mirror of
https://github.com/frappe/erpnext.git
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Merge branch 'master' of github.com:webnotes/erpnext into responsive
Conflicts: patches/december_2012/deprecate_tds.py patches/june_2012/reports_list_permission.py selling/doctype/sales_bom/locale/_messages_doc.json selling/doctype/sales_bom/locale/ar-doc.json selling/doctype/sales_bom/locale/de-doc.json selling/doctype/sales_bom/locale/es-doc.json selling/doctype/sales_bom/locale/fr-doc.json selling/doctype/sales_bom/locale/hi-doc.json selling/doctype/sales_bom/locale/hr-doc.json selling/doctype/sales_bom/locale/nl-doc.json selling/doctype/sales_bom/locale/pt-BR-doc.json selling/doctype/sales_bom/locale/pt-doc.json selling/doctype/sales_bom/locale/sr-doc.json selling/doctype/sales_bom/locale/ta-doc.json selling/doctype/sales_bom/locale/th-doc.json selling/doctype/sales_bom_item/locale/_messages_doc.json selling/doctype/sales_bom_item/locale/ar-doc.json selling/doctype/sales_bom_item/locale/de-doc.json selling/doctype/sales_bom_item/locale/es-doc.json selling/doctype/sales_bom_item/locale/fr-doc.json selling/doctype/sales_bom_item/locale/hi-doc.json selling/doctype/sales_bom_item/locale/hr-doc.json selling/doctype/sales_bom_item/locale/nl-doc.json selling/doctype/sales_bom_item/locale/pt-BR-doc.json selling/doctype/sales_bom_item/locale/pt-doc.json selling/doctype/sales_bom_item/locale/sr-doc.json selling/doctype/sales_bom_item/locale/ta-doc.json selling/doctype/sales_bom_item/locale/th-doc.json
This commit is contained in:
1
selling/doctype/sales_bom/__init__.py
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1
selling/doctype/sales_bom/__init__.py
Normal file
@@ -0,0 +1 @@
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from __future__ import unicode_literals
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39
selling/doctype/sales_bom/sales_bom.js
Normal file
39
selling/doctype/sales_bom/sales_bom.js
Normal file
@@ -0,0 +1,39 @@
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// ERPNext - web based ERP (http://erpnext.com)
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// Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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//
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// This program is free software: you can redistribute it and/or modify
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// it under the terms of the GNU General Public License as published by
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// the Free Software Foundation, either version 3 of the License, or
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// (at your option) any later version.
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//
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// This program is distributed in the hope that it will be useful,
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// but WITHOUT ANY WARRANTY; without even the implied warranty of
|
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// MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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// GNU General Public License for more details.
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//
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// You should have received a copy of the GNU General Public License
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// along with this program. If not, see <http://www.gnu.org/licenses/>.
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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cur_frm.toggle_enable('new_item_code', doc.__islocal);
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if(!doc.__islocal) {
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cur_frm.add_custom_button("Check for Duplicates", function() {
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cur_frm.call_server('check_duplicate', 1)
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}, 'icon-search')
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}
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}
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cur_frm.fields_dict.new_item_code.get_query = function() {
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return 'select name, description from tabItem where is_stock_item="No" and is_sales_item="Yes"\
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and name not in (select name from `tabSales BOM`)\
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and `%(key)s` like "%s"'
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}
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cur_frm.fields_dict.new_item_code.query_description = 'Select Item where "Is Stock Item" is "No" \
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and "Is Sales Item" is "Yes" and there is no other Sales BOM';
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cur_frm.cscript.item_code = function(doc, dt, dn) {
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var d = locals[dt][dn];
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if (d.item_code){
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get_server_fields('get_item_details', d.item_code, 'sales_bom_items', doc ,dt, dn, 1);
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}
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}
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85
