Sourced wnframework-modules from Google Code as erpnext

analysis/doctype/mis_control/mis_control.py

@@ -0,0 +1,403 @@
+# Please edit this list and import only required elements
+import webnotes
+
+from webnotes.utils import add_days, add_months, add_years, cint, cstr, date_diff, default_fields, flt, fmt_money, formatdate, generate_hash, getTraceback, get_defaults, get_first_day, get_last_day, getdate, has_common, month_name, now, nowdate, replace_newlines, sendmail, set_default, str_esc_quote, user_format, validate_email_add
+from webnotes.model import db_exists
+from webnotes.model.doc import Document, addchild, removechild, getchildren, make_autoname, SuperDocType
+from webnotes.model.doclist import getlist, copy_doclist
+from webnotes.model.code import get_obj, get_server_obj, run_server_obj, updatedb, check_syntax
+from webnotes import session, form, is_testing, msgprint, errprint
+
+set = webnotes.conn.set
+sql = webnotes.conn.sql
+get_value = webnotes.conn.get_value
+in_transaction = webnotes.conn.in_transaction
+convert_to_lists = webnotes.conn.convert_to_lists
+	
+# -----------------------------------------------------------------------------------------
+
+
+class DocType:
+  def __init__(self, doc, doclist):
+    self.doc = doc
+    self.doclist = doclist
+    self.account_list = []
+    self.ac_details = {} # key: account id, values: debit_or_credit, lft, rgt
+    
+    self.roles = webnotes.user.get_roles()
+
+    self.period_list = []
+    self.period_start_date = {}
+    self.period_end_date = {}
+
+    self.fs_list = []
+    self.root_bal = []
+    self.flag = 0
+
+  # Get defaults on load of MIS, MIS - Comparison Report and Financial statements
+  # ----------------------------------------------------
+  def get_comp(self):
+    ret = {}
+    type = []
+    comp = []
+    # ------ get period -----------
+    ret['period'] = ['Annual','Half Yearly','Quarterly','Monthly']
+    
+    # ---- get companies ---------
+    res = sql("select name from `tabCompany`")
+    comp.append('All')
+    for r in res:
+      comp.append(r[0])
+    #comp.append(r[0] for r in res)
+    ret['company'] = comp
+
+    #--- to get fiscal year and start_date of that fiscal year -----
+    res = sql("select name, year_start_date from `tabFiscal Year`")
+    ret['fiscal_year'] = [r[0] for r in res]
+    ret['start_dates'] = {}
+    for r in res:
+      ret['start_dates'][r[0]] = str(r[1])
+      
+    #--- from month and to month (for MIS - Comparison Report) -------
+    month_list = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+    fiscal_start_month = sql("select MONTH(year_start_date) from `tabFiscal Year` where name = %s",(get_defaults()['fiscal_year']))
+    fiscal_start_month = fiscal_start_month and fiscal_start_month[0][0] or 1
+    mon = ['']
+    for i in range(fiscal_start_month,13): mon.append(month_list[i-1])
+    for i in range(0,fiscal_start_month-1): mon.append(month_list[i])
+    ret['month'] = mon
+
+    # ------------------------ get MIS Type on basis of roles of session user ------------------------------------------
+    if has_common(self.roles, ['Sales Manager']):
+      type.append('Sales')
+    if has_common(self.roles, ['Purchase Manager']):
+      type.append('Purchase')
+    ret['type'] = type
+    return ret
+    
+  # Gets Transactions type and Group By options based on module
+  #------------------------------------------------------------------
+  def get_trans_group(self,module):
+    ret = {}
+    st,group = [],[]
+    if module == 'Sales':
