blob: cea174495b16c30c9e946d133890e10388bbc5d0 [file] [log] [blame]
prssanna3f1444e2019-09-24 13:04:53 +05301import frappe
2
Chillar Anand915b3432021-09-02 16:44:59 +05303
prssanna3f1444e2019-09-24 13:04:53 +05304def get_leaderboards():
5 leaderboards = {
prssannad095acd2019-09-26 13:41:24 +05306 "Customer": {
prssanna8f7ed712019-09-27 15:09:40 +05307 "fields": [
Ankush Menat494bd9e2022-03-28 18:52:46 +05308 {"fieldname": "total_sales_amount", "fieldtype": "Currency"},
9 "total_qty_sold",
10 {"fieldname": "outstanding_amount", "fieldtype": "Currency"},
prssanna8f7ed712019-09-27 15:09:40 +053011 ],
prssannad095acd2019-09-26 13:41:24 +053012 "method": "erpnext.startup.leaderboard.get_all_customers",
Ankush Menat494bd9e2022-03-28 18:52:46 +053013 "icon": "customer",
prssannad095acd2019-09-26 13:41:24 +053014 },
15 "Item": {
prssanna8f7ed712019-09-27 15:09:40 +053016 "fields": [
Ankush Menat494bd9e2022-03-28 18:52:46 +053017 {"fieldname": "total_sales_amount", "fieldtype": "Currency"},
18 "total_qty_sold",
19 {"fieldname": "total_purchase_amount", "fieldtype": "Currency"},
20 "total_qty_purchased",
21 "available_stock_qty",
22 {"fieldname": "available_stock_value", "fieldtype": "Currency"},
prssanna8f7ed712019-09-27 15:09:40 +053023 ],
prssannad095acd2019-09-26 13:41:24 +053024 "method": "erpnext.startup.leaderboard.get_all_items",
Ankush Menat494bd9e2022-03-28 18:52:46 +053025 "icon": "stock",
prssannad095acd2019-09-26 13:41:24 +053026 },
27 "Supplier": {
prssanna8f7ed712019-09-27 15:09:40 +053028 "fields": [
Ankush Menat494bd9e2022-03-28 18:52:46 +053029 {"fieldname": "total_purchase_amount", "fieldtype": "Currency"},
30 "total_qty_purchased",
31 {"fieldname": "outstanding_amount", "fieldtype": "Currency"},
prssanna8f7ed712019-09-27 15:09:40 +053032 ],
prssannad095acd2019-09-26 13:41:24 +053033 "method": "erpnext.startup.leaderboard.get_all_suppliers",
Ankush Menat494bd9e2022-03-28 18:52:46 +053034 "icon": "buying",
prssannad095acd2019-09-26 13:41:24 +053035 },
36 "Sales Partner": {
prssanna8f7ed712019-09-27 15:09:40 +053037 "fields": [
Ankush Menat494bd9e2022-03-28 18:52:46 +053038 {"fieldname": "total_sales_amount", "fieldtype": "Currency"},
39 {"fieldname": "total_commission", "fieldtype": "Currency"},
prssanna8f7ed712019-09-27 15:09:40 +053040 ],
prssannad095acd2019-09-26 13:41:24 +053041 "method": "erpnext.startup.leaderboard.get_all_sales_partner",
Ankush Menat494bd9e2022-03-28 18:52:46 +053042 "icon": "hr",
prssannad095acd2019-09-26 13:41:24 +053043 },
44 "Sales Person": {
Ankush Menat494bd9e2022-03-28 18:52:46 +053045 "fields": [{"fieldname": "total_sales_amount", "fieldtype": "Currency"}],
prssannad095acd2019-09-26 13:41:24 +053046 "method": "erpnext.startup.leaderboard.get_all_sales_person",
Ankush Menat494bd9e2022-03-28 18:52:46 +053047 "icon": "customer",
48 },
prssanna3f1444e2019-09-24 13:04:53 +053049 }
50
51 return leaderboards
52
Ankush Menat494bd9e2022-03-28 18:52:46 +053053
prssannab8749222019-09-30 11:12:10 +053054@frappe.whitelist()
Ankush Menat494bd9e2022-03-28 18:52:46 +053055def get_all_customers(date_range, company, field, limit=None):
barredterra137b5a62023-12-11 18:32:49 +010056 filters = [["docstatus", "=", "1"], ["company", "=", company]]
57 from_date, to_date = parse_date_range(date_range)
prssanna3f1444e2019-09-24 13:04:53 +053058 if field == "outstanding_amount":
barredterra137b5a62023-12-11 18:32:49 +010059 if from_date and to_date:
60 filters.append(["posting_date", "between", [from_date, to_date]])
61
62 return frappe.get_list(
Ankush Menat494bd9e2022-03-28 18:52:46 +053063 "Sales Invoice",
64 fields=["customer as name", "sum(outstanding_amount) as value"],