selling/doctype/sales_bom/sales_bom.py
Normal file
85
selling/doctype/sales_bom/sales_bom.py
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@@ -0,0 +1,85 @@
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import flt
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from webnotes.model.utils import getlist
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class DocType:
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def __init__(self,d,dl):
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self.doc, self.doclist = d,dl
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def autoname(self):
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self.doc.name = self.doc.new_item_code
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def validate(self):
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# check for duplicate
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self.check_duplicate()
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self.validate_main_item()
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def validate_main_item(self):
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"""main item must have Is Stock Item as No and Is Sales Item as Yes"""
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if not webnotes.conn.sql("""select name from tabItem where name=%s and
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ifnull(is_stock_item,'')='No' and ifnull(is_sales_item,'')='Yes'""", self.doc.new_item_code):
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webnotes.msgprint("""Parent Item %s is either a Stock Item or a not a Sales Item""",
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raise_exception=1)
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def get_item_details(self, name):
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det = webnotes.conn.sql("""select description, stock_uom from `tabItem`
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where name = %s""", name)
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rate = webnotes.conn.sql("""select ref_rate from `tabItem Price`
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where price_list_name = %s and parent = %s
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and ref_currency = %s""", (self.doc.price_list, name, self.doc.currency))
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return {
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'description' : det and det[0][0] or '',
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'uom': det and det[0][1] or '',
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'rate': rate and flt(rate[0][0]) or 0.00
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}
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def check_duplicate(self, finder=0):
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il = getlist(self.doclist, "sales_bom_items")
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if not il:
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webnotes.msgprint("Add atleast one item")
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return
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# get all Sales BOM that have the first item
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sbl = webnotes.conn.sql("""select distinct parent from `tabSales BOM Item` where item_code=%s
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and parent != %s and docstatus != 2""", (il[0].item_code, self.doc.name))
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# check all siblings
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sub_items = [[d.item_code, flt(d.qty)] for d in il]
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for s in sbl:
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t = webnotes.conn.sql("""select item_code, qty from `tabSales BOM Item` where parent=%s and
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docstatus != 2""", s[0])
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t = [[d[0], flt(d[1])] for d in t]
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if self.has_same_items(sub_items, t):
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webnotes.msgprint("%s has the same Sales BOM details" % s[0])
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raise Exception
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if finder:
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webnotes.msgprint("There is no Sales BOM present with the following Combination.")
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def has_same_items(self, l1, l2):
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if len(l1)!=len(l2): return 0
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for l in l2:
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if l not in l1:
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return 0
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for l in l1:
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if l not in l2:
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return 0
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return 1
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99
selling/doctype/sales_bom/sales_bom.txt
Normal file
99
selling/doctype/sales_bom/sales_bom.txt
Normal file
@@ -0,0 +1,99 @@
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[
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{
