Completed territory_target_variance(item_group_wise) report
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 790c6f0..844d4f3 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"
@@ -17,73 +17,170 @@
from __future__ import unicode_literals
import webnotes
import calendar
-from webnotes import msgprint
-from webnotes.utils import cint, cstr, add_months
+from webnotes import _, msgprint
+from webnotes.utils import cint, cstr, add_months, 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)
data = []
-
- return columns, 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):
- """return columns based on filters"""
-
- if not filters.get("period"):
- msgprint("Please select the Period", raise_exception=1)
+ 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)
- mo = cint(cstr(webnotes.conn.get_value("Fiscal Year", filters["fiscal_year"], "year_start_date")).split("-")[1])
- period_months = []
- if (filters["period"] == "Monthly" or "Yearly"):
- for x in range(0,12):
- period_months.append(mo)
- if (mo!=12):
- mo += 1
+ columns = ["Territory:Link/Territory: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:
- mo = 1
+ columns.append(label % from_date.strftime("%b"))
- columns = ["Territory:Link/Territory:80"] + ["Item Group:Link/Item Group:80"]
+ return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
- period = []
+def get_period_date_ranges(filters):
+ from dateutil.relativedelta import relativedelta
- if (filters["period"] == "Monthly" or "Yearly"):
- for i in (0,12):
- period.append("Target (" + "i" + ")::80")
- period.append("Achieved (" + "i" + ")::80")
- period.append("Variance (" + "i" + ")::80")
+ year_start_date, year_end_date = get_year_start_end_date(filters)
- columns = columns + [(p) for p in period] + \
- ["Total Target::80"] + ["Total Achieved::80"] + ["Total Variance::80"]
+ increment = {
+ "Monthly": 1,
+ "Quarterly": 3,
+ "Half-Yearly": 6,
+ "Yearly": 12
+ }.get(filters["period"])
- return columns
+ 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)
-def get_conditions(filters):
- conditions = ""
-
- if filters.get("fiscal_year"):
- conditions += " and posting_date <= '%s'" % filters["fiscal_year"]
- else:
- webnotes.msgprint("Please enter Fiscal Year", raise_exception=1)
-
- if filters.get("target_on"):
- conditions += " and posting_date <= '%s'" % filters["target_on"]
- else:
- webnotes.msgprint("Please select Target On", raise_exception=1)
+ return period_date_ranges
- return conditions
+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 territory details
+#Get territory & item group details
def get_territory_details(filters):
- conditions = get_conditions(filters)
- return webnotes.conn.sql("""select item_code, batch_no, warehouse,
- posting_date, actual_qty
- from `tabStock Ledger Entry`
- where ifnull(is_cancelled, 'No') = 'No' %s order by item_code, warehouse""" %
- conditions, as_dict=1)
+ 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)
-def get_month_abbr(month_number):
- return 0
\ No newline at end of file
+#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, target_on):
+ territory_details = get_territory_details(filters)
+ tdd = get_target_distribution_details(filters)
+ achieved_details = get_achieved_details(filters)
+
+ ti_map = {}
+
+ for td in territory_details:
+ for month in tdd:
+ ti_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]
+
+ for ad in achieved_details:
+ if (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"):
+ 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
+
+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