65 filters=filters,
66 group_by="customer",
67 order_by="value desc",
68 limit=limit,
prssannad095acd2019-09-26 13:41:24 +053069 )
prssanna3f1444e2019-09-24 13:04:53 +053070 else:
71 if field == "total_sales_amount":
barredterra137b5a62023-12-11 18:32:49 +010072 select_field = "base_net_total"
prssanna3f1444e2019-09-24 13:04:53 +053073 elif field == "total_qty_sold":
barredterra137b5a62023-12-11 18:32:49 +010074 select_field = "total_qty"
prssanna3f1444e2019-09-24 13:04:53 +053075
barredterra137b5a62023-12-11 18:32:49 +010076 if from_date and to_date:
77 filters.append(["transaction_date", "between", [from_date, to_date]])
Prssanna Desaifb899062020-07-22 20:17:50 +053078
barredterra137b5a62023-12-11 18:32:49 +010079 return frappe.get_list(
80 "Sales Order",
81 fields=["customer as name", f"sum({select_field}) as value"],
82 filters=filters,
83 group_by="customer",
84 order_by="value desc",
85 limit=limit,
Ankush Menat494bd9e2022-03-28 18:52:46 +053086 )
87
prssanna3f1444e2019-09-24 13:04:53 +053088
prssannab8749222019-09-30 11:12:10 +053089@frappe.whitelist()
Ankush Menat494bd9e2022-03-28 18:52:46 +053090def get_all_items(date_range, company, field, limit=None):
prssanna3f1444e2019-09-24 13:04:53 +053091 if field in ("available_stock_qty", "available_stock_value"):
Ankush Menat494bd9e2022-03-28 18:52:46 +053092 select_field = "sum(actual_qty)" if field == "available_stock_qty" else "sum(stock_value)"
barredterra2721ee3a82023-12-11 19:34:24 +010093 results = frappe.db.get_all(
Ankush Menat494bd9e2022-03-28 18:52:46 +053094 "Bin",
95 fields=["item_code as name", "{0} as value".format(select_field)],
96 group_by="item_code",
97 order_by="value desc",
98 limit=limit,
prssannad095acd2019-09-26 13:41:24 +053099 )
barredterra2721ee3a82023-12-11 19:34:24 +0100100 readable_active_items = set(frappe.get_list("Item", filters={"disabled": 0}, pluck="name"))
101 return [item for item in results if item["name"] in readable_active_items]
prssanna3f1444e2019-09-24 13:04:53 +0530102 else:
103 if field == "total_sales_amount":
barredterra2721ee3a82023-12-11 19:34:24 +0100104 select_field = "base_net_amount"
prssanna3f1444e2019-09-24 13:04:53 +0530105 select_doctype = "Sales Order"
106 elif field == "total_purchase_amount":
barredterra2721ee3a82023-12-11 19:34:24 +0100107 select_field = "base_net_amount"
prssanna3f1444e2019-09-24 13:04:53 +0530108 select_doctype = "Purchase Order"
109 elif field == "total_qty_sold":
barredterra2721ee3a82023-12-11 19:34:24 +0100110 select_field = "stock_qty"
prssanna3f1444e2019-09-24 13:04:53 +0530111 select_doctype = "Sales Order"
112 elif field == "total_qty_purchased":
barredterra2721ee3a82023-12-11 19:34:24 +0100113 select_field = "stock_qty"
prssanna3f1444e2019-09-24 13:04:53 +0530114 select_doctype = "Purchase Order"
115
barredterra2721ee3a82023-12-11 19:34:24 +0100116 filters = [["docstatus", "=", "1"], ["company", "=", company]]
117 from_date, to_date = parse_date_range(date_range)
118 if from_date and to_date:
119 filters.append(["transaction_date", "between", [from_date, to_date]])
Prssanna Desaifb899062020-07-22 20:17:50 +0530120
barredterra2721ee3a82023-12-11 19:34:24 +0100121 child_doctype = f"{select_doctype} Item"
122 return frappe.get_list(
123 select_doctype,
124 fields=[
125 f"`tab{child_doctype}`.item_code as name",
126 f"sum(`tab{child_doctype}`.{select_field}) as value",
127 ],
128 filters=filters,
129 order_by="value desc",
130 group_by=f"`tab{child_doctype}`.item_code",
131 limit=limit,
132 )
Ankush Menat494bd9e2022-03-28 18:52:46 +0530133
prssanna3f1444e2019-09-24 13:04:53 +0530134
