[Report] Completed Sales Person Target Variance (Item-Group wise)
diff --git a/accounts/page/accounts_home/accounts_home.js b/accounts/page/accounts_home/accounts_home.js
index b920bfd..b484674 100644
--- a/accounts/page/accounts_home/accounts_home.js
+++ b/accounts/page/accounts_home/accounts_home.js
@@ -252,6 +252,11 @@
route: "query-report/Item-wise Purchase Register",
doctype: "Purchase Invoice"
},
+ {
+ "label":wn._("Budget Variance Report"),
+ route: "query-report/Budget Variance Report",
+ doctype: "Cost Center"
+ },
]
}
]
diff --git a/accounts/report/budget_variance_report/__init__.py b/accounts/report/budget_variance_report/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/accounts/report/budget_variance_report/__init__.py
diff --git a/accounts/report/budget_variance_report/budget_variance_report.js b/accounts/report/budget_variance_report/budget_variance_report.js
new file mode 100644
index 0000000..a051605
--- /dev/null
+++ b/accounts/report/budget_variance_report/budget_variance_report.js
@@ -0,0 +1,25 @@
+wn.query_reports["Budget Variance Report"] = {
+ "filters": [
+ {
+ fieldname: "fiscal_year",
+ label: "Fiscal Year",
+ fieldtype: "Link",
+ options: "Fiscal Year",
+ default: sys_defaults.fiscal_year
+ },
+ {
+ fieldname: "period",
+ label: "Period",
+ fieldtype: "Select",
+ options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
+ default: "Monthly"
+ },
+ {
+ fieldname: "company",
+ label: "Company",
+ fieldtype: "Link",
+ options: "Company",
+ default: sys_defaults.company
+ },
+ ]
+}
\ No newline at end of file
diff --git a/accounts/report/budget_variance_report/budget_variance_report.py b/accounts/report/budget_variance_report/budget_variance_report.py
new file mode 100644
index 0000000..ac38d9f
--- /dev/null
+++ b/accounts/report/budget_variance_report/budget_variance_report.py
@@ -0,0 +1,184 @@
+# 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
+import calendar
+from webnotes import _, msgprint
+from webnotes.utils import flt
+import time
+
+def execute(filters=None):
+ if not filters: filters = {}
+
+ columns = get_columns(filters)
+ period_month_ranges = get_period_month_ranges(filters)
+ # tim_map = get_territory_item_month_map(filters)
+
+ data = []
+
+ # for territory, territory_items in tim_map.items():
+ # for item_group, monthwise_data in territory_items.items():
+ # row = [territory, item_group]
+ # totals = [0, 0, 0]
+ # for relevant_months in period_month_ranges:
+ # period_data = [0, 0, 0]
+ # for month in relevant_months:
+ # month_data = monthwise_data.get(month, {})
+ # for i, fieldname in enumerate(["target", "achieved", "variance"]):
+ # value = flt(month_data.get(fieldname))
+ # period_data[i] += value
+ # totals[i] += value
+ # period_data[2] = period_data[0] - period_data[1]
+ # row += period_data
+ # totals[2] = totals[0] - totals[1]
+ # row += totals
+ # data.append(row)
+
+ return columns, sorted(data, key=lambda x: (x[0], x[1]))
+
+def get_columns(filters):
+ for fieldname in ["fiscal_year", "period", "company"]:
+ if not filters.get(fieldname):
+ label = (" ".join(fieldname.split("_"))).title()
+ msgprint(_("Please specify") + ": " + label,
+ raise_exception=True)
+
+ columns = ["Cost Center:Link/Cost Center:80"]
+
+ group_months = False if filters["period"] == "Monthly" else True
+
+ for from_date, to_date in get_period_date_ranges(filters):
+ for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
+ if group_months:
+ columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
+ else:
+ columns.append(label % from_date.strftime("%b"))
+
+ return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
+
+def get_period_date_ranges(filters):
+ from dateutil.relativedelta import relativedelta
+
+ year_start_date, year_end_date = get_year_start_end_date(filters)
+
+ increment = {
+ "Monthly": 1,
+ "Quarterly": 3,
+ "Half-Yearly": 6,
+ "Yearly": 12