+      st = ['Quotation','Sales Order','Delivery Note','Receivable Voucher']
+      group = ['Item','Item Group','Customer','Customer Group','Cost Center']
+    elif module == 'Purchase':
+      st = ['Purchase Order','Purchase Receipt','Payable Voucher']
+      group = ['Item','Item Group','Supplier','Supplier Type']
+    
+    ret['stmt_type'] = st
+    ret['group_by'] = group
+    
+    return ret
+
+  # Get Days based on month (for MIS Comparison Report)
+  # --------------------------------------------------------
+  def get_days(self,month):
+    days = []
+    ret = {}
+    if month == 'Jan' or month == 'Mar' or month == 'May' or month == 'Jul' or month == 'Aug' or month == 'Oct' or month == 'Dec':
+      for i in range(1,32):
+        days.append(i)
+    elif month == 'Apr' or month == 'Jun' or month == 'Sep' or month == 'Nov':
+      for i in range(1,31):
+        days.append(i)
+    elif month == 'Feb':
+      for i in range(1,29):
+        days.append(i)
+    ret['days'] = days
+    return ret
+	
+  # Get from date and to date based on fiscal year (for in summary - comparison report)
+  # -----------------------------------------------------------------------------------------------------
+  def dates(self,fiscal_year,from_date,to_date):
+    import datetime
+    ret = ''
+    start_date = cstr(sql("select year_start_date from `tabFiscal Year` where name = %s",fiscal_year)[0][0])
+    st_mon = cint(from_date.split('-')[1])
+    ed_mon = cint(to_date.split('-')[1])
+    st_day = cint(from_date.split('-')[2])
+    ed_day = cint(to_date.split('-')[2])
+    fiscal_start_month = cint(start_date.split('-')[1])
+    next_fiscal_year = cint(start_date.split('-')[0]) + 1
+    current_year = ''
+    next_year = ''
+    
+    #CASE - 1 : Jan - Mar (Valid)
+    if st_mon < fiscal_start_month and ed_mon < fiscal_start_month:
+      current_year = cint(start_date.split('-')[0]) + 1
+      next_year  = cint(start_date.split('-')[0]) + 1
+    
+    # Case - 2 : Apr - Dec (Valid)
+    elif st_mon >= fiscal_start_month and ed_mon <= 12 and ed_mon >= fiscal_start_month:
+      current_year = cint(start_date.split('-')[0])
+      next_year  = cint(start_date.split('-')[0])
+
+    # Case 3 : Jan - May (Invalid)
+    elif st_mon < fiscal_start_month and ed_mon >= fiscal_start_month:
+      current_year = cint(start_date.split('-')[0]) + 1
+      next_year  = cint(start_date.split('-')[0]) + 2
+	
+    # check whether from date is within fiscal year
+    if datetime.date(current_year, st_mon, st_day) >= datetime.date(cint(start_date.split('-')[0]), cint(start_date.split('-')[1]), cint(start_date.split('-')[2])) and datetime.date(cint(current_year), cint(st_mon), cint(st_day)) < datetime.date((cint(start_date.split('-')[0])+1), cint(start_date.split('-')[1]), cint(start_date.split('-')[2])):
+      begin_date = cstr(current_year)+"-"+cstr(st_mon)+"-"+cstr(st_day)
+    else:
+      msgprint("Please enter appropriate from date.")
+      raise Exception
+    # check whether to date is within fiscal year
+    if datetime.date(next_year, ed_mon, ed_day) >= datetime.date(cint(start_date.split('-')[0]), cint(start_date.split('-')[1]), cint(start_date.split('-')[2])) and datetime.date(cint(next_year), cint(ed_mon), cint(ed_day)) < datetime.date(cint(start_date.split('-')[0])+1, cint(start_date.split('-')[1]), cint(start_date.split('-')[2])):
+      end_date = cstr(next_year)+"-"+cstr(ed_mon)+"-"+cstr(ed_day)
+    else:
+      msgprint("Please enter appropriate to date.")
