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[search criteria] [cleanup] removed search criteria folders and files

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This commit is contained in:
Anand Doshi
2013-06-11 15:04:37 +05:30
parent 5c069050d5
commit 618edee8b7
250 changed files with 0 additions and 8147 deletions
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1
selling/search_criteria/__init__.py
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from __future__ import unicode_literals

1
selling/search_criteria/delivered_items_to_be_install/__init__.py
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from __future__ import unicode_literals

20
selling/search_criteria/delivered_items_to_be_install/delivered_items_to_be_install.js
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// 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;
}

30
selling/search_criteria/delivered_items_to_be_install/delivered_items_to_be_install.txt
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[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:51",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:51"
},
{
"add_col": "(`tabDelivery Note Item`.`qty`- ifnull(`tabDelivery Note Item`.`installed_qty`, 0)) AS 'Pending to Install'",
"parent_doc_type": "Delivery Note",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Delivery Note\u0001Saved':1,'Delivery Note\u0001Submitted':1,'Delivery Note\u0001Status':'','Delivery Note\u0001Fiscal Year':''}",
"description": "Delivered Items to be Install",
"doc_type": "Delivery Note Item",
"name": "__common__",
"add_cond": "`tabDelivery Note Item`.`qty` > ifnull(`tabDelivery Note Item`.`installed_qty`, 0)",
"doctype": "Search Criteria",
"sort_by": "`tabDelivery Note`.`name`",
"page_len": 50,
"criteria_name": "Delivered Items to be Install",
"columns": "Delivery Note\u0001ID,Delivery Note\u0001Status,Delivery Note\u0001Customer,Delivery Note\u0001Customer Name,Delivery Note\u0001Contact Person,Delivery Note\u0001Voucher Date,Delivery Note Item\u0001Item Code,Delivery Note Item\u0001Item Name,Delivery Note Item\u0001Quantity,Delivery Note Item\u0001Installed Qty,Delivery Note\u0001% Installed"
},
{
"name": "delivered_items_to_be_install",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/draft_sales_orders/__init__.py
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from __future__ import unicode_literals

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selling/search_criteria/draft_sales_orders/draft_sales_orders.js
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// 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;
}

29
selling/search_criteria/draft_sales_orders/draft_sales_orders.txt
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[
{
"creation": "2012-05-14 18:20:52",
"docstatus": 0,
"modified": "2013-01-30 15:19:07",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"columns": "Sales Order\u0001ID,Sales Order\u0001Status,Sales Order\u0001Sales Order Date,Sales Order\u0001Customer,Sales Order\u0001P.O. No,Sales Order\u0001Currency,Sales Order\u0001Grand Total (Export)",
"criteria_name": "Draft Sales Orders",
"custom_query": "",
"description": "List of Open Sales orders filtered by period, customer and other details",
"doc_type": "Sales Order",
"doctype": "Search Criteria",
"filters": "{\"Sales Order\\u0001Saved\":1,\"Sales Order\\u0001Submitted\":1,\"Sales Order\\u0001To Sales Order Date\\u0001upper\":\"2013-01-30\",\"Sales Order\\u0001Company\":\"Alpha\",\"Sales Order\\u0001Fiscal Year\":[\"\"],\"Sales Order\\u0001Status\":[\"Draft\"]}",
"module": "Selling",
"name": "__common__",
"page_len": 50,
"report_script": null,
"sort_by": "`tabSales Order`.`name`",
"sort_order": "DESC",
"standard": "Yes"
},
{
"doctype": "Search Criteria",
"name": "draft_sales_orders"
}
]

1
selling/search_criteria/follow_up_report/__init__.py
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from __future__ import unicode_literals

63
selling/search_criteria/follow_up_report/follow_up_report.js
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// 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;
}

33
selling/search_criteria/follow_up_report/follow_up_report.py
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# 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