+ }.get(filters["period"])
+
+ period_date_ranges = []
+ for i in xrange(1, 13, increment):
+ period_end_date = year_start_date + relativedelta(months=increment,
+ days=-1)
+ period_date_ranges.append([year_start_date, period_end_date])
+ year_start_date = period_end_date + relativedelta(days=1)
+
+ return period_date_ranges
+
+def get_period_month_ranges(filters):
+ from dateutil.relativedelta import relativedelta
+ period_month_ranges = []
+
+ for start_date, end_date in get_period_date_ranges(filters):
+ months_in_this_period = []
+ while start_date <= end_date:
+ months_in_this_period.append(start_date.strftime("%B"))
+ start_date += relativedelta(months=1)
+ period_month_ranges.append(months_in_this_period)
+
+ return period_month_ranges
+
+
+#Get cost center details
+def get_costcenter_details(filters):
+ return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
+ td.target_amount, t.distribution_id
+ from `tabTerritory` t, `tabTarget Detail` td
+ where td.parent=t.name and td.fiscal_year=%s and
+ ifnull(t.distribution_id, '')!='' order by t.name""" %
+ ('%s'), (filters.get("fiscal_year")), as_dict=1)
+
+#Get target distribution details of item group
+def get_target_distribution_details(filters):
+ target_details = {}
+ abc = []
+ for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
+ from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
+ `tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
+ bd.fiscal_year=%s """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
+ target_details.setdefault(d.month, d)
+
+ return target_details
+
+#Get achieved details from sales order
+def get_achieved_details(filters):
+ start_date, end_date = get_year_start_end_date(filters)
+ achieved_details = {}
+
+ for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
+ MONTHNAME(so.transaction_date) as month_name \
+ from `tabSales Order Item` soi, `tabSales Order` so \
+ where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and \
+ so.transaction_date<=%s""" % ('%s', '%s'), \
+ (start_date, end_date), as_dict=1):
+ achieved_details.setdefault(d.month_name, d)
+
+ return achieved_details
+
+def get_territory_item_month_map(filters):
+ territory_details = get_territory_details(filters)
+ tdd = get_target_distribution_details(filters)
+ achieved_details = get_achieved_details(filters)
+
+ tim_map = {}
+
+ for td in territory_details:
+ for month in tdd:
+ tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
+ .setdefault(month, webnotes._dict({
+ "target": 0.0, "achieved": 0.0, "variance": 0.0
+ }))
+
+ tav_dict = tim_map[td.name][td.item_group][month]
+
+ for ad in achieved_details:
+ if (filters["target_on"] == "Quantity"):
+ tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
+ if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
+ tav_dict.achieved += achieved_details[month]["qty"]
+
+ if (filters["target_on"] == "Amount"):
+ tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
+ if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
+ tav_dict.achieved += achieved_details[month]["amount"]
+
+ return tim_map
+
+def get_year_start_end_date(filters):
+ return webnotes.conn.sql("""select year_start_date,
+ subdate(adddate(year_start_date, interval 1 year), interval 1 day)
+ as year_end_date
+ from `tabFiscal Year`
+ where name=%s""", filters["fiscal_year"])[0]
+
+def get_item_group(item_name):
+ """Get Item Group of an item"""
+
+ return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
+ ('%s'), (item_name))
\ No newline at end of file
diff --git a/accounts/report/budget_variance_report/budget_variance_report.txt b/accounts/report/budget_variance_report/budget_variance_report.txt
new file mode 100644
index 0000000..b89cb45
--- /dev/null
+++ b/accounts/report/budget_variance_report/budget_variance_report.txt
@@ -0,0 +1,21 @@
+[
+ {
+ "creation": "2013-06-18 12:56:36",
+ "docstatus": 0,