+      raise Exception
+    ret = begin_date+'~~~'+end_date
+    return ret
+
+  # Get MIS Totals
+  # ---------------
+  def get_totals(self, args):
+    args = eval(args)
+    #msgprint(args)
+    totals = sql("SELECT %s FROM %s WHERE %s %s %s %s" %(cstr(args['query_val']), cstr(args['tables']), cstr(args['company']), cstr(args['cond']), cstr(args['add_cond']), cstr(args['fil_cond'])), as_dict = 1)[0]
+    #msgprint(totals)
+    tot_keys = totals.keys()
+    # return in flt because JSON doesn't accept Decimal
+    for d in tot_keys:
+      totals[d] = flt(totals[d])
+    return totals
+
+  # Get Statement
+  # -------------
+  
+  def get_statement(self, arg): 
+    self.return_data = []    
+
+    # define periods
+    arg = eval(arg)
+    pl = ''
+    
+    self.define_periods(arg['year'], arg['period'])    # declares 1.period_list i.e. (['Jan','Feb','Mar'...] or ['Q1','Q2'...] or ['FY2009-2010']) based on period
+                                                       #          2.period_start_date dict {'Jan':'01-01-2009'...}
+                                                       #          3.period_start_date dict {'Jan':'31-01-2009'...}
+    self.return_data.append([4,'']+self.period_list)
+
+        
+    if arg['statement'] == 'Balance Sheet': pl = 'No'
+    if arg['statement'] == 'Profit & Loss': pl = 'Yes'
+    
+    self.get_children('',0,pl,arg['company'], arg['year'])
+        
+    #self.balance_pl_statement(acct, arg['statement'])
+    #msgprint(self.return_data)
+    return self.return_data
+    
+  # Get Children
+  # ------------
+  def get_children(self, parent_account, level, pl, company, fy):
+    cl = sql("select distinct account_name, name, debit_or_credit, lft, rgt from `tabAccount` where ifnull(parent_account, '') = %s and ifnull(is_pl_account, 'No')=%s and company=%s order by name asc", (parent_account, pl, company))
+    level0_diff = [0 for p in self.period_list]
+    if pl=='Yes' and level==0: # switch for income & expenses
+      cl = [c for c in cl]
+      cl.reverse()
+    if cl:
+      for c in cl:
+        self.ac_details[c[1]] = [c[2], c[3], c[4]]
+        bal_list = self.get_period_balance(c[1], level, pl, company, fy)
+        if level==0: # top level - put balances as totals
+          self.return_data.append([level, c[0]] + ['' for b in bal_list])
+          totals = bal_list
+          for i in range(len(totals)): # make totals
+            if c[2]=='Credit':
+              level0_diff[i] += flt(totals[i])
+            else:
+              level0_diff[i] -= flt(totals[i])
+        else:
+          self.return_data.append([level, c[0]]+bal_list)
+          
+        if level < 2:
+          self.get_children(c[1], level+1, pl, company, fy)
+          
+        # make totals - for top level
+        # ---------------------------
+        if level==0:
+          # add rows for profit / loss in B/S
+          if pl=='No':
+            if c[2]=='Credit':
+              self.return_data.append([1, 'Total Liabilities'] + totals)
+              level0_diff = [-i for i in level0_diff] # convert to debit
+              self.return_data.append([5, 'Profit/Loss (Provisional)'] + level0_diff)
+              for i in range(len(totals)): # make totals
+                level0_diff[i] = flt(totals[i]) + level0_diff[i]
+              self.return_data.append([4, 'Total '+c[0]] + level0_diff)
+            else:
+              self.return_data.append([4, 'Total '+c[0]] + totals)
+
+          # add rows for profit / loss in P/L
+          else:
+            if c[2]=='Debit':
+              self.return_data.append([1, 'Total Expenses (before Profit)'] + totals)
+              self.return_data.append([5, 'Profit/Loss (Provisional)'] + level0_diff)
+              for i in range(len(totals)): # make totals
+                level0_diff[i] = flt(totals[i]) + level0_diff[i]
