Quotation Trend

selling/page/selling_home/selling_home.js

@@ -170,6 +170,11 @@ wn.module_page["Selling"] = [
 				route: "query-report/Customers Not Buying Since Long Time",
 				doctype: "Sales Order"
 			},
+			{
+				"label":wn._("Quotation Trend"),
+				route: "query-report/Quotation Trends",
+				doctype: "Sales Order"
+			},
 
 		]
 	}

selling/report/quotation_trends/quotation_trends.js

@@ -0,0 +1,40 @@
+wn.query_reports["Quotation Trends"] = {
+	"filters": [
+		{
+			"fieldname":"period",
+			"label": "Period",
+			"fieldtype": "Select",
+			"options": "Monthly"+NEWLINE+"Quarterly"+NEWLINE+"Half-yearly"+NEWLINE+"Yearly",
+			"default": "Monthly"
+		},
+		{
+			"fieldname":"based_on",
+			"label": "Based On",
+			"fieldtype": "Select",
+			"options": "Item"+NEWLINE+"Item Group"+NEWLINE+"Customer"+NEWLINE+"Customer Group"+NEWLINE+"Territory"+NEWLINE+"Project",
+			"default": "Item"
+		},
+		{
+			"fieldname":"group_by",
+			"label": "Group By",
+			"fieldtype": "Select",
+			"options": "Item"+NEWLINE+"Customer",
+			"default": "Customer"
+		},
+		{
+			"fieldname":"fiscal_year",
+			"label": "Fiscal Year",
+			"fieldtype": "Link",
+			"options":'Fiscal Year',
+			"default": "Fiscal Year"
+		},
+		{
+			"fieldname":"company",
+			"label": "Company",
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": "Company"
+		},
+		
+	]
+}

selling/report/quotation_trends/quotation_trends.py

@@ -0,0 +1,96 @@
+# 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
+import webnotes
+from webnotes.utils import getdate, cint
+
+def execute(filters=None):
+	if not filters: filters ={}
+	
+	period = filters.get("period")
+	based_on = filters.get("based_on")
+	group_by = filters.get("group_by")
+
+	columns = get_columns(filters, period, based_on, group_by)
+	data = [] 
+
+	return columns, data 
+
+def get_columns(filters, period, based_on, group_by):
+	columns = []
+	pwc = []
+	bon = []
+	gby = []
+
+	if not (period and based_on):
+		webnotes.msgprint("Value missing in 'Period' or 'Based On'",raise_exception=1)
+	elif based_on == group_by:
+		webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'")
+	else: 
+		pwc = period_wise_column(filters, period, pwc)
+		bon = base_wise_column(based_on, bon)
+		gby = gruoup_wise_column(group_by)
+	
+	if gby:	
+		columns = bon + gby + pwc
+	else:
+		columns = bon + pwc
+	return columns
+
+
+def period_wise_column(filters, period, pwc):
+
+	if period == "Monthly":
+		month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+		for month in range(0,len(month_name)):
+			pwc.append(month_name[month]+' (Qty):Float:120')
+			pwc.append(month_name[month]+' (Amt):Currency:120')
+
+	elif period == "Quarterly":
+		pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120", 
+		"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"
+		]
+
+	elif period == "Half-yearly":
+		pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
+		 	"Second Half(amt):Currency:120"
+		]
+	else:
+		pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
+
+	return pwc
+
+def base_wise_column(based_on, bon):
+	if based_on == "Item":
+		bon = ["Item:Link/Item:120", "Item Name:Data:120"]
+	elif based_on == "Item Group":
+		bon = ["Item Group:Link/Item Group:120"]
+	elif based_on == "Customer":
+		bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
+	elif based_on == "Customer Group":
+		bon = ["Customer Group:Link/Customer Group"]
+	elif based_on == "Territory":
+		bon = ["Territory:Link/Territory:120"]
+	else:
+		bon = ["Project:Link/Project:120"]
+	return bon
+
+def gruoup_wise_column(group_by):
+	if group_by:
+		return [group_by+":Link/"+group_by+":120"]
+	else:
+		return []

selling/report/quotation_trends/quotation_trends.txt

@@ -0,0 +1,22 @@
+[
+ {
+  "creation": "2013-06-07 16:01:16", 
+  "docstatus": 0, 
+  "modified": "2013-06-07 16:01:16", 
+  "modified_by": "Administrator", 
+  "owner": "Administrator"
+ }, 
+ {
+  "add_total_row": 1, 
+  "doctype": "Report", 
+  "is_standard": "Yes", 
+  "name": "__common__", 
+  "ref_doctype": "Quotation", 
+  "report_name": "Quotation Trends", 
+  "report_type": "Script Report"
+ }, 
+ {
+  "doctype": "Report", 
+  "name": "Quotation Trends"
+ }
+]