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synced 2026-06-07 15:12:51 +00:00
restructured erpnext and deleted unwanted
This commit is contained in:
nabinhait
@@ -0,0 +1,12 @@
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report.customize_filters = function() {
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this.hide_all_filters();
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this.add_filter({fieldname:'based_on', label:'Based On', fieldtype:'Select', options:'Territory'+NEWLINE+'Sales Person',report_default:'Territory',ignore : 1,parent:'Target Detail', single_select :1});
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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:'Target Detail'});
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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:'Target Detail', single_select :1});
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this.add_filter({fieldname:'under', label:'Under',fieldtype:'Select', options:'Sales Order'+NEWLINE+'Delivery Note'+NEWLINE+'Sales Invoice',report_default:'Sales Order',ignore : 1, parent:'Target Detail', single_select :1});
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this.add_filter({fieldname : 'target_on', label:'Target On', fieldtype:'Select', options:'Quantity'+NEWLINE+'Amount',report_default:'Quantity',ignore : 1,parent:'Target Detail', single_select :1});
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}
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report.aftertableprint = function(t) {
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$yt(t,'*',1,{whiteSpace:'pre'});
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}
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this.mytabs.items['Select Columns'].hide();
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@@ -0,0 +1,206 @@
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# validate Filters
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flt_dict = {'fiscal_year': 'Fiscal Year', 'period': 'Period', 'under' : 'Under', 'based_on' : 'Based On','target_on':'Target On'}
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for f in flt_dict:
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if not filter_values.get(f):
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msgprint("Please Select " + cstr(flt_dict[f]))
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raise Exception
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# Get Values from fliters
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fiscal_year = filter_values.get('fiscal_year')
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period = filter_values.get('period')
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under = filter_values.get('under')
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if under == 'Sales Invoice': under = 'Receivable Voucher'
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based_on = filter_values.get('based_on')
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target_on = filter_values.get('target_on')
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#add distributed id field
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col = []
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col.append([based_on,'Date','150px',''])
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if target_on == 'Quantity':
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col.append(['Target Quantity','Currency','150px',''])
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else:
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col.append(['Target Amount','Currency','150px',''])
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col.append(['Distribution Id','Date','150px',''])
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for c in col:
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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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def make_child_lst(based_on,name):
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rg = sql("select lft, rgt from `tab%s` where name = '%s'"%(based_on,name))
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ch_name = sql("select name from `tab%s` where lft between %d and %d"%(based_on,int(rg[0][0]),int(rg[0][1])))
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chl ='('
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flag = 1
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for c in ch_name:
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if flag == 1:
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chl += "'%s'"%c[0]
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flag = 2
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else:
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chl +=",'%s'"%c[0]
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chl +=")"
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return chl
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def get_target(target_on,based_on,fiscal_year,r):
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if target_on == 'Quantity':
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q1 = "select t1.target_qty "
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q2 = "select sum(t1.target_qty)"
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if target_on == 'Amount':
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q1 = "select t1.target_amount "
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q2 = "select sum(t1.target_amount)"
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cond1 =" t1.fiscal_year ='%s' and t1.parent=t2.name and t1.parenttype = '%s' and t1.docstatus !=2"
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#----------------------------------------------------------------
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q = "select t1.name from `tabTarget Detail` t1, `tab%s` t2 where "+cond1+" and t2.name = '%s'"
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ch = sql(q%(based_on,fiscal_year,based_on,r))
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return {'q1':q1,'q2':q2,'cond1':cond1,'ch':ch}
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for r in res:
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tt = get_target(target_on,based_on,fiscal_year,r[0].strip())
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if tt['ch']:
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cond2 = " ifnull(t1.item_group,'')='' and"
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qur = tt['q1']+"from `tabTarget Detail` t1, `tab%s` t2 where "+cond2+tt['cond1']+" and t2.name = '%s'"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))
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#----------------------------------------------------------------
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if not ret_amt:
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qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name = '%s'"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,r[0].strip()))
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#----------------------------------------------------------------
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else:
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node_lst = make_child_lst(based_on,r[0].strip())
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qur = tt['q2']+"from `tabTarget Detail` t1, `tab%s` t2 where "+tt['cond1']+" and t2.name in %s"
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ret_amt = sql(qur%(based_on,fiscal_year,based_on,node_lst))
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#----------------------------------------------------------------
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ret_dis_id = sql("select distribution_id from `tab%s` where name = '%s'"%(based_on,r[0].strip()))
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target_amt = ret_amt and flt(ret_amt[0][0]) or 0
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dis_id = ret_dis_id and ret_dis_id[0][0] or ''
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r.append(target_amt)
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r.append(dis_id)
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# Set required field names
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based_on_fn = (based_on == 'Territory') and 'territory' or 'sales_person'
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date_fn = (under == 'Sales Order' ) and 'transaction_date' or 'posting_date'
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mon_list = []
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data = {'start_date':0, 'end_date':1}
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def make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx):
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count = 1
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if period == 'Quarterly' or period == 'Half Yearly' or period == 'Annual': mon_list.append([str(start_date)])
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for m in range(12):
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# get last date
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last_date = str(sql("select LAST_DAY('%s')" % start_date)[0][0])
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# make mon_list for Monthly Period
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if period == 'Monthly' :
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mon_list.append([start_date, last_date])