+              self.return_data.append([4, 'Total '+c[0]] + level0_diff)
+            else:
+              self.return_data.append([4, 'Total '+c[0]] + totals)
+  
+  # Define Periods
+  # --------------
+  
+  def define_periods(self, year, period):
+    
+    # get year start date    
+    ysd = sql("select year_start_date from `tabFiscal Year` where name=%s", year)
+    ysd = ysd and ysd[0][0] or ''
+
+    self.ysd = ysd
+
+    # year
+    if period == 'Annual':
+      pn = 'FY'+year
+      self.period_list.append(pn)
+      self.period_start_date[pn] = ysd
+      self.period_end_date[pn] = get_last_day(get_first_day(ysd,0,11))
+
+    # quarter
+    if period == 'Quarterly':
+      for i in range(4):
+        pn = 'Q'+str(i+1)
+        self.period_list.append(pn)
+      
+        self.period_start_date[pn] = get_first_day(ysd,0,i*3)
+        self.period_end_date[pn] = get_last_day(get_first_day(ysd,0,((i+1)*3)-1))  
+
+    # month
+    if period == 'Monthly':
+      mlist = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+      for i in range(12):
+        fd = get_first_day(ysd,0,i)
+        pn = mlist[fd.month-1]
+        self.period_list.append(pn)
+      
+        self.period_start_date[pn] = fd
+        self.period_end_date[pn] = get_last_day(fd)
+      
+  # Get Balance For A Period
+  # ------------------------
+  
+  def get_period_balance(self, acc, level, pl, company, fy):
+    debit_or_credit, lft, rgt = self.ac_details[acc]
+    ret = []
+    for p in self.period_list:
+      sd, ed = self.period_start_date[p].strftime('%Y-%m-%d'), self.period_end_date[p].strftime('%Y-%m-%d')
+      cond = "and t1.voucher_type != 'Period Closing Voucher'"
+      if pl=='No':
+        sd = self.ysd.strftime('%Y-%m-%d')
+        cond = ""
+
+      bal = sql("select SUM(t1.debit), SUM(t1.credit) from `tabGL Entry` t1, `tabAccount` t2 WHERE t1.posting_date >= '%s' AND t1.posting_date <= '%s' AND t1.company = '%s' AND t1.account = t2.name AND t2.lft >= %s AND t2.rgt <= %s and ifnull(is_opening,'No') = 'No' %s" % (sd,ed,company,lft,rgt, cond))
+      
+      
+      bal = bal and (flt(bal[0][0]) - flt(bal[0][1])) or 0
+      if debit_or_credit == 'Credit' and bal:
+        bal = -bal
+      if pl=='No':
+        op = sql("select opening from `tabAccount Balance` where account=%s and period=%s", (acc, fy))
+        op = op and op[0][0] or 0
+        bal += flt(op)
+      
+      ret.append(bal)
+    return ret
+    
+  # Get Dashboard Amounts
+  # ---------------------
+  
+  def get_balance(self, acc, sd, ed, company, fy):
+    a = sql("select account_name, name, debit_or_credit, lft, rgt, is_pl_account from `tabAccount` where account_name=%s and company=%s", (acc, company), as_dict=1)
+    if a:
+      a = a[0]
+      bal = sql("select SUM(IFNULL(t1.debit,0)), SUM(IFNULL(t1.credit,0)) from `tabGL Entry` t1, `tabAccount` t2 WHERE t1.posting_date >= %s AND t1.posting_date <= %s AND t1.account = t2.name AND t2.lft >= %s AND t2.rgt <= %s and ifnull(is_opening, 'No') = 'No'", (sd,ed,a['lft'],a['rgt']))
+      if a['debit_or_credit']=='Debit':
+        bal = flt(flt(bal[0][0]) - flt(bal[0][1]))
+      else:
+        bal = flt(flt(bal[0][1]) - flt(bal[0][0]))
+
+      if a['is_pl_account']=='No':
+        op = sql("select opening from `tabAccount Balance` where account=%s and period=%s", (acc, fy))
+        op = op and op[0][0] or 0
+        bal += flt(op)
+
+      return flt(bal)
+
+    else:
+      msgprint("Did not find %s for %s" % (acc, company))
+      return 0
+
+  def get_cur_balance(self, acc, company):
+    bal = sql("select IFNULL(t1.balance,0) from `tabAccount Balance` t1, `tabAccount` t2 where t1.account = %s and t1.period=%s and t1.account = t2.name and t2.company=%s", (acc, self.fiscal_year, company))
+    return bal and flt(bal[0][0]) or 0
+  
+  def get_top_5_cust(self, company):
+    rec_grp = sql("select receivables_group from tabCompany where name=%s", company)