+ "modified": "2013-06-18 12:56:36",
+ "modified_by": "Administrator",
+ "owner": "Administrator"
+ },
+ {
+ "doctype": "Report",
+ "is_standard": "Yes",
+ "name": "__common__",
+ "ref_doctype": "Cost Center",
+ "report_name": "Budget Variance Report",
+ "report_type": "Script Report"
+ },
+ {
+ "doctype": "Report",
+ "name": "Budget Variance Report"
+ }
+]
\ No newline at end of file
diff --git a/selling/page/selling_home/selling_home.js b/selling/page/selling_home/selling_home.js
index e3663c9..0792f0a 100644
--- a/selling/page/selling_home/selling_home.js
+++ b/selling/page/selling_home/selling_home.js
@@ -171,6 +171,11 @@
doctype: "Sales Order"
},
{
+ "label":wn._("Sales Person Target Variance (Item Group-Wise)"),
+ route: "query-report/Sales Person Target Variance (Item Group-Wise)",
+ doctype: "Sales Order"
+ },
+ {
"label":wn._("Customers Not Buying Since Long Time"),
route: "query-report/Customers Not Buying Since Long Time",
doctype: "Sales Order"
diff --git "a/selling/report/sales_person_target_variance_\050item_group_wise\051/__init__.py" "b/selling/report/sales_person_target_variance_\050item_group_wise\051/__init__.py"
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ "b/selling/report/sales_person_target_variance_\050item_group_wise\051/__init__.py"
diff --git "a/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.js" "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.js"
new file mode 100644
index 0000000..09f0d55
--- /dev/null
+++ "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.js"
@@ -0,0 +1,25 @@
+wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
+ "filters": [
+ {
+ fieldname: "fiscal_year",
+ label: "Fiscal Year",
+ fieldtype: "Link",
+ options: "Fiscal Year",
+ default: sys_defaults.fiscal_year
+ },
+ {
+ fieldname: "period",
+ label: "Period",
+ fieldtype: "Select",
+ options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
+ default: "Monthly"
+ },
+ {
+ fieldname: "target_on",
+ label: "Target On",
+ fieldtype: "Select",
+ options: "Quantity\nAmount",
+ default: "Quantity"
+ },
+ ]
+}
\ No newline at end of file
diff --git "a/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.py" "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.py"
new file mode 100644
index 0000000..3163829
--- /dev/null
+++ "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.py"
@@ -0,0 +1,184 @@
+# 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
+import calendar
+from webnotes import _, msgprint
+from webnotes.utils import flt
+import time
+
+def execute(filters=None):
+ if not filters: filters = {}
+
+ columns = get_columns(filters)
+ period_month_ranges = get_period_month_ranges(filters)
+ sim_map = get_salesperson_item_month_map(filters)
+
+ data = []
+
+ for salesperson, salesperson_items in sim_map.items():
+ for item_group, monthwise_data in salesperson_items.items():
+ row = [salesperson, item_group]
+ totals = [0, 0, 0]
+ for relevant_months in period_month_ranges:
+ period_data = [0, 0, 0]
+ for month in relevant_months:
+ month_data = monthwise_data.get(month, {})
+ for i, fieldname in enumerate(["target", "achieved", "variance"]):
+ value = flt(month_data.get(fieldname))
+ period_data[i] += value
+ totals[i] += value
+ period_data[2] = period_data[0] - period_data[1]
+ row += period_data
+ totals[2] = totals[0] - totals[1]
+ row += totals
+ data.append(row)
+
+ return columns, sorted(data, key=lambda x: (x[0], x[1]))
+
+def get_columns(filters):
+ for fieldname in ["fiscal_year", "period", "target_on"]:
+ if not filters.get(fieldname):
+ label = (" ".join(fieldname.split("_"))).title()
+ msgprint(_("Please specify") + ": " + label,
+ raise_exception=True)
+
+ columns = ["Sales Person:Link/Sales Person:80", "Item Group:Link/Item Group:80"]
+
+ group_months = False if filters["period"] == "Monthly" else True
+
+ for from_date, to_date in get_period_date_ranges(filters):
