[reports][purchase and sales trends]
diff --git a/controllers/trends.py b/controllers/trends.py
new file mode 100644
index 0000000..6c33235
--- /dev/null
+++ b/controllers/trends.py
@@ -0,0 +1,245 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+import webnotes
+from webnotes.utils import cint, add_days, add_months, cstr
+
+def get_columns(filters, year_start_date, start_month, trans):
+ columns, pwc, bon, grbc = [], [], [], []
+ query_bon, query_pwc = '', ''
+
+ period = filters.get("period")
+ based_on = filters.get("based_on")
+ grby = filters.get("group_by")
+
+ if not (period and based_on):
+ webnotes.msgprint("Value missing in 'Period' or 'Based On'", raise_exception=1)
+
+ elif based_on == grby:
+ webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'", raise_exception=1)
+
+ else:
+ bon, query_bon, basedon, sup_tab = bon_columns_qdata(based_on, bon, trans)
+ pwc, query_pwc = pw_column_qdata(filters, period, pwc, year_start_date,start_month, trans)
+ grbc = grp_column(grby)
+
+ if grbc:
+ columns = bon + grbc + pwc +["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
+ else:
+ columns = bon + pwc + ["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
+
+ return columns, query_bon, query_pwc, basedon, grbc, sup_tab
+
+def get_data(columns, filters, tab, query_bon, query_pwc, basedon, grbc, sup_tab):
+
+ query_details = query_bon + query_pwc + 'SUM(t2.qty), SUM(t1.grand_total) '
+ query_pwc = query_pwc + 'SUM(t2.qty), SUM(t1.grand_total)'
+ data = []
+ inc, cond= '',''
+
+ if query_bon in ["t1.project_name,", "t2.project_name,"]:
+ cond = 'and '+ query_bon[:-1] +' IS Not NULL'
+
+ if filters.get("group_by"):
+ sel_col = ''
+
+ if filters.get("group_by") == 'Item':
+ sel_col = 't2.item_code'
+
+ elif filters.get("group_by") == 'Customer':
+ sel_col = 't1.customer'
+
+ elif filters.get("group_by") == 'Supplier':
+ sel_col = 't1.supplier'
+
+ if filters.get('based_on') in ['Item','Customer','Supplier']:
+ inc = 2
+ else :
+ inc = 1
+
+ ind = columns.index(grbc[0])
+
+ data1 = webnotes.conn.sql(""" select %s %s from `%s` t1, `%s` t2 %s
+ where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
+ and t1.docstatus = 1 %s group by %s
+ """%(query_bon, query_pwc, tab[0], tab[1], sup_tab,filters.get("company"), filters.get("fiscal_year"),
+ cond, basedon), as_list=1)
+
+ for d in range(len(data1)):
+ #to add blanck column
+ dt = data1[d]
+ dt.insert(ind,'')
+ data.append(dt)
+
+ #to get distinct value of col specified by group_by in filter
+ row = webnotes.conn.sql("""select DISTINCT(%s) from `%s` t1, `%s` t2
+ where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
+ and t1.docstatus = 1 and %s = '%s'
+ """%(sel_col, tab[0], tab[1], filters.get("company"), filters.get("fiscal_year"),
+ basedon, data1[d][0]),as_list=1)
+
+ for i in range(len(row)):
+ des = ['' for q in range(len(columns))]
+
+ #get data for each group_by filter
+ row1 = webnotes.conn.sql(""" select %s , %s from `%s` t1, `%s` t2
+ where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
+ and t1.docstatus = 1 and %s = '%s' and %s ='%s'
+ """%(sel_col, query_pwc, tab[0], tab[1], filters.get("company"), filters.get("fiscal_year"),
+ sel_col, row[i][0], basedon, data1[d][0]),as_list=1)
+
+ des[ind] = row[i]
+ for j in range(1,len(columns)-inc):
+ des[j+inc] = row1[0][j]
+ data.append(des)
+ else:
+
+ data = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2 %s
+ where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
+ and t1.docstatus = 1 %s group by %s
+ """%(query_details, tab[0], tab[1], sup_tab, filters.get("company"),
+ filters.get("fiscal_year"), cond,basedon), as_list=1)
+
+ return data
+
+def pw_column_qdata(filters, period, pwc, year_start_date, start_month, trans):
+ query_details = ''
+ if trans in ['Purchase Receipt', 'Delivery Note', 'Purchase Invoice', 'Sales Invoice']:
+ trans_date = 'posting_date'
+ else:
+ trans_date = 'transaction_date'
+
+ if period == "Monthly":
+ month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
+
+ for month in range(start_month-1,len(month_name)):