+    if rec_grp:
+      pa_lft_rgt = sql("select lft, rgt from tabAccount where name=%s and company=%s", (rec_grp[0][0], company))[0]
+      return sql("select t1.account_name, SUM(t2.debit) from tabAccount t1, `tabGL Entry` t2 where t1.lft > %s and t1.rgt < %s and t2.account = t1.name GROUP BY t1.name ORDER BY SUM(t2.debit) desc limit 5", (pa_lft_rgt[0], pa_lft_rgt[1]))
+    else:
+      return []
+
+  def get_top_5_exp(self, company):
+    a = sql("select distinct account_name, name, debit_or_credit, lft, rgt from `tabAccount` where account_name=%s and company=%s", ('Expenses', company), as_dict=1)[0]
+    return sql("select t1.account_name, SUM(t2.debit) from tabAccount t1, `tabGL Entry` t2 where t1.lft>%s and t1.rgt<%s and t1.group_or_ledger = 'Ledger' and t2.account = t1.name and t2.voucher_type != 'Period Closing Voucher' GROUP BY t1.name ORDER BY SUM(t2.debit) desc limit 5", (a['lft'],a['rgt']))
+  
+  def bl(self, acc, company):
+    dt = getdate(nowdate())
+
+    r = []
+    # cur
+    r.append(self.get_cur_balance(acc, company))
+    # this month
+    r.append(self.get_balance(acc, get_first_day(dt), get_last_day(dt), company, self.fiscal_year))
+    # last month
+    r.append(self.get_balance(acc, get_first_day(dt,0,-1), get_last_day(get_first_day(dt,0,-1)), company, self.fiscal_year))
+    return r
+
+  def bl_bs(self, acc, company, sd):
+    dt = getdate(nowdate())
+    r = []
+    # cur
+    r.append(self.get_cur_balance(acc, company))
+    # last month
+    r.append(self.get_balance(acc, sd, get_last_day(get_first_day(dt,0,-1)), company, self.fiscal_year))
+    # opening
+    r.append(self.get_balance(acc, sd, sd, company, self.fiscal_year))
+    return r
+
+  def get_dashboard_values(self, arg=''):
+    d = get_defaults()
+    self.fiscal_year = d['fiscal_year']
+    if arg:
+      company = arg
+    else:
+      company = d['company']
+
+    r = {}
+    r['Income'] = self.bl('Income', company)
+    r['Expenses'] = self.bl('Expenses', company)
+
+    r['Profit'] = []
+    for i in range(3):
+      r['Profit'].append(r['Income'][i] - r['Expenses'][i])
+    
+    r['Current Assets'] = self.bl_bs('Current Assets', company, getdate(d['year_start_date']))
+    r['Current Liabilities'] = self.bl_bs('Current Liabilities', company, getdate(d['year_start_date']))
+    
+    r['Working Capital'] = []
+    for i in range(3):
+      r['Working Capital'].append(r['Current Assets'][i] - r['Current Liabilities'][i])
+
+    r['Bank Accounts'] = self.bl_bs('Bank Accounts', company, getdate(d['year_start_date']))
+    
+    r['Top Customers'] = convert_to_lists(self.get_top_5_cust(company))
+    r['Top Expenses'] = convert_to_lists(self.get_top_5_exp(company))
+    
+    return r

analysis/doctype/mis_control/mis_control.txt

@@ -0,0 +1 @@
+[{'section_style': 'Simple', 'is_transaction_doc': None, 'creation': '2009-03-12 12:09:21', 'search_fields': None, 'module': 'Analysis', 'doctype': 'DocType', 'change_log': None, 'print_outline': '', 'owner': 'Administrator', 'in_dialog': None, 'in_create': None, 'read_only': None, 'allow_email': None, 'dt_template': None, 'hide_heading': None, 'issingle': 1, 'allow_rename': None, 'smallicon': '', 'allow_attach': None, 'show_in_menu': 0, 'max_attachments': None, 'version': 124, 'menu_index': None, 'docstatus': 0, 'allow_copy': None, 'istable': None, 'description': None, 'parent': None, 'server_code': '', 'allow_trash': None, 'allow_print': None, 'autoname': None, 'client_script_core': None, 'client_string': None, 'use_template': None, 'modified_by': 'Administrator', 'document_type': '', 'name': 'MIS Control', 'idx': None, 'hide_toolbar': None, 'colour': 'White:FFF', 'client_script': '', 'modified': '2010-10-25 17:20:04', 'server_code_error': ' ', 'name_case': '', 'parenttype': None, 'read_only_onload': None, 'server_code_core': None, 'server_code_compiled': None, 'parent_node': None, 'parentfield': None}]