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selling/search_criteria/follow_up_report/follow_up_report.txt
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[
{
"owner": "ashwini@webnotestech.com",
"docstatus": 0,
"creation": "2012-04-03 12:49:51",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:51"
},
{
"parent_doc_type": "Lead",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Lead\u0001Status':'','Lead\u0001Source':'','Lead\u0001Lead Type':'','Lead\u0001Rating':'','Lead\u0001Market Segment':'','Lead\u0001Fiscal Year':''}",
"doc_type": "Communication Log",
"name": "__common__",
"doctype": "Search Criteria",
"sort_by": "`tabLead`.`name`",
"page_len": 50,
"criteria_name": "Follow-up Report",
"columns": "Lead\u0001ID,Communication Log\u0001Date,Communication Log\u0001Notes,Communication Log\u0001Communication Log type"
},
{
"name": "follow-up_report",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/itemwise_delivery_details/__init__.py
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from __future__ import unicode_literals

21
selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.js
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// 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());
}

34
selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.py
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# 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)

27
selling/search_criteria/itemwise_delivery_details/itemwise_delivery_details.txt
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[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-23 12:46:00",
"modified_by": "Administrator",
"modified": "2012-05-03 18:13:49"
},
{
"parent_doc_type": "Delivery Note",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{\"Delivery Note\\u0001Submitted\":1,\"Delivery Note\\u0001Status\":[\"\"],\"Delivery Note\\u0001Fiscal Year\":[\"\"]}",
"doc_type": "Delivery Note Item",
"name": "__common__",
"doctype": "Search Criteria",
"sort_by": "`tabDelivery Note`.`name`",
"page_len": 50,
"criteria_name": "Itemwise Delivery Details",
"columns": "Delivery Note\u0001ID,Delivery Note Item\u0001Item Code,Delivery Note Item\u0001Item Name,Delivery Note Item\u0001Quantity,Delivery Note Item\u0001Rate*,Delivery Note Item\u0001Amount*,Delivery Note Item\u0001Billed Amt"
},
{
"name": "itemwise_delivery_details",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/itemwise_sales_details/__init__.py
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from __future__ import unicode_literals

27
selling/search_criteria/itemwise_sales_details/itemwise_sales_details.js
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// 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();

36
selling/search_criteria/itemwise_sales_details/itemwise_sales_details.py
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# 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)

27
selling/search_criteria/itemwise_sales_details/itemwise_sales_details.txt
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[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-23 12:46:00",
"modified_by": "Administrator",
"modified": "2012-05-03 18:18:31"
},
{
"parent_doc_type": "Sales Order",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{\"Sales Order\\u0001Submitted\":1,\"Sales Order\\u0001Fiscal Year\":[\"\"],\"Sales Order\\u0001Status\":[\"\"]}",
"doc_type": "Sales Order Item",
"name": "__common__",
"doctype": "Search Criteria",
"sort_by": "`tabSales Order`.`name`",
"page_len": 50,
"criteria_name": "Itemwise Sales Details",
"columns": "Sales Order\u0001ID,Sales Order\u0001Customer,Sales Order Item\u0001Item Code,Sales Order Item\u0001Item Name,Sales Order Item\u0001Quantity,Sales Order Item\u0001Basic Rate*,Sales Order Item\u0001Amount*,Sales Order Item\u0001Delivered Qty,Sales Order Item\u0001Billed Amt"
},
{
"name": "itemwise_sales_details",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/lead_to_follow_up/__init__.py
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from __future__ import unicode_literals

21
selling/search_criteria/lead_to_follow_up/lead_to_follow_up.js
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@@ -1,21 +0,0 @@
// 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;
}

27
selling/search_criteria/lead_to_follow_up/lead_to_follow_up.txt
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@@ -1,27 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:51",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:51"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Lead\u0001Status':'','Lead\u0001Source':'','Lead\u0001Expected Month':'','Lead\u0001Industry':'','Lead\u0001Market Segment':'','Lead\u0001Rating':''}",
"doc_type": "Lead",
"name": "__common__",
"add_cond": "`tabLead`.status!='Converted' \n`tabLead`.status!='Lead Lost' \n`tabLead`.status!='Not Interested'",
"doctype": "Search Criteria",
"sort_by": "`tabLead`.`name`",
"page_len": 50,
"criteria_name": "Lead-To follow up",
"columns": "Lead\u0001ID,Lead\u0001Status,Lead\u0001Lead Name,Lead\u0001Lead Date,Lead\u0001Lead Owner,Lead\u0001Next Contact Date"
},
{
"name": "lead-to_follow_up",
"doctype": "Search Criteria"
}
]