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"creation": "2013-06-20 11:53:21",
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"docstatus": 0,
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"modified": "2013-06-25 16:43:18",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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{
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"description": "Aggregate group of **Items** into another **Item**. This is useful if you are bundling a certain **Items** into a package and you maintain stock of the packed **Items** and not the aggregate **Item**. \n\nThe package **Item** will have \"Is Stock Item\" as \"No\" and \"Is Sales Item\" as \"Yes\".\n\nFor Example: If you are selling Laptops and Backpacks separately and have a special price if the customer buys both, then the Laptop + Backpack will be a new Sales BOM Item.\n\nNote: BOM = Bill of Materials",
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"doctype": "DocType",
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"document_type": "Master",
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"is_submittable": 0,
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"module": "Selling",
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"name": "__common__"
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},
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{
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"doctype": "DocField",
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"name": "__common__",
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"parent": "Sales BOM",
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"parentfield": "fields",
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"parenttype": "DocType",
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"permlevel": 0
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},
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{
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"doctype": "DocPerm",
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"name": "__common__",
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"parent": "Sales BOM",
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"parentfield": "permissions",
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"parenttype": "DocType",
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"permlevel": 0,
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"read": 1,
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"report": 1,
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"submit": 0
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},
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{
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"doctype": "DocType",
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"name": "Sales BOM"
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},
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{
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"doctype": "DocField",
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"fieldname": "basic_section",
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"fieldtype": "Section Break",
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"label": "Sales BOM Item"
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},
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{
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"description": "The Item that represents the Package. This Item must have \"Is Stock Item\" as \"No\" and \"Is Sales Item\" as \"Yes\"",
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"doctype": "DocField",
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"fieldname": "new_item_code",
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"fieldtype": "Link",
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"label": "Parent Item",
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"no_copy": 1,
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"oldfieldname": "new_item_code",
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"oldfieldtype": "Data",
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"options": "Item",
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"reqd": 1
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},
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{
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"description": "List items that form the package.",
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"doctype": "DocField",
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"fieldname": "item_section",
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"fieldtype": "Section Break",
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"label": "Package Items"
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},
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{
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"doctype": "DocField",
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"fieldname": "sales_bom_items",
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"fieldtype": "Table",
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"label": "Sales BOM Items",
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"oldfieldname": "sales_bom_items",
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"oldfieldtype": "Table",
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"options": "Sales BOM Item",