analysis/doctype/ta_control/ta_control.py

@@ -0,0 +1,107 @@
+# Please edit this list and import only required elements
+import webnotes
+
+from webnotes.utils import add_days, add_months, add_years, cint, cstr, date_diff, default_fields, flt, fmt_money, formatdate, generate_hash, getTraceback, get_defaults, get_first_day, get_last_day, getdate, has_common, month_name, now, nowdate, replace_newlines, sendmail, set_default, str_esc_quote, user_format, validate_email_add
+from webnotes.model import db_exists
+from webnotes.model.doc import Document, addchild, removechild, getchildren, make_autoname, SuperDocType
+from webnotes.model.doclist import getlist, copy_doclist
+from webnotes.model.code import get_obj, get_server_obj, run_server_obj, updatedb, check_syntax
+from webnotes import session, form, is_testing, msgprint, errprint
+
+set = webnotes.conn.set
+sql = webnotes.conn.sql
+get_value = webnotes.conn.get_value
+in_transaction = webnotes.conn.in_transaction
+convert_to_lists = webnotes.conn.convert_to_lists
+	
+# -----------------------------------------------------------------------------------------
+
+class DocType:
+        def __init__(self, d, dl):
+                self.doc, self.doclist = d, dl
+
+
+        # Define Globals
+        # ---------------
+        def define_globals(self, trans, fiscal_year):
+                self.month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+
+                if trans == 'Purchase Receipt' or trans == 'Delivery Note' or trans == 'Payable Voucher' or trans == 'Receivable Voucher':
+                        self.trans_date = 'posting_date'
+                else:
+                        self.trans_date = 'transaction_date'
+                
+                ysd = sql("select year_start_date from `tabFiscal Year` where name = %s",fiscal_year)[0][0]
+                self.year_start_date = ysd.strftime('%Y-%m-%d')
+                self.start_month = cint(self.year_start_date.split('-')[1])
+
+
+        # Get Column Names and Query for Annual Trend
+        # ---------------------------------------------
+        def get_annual_trend_details(self, fiscal_year):
+                col_names = [fiscal_year+' (Qty)', fiscal_year+' (Amt)']
+                query_val = 'SUM(t2.qty) ,SUM(t2.amount),'
+                return col_names, query_val
+
+
+        # Get Column Names and Query for Half Yearly Trend
+        # --------------------------------------------------
+        def get_half_yearly_trend_details(self):
+                first_half_start = self.year_start_date
+                first_half_end = add_days(add_months(first_half_start,6),-1)
+                second_half_start = add_days(first_half_end,1)
+                second_half_end = add_days(add_months(second_half_start,6),-1)
+                
+                col_names = ['First Half (Qty)', 'First Half (Amt)', 'Second Half (Qty)', 'Second Half (Amt)']
+               
+                query_val = 'SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+first_half_start+'" AND "'+first_half_end+'" THEN t2.qty ELSE NULL END), SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+first_half_start+'" AND "'+first_half_end+'" THEN t2.amount ELSE NULL END), SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+second_half_start+'" AND "'+second_half_end+'" THEN t2.qty ELSE NULL END), SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+second_half_start+'" AND "'+second_half_end+'" THEN t2.amount ELSE NULL END),'
+
+                return col_names, query_val
+
+
+        # Get Column Names and Query for Quarterly Trend
+        # ------------------------------------------------
+        def get_quarterly_trend_details(self):
+                first_qsd, second_qsd, third_qsd, fourth_qsd = self.year_start_date, add_months(self.year_start_date,3), add_months(self.year_start_date,6), add_months(self.year_start_date,9)