27
selling/search_criteria/lead_to_follow_up/sales_order_overdue.js
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@@ -1,27 +0,0 @@
// 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;
}

1
selling/search_criteria/opportunity_to_follow_up/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

27
selling/search_criteria/opportunity_to_follow_up/opportunity_to_follow_up.txt
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@@ -1,27 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-03-30 14:50:44",
"modified_by": "Administrator",
"modified": "2012-03-30 14:50:44"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Opportunity\u0001Fiscal Year':''}",
"doc_type": "Opportunity",
"name": "__common__",
"add_cond": "`tabOpportunity`.name=`tabQuotation`.enq_no\n`tabOpportunity`.docstatus=1\n`tabQuotation`.status='Submitted'",
"doctype": "Search Criteria",
"sort_by": "`tabOpportunity`.`name`",
"page_len": 50,
"criteria_name": "Opportunity-To follow up",
"columns": "Opportunity\u0001ID,Opportunity\u0001Owner,Opportunity\u0001Company,Opportunity\u0001Fiscal Year"
},
{
"name": "opportunity-to_follow_up",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/sales_orderwise_booking_&_delivery_summary/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

30
selling/search_criteria/sales_orderwise_booking_&_delivery_summary/sales_orderwise_booking_&_delivery_summary.txt
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@@ -1,30 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"add_col": "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'",
"parent_doc_type": "Sales Order",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Sales Order\u0001Submitted':1,'Sales Order\u0001Status':'','Sales Order\u0001Fiscal Year':''}",
"description": "Sales Orderwise Booking & Delivery Summary",
"doc_type": "Sales Order Item",
"name": "__common__",
"doctype": "Search Criteria",
"sort_by": "`tabSales Order`.`name`",
"group_by": "`tabSales Order`.`name`",
"page_len": 50,
"criteria_name": "Sales Orderwise Booking & Delivery Summary",
"columns": "Sales Order\u0001ID,Sales Order\u0001Status,Sales Order\u0001% Billed,Sales Order\u0001Sales Order Date,Sales Order\u0001Customer,Sales Order\u0001Customer Name,Sales Order\u0001Territory"
},
{
"name": "sales_orderwise_booking_&_delivery_summary",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/sales_orderwise_pending_amount_to_bill/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

20
selling/search_criteria/sales_orderwise_pending_amount_to_bill/sales_orderwise_pending_amount_to_bill.js
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@@ -1,20 +0,0 @@
// 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;
}

31
selling/search_criteria/sales_orderwise_pending_amount_to_bill/sales_orderwise_pending_amount_to_bill.txt
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@@ -1,31 +0,0 @@
[
{
"owner": "dhanalekshmi@webnotestech.com",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"add_col": "SUM((`tabSales Order Item`.`qty` - ifnull(`tabSales Order Item`.`billed_qty`, 0)) * `tabSales Order Item`.`basic_rate`) AS \"Pending Amount\"",
"parent_doc_type": "Sales Order",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Sales Order\u0001Saved':1,'Sales Order\u0001Submitted':1,'Sales Order\u0001Company Name':'','Sales Order\u0001Fiscal Year':''}",
"description": "Sales Orderwise Pending Amount To Bill",
"doc_type": "Sales Order Item",
"name": "__common__",
"add_cond": "`tabSales Order`.status != \"Stopped\"\n`tabSales Order`.order_type!=\"Maintenance\"",
"doctype": "Search Criteria",
"sort_by": "`tabSales Order`.`name`",
"group_by": "`tabSales Order`.`name`",
"page_len": 50,
"criteria_name": "Sales Orderwise Pending Amount To Bill",
"columns": "Sales Order\u0001ID,Sales Order\u0001Customer,Sales Order\u0001Customer Address,Sales Order\u0001Status,Sales Order\u0001% Delivered,Sales Order\u0001% Billed,Sales Order\u0001Company Name,Sales Order\u0001Sales Order Date,Sales Order\u0001Net Total,Sales Order\u0001Zone,Sales Order\u0001Territory,Sales Order\u0001Email Id"
},
{
"name": "sales_orderwise_pending_amount_to_bill",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/sales_orderwise_pending_qty_to_deliver/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

