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[Report] Completed Budget variance Report and corrections in Territory Target Varinace & Sales Person Target Variance Report

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This commit is contained in:
Akhilesh Darjee
2013-06-19 18:15:20 +05:30
parent 4ddc2618e8
commit 92571c6929
4 changed files with 85 additions and 105 deletions
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31
selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).py
View File

@@ -117,7 +117,7 @@ def get_salesperson_details(filters):
#Get target distribution details of item group
def get_target_distribution_details(filters):
target_details = {}
abc = []
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 \
@@ -129,17 +129,14 @@ def get_target_distribution_details(filters):
#Get achieved details from sales order
def get_achieved_details(filters):
start_date, end_date = get_year_start_end_date(filters)
achieved_details = {}
for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
MONTHNAME(so.transaction_date) as month_name \
from `tabSales Order Item` soi, `tabSales Order` so \
where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and \
so.transaction_date<=%s""" % ('%s', '%s'), \
(start_date, end_date), as_dict=1):
achieved_details.setdefault(d.month_name, d)
return achieved_details
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
from `tabSales Order Item` soi, `tabSales Order` so, `tabSales Team` st
where soi.parent=so.name and so.docstatus=1 and
st.parent=so.name and so.transaction_date>=%s and
so.transaction_date<=%s""" % ('%s', '%s'),
(start_date, end_date), as_dict=1)
def get_salesperson_item_month_map(filters):
salesperson_details = get_salesperson_details(filters)
@@ -160,13 +157,15 @@ def get_salesperson_item_month_map(filters):
for ad in achieved_details:
if (filters["target_on"] == "Quantity"):
tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
tav_dict.achieved += achieved_details[month]["qty"]
if ad.month_name == month and ''.join(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 and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
tav_dict.achieved += achieved_details[month]["amount"]
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == sd.item_group \
and ad.sales_person == sd.name:
tav_dict.achieved += ad.amount
return sim_map

30
selling/report/territory_target_variance_(item_group_wise)/territory_target_variance_(item_group_wise).py
View File

@@ -117,11 +117,11 @@ def get_territory_details(filters):
#Get target distribution details of item group
def get_target_distribution_details(filters):
target_details = {}
abc = []
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""" % ('%s'), (filters.get("fiscal_year")), as_dict=1):
target_details.setdefault(d.month, d)
return target_details
@@ -129,17 +129,13 @@ def get_target_distribution_details(filters):
#Get achieved details from sales order
def get_achieved_details(filters):
start_date, end_date = get_year_start_end_date(filters)
achieved_details = {}
for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
MONTHNAME(so.transaction_date) as month_name \
from `tabSales Order Item` soi, `tabSales Order` so \
where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and \
so.transaction_date<=%s""" % ('%s', '%s'), \
(start_date, end_date), as_dict=1):
achieved_details.setdefault(d.month_name, d)
return achieved_details
return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
so.territory, MONTHNAME(so.transaction_date) as month_name
from `tabSales Order Item` soi, `tabSales Order` so
where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and
so.transaction_date<=%s""" % ('%s', '%s'),
(start_date, end_date), as_dict=1)
def get_territory_item_month_map(filters):
territory_details = get_territory_details(filters)
@@ -160,13 +156,15 @@ def get_territory_item_month_map(filters):
for ad in achieved_details:
if (filters["target_on"] == "Quantity"):
tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
tav_dict.achieved += achieved_details[month]["qty"]
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
and ad.territory == td.name:
tav_dict.achieved += ad.qty
if (filters["target_on"] == "Amount"):
tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
tav_dict.achieved += achieved_details[month]["amount"]
if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
and ad.territory == td.name:
tav_dict.achieved += ad.amount
return tim_map