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"reqd": 1
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},
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{
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"amend": 1,
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"cancel": 1,
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"create": 1,
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"doctype": "DocPerm",
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"role": "Material Manager",
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"write": 1
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},
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"doctype": "DocPerm",
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"role": "Material User",
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"write": 0
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},
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{
|
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"amend": 0,
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"cancel": 1,
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"create": 1,
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"doctype": "DocPerm",
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"role": "Sales User",
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"write": 1
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}
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]
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20
selling/doctype/sales_bom/test_sales_bom.py
Normal file
20
selling/doctype/sales_bom/test_sales_bom.py
Normal file
@@ -0,0 +1,20 @@
|
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test_records = [
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[
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{
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"doctype": "Sales BOM",
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"new_item_code": "_Test Sales BOM Item"
|
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},
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{
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"doctype": "Sales BOM Item",
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"item_code": "_Test Item",
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"parentfield": "sales_bom_items",
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"qty": 5.0
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},
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{
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"doctype": "Sales BOM Item",
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"item_code": "_Test Item Home Desktop 100",
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"parentfield": "sales_bom_items",
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"qty": 2.0
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}
|
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],
|
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]
|
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1
selling/doctype/sales_bom_item/__init__.py
Normal file
1
selling/doctype/sales_bom_item/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from __future__ import unicode_literals
|
||||
22
selling/doctype/sales_bom_item/sales_bom_item.py
Normal file
22
selling/doctype/sales_bom_item/sales_bom_item.py
Normal file
@@ -0,0 +1,22 @@
|
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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
|
||||
import webnotes
|
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|
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class DocType:
|
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def __init__(self, d, dl):
|
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self.doc, self.doclist = d, dl
|
||||
75
selling/doctype/sales_bom_item/sales_bom_item.txt
Normal file
75
selling/doctype/sales_bom_item/sales_bom_item.txt
Normal file
@@ -0,0 +1,75 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-05-23 16:55:51",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-26 13:45:41",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "DocType",
|
||||
"istable": 1,
|
||||
"module": "Selling",
|
||||
"name": "__common__"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"name": "__common__",
|
||||
"parent": "Sales BOM Item",
|
||||
"parentfield": "fields",
|
||||
"parenttype": "DocType",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocType",
|
||||
"name": "Sales BOM Item"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "item_code",
|
||||
"fieldtype": "Link",
|
||||
"label": "Item",
|
||||
"oldfieldname": "item_code",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Item",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "qty",
|
||||
"fieldtype": "Float",
|
||||
"label": "Qty",
|
||||
"oldfieldname": "qty",
|
||||
"oldfieldtype": "Currency",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "description",
|
||||
"fieldtype": "Text",
|
||||
"label": "Description",
|
||||
"oldfieldname": "description",
|
||||
"oldfieldtype": "Text",
|
||||
"print_width": "300px",
|
||||
"width": "300px"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "rate",
|
||||
"fieldtype": "Float",
|
||||
"label": "Rate",
|
||||
"oldfieldname": "rate",
|
||||
"oldfieldtype": "Currency"
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "uom",
|
||||
"fieldtype": "Link",
|
||||