+
+                first_qed, second_qed, third_qed, fourth_qed = add_days(add_months(first_qsd,3),-1), add_days(add_months(second_qsd,3),-1), add_days(add_months(third_qsd,3),-1), add_days(add_months(fourth_qsd,3),-1)
+
+                col_names = ['Q1 (Qty)','Q1 (Amt)','Q2 (Qty)','Q2 (Amt)','Q3 (Qty)','Q3 (Amt)','Q4 (Qty)','Q4 (Amt)']
+                query_val = ''
+                bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
+
+                for d in bet_dates:
+                        query_val += 'SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+d[0]+'" AND "'+d[1]+'" THEN t2.qty ELSE NULL END), SUM(CASE WHEN t1.'+self.trans_date+' BETWEEN "'+d[0]+'" AND "'+d[1]+'" THEN t2.amount ELSE NULL END),'
+                
+                return col_names, query_val
+
+
+        # Get Column Names and Query for Monthly Trend
+        # -----------------------------------------------
+        def get_monthly_trend_details(self):
+                col_names, query_val = [], ''
+                for i in range(self.start_month-1, len(self.month_name)):
+                        col_names.append(self.month_name[i]+' (Qty)')
+                        col_names.append(self.month_name[i]+' (Amt)')
+                        query_val += 'SUM(CASE WHEN MONTH(t1.'+self.trans_date+') = '+cstr(i+1)+' THEN t2.qty ELSE NULL END), SUM(CASE WHEN MONTH(t1.'+self.trans_date+') = '+cstr(i+1)+' THEN t2.amount ELSE NULL END),'
+
+                for i in range(0, self.start_month-1):
+                        col_names.append(self.month_name[i]+' (Qty)')
+                        col_names.append(self.month_name[i]+' (Amt)')
+                        query_val += 'SUM(CASE WHEN MONTH(t1.'+self.trans_date+') = '+cstr(i+1)+' THEN t2.qty ELSE NULL END), SUM(CASE WHEN MONTH(t1.'+self.trans_date+') = '+cstr(i+1)+' THEN t2.amount ELSE NULL END),'
+                
+                return col_names, query_val
+
+
+        # Get Single Year Trend's Query and Columns
+        # -------------------------------------------
+        def get_single_year_query_value(self, fiscal_year, period, trans, trans_det):
+                self.define_globals(trans, fiscal_year)
+                if period == 'Annual':
+                        return self.get_annual_trend_details(fiscal_year)
+                elif period == 'Half Yearly':
+                        return self.get_half_yearly_trend_details()
+                elif period == 'Quarterly':
+                        return self.get_quarterly_trend_details()
+                elif period == 'Monthly':
+                        return self.get_monthly_trend_details()

analysis/doctype/ta_control/ta_control.txt

@@ -0,0 +1 @@
+[{'section_style': 'Simple', 'is_transaction_doc': None, 'creation': '2011-01-07 14:56:35', 'search_fields': None, 'module': 'Analysis', 'doctype': 'DocType', 'change_log': None, 'print_outline': None, 'owner': 'Administrator', 'in_dialog': None, 'in_create': 1, 'read_only': 1, 'allow_email': None, 'dt_template': None, 'hide_heading': None, 'issingle': 1, 'allow_rename': None, 'smallicon': None, 'allow_attach': None, 'show_in_menu': None, 'max_attachments': None, 'version': 1, 'menu_index': None, 'docstatus': 0, 'allow_copy': None, 'istable': None, 'description': None, 'parent': None, 'server_code': None, 'allow_trash': None, 'allow_print': None, 'autoname': None, 'client_script_core': None, 'client_string': None, 'use_template': None, 'modified_by': 'Administrator', 'document_type': None, 'name': 'TA Control', 'idx': None, 'hide_toolbar': None, 'colour': 'White:FFF', 'client_script': None, 'modified': '2011-01-07 14:56:35', 'server_code_error': None, 'name_case': None, 'parenttype': None, 'read_only_onload': None, 'server_code_core': None, 'server_code_compiled': None, 'parent_node': None, 'parentfield': None}]