+ for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
+ if group_months:
+ columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))
+ else:
+ columns.append(label % from_date.strftime("%b"))
+
+ return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
+
+def get_period_date_ranges(filters):
+ from dateutil.relativedelta import relativedelta
+
+ year_start_date, year_end_date = get_year_start_end_date(filters)
+
+ increment = {
+ "Monthly": 1,
+ "Quarterly": 3,
+ "Half-Yearly": 6,
+ "Yearly": 12
+ }.get(filters["period"])
+
+ period_date_ranges = []
+ for i in xrange(1, 13, increment):
+ period_end_date = year_start_date + relativedelta(months=increment,
+ days=-1)
+ period_date_ranges.append([year_start_date, period_end_date])
+ year_start_date = period_end_date + relativedelta(days=1)
+
+ return period_date_ranges
+
+def get_period_month_ranges(filters):
+ from dateutil.relativedelta import relativedelta
+ period_month_ranges = []
+
+ for start_date, end_date in get_period_date_ranges(filters):
+ months_in_this_period = []
+ while start_date <= end_date:
+ months_in_this_period.append(start_date.strftime("%B"))
+ start_date += relativedelta(months=1)
+ period_month_ranges.append(months_in_this_period)
+
+ return period_month_ranges
+
+
+#Get sales person & item group details
+def get_salesperson_details(filters):
+ return webnotes.conn.sql("""select sp.name, td.item_group, td.target_qty,
+ td.target_amount, sp.distribution_id
+ from `tabSales Person` sp, `tabTarget Detail` td
+ where td.parent=sp.name and td.fiscal_year=%s and
+ ifnull(sp.distribution_id, '')!='' order by sp.name""" %
+ ('%s'), (filters.get("fiscal_year")), as_dict=1)
+
+#Get target distribution details of item group
+def get_target_distribution_details(filters):
+ target_details = {}
+ abc = []
+ for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
+ from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
+ `tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
+ bd.fiscal_year=%s """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
+ target_details.setdefault(d.month, d)
+
+ return target_details
+
+#Get achieved details from sales order
+def get_achieved_details(filters):
+ start_date, end_date = get_year_start_end_date(filters)
+ achieved_details = {}
+
+ for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
+ MONTHNAME(so.transaction_date) as month_name \
+ from `tabSales Order Item` soi, `tabSales Order` so \
+ where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and \
+ so.transaction_date<=%s""" % ('%s', '%s'), \
+ (start_date, end_date), as_dict=1):
+ achieved_details.setdefault(d.month_name, d)
+
+ return achieved_details
+
+def get_salesperson_item_month_map(filters):
+ salesperson_details = get_salesperson_details(filters)
+ tdd = get_target_distribution_details(filters)
+ achieved_details = get_achieved_details(filters)
+
+ sim_map = {}
+
+ for sd in salesperson_details:
+ for month in tdd:
+ sim_map.setdefault(sd.name, {}).setdefault(sd.item_group, {})\
+ .setdefault(month, webnotes._dict({
+ "target": 0.0, "achieved": 0.0, "variance": 0.0
+ }))
+
+ tav_dict = sim_map[sd.name][sd.item_group][month]
+
+ for ad in achieved_details:
+ if (filters["target_on"] == "Quantity"):
+ tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
+ if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
+ tav_dict.achieved += achieved_details[month]["qty"]
+
+ if (filters["target_on"] == "Amount"):
+ tav_dict.target = sd.target_amount*(tdd[month]["percentage_allocation"]/100)
+ if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
+ tav_dict.achieved += achieved_details[month]["amount"]
+
+ return sim_map
+
+def get_year_start_end_date(filters):
+ return webnotes.conn.sql("""select year_start_date,
+ subdate(adddate(year_start_date, interval 1 year), interval 1 day)
+ as year_end_date
+ from `tabFiscal Year`