"label": "UOM",
|
||||
"oldfieldname": "uom",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "UOM",
|
||||
"read_only": 1,
|
||||
"search_index": 0
|
||||
}
|
||||
]
|
||||
@@ -24,7 +24,7 @@ from webnotes.model.code import get_obj
|
||||
from webnotes import msgprint
|
||||
|
||||
sql = webnotes.conn.sql
|
||||
|
||||
|
||||
# ----------
|
||||
|
||||
class DocType:
|
||||
@@ -45,17 +45,16 @@ class DocType:
|
||||
elif self.doc.send_to == 'All Lead (Open)':
|
||||
rec = sql("select lead_name, mobile_no from tabLead where ifnull(mobile_no,'')!='' and docstatus != 2 and status = 'Open'")
|
||||
elif self.doc.send_to == 'All Employee (Active)':
|
||||
where_clause = self.doc.department and " and t1.department = '%s'" % self.doc.department or ""
|
||||
where_clause += self.doc.branch and " and t1.branch = '%s'" % self.doc.branch or ""
|
||||
rec = sql("select t1.employee_name, t2.cell_number from `tabEmployee` t1, `tabEmployee Profile` t2 where t2.employee = t1.name and t1.status = 'Active' and t1.docstatus != 2 and ifnull(t2.cell_number,'')!='' %s" % where_clause)
|
||||
where_clause = self.doc.department and " and department = '%s'" % self.doc.department or ""
|
||||
where_clause += self.doc.branch and " and branch = '%s'" % self.doc.branch or ""
|
||||
rec = sql("select employee_name, cell_number from `tabEmployee` where status = 'Active' and docstatus < 2 and ifnull(cell_number,'')!='' %s" % where_clause)
|
||||
elif self.doc.send_to == 'All Sales Person':
|
||||
rec = sql("select sales_person_name, mobile_no from `tabSales Person` where docstatus != 2 and ifnull(mobile_no,'')!=''")
|
||||
|
||||
rec_list = ''
|
||||
for d in rec:
|
||||
rec_list += d[0] + ' - ' + d[1] + '\n'
|
||||
self.doc.receiver_list = rec_list
|
||||
|
||||
webnotes.errprint(rec_list)
|
||||
def get_receiver_nos(self):
|
||||
receiver_nos = []
|
||||
for d in self.doc.receiver_list.split('\n'):
|
||||
|
||||
@@ -173,13 +173,11 @@ wn.module_page["Selling"] = [
|
||||
},
|
||||
{
|
||||
"label":wn._("Territory Target Variance (Item Group-Wise)"),
|
||||
route: "query-report/Territory Target Variance (Item Group-Wise)",
|
||||
doctype: "Sales Order"
|
||||
route: "query-report/Territory Target Variance Item Group-Wise"
|
||||
},
|
||||
{
|
||||
"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
|
||||
route: "query-report/Sales Person Target Variance (Item Group-Wise)",
|
||||
doctype: "Sales Order"
|
||||
route: "query-report/Sales Person Target Variance Item Group-Wise"
|
||||
},
|
||||
{
|
||||
"label":wn._("Customers Not Buying Since Long Time"),
|
||||
@@ -196,6 +194,10 @@ wn.module_page["Selling"] = [
|
||||
route: "query-report/Sales Order Trends",
|
||||
doctype: "Sales Order"
|
||||
},
|
||||
{
|
||||
"label":wn._("Available Stock for Packing Items"),
|
||||
route: "query-report/Available Stock for Packing Items",
|
||||
},
|
||||
{
|
||||
"label":wn._("Pending SO Items For Purchase Request"),
|
||||
route: "query-report/Pending SO Items For Purchase Request"
|
||||
|
||||
@@ -0,0 +1,92 @@
|
||||
# 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 flt
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns()
|
||||
iwq_map = get_item_warehouse_quantity_map()
|
||||
item_map = get_item_details()
|
||||
|
||||
data = []
|
||||
for sbom, warehouse in iwq_map.items():
|
||||
total = 0
|
||||
total_qty = 0
|
||||
|
||||
for wh, item_qty in warehouse.items():
|
||||
total += 1
|
||||
row = [sbom, item_map.get(sbom).item_name, item_map.get(sbom).description,
|
||||
item_map.get(sbom).stock_uom, wh]
|
||||
available_qty = min(item_qty.values())
|
||||
total_qty += flt(available_qty)
|
||||
row += [available_qty]
|
||||
|
||||
if available_qty:
|
||||
data.append(row)
|
||||
if (total == len(warehouse)):
|
||||
row = ["", "", "Total", "", "", total_qty]
|
||||
data.append(row)
|
||||
|
||||
return columns, data
|
||||
|
||||
def get_columns():
|
||||
columns = ["Item Code:Link/Item:100", "Item Name::100", "Description::120", \
|
||||
"UOM:Link/UOM:80", "Warehouse:Link/Warehouse:100", "Quantity::100"]
|
||||
|
||||
return columns
|
||||
|
||||
def get_sales_bom_items():
|
||||
sbom_item_map = {}
|
||||
for sbom in webnotes.conn.sql("""select parent, item_code, qty from `tabSales BOM Item`
|
||||
where docstatus < 2""", as_dict=1):
|
||||
sbom_item_map.setdefault(sbom.parent, {}).setdefault(sbom.item_code, sbom.qty)
|
||||
|
||||
return sbom_item_map
|
||||
|
||||
def get_item_details():
|
||||
item_map = {}
|
||||
for item in webnotes.conn.sql("""select name, item_name, description, stock_uom
|
||||
from `tabItem`""", as_dict=1):
|
||||
item_map.setdefault(item.name, item)
|
||||
|
||||
return item_map
|
||||
|
||||
def get_item_warehouse_quantity():
|
||||
iwq_map = {}
|
||||
bin = webnotes.conn.sql("""select item_code, warehouse, actual_qty from `tabBin`
|
||||
where actual_qty > 0""")
|
||||
for item, wh, qty in bin:
|
||||
iwq_map.setdefault(item, {}).setdefault(wh, qty)
|
||||
|
||||
return iwq_map
|
||||
|
||||
def get_item_warehouse_quantity_map():
|
||||
sbom_map = {}
|
||||
iwq_map = get_item_warehouse_quantity()
|
||||
sbom_item_map = get_sales_bom_items()
|
||||
|
||||
for sbom, sbom_items in sbom_item_map.items():
|
||||
for item, child_qty in sbom_items.items():
|
||||
for wh, qty in iwq_map.get(item, {}).items():
|
||||
avail_qty = flt(qty) / flt(child_qty)
|
||||
sbom_map.setdefault(sbom, {}).setdefault(wh, {}) \
|
||||
.setdefault(item, avail_qty)
|
||||
|
||||
return sbom_map
|
||||