31
selling/search_criteria/sales_orderwise_pending_qty_to_deliver/sales_orderwise_pending_qty_to_deliver.txt
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@@ -1,31 +0,0 @@
[
{
"owner": "dhanalekshmi@webnotestech.com",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"add_col": "SUM(`tabSales Order Item`.`qty` - ifnull(`tabSales Order Item`.`delivered_qty`, 0)) AS \"Pending Qty\"",
"parent_doc_type": "Sales Order",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Sales Order\u0001Saved':1,'Sales Order\u0001Submitted':1,'Sales Order\u0001Status':'','Sales Order\u0001Fiscal Year':''}",
"description": "Sales Orderwise Pending Qty To Deliver",
"doc_type": "Sales Order Item",
"name": "__common__",
"add_cond": "`tabSales Order`.status != \"Stopped\"\n`tabSales Order Item`.`qty` > ifnull(`tabSales Order Item`.`delivered_qty`, 0)",
"doctype": "Search Criteria",
"sort_by": "`tabSales Order`.`name`",
"group_by": "`tabSales Order`.`name`",
"page_len": 50,
"criteria_name": "Sales Orderwise Pending Qty To Deliver",
"columns": "Sales Order\u0001ID,Sales Order\u0001Customer,Sales Order\u0001Customer Name,Sales Order\u0001Customer Address,Sales Order\u0001Status,Sales Order\u0001% Delivered,Sales Order\u0001% Billed,Sales Order\u0001Sales Order Date,Sales Order\u0001Territory,Sales Order\u0001Email Id"
},
{
"name": "sales_orderwise_pending_qty_to_deliver",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/sales_persons_target_variance_item_group_wise/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

57
selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.js
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@@ -1,57 +0,0 @@
// 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;
}

145
selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.py
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@@ -1,145 +0,0 @@
# 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 = webnotes.conn.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

26
selling/search_criteria/sales_persons_target_variance_item_group_wise/sales_persons_target_variance_item_group_wise.txt
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@@ -1,26 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"parent_doc_type": "Sales Person",
"module": "Selling",
"doctype": "Search Criteria",
"sort_order": "DESC",
"filters": "{'Sales Person\u0001Country':'','Sales Person\u0001State':'','Target Detail\u0001Fiscal Year':''}",
"standard": "Yes",
"doc_type": "Target Detail",
"name": "__common__",
"sort_by": "`tabTarget Detail`.`target_amount`",
"page_len": 50,
"criteria_name": "Sales Persons Target Variance (Item Group wise)"
},
{
"name": "sales_persons_target_variance_item_group_wise",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/sales_personwise_transaction_summary/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

53
selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.js
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@@ -1,53 +0,0 @@
// 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 == "Delivery Note") 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';
}

30
selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.py
View File

@@ -1,30 +0,0 @@
# 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

26
selling/search_criteria/sales_personwise_transaction_summary/sales_personwise_transaction_summary.txt
View File

@@ -1,26 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Sales Person\u0001Saved':1,'Sales Person\u0001Submitted':1,'Sales Person\u0001Country':'','Sales Person\u0001State':''}",
"doctype": "Search Criteria",
"doc_type": "Sales Person",
"name": "__common__",
"sort_by": "`tabSales Person`.`name`",
"page_len": 50,
"criteria_name": "Sales Personwise Transaction Summary",
"columns": "Sales Person\u0001ID"
},
{
"name": "sales_personwise_transaction_summary",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/serial_no_amc_expiring_this_month/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

