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https://github.com/frappe/erpnext.git
synced 2026-06-09 08:02:51 +00:00
restructured erpnext and deleted unwanted
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nabinhait
@@ -0,0 +1,6 @@
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report.customize_filters = function() {
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this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Receivable Voucher',report_default:'Sales Order',ignore : 1, parent:'Territory'});
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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:'Territory'});
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this.add_filter({fieldname:'company', label:'Company', fieldtype:'Link', options:'Company',report_default:sys_defaults.company, ignore : 1, parent:'Territory'});
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this.add_filter({fieldname:'period', label:'Period', fieldtype:'Select', options:'Monthly'+NEWLINE+'Quarterly'+NEWLINE+'Half Yearly'+NEWLINE+'Annual',report_default:'Quarterly',ignore : 1, parent:'Territory'});
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}
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@@ -0,0 +1,188 @@
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if filter_values.get('period'):
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period_values = filter_values['period']
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if len(period_values.split(NEWLINE))>1:
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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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period = period_values.split(NEWLINE)[0]
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if filter_values.get('based_on'):
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based_on = filter_values['based_on']
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if len(based_on.split(NEWLINE)) > 1:
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msgprint("You can view report based on only one criteria. Please select only one value in Based On.")
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raise Exception
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else:
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based_on = based_on.split(NEWLINE)[0]
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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 not filter_values.get('based_on'):
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msgprint("Please Select the Criteria on which you want your report to be based")
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raise Exception
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fiscal_year = filter_values.get('fiscal_year')
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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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# ================ Annual ======================
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if period == 'Annual':
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columns.append(['Target','Currency','120px',''])
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columns.append(['Actual','Currency','120px',''])
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# =========== Half Yearly ======================
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elif period == 'Half Yearly':
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columns.append(['Target (H1)','Currency','120px','']) # first half
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columns.append(['Actual (H1)','Currency','120px','']) # 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(['Target (H2)','Currency','120px',''])
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columns.append(['Actual (H2)','Currency','120px',''])
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else: #this is case when fiscal year starts with other than JAN
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columns.append(['Target (H2)','Currency','120px',''])
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columns.append(['Actual (H2)','Currency','120px',''])
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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(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
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columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
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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(['Target (Q'+cstr(q_no)+')','Currency','120px',''])
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columns.append(['Actual (Q'+cstr(q_no)+')','Currency','120px',''])
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q_no += 1;
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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(['Target ('+month_name[i]+')','Currency','120px',''])
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columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
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for i in range(start_month-1):
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columns.append(['Target('+month_name[i]+')','Currency','120px',''])
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columns.append(['Actual ('+month_name[i]+')','Currency','120px',''])
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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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condition = ' docstatus = 1 and fiscal_year = "'+fiscal_year+'"'
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for r in res:
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query = ''
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# ================= Annual Report ===============
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if period == 'Annual':
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target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s ",(r[col_idx['ID']],fiscal_year))
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target = target and flt(target[0][0]) or 0
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r.append(target)
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so = sql("select sum(net_total) from `tab%s` where territory = '%s' and %s" % (based_on, r[col_idx['ID']],condition))
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so = so and flt(so[0][0]) or 0
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r.append(so)
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# ================= Half Yearly Report ===============
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elif period == 'Half Yearly':
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target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
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target = target and flt(flt(target[0][0])/2) or 0
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r.append(target)
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query += ' MONTH(transaction_date) BETWEEN '+cstr(start_month)+' and '+cstr(start_month+5)
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so = sql("select sum(net_total) from `tab%s` where territory = '%s' and %s and %s" % (based_on, r[col_idx['ID']],condition,query))
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so = so and flt(so[0][0]) or 0
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r.append(so)
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r.append(target)
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query =''
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query += 'MONTH(transaction_date) NOT BETWEEN '+cstr(start_month)+' and '+cstr(start_month+5)
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so = sql("select sum(net_total) from `tab%s` where territory = '%s' and %s and %s" % (based_on, r[col_idx['ID']],condition,query))
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so = so and flt(so[0][0]) or 0
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r.append(so)
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query = ''
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# =============== Quarterly Report ==============
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elif period == 'Quarterly':
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query = ''
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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 +='SUM(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 += 'SUM(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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target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
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target = target and flt(flt(target[0][0])/4) or 0
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so = sql("SELECT %s from `tab%s` where territory ='%s' and %s " %(query,based_on,r[col_idx['ID']],condition))
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i = 0
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length_l = 0
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for c in columns:
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if length_l == 0:
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r.append(target)
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length_l += 1
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else:
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so_total = so and flt(so[0][i]) or 0
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r.append(so_total)
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i +=1
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length_l = 0
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# ================ Monthly Report ===============
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elif period == 'Monthly':
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query =''
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target = sql("select sum(target_amount) from `tabTarget Detail` where parent = %s and parenttype= 'Territory' and fiscal_year = %s",(r[col_idx['ID']],fiscal_year))
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#msgprint(target)
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target = target and flt(flt(target[0][0])/12) or 0
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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 += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
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for i in range(start_month-1):
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if i != (start_month-2):
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query += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END),'
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else:
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query += 'SUM(CASE WHEN MONTH(transaction_date) = '+cstr(i+1)+' THEN net_total ELSE NULL END)';
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so = sql("SELECT %s from `tab%s` where territory ='%s' and %s " %(query,based_on,r[col_idx['ID']],condition))
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i = 0
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length_l = 0
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for c in columns:
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if length_l == 0:
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r.append(target)
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length_l += 1
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else:
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so_total = so and flt(so[0][i]) or 0
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r.append(so_total)
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i +=1
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length_l = 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': 'Territory\x01ID',
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'creation': '2010-08-08 17:09:31',
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'criteria_name': 'Territory Sales - Variance Report',
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'custom_query': '',
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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': 'Territory',
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'docstatus': 0,
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'doctype': 'Search Criteria',
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'filters': "{'Territory\x01State':'','Territory\x01Based On':'Sales Order','Territory\x01Fiscal Year':'2009-2010','Territory\x01Company':'Alpha Company','Territory\x01Period':'Quarterly'}",
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'graph_series': None,
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'graph_values': None,
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'group_by': '',
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'idx': None,
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'modified': '2010-03-30 16:48:42',
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'modified_by': 'Administrator',
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'module': 'CRM',
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'name': 'territory_sales_-_variance_report',
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'owner': 'Administrator',
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'page_len': 50,
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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': 'ID',
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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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