@@ -0,0 +1,21 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-21 13:40:05",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-21 15:06:40",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales BOM",
|
||||
"report_name": "Available Stock for Packing Items",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Available Stock for Packing Items"
|
||||
}
|
||||
]
|
||||
@@ -1,4 +1,4 @@
|
||||
wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
|
||||
wn.query_reports["Sales Person Target Variance Item Group-Wise"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname: "fiscal_year",
|
||||
@@ -16,18 +16,21 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
import calendar
|
||||
from webnotes import _, msgprint
|
||||
from webnotes.utils import flt
|
||||
import time
|
||||
from accounts.utils import get_fiscal_year
|
||||
from controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
sim_map = get_salesperson_item_month_map(filters)
|
||||
|
||||
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||
|
||||
data = []
|
||||
|
||||
for salesperson, salesperson_items in sim_map.items():
|
||||
@@ -39,7 +42,7 @@ def execute(filters=None):
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
value = flt(month_data.get(fieldname), precision)
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
@@ -61,7 +64,7 @@ def get_columns(filters):
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters):
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
|
||||
if group_months:
|
||||
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
||||
@@ -70,49 +73,14 @@ def get_columns(filters):
|
||||
|
||||
return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
|
||||
|
||||
def get_period_date_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
year_start_date, year_end_date = get_year_start_end_date(filters)
|
||||
|
||||
increment = {
|
||||
"Monthly": 1,
|
||||
"Quarterly": 3,
|
||||
"Half-Yearly": 6,
|
||||
"Yearly": 12
|
||||
}.get(filters["period"])
|
||||
|
||||
period_date_ranges = []
|
||||
for i in xrange(1, 13, increment):
|
||||
period_end_date = year_start_date + relativedelta(months=increment,
|
||||
days=-1)
|
||||
period_date_ranges.append([year_start_date, period_end_date])
|
||||
year_start_date = period_end_date + relativedelta(days=1)
|
||||
|
||||
return period_date_ranges
|
||||
|
||||
def get_period_month_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
period_month_ranges = []
|
||||
|
||||
for start_date, end_date in get_period_date_ranges(filters):
|
||||
months_in_this_period = []
|
||||
while start_date <= end_date:
|
||||
months_in_this_period.append(start_date.strftime("%B"))
|
||||
start_date += relativedelta(months=1)
|
||||
period_month_ranges.append(months_in_this_period)
|
||||
|
||||
return period_month_ranges
|
||||
|
||||
|
||||
#Get sales person & item group details
|
||||
def get_salesperson_details(filters):
|
||||
return webnotes.conn.sql("""select sp.name, td.item_group, td.target_qty,
|
||||
td.target_amount, sp.distribution_id
|
||||
from `tabSales Person` sp, `tabTarget Detail` td
|
||||
where td.parent=sp.name and td.fiscal_year=%s and
|
||||
ifnull(sp.distribution_id, '')!='' order by sp.name""" %
|
||||
('%s'), (filters.get("fiscal_year")), as_dict=1)
|
||||
ifnull(sp.distribution_id, '')!='' order by sp.name""",
|
||||
(filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
@@ -121,14 +89,14 @@ def get_target_distribution_details(filters):
|
||||
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
||||
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
||||
`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
|
||||
bd.fiscal_year=%s """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
|
||||
bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.month, d)
|
||||
|
||||
return target_details
|
||||
|
||||
#Get achieved details from sales order
|
||||
def get_achieved_details(filters):
|
||||
start_date, end_date = get_year_start_end_date(filters)
|
||||
start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
|
||||
st.sales_person, MONTHNAME(so.transaction_date) as month_name
|
||||
@@ -149,35 +117,27 @@ def get_salesperson_item_month_map(filters):
|
||||
for month in tdd:
|
||||
sim_map.setdefault(sd.name, {}).setdefault(sd.item_group, {})\
|
||||
.setdefault(month, webnotes._dict({
|
||||
"target": 0.0, "achieved": 0.0, "variance": 0.0
|
||||
"target": 0.0, "achieved": 0.0
|
||||
}))
|
||||
|
||||
tav_dict = sim_map[sd.name][sd.item_group][month]
|
||||
|
||||
for ad in achieved_details:
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
|
||||
tav_dict.target = flt(sd.target_qty) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
|
||||
and ad.sales_person == sd.name:
|
||||
tav_dict.achieved += ad.qty
|
||||
|
||||
if (filters["target_on"] == "Amount"):
|
||||
tav_dict.target = sd.target_amount*(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
|
||||
tav_dict.target = flt(sd.target_amount) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
|
||||
and ad.sales_person == sd.name:
|
||||
tav_dict.achieved += ad.amount
|
||||
|
||||
return sim_map
|
||||
|
||||
def get_year_start_end_date(filters):
|
||||
return webnotes.conn.sql("""select year_start_date,
|
||||
subdate(adddate(year_start_date, interval 1 year), interval 1 day)
|
||||
as year_end_date
|
||||
from `tabFiscal Year`
|
||||
where name=%s""", filters["fiscal_year"])[0]
|
||||
|
||||
def get_item_group(item_name):
|
||||