27
selling/search_criteria/serial_no_amc_expiring_this_month/serial_no_amc_expiring_this_month.txt
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@@ -1,27 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Serial No\u0001Saved':1,'Serial No\u0001Submitted':1,'Serial No\u0001Status':'','Serial No\u0001Warranty Status':''}",
"doc_type": "Serial No",
"name": "__common__",
"add_cond": "`tab Serial No`.month(amc_expiry_date)=month(now()) \n`tab Serial No`.year(amc_expiry_date)=year(now())",
"doctype": "Search Criteria",
"sort_by": "`tabSerial No`.`name`",
"page_len": 50,
"criteria_name": "Serial No-AMC expiring this month",
"columns": "Serial No\u0001ID,Serial No\u0001Status,Serial No\u0001AMC Expiry Date,Serial No\u0001Customer Name"
},
{
"name": "serial_no-amc_expiring_this_month",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/serial_no_warranty_expiring_this_month/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

27
selling/search_criteria/serial_no_warranty_expiring_this_month/serial_no_warranty_expiring_this_month.txt
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@@ -1,27 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:52",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:52"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Serial No\u0001Saved':1,'Serial No\u0001Submitted':1,'Serial No\u0001Status':'Issued','Serial No\u0001Maintenance Status':''}",
"doc_type": "Serial No",
"name": "__common__",
"add_cond": "`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())",
"doctype": "Search Criteria",
"sort_by": "`tabSerial No`.`name`",
"page_len": 50,
"criteria_name": "Serial No-Warranty expiring this month",
"columns": "Serial No\u0001ID,Serial No\u0001Status,Serial No\u0001Warranty Expiry Date,Serial No\u0001Customer Name"
},
{
"name": "serial_no-warranty_expiring_this_month",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/target_variance_report/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

43
selling/search_criteria/target_variance_report/target_variance_report.js
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@@ -1,43 +0,0 @@
// 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();

127
selling/search_criteria/target_variance_report/target_variance_report.py
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@@ -1,127 +0,0 @@
# 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 = webnotes.conn.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

27
selling/search_criteria/target_variance_report/target_variance_report.txt
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@@ -1,27 +0,0 @@
[
{
"owner": "harshada@webnotestech.com",
"docstatus": 0,
"creation": "2012-04-03 12:49:53",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:53"
},
{
"parent_doc_type": "Sales Person",
"module": "Selling",
"standard": "Yes",
"disabled": 0,
"sort_order": "DESC",
"filters": "{'Sales Person\u0001Saved':1,'Sales Person\u0001Submitted':1,'Sales Person\u0001Country':'','Sales Person\u0001State':'','Target Detail\u0001Fiscal Year':''}",
"doc_type": "Target Detail",
"name": "__common__",
"doctype": "Search Criteria",
"page_len": 50,
"criteria_name": "Target Variance Report",
"columns": "Sales Person\u0001ID,Sales Person\u0001Owner,Sales Person\u0001Sales Person,Sales Person\u0001Country,Sales Person\u0001State,Target Detail\u0001Item Group,Target Detail\u0001Fiscal Year,Target Detail\u0001Target Amount"
},
{
"name": "target_variance_report",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/territories_target_variance_item_group_wise/__init__.py
View File

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

61
selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.js
View File

@@ -1,61 +0,0 @@
// 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;
}

144
selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.py
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@@ -1,144 +0,0 @@
# 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 = webnotes.conn.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

26
selling/search_criteria/territories_target_variance_item_group_wise/territories_target_variance_item_group_wise.txt
View File

@@ -1,26 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:53",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:53"
},
{
"parent_doc_type": "Sales Person",
"module": "Selling",
"doctype": "Search Criteria",
"sort_order": "DESC",
"filters": "{'Sales Person\u0001Country':'','Sales Person\u0001State':'','Target Detail\u0001Fiscal Year':''}",
"standard": "Yes",
"doc_type": "Target Detail",
"name": "__common__",
"sort_by": "`tabTarget Detail`.`target_amount`",
"page_len": 50,
"criteria_name": "Territories Target Variance (Item Group wise)"
},
{
"name": "territories_target_variance_item_group_wise",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/territory_sales___variance_report/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

