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Sourced wnframework-modules from Google Code as erpnext
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Pratik Vyas
@@ -0,0 +1,13 @@
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report.customize_filters = function() {
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this.mytabs.items['Select Columns'].hide()
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this.hide_all_filters();
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this.add_filter({fieldname:'fiscal_year', label:'Fiscal Year', fieldtype:'Link', options:'Fiscal Year', report_default:sys_defaults.fiscal_year, ignore : 1, parent:'DocType'});
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this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company', report_default:sys_defaults.company, ignore : 1, parent:'DocType'});
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this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',ignore : 1, parent:'DocType'});
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}
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report.aftertableprint = function(t) {
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$yt(t,'*',1,{NEWLINE:'<br>'});
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}
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@@ -0,0 +1,151 @@
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if filter_values.get('period'):
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period_values = filter_values.get('period').split(NEWLINE)
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if not filter_values.get('fiscal_year'):
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msgprint("Please Select Fiscal Year")
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raise Exception
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elif not filter_values.get('period'):
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msgprint("Please Select Period")
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raise Exception
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elif len(period_values) > 2:
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msgprint("You can view report only for one period. Please select only one value in period.")
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raise Exception
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else:
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fiscal_year = filter_values.get('fiscal_year')
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period = filter_values.get('period')
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company = filter_values.get('company')
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# get fiscal year start date and start month
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# ---------------------------------------------------------
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year_start_date = sql("select year_start_date,MONTH(year_start_date) from `tabFiscal Year` where name = %s",fiscal_year)
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start_date = year_start_date and year_start_date[0][0] or ''
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start_month = year_start_date and year_start_date[0][1] or ''
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month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
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# Add columns based on period
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# --------------------------------
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columns = []
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columns.append(['ID','Data','150px',''])
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columns.append(['Description','Data','150px',''])
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# ================ Annual ======================
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if period == 'Annual':
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columns.append([fiscal_year,'Currency','150px',''])
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# =========== Half Yearly ======================
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elif period == 'Half Yearly':
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columns.append([month_name[start_month-1]+' to '+month_name[start_month+4],'Currency','150px','']) # first half
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if start_month == 1: # this is case when fiscal year starts with JAN
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columns.append([month_name[start_month+5]+' to '+month_name[start_month+11],'Currency','150px',''])
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else: #this is case when fiscal year starts with other than JAN
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columns.append([month_name[start_month+5]+' to '+month_name[start_month-2],'Currency','150px',''])
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columns.append(['Total','Currency','150px',''])
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# ================ Quarterly ===================
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elif period == 'Quarterly':
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length_1 = (len(month_name) - start_month + 1) / 3 #this gives the total no. of times we need to iterate for quarter
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val = length_1 % 4
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q_no = 1
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for i in range(length_1):
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value = 3*i + val
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columns.append(['Q'+cstr(q_no)+' ('+month_name[value]+' to '+month_name[value+2]+')','Currency','150px',''])
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q_no += 1
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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)
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for i in range(length_2):
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columns.append(['Q'+cstr(q_no)+' ('+month_name[3*i]+' to '+month_name[3*i+2]+')','Currency','150px',''])
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q_no += 1;
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columns.append(['Total','Currency','150px',''])
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# =============== Monthly ======================
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elif period == 'Monthly':
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for i in range(start_month-1,len(month_name)):
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columns.append([month_name[i],'Currency','150px',''])
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for i in range(start_month-1):
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columns.append([month_name[i],'Currency','150px',''])
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columns.append(['Total','Currency','150px',''])
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for c in columns:
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colnames.append(c[0])
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coltypes.append(c[1])
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colwidths.append(c[2])
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coloptions.append(c[3])
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col_idx[c[0]] = len(colnames)-1
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out = []
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if company:
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condition = 'docstatus = 1 and fiscal_year = "'+fiscal_year+'" and company = "'+company+'"'
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else:
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condition = 'docstatus = 1 and fiscal_year = "'+fiscal_year+'"'
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for r in res:
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det = ''
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list_range = 0
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query = ''
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# ================= Annual Report ===============
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if period == 'Annual':
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# Main Query
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det = sql("SELECT count(*), SUM(net_total), MIN(net_total), MAX(net_total), AVG(net_total) from `tab%s` where %s" %(r[col_idx['ID']],condition))
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list_range = 1
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# ============ Half Yearly Report ===============
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elif period == 'Half Yearly':
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# first half
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query += 'COUNT(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN name ELSE NULL END),SUM(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),MAX(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),AVG(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),'
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# second half