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# add months as Column names
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month_name = sql("select MONTHNAME('%s')" % start_date)[0][0]
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append_colnames(str(month_name)[:3], colnames, coltypes, colwidths, coloptions, col_idx)
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# get start date
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start_date = str(sql("select DATE_ADD('%s',INTERVAL 1 DAY)" % last_date)[0][0])
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# make mon_list for Quaterly Period
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if period == 'Quarterly' and count % 3 == 0:
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column names
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append_colnames('Q '+ str(count / 3), colnames, coltypes, colwidths, coloptions, col_idx)
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if count != 12: mon_list.append([start_date])
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# make mon_list for Half Yearly Period
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if period == 'Half Yearly' and count % 6 == 0 :
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column Names
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append_colnames('H'+str(count / 6), colnames, coltypes, colwidths, coloptions, col_idx)
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if count != 12: mon_list.append([start_date])
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# make mon_list for Annual Period
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if period == 'Annual' and count % 12 == 0:
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mon_list[len(mon_list) - 1 ].append(last_date)
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# add Column Names
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append_colnames('', colnames, coltypes, colwidths, coloptions, col_idx)
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count = count +1
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def append_colnames(name, colnames, coltypes, colwidths, coloptions, col_idx):
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col = ['Target', 'Actual', 'Variance']
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for c in col:
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n = str(name) and ' (' + str(name) +')' or ''
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colnames.append(str(c) + n)
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coltypes.append('Currency')
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colwidths.append('150px')
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coloptions.append('')
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col_idx[str(c) + n ] = len(colnames) - 1
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# make default columns
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#coltypes[col_idx[based_on]] = 'Link'
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#coloptions[col_idx[based_on]]= based_on
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# get start date
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start_date = get_value('Fiscal Year', fiscal_year, 'year_start_date')
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if not start_date:
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msgprint("Please Define Year Start Date for Fiscal Year " + str(fiscal_year))
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raise Exception
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start_date = start_date.strftime('%Y-%m-%d')
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# make month list and columns
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make_month_list(append_colnames, start_date, mon_list, period, colnames, coltypes, colwidths, coloptions, col_idx)
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bc_obj = get_obj('Budget Control')
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for r in res:
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count = 0
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for idx in range(3, len(colnames), 3):
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cidx = 2
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# ================= Calculate Target ==========================================
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r.append(bc_obj.get_monthly_budget( r[cidx], fiscal_year, mon_list[count][data['start_date']], mon_list[count][data['end_date']], r[cidx-1]))
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#================== Actual Amount =============================================
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actual = 0
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ch = make_child_lst(based_on,r[0].strip())
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#----------------------------------------------------------
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if target_on == "Quantity":
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if based_on == "Territory":
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actual = sql("select sum(ifnull(t2.qty,0)) from `tab%s` t1, `tab%s Detail` t2 where t2.parenttype = '%s' and t2.parent = t1.name and t1.%s in %s and t1.docstatus = 1 and t1.%s between '%s' and '%s'" % (under, (under == 'Receivable Voucher') and 'RV' or under, under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
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elif based_on == 'Sales Person':
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actual = sql("select sum(ifnull(t2.qty,0) * ifnull(t3.allocated_percentage,0) / 100) from `tab%s` t1, `tab%s Detail` t2, `tabSales Team` t3 where t2.parent = t1.name and t3.parent = t1.name and t3.%s in %s and t1.docstatus != 2 and t1.docstatus = 1 and t1.%s between '%s' and '%s' "%(under, (under == 'Receivable Voucher') and 'RV' or under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
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#----------------------------------------------------------
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if target_on == "Amount":
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if based_on == 'Territory':
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actual = sql("select sum(ifnull(net_total,0)) from `tab%s` where %s in %s and docstatus = 1 and %s between '%s' and '%s' " % (under, based_on_fn, ch, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
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elif based_on == 'Sales Person':
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actual = sql("select sum(ifnull(t2.allocated_amount,0)) from `tab%s` t1, `tabSales Team` t2 where t2.%s in %s and t2.parenttype='%s' and t1.docstatus != 2 and t2.parent = t1.name and t1.%s between '%s' and '%s'"%(under, based_on_fn, ch, under, date_fn, mon_list[count][data['start_date']], mon_list[count][data['end_date']]))
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#----------------------------------------------------------
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actual = flt(actual[0][0])
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r.append(actual)
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# ================ Variance ===================================================
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r.append(r[idx] - r[idx + 1])
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count = count +1
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@@ -0,0 +1 @@
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SELECT CONCAT(REPEAT(' ', COUNT(parent.name) - 1), node.name) AS name FROM `tab%(based_on)s` AS node,`tab%(based_on)s` AS parent WHERE node.lft BETWEEN parent.lft AND parent.rgt AND node.docstatus !=2 GROUP BY node.name ORDER BY node.lft
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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': 'Sales Person\x01ID,Sales Person\x01Owner,Sales Person\x01Sales Person,Sales Person\x01Country,Sales Person\x01State,Sales Person\x01lft,Sales Person\x01rgt,Target Detail\x01Item Group,Target Detail\x01Fiscal Year,Target Detail\x01Target Amount',
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'creation': '2010-12-14 10:33:08',
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'criteria_name': 'Total Target Variance Report',
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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': 'Target Detail',
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'docstatus': 0,
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'doctype': 'Search Criteria',
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'filters': "{'Sales Person\x01Saved':1,'Sales Person\x01Submitted':1,'Sales Person\x01Country':'','Sales Person\x01State':'','Target Detail\x01Fiscal Year':''}",
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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': '2010-11-30 15:15:34',
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'modified_by': 'Administrator',
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'module': 'CRM',
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'name': 'total_target_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': 'Sales Person',
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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': '`tabSales Person`.`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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