"""Get Item Group of an item"""
|
||||
|
||||
return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
|
||||
('%s'), (item_name))
|
||||
return webnotes.conn.get_value("Item", item_name, "item_group")
|
||||
@@ -1,8 +1,8 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-18 12:09:40",
|
||||
"creation": "2013-06-21 12:14:15",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-18 12:09:40",
|
||||
"modified": "2013-06-21 12:14:15",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@@ -11,11 +11,11 @@
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Sales Person Target Variance (Item Group-Wise)",
|
||||
"report_name": "Sales Person Target Variance Item Group-Wise",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Sales Person Target Variance (Item Group-Wise)"
|
||||
"name": "Sales Person Target Variance Item Group-Wise"
|
||||
}
|
||||
]
|
||||
@@ -1,4 +1,4 @@
|
||||
wn.query_reports["Territory Target Variance (Item Group-Wise)"] = {
|
||||
wn.query_reports["Territory Target Variance Item Group-Wise"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname: "fiscal_year",
|
||||
@@ -16,19 +16,21 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
import calendar
|
||||
from webnotes import _, msgprint
|
||||
from webnotes.utils import flt
|
||||
import time
|
||||
from accounts.utils import get_fiscal_year
|
||||
from controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
tim_map = get_territory_item_month_map(filters)
|
||||
|
||||
precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
|
||||
|
||||
data = []
|
||||
|
||||
for territory, territory_items in tim_map.items():
|
||||
@@ -40,7 +42,7 @@ def execute(filters=None):
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
value = flt(month_data.get(fieldname), precision)
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
@@ -61,7 +63,7 @@ def get_columns(filters):
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters):
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
|
||||
if group_months:
|
||||
columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
|
||||
@@ -70,41 +72,6 @@ def get_columns(filters):
|
||||
|
||||
return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
|
||||
|
||||
def get_period_date_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
year_start_date, year_end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
|
||||
increment = {
|
||||
"Monthly": 1,
|
||||
"Quarterly": 3,
|
||||
"Half-Yearly": 6,
|
||||
"Yearly": 12
|
||||
}.get(filters["period"])
|
||||
|
||||
period_date_ranges = []
|
||||
for i in xrange(1, 13, increment):
|
||||
period_end_date = year_start_date + relativedelta(months=increment,
|
||||
days=-1)
|
||||
period_date_ranges.append([year_start_date, period_end_date])
|
||||
year_start_date = period_end_date + relativedelta(days=1)
|
||||
|
||||
return period_date_ranges
|
||||
|
||||
def get_period_month_ranges(filters):
|
||||
from dateutil.relativedelta import relativedelta
|
||||
period_month_ranges = []
|
||||
|
||||
for start_date, end_date in get_period_date_ranges(filters):
|
||||
months_in_this_period = []
|
||||
while start_date <= end_date:
|
||||
months_in_this_period.append(start_date.strftime("%B"))
|
||||
start_date += relativedelta(months=1)
|
||||
period_month_ranges.append(months_in_this_period)
|
||||
|
||||
return period_month_ranges
|
||||
|
||||
|
||||
#Get territory & item group details
|
||||
def get_territory_details(filters):
|
||||
return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
|
||||
@@ -112,7 +79,7 @@ def get_territory_details(filters):
|
||||
from `tabTerritory` t, `tabTarget Detail` td
|
||||
where td.parent=t.name and td.fiscal_year=%s and
|
||||
ifnull(t.distribution_id, '')!='' order by t.name""",
|
||||
filters.get("fiscal_year"), as_dict=1)
|
||||
(filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
@@ -121,7 +88,7 @@ def get_target_distribution_details(filters):
|
||||
for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
|
||||
from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
|
||||
`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
|
||||
bd.fiscal_year=%s""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
|
||||
bd.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.month, d)
|
||||
|
||||
return target_details
|
||||
@@ -155,7 +122,8 @@ def get_territory_item_month_map(filters):
|
||||
|
||||
for ad in achieved_details:
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
tav_dict.target = flt(td.target_qty) * (tdd[month]["percentage_allocation"]/100)
|
||||
tav_dict.target = flt(td.target_qty) * \
|
||||
(tdd[month]["percentage_allocation"]/100)
|
||||
if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
|
||||
and ad.territory == td.name:
|
||||
tav_dict.achieved += ad.qty
|
||||
@@ -1,8 +1,8 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-07 15:13:13",
|
||||
"creation": "2013-06-21 12:15:00",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-07 15:13:13",
|
||||
"modified": "2013-06-21 12:15:00",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@@ -11,11 +11,11 @@
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Territory Target Variance (Item Group-Wise)",
|
||||
"report_name": "Territory Target Variance Item Group-Wise",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Territory Target Variance (Item Group-Wise)"
|
||||
"name": "Territory Target Variance Item Group-Wise"
|
||||
}
|
||||
]
|
||||
Reference in New Issue
Block a user