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query += 'COUNT(CASE WHEN MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN name ELSE NULL END),SUM(CASE WHEN MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),MAX(CASE WHEN MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),AVG(CASE WHEN MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' AND '+cstr(start_month+5)+' THEN net_total ELSE NULL END),'
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# Main Query
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det = sql("SELECT %s count(*), SUM(net_total), MIN(net_total), MAX(net_total), AVG(net_total) from `tab%s` where %s and transaction_date > CAST('%s' AS DATE)" %(query,r[col_idx['ID']],condition,start_date))
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list_range = 3
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# =============== Quarterly Report ==============
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elif period == 'Quarterly':
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length_1 = (len(month_name) - start_month + 1) / 3; #this gives the total no. of times we need to iterate for quarter
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val = length_1 % 4;
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for i in range(length_1):
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value = 3*i + val;
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query += 'COUNT(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN name ELSE NULL END),SUM(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),MAX(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),AVG(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(value+1)+' AND '+cstr(value+3)+' THEN net_total ELSE NULL END),'
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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)
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for i in range(length_2):
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query += 'COUNT(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN name ELSE NULL END),SUM(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END),MAX(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END),AVG(CASE WHEN MONTH(transaction_date) BETWEEN '+cstr(3*i+1)+' AND '+cstr(3*i+3)+' THEN net_total ELSE NULL END),';
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# Main Query
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det = sql("SELECT %s count(*), SUM(net_total), MIN(net_total), MAX(net_total), AVG(net_total) from `tab%s` where %s and transaction_date > CAST('%s' AS DATE)" %(query,r[col_idx['ID']],condition,start_date))
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list_range = 5
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# ================ Monthly Report ===============
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elif period == 'Monthly':
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# for loop is required twice coz fiscal year starts from April (this will also work if fiscal year starts in January)
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for i in range(start_month-1,len(month_name)):
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query += 'COUNT(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN name ELSE NULL END), SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END), MAX(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END), AVG(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
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# the above query calculates total_no, total_amt, min_amt, max_amt, avg_amt of doctypes in monthwise
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for i in range(start_month-1):
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query += 'COUNT(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN name ELSE NULL END), SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),MIN(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END), MAX(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END), AVG(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
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# Main Query
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det = sql("SELECT %s count(*), SUM(net_total), MIN(net_total), MAX(net_total), AVG(net_total) from `tab%s` where %s and transaction_date > CAST('%s' AS DATE)" %(query,r[col_idx['ID']],condition,start_date))
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list_range = 13
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# bifurcate all values and append them in list
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total_no,total_amt,min_amt,max_amt,avg_amt = [],[],[],[],[]
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count = 0
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# append values to list
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for i in range(list_range):
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total_no.append(cstr(det and det[0][count] or 0))
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total_amt.append(cstr(det and det[0][count+1] or 0))
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min_amt.append(cstr(det and det[0][count+2] or 0))
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max_amt.append(cstr(det and det[0][count+3] or 0))
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avg_amt.append(cstr(det and det[0][count+4] or 0))
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count += 5
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for col in range(len(colnames)-1): # this would make all first row blank. just for look
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r.append('')
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out.append(r)
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d = [['Total No',total_no],['Total Amount',total_amt],['Min Amount',min_amt],['Max Amount',max_amt],['Avg Amount',avg_amt]]
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for des in range(5):
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t_row = ['' for i in range(len(colnames))]
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t_row[col_idx['Description']] = d[des][0]
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for v in range(list_range):
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t_row[col_idx[colnames[v+2]]] = flt(d[des][1][v])
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out.append(t_row)
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@@ -0,0 +1 @@
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SELECT DISTINCT name FROM tabDocType WHERE document_type="Transaction" AND ifnull(istable,0) = 0
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@@ -0,0 +1,37 @@
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[
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{
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'add_col': None,
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'add_cond': None,
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'add_tab': None,
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'columns': 'Profile\x01ID',
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'creation': '2010-09-20 13:00:41',
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'criteria_name': 'Monthly Transaction Summary',
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'custom_query': None,
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'description': None,
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'dis_filters': None,
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'disabled': None,
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'doc_type': 'Profile',
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'docstatus': 0,
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'doctype': 'Search Criteria',
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'filters': "{'DocType\x01Period':'Monthly'}",
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'graph_series': None,
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'graph_values': None,
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'group_by': None,
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'idx': None,
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'modified': '2010-09-17 16:02:25',
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'modified_by': 'Administrator',
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'module': 'Analysis',
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'name': 'monthly_transaction_summary',
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'owner': 'Administrator',
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'page_len': None,
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'parent': None,
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'parent_doc_type': None,
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'parentfield': None,
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'parenttype': None,
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'report_script': None,
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'server_script': None,
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'sort_by': '`tabProfile`.`name`',
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'sort_order': 'DESC',
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'standard': 'Yes'
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}
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]
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