22
selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.js
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@@ -1,22 +0,0 @@
// 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'});
}

205
selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.py
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@@ -1,205 +0,0 @@
# 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

26
selling/search_criteria/territory_sales___variance_report/territory_sales___variance_report.txt
View File

@@ -1,26 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:53",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:53"
},
{
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Territory\u0001State':'','Territory\u0001Based On':'Sales Order','Territory\u0001Fiscal Year':'2009-2010','Territory\u0001Company':'Alpha Company','Territory\u0001Period':'Quarterly'}",
"doctype": "Search Criteria",
"doc_type": "Territory",
"name": "__common__",
"sort_by": "ID",
"page_len": 50,
"criteria_name": "Territory Sales - Variance Report",
"columns": "Territory\u0001ID"
},
{
"name": "territory_sales_-_variance_report",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/total_target_variance_report/__init__.py
View File

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

28
selling/search_criteria/total_target_variance_report/total_target_variance_report.js
View File

@@ -1,28 +0,0 @@
// 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();

223
selling/search_criteria/total_target_variance_report/total_target_variance_report.py
View File

@@ -1,223 +0,0 @@
# 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 = webnotes.conn.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

1
selling/search_criteria/total_target_variance_report/total_target_variance_report.sql
View File

@@ -1 +0,0 @@
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

27
selling/search_criteria/total_target_variance_report/total_target_variance_report.txt
View File

@@ -1,27 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:53",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:53"
},
{
"parent_doc_type": "Sales Person",
"module": "Selling",
"standard": "Yes",
"sort_order": "DESC",
"filters": "{'Sales Person\u0001Saved':1,'Sales Person\u0001Submitted':1,'Sales Person\u0001Country':'','Sales Person\u0001State':'','Target Detail\u0001Fiscal Year':''}",
"doc_type": "Target Detail",
"name": "__common__",
"doctype": "Search Criteria",
"sort_by": "`tabSales Person`.`name`",
"page_len": 50,
"criteria_name": "Total Target Variance Report",
"columns": "Sales Person\u0001ID,Sales Person\u0001Owner,Sales Person\u0001Sales Person,Sales Person\u0001Country,Sales Person\u0001State,Sales Person\u0001lft,Sales Person\u0001rgt,Target Detail\u0001Item Group,Target Detail\u0001Fiscal Year,Target Detail\u0001Target Amount"
},
{
"name": "total_target_variance_report",
"doctype": "Search Criteria"
}
]

1
selling/search_criteria/variance_report/__init__.py
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@@ -1 +0,0 @@
from __future__ import unicode_literals

28
selling/search_criteria/variance_report/variance_report.js
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// 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()

520
selling/search_criteria/variance_report/variance_report.py
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@@ -1,520 +0,0 @@
# 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)

1
selling/search_criteria/variance_report/variance_report.sql
View File

@@ -1 +0,0 @@
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)

26
selling/search_criteria/variance_report/variance_report.txt
View File

@@ -1,26 +0,0 @@
[
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-04-03 12:49:53",
"modified_by": "Administrator",
"modified": "2012-04-03 12:49:53"
},
{
"parent_doc_type": "Territory",
"module": "Selling",
"doctype": "Search Criteria",
"sort_order": "DESC",
"filters": "{'Territory\u0001State':'','Target Detail\u0001Fiscal Year':'2009-2010','Target Detail\u0001Based On':'Territory','Target Detail\u0001Company':'Alpha Company','Target Detail\u0001Period':'Quarterly','Target Detail\u0001Under':'Sales Order'}",
"standard": "Yes",
"doc_type": "Target Detail",
"name": "__common__",
"sort_by": "ID",
"page_len": 50,
"criteria_name": "Variance Report"
},
{
"name": "variance_report",
"doctype": "Search Criteria"
}
]