+ where name=%s""", filters["fiscal_year"])[0]
+
+def get_item_group(item_name):
+ """Get Item Group of an item"""
+
+ return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
+ ('%s'), (item_name))
\ No newline at end of file
diff --git "a/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.txt" "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.txt"
new file mode 100644
index 0000000..955cdec
--- /dev/null
+++ "b/selling/report/sales_person_target_variance_\050item_group_wise\051/sales_person_target_variance_\050item_group_wise\051.txt"
@@ -0,0 +1,21 @@
+[
+ {
+ "creation": "2013-06-18 12:09:40",
+ "docstatus": 0,
+ "modified": "2013-06-18 12:09:40",
+ "modified_by": "Administrator",
+ "owner": "Administrator"
+ },
+ {
+ "doctype": "Report",
+ "is_standard": "Yes",
+ "name": "__common__",
+ "ref_doctype": "Sales Order",
+ "report_name": "Sales Person Target Variance (Item Group-Wise)",
+ "report_type": "Script Report"
+ },
+ {
+ "doctype": "Report",
+ "name": "Sales Person Target Variance (Item Group-Wise)"
+ }
+]
\ No newline at end of file
diff --git "a/selling/report/territory_target_variance_\050item_group_wise\051/territory_target_variance_\050item_group_wise\051.py" "b/selling/report/territory_target_variance_\050item_group_wise\051/territory_target_variance_\050item_group_wise\051.py"
index 844d4f3..fe5e628 100644
--- "a/selling/report/territory_target_variance_\050item_group_wise\051/territory_target_variance_\050item_group_wise\051.py"
+++ "b/selling/report/territory_target_variance_\050item_group_wise\051/territory_target_variance_\050item_group_wise\051.py"
@@ -18,18 +18,15 @@
import webnotes
import calendar
from webnotes import _, msgprint
-from webnotes.utils import cint, cstr, add_months, flt
+from webnotes.utils import flt
import time
-import calendar
def execute(filters=None):
if not filters: filters = {}
columns = get_columns(filters)
period_month_ranges = get_period_month_ranges(filters)
-
- target_on = "Quantity" if (filters.get("target_on")=="Quantity") else "Amount"
- tim_map = get_territory_item_month_map(filters, target_on)
+ tim_map = get_territory_item_month_map(filters)
data = []
@@ -110,8 +107,9 @@
#Get territory & item group details
def get_territory_details(filters):
- return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty, td.target_amount,
- t.distribution_id from `tabTerritory` t, `tabTarget Detail` td
+ return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty,
+ td.target_amount, t.distribution_id
+ from `tabTerritory` t, `tabTarget Detail` td
where td.parent=t.name and td.fiscal_year=%s and
ifnull(t.distribution_id, '')!='' order by t.name""" %
('%s'), (filters.get("fiscal_year")), as_dict=1)
@@ -143,34 +141,34 @@
return achieved_details
-def get_territory_item_month_map(filters, target_on):
+def get_territory_item_month_map(filters):
territory_details = get_territory_details(filters)
tdd = get_target_distribution_details(filters)
achieved_details = get_achieved_details(filters)
- ti_map = {}
+ tim_map = {}
for td in territory_details:
for month in tdd:
- ti_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
+ tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
.setdefault(month, webnotes._dict({
"target": 0.0, "achieved": 0.0, "variance": 0.0
}))
- tav_dict = ti_map[td.name][td.item_group][month]
+ tav_dict = tim_map[td.name][td.item_group][month]
for ad in achieved_details:
- if (target_on == "Quantity"):
+ if (filters["target_on"] == "Quantity"):
tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
tav_dict.achieved += achieved_details[month]["qty"]
- if (target_on == "Amount"):
+ if (filters["target_on"] == "Amount"):
tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
tav_dict.achieved += achieved_details[month]["amount"]
- return ti_map
+ return tim_map
def get_year_start_end_date(filters):
return webnotes.conn.sql("""select year_start_date,