+ pwc.append(month_name[month]+' (Qty):Float:120')
+ pwc.append(month_name[month]+' (Amt):Currency:120')
+
+ query_details += """
+ Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
+ SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
+ """%{"trans": trans_date,"mon_num": cstr(month+1)}
+
+ for month in range(0, start_month-1):
+ pwc.append(month_name[month]+' (Qty):Float:120')
+ pwc.append(month_name[month]+' (Amt):Currency:120')
+
+ query_details += """
+ Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
+ SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
+ """%{"trans": trans_date, "mon_num": cstr(month+1)}
+
+ elif period == "Quarterly":
+ pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120",
+ "Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"]
+
+ first_qsd, second_qsd, third_qsd, fourth_qsd = year_start_date, add_months(year_start_date,3), add_months(year_start_date,6), add_months(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)
+
+ bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
+ for d in bet_dates:
+ query_details += """
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t2.qty ELSE NULL END),
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t1.grand_total ELSE NULL END),
+ """%{"trans": trans_date, "sd": d[0],"ed": d[1]}
+
+ elif period == "Half-yearly":
+ pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
+ "Second Half(amt):Currency:120"]
+
+ first_half_start = 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)
+
+ query_details = """
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t2.qty ELSE NULL END),
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t1.grand_total ELSE NULL END),
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t2.qty ELSE NULL END),
+ SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t1.grand_total ELSE NULL END),
+ """%{"trans": trans_date, "fhs": first_half_start, "fhe": first_half_end,"shs": second_half_start,
+ "she": second_half_end}
+
+ else:
+ pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
+ query_details = " SUM(t2.qty), SUM(t1.grand_total),"
+
+ return pwc, query_details
+
+def bon_columns_qdata(based_on, bon, trans):
+ sup_tab = ''
+
+ if based_on == "Item":
+ bon = ["Item:Link/Item:120", "Item Name:Data:120"]
+ query_details = "t2.item_code, t2.item_name,"
+ basedon = 't2.item_code'
+
+ elif based_on == "Item Group":
+ bon = ["Item Group:Link/Item Group:120"]
+ query_details = "t2.item_group,"
+ basedon = 't2.item_group'
+
+ elif based_on == "Customer":
+ bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
+ query_details = "t1.customer_name, t1.territory, "
+ basedon = 't1.customer_name'
+
+ elif based_on == "Customer Group":
+ bon = ["Customer Group:Link/Customer Group"]
+ query_details = "t1.customer_group,"
+ basedon = 't1.customer_group'
+
+ elif based_on == 'Supplier':
+ bon = ["Supplier:Link/Supplier:120", "Supplier Type:Link/Supplier Type:120"]
+ query_details = "t1.supplier, t3.supplier_type,"
+ basedon = 't1.supplier'
+ sup_tab = ',`tabSupplier` t3'
+
+ elif based_on == 'Supplier Type':
+ bon = ["Supplier Type:Link/Supplier Type:120"]
+ query_details = "t3.supplier_type,"
+ basedon = 't3.supplier_type'
+ sup_tab = ',`tabSupplier` t3'
+
+ elif based_on == "Territory":
+ bon = ["Territory:Link/Territory:120"]
+ query_details = "t1.territory,"
+ basedon = 't1.territory'
+
+ elif based_on == "Project":
+
+ if trans in ['Sales Invoice', 'Delivery Note', 'Sales Order']:
+ bon = ["Project:Link/Project:120"]
+ query_details = "t1.project_name,"
+ basedon = 't1.project_name'
+
+ elif trans in ['Purchase Order', 'Purchase Invoice', 'Purchase Receipt']:
+ bon = ["Project:Link/Project:120"]
+ query_details = "t2.project_name,"
+ basedon = 't2.project_name'
+
+ else:
+ webnotes.msgprint("No Information Available", raise_exception=1)
+
+ return bon, query_details, basedon, sup_tab
+
+def grp_column(group_by):
+ if group_by:
+ return [group_by+":Link/"+group_by+":120"]
+ else:
+ return []
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