under', 'based_on' : 'Based On','target_on':'Target 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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if under == 'Sales Invoice': under = 'Sales Invoice'
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based_on = filter_values.get('based_on')
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target_on = filter_values.get('target_on')
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#add distributed id field
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col = []
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col.append([based_on,'Date','150px',''])
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if target_on == 'Quantity':
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col.append(['Target Quantity','Currency','150px',''])
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else:
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col.append(['Target Amount','Currency','150px',''])
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col.append(['Distribution Id','Date','150px',''])
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for c in col:
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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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def make_child_lst(based_on,name):
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rg = sql("select lft, rgt from `tab%s` where name = '%s'"%(based_on,name))
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ch_name = sql("select name from `tab%s` where lft between %d and %d"%(based_on,int(rg[0][0]),int(rg[0][1])))
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chl ='('
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flag = 1
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for c in ch_name:
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if flag == 1:
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chl += "'%s'"%c[0]
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flag = 2
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else:
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chl +=",'%s'"%c[0]
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chl +=")"
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return chl
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def get_target(target_on,based_on,fiscal_year,r):
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if target_on == 'Quantity':
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q1 = "select t1.target_qty "
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q2 = "select sum(t1.target_qty)"
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if target_on == 'Amount':
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q1 = "select t1.target_amount "
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q2 = "select sum(t1.target_amount)"
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cond1 =" t1.fiscal_year ='%s' and t1.parent=t2.name and t1.parenttype = '%s' and t1.docstatus !=2"
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#----------------------------------------------------------------
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q = "select t1.name from `tabTarget Detail` t1, `tab%s` t2 where "+cond1+" and t2.name = '%s'"
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ch = sql(q%(based_on,fiscal_year,based_on,r))
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return {'q1':q1,'q2':q2,'cond1':cond1,'ch':ch}
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for r in res:
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tt = get_target(target_on,based_on,fiscal_year,r[0].strip())
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if tt['ch']:
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cond2 = " ifnull(t1.item_group,'')='' and"
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qur = tt['q1']+"from `tabTarget Detail` t1, `tab%s` t2 where "+cond2+tt['cond1']+" and t2.name = '%s'"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))
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#----------------------------------------------------------------
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if not ret_amt:
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qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name = '%s'"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))
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#----------------------------------------------------------------
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else:
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node_lst = make_child_lst(based_on,r[0].strip())
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qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name in %s"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,node_lst))
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#----------------------------------------------------------------
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ret_dis_id = sql("select distribution_id from `tab%s` where name = '%s'"%(based_on,r[0].strip()))
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target_amt = ret_amt and flt(ret_amt[0][0]) or 0
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dis_id = ret_dis_id and ret_dis_id[0][0] or ''
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r.append(target_amt)
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r.append(dis_id)
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# Set required field names
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based_on_fn = (based_on == 'Territory') and 'territory' or '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 = ['Target', 'Actual', 'Variance']
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for c in col:
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n = str(name) and ' (' + str(name) +')' or ''
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colnames.append(str(c) + n)
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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) + n ] = 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(3, len(colnames), 3):
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cidx = 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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ch = make_child_lst(based_on,r[0].strip())
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#----------------------------------------------------------
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if target_on == "Quantity":
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if based_on == "Territory":
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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']]))
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elif based_on == 'Sales Person':
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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']]))
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#----------------------------------------------------------
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if target_on == "Amount":
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if based_on == 'Territory':
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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']]))
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elif based_on == 'Sales Person':
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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']]))
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#----------------------------------------------------------
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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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Rushabh Mehta