prssannab8749222019-09-30 11:12:10 +0530135@frappe.whitelist()
Ankush Menat494bd9e2022-03-28 18:52:46 +0530136def get_all_suppliers(date_range, company, field, limit=None):
barredterra65df4b62023-12-11 19:34:54 +0100137 filters = [["docstatus", "=", "1"], ["company", "=", company]]
138 from_date, to_date = parse_date_range(date_range)
139
prssanna3f1444e2019-09-24 13:04:53 +0530140 if field == "outstanding_amount":
barredterra65df4b62023-12-11 19:34:54 +0100141 if from_date and to_date:
142 filters.append(["posting_date", "between", [from_date, to_date]])
143
144 return frappe.get_list(
Ankush Menat494bd9e2022-03-28 18:52:46 +0530145 "Purchase Invoice",
146 fields=["supplier as name", "sum(outstanding_amount) as value"],
147 filters=filters,
148 group_by="supplier",
149 order_by="value desc",
150 limit=limit,
prssannad095acd2019-09-26 13:41:24 +0530151 )
prssanna3f1444e2019-09-24 13:04:53 +0530152 else:
153 if field == "total_purchase_amount":
barredterra65df4b62023-12-11 19:34:54 +0100154 select_field = "base_net_total"
prssanna3f1444e2019-09-24 13:04:53 +0530155 elif field == "total_qty_purchased":
barredterra65df4b62023-12-11 19:34:54 +0100156 select_field = "total_qty"
prssanna3f1444e2019-09-24 13:04:53 +0530157
barredterra65df4b62023-12-11 19:34:54 +0100158 if from_date and to_date:
159 filters.append(["transaction_date", "between", [from_date, to_date]])
Prssanna Desaifb899062020-07-22 20:17:50 +0530160
barredterra65df4b62023-12-11 19:34:54 +0100161 return frappe.get_list(
162 "Purchase Order",
163 fields=["supplier as name", f"sum({select_field}) as value"],
164 filters=filters,
165 group_by="supplier",
166 order_by="value desc",
167 limit=limit,
168 )
Ankush Menat494bd9e2022-03-28 18:52:46 +0530169
prssanna3f1444e2019-09-24 13:04:53 +0530170
prssannab8749222019-09-30 11:12:10 +0530171@frappe.whitelist()
Ankush Menat494bd9e2022-03-28 18:52:46 +0530172def get_all_sales_partner(date_range, company, field, limit=None):
prssanna3f1444e2019-09-24 13:04:53 +0530173 if field == "total_sales_amount":
Suraj Shettyd23c9982019-09-30 13:09:12 +0530174 select_field = "sum(`base_net_total`)"
prssanna3f1444e2019-09-24 13:04:53 +0530175 elif field == "total_commission":
Suraj Shettyd23c9982019-09-30 13:09:12 +0530176 select_field = "sum(`total_commission`)"
prssanna3f1444e2019-09-24 13:04:53 +0530177
Ankush Menat494bd9e2022-03-28 18:52:46 +0530178 filters = {"sales_partner": ["!=", ""], "docstatus": 1, "company": company}
Prssanna Desaifb899062020-07-22 20:17:50 +0530179 if date_range:
180 date_range = frappe.parse_json(date_range)
Ankush Menat494bd9e2022-03-28 18:52:46 +0530181 filters["transaction_date"] = ["between", [date_range[0], date_range[1]]]
Suraj Shettyd23c9982019-09-30 13:09:12 +0530182
Ankush Menat494bd9e2022-03-28 18:52:46 +0530183 return frappe.get_list(
184 "Sales Order",
185 fields=[
186 "`sales_partner` as name",
187 "{} as value".format(select_field),
188 ],
189 filters=filters,
190 group_by="sales_partner",
191 order_by="value DESC",
192 limit=limit,
193 )
194
prssanna3f1444e2019-09-24 13:04:53 +0530195
prssannab8749222019-09-30 11:12:10 +0530196@frappe.whitelist()
Ankush Menat494bd9e2022-03-28 18:52:46 +0530197def get_all_sales_person(date_range, company, field=None, limit=0):
barredterra7babfd42023-12-11 19:44:24 +0100198 filters = [
199 ["docstatus", "=", "1"],
200 ["company", "=", company],
201 ["Sales Team", "sales_person", "is", "set"],
202 ]
203 from_date, to_date = parse_date_range(date_range)
204 if from_date and to_date:
205 filters.append(["transaction_date", "between", [from_date, to_date]])
Prssanna Desaifb899062020-07-22 20:17:50 +0530206
barredterra7babfd42023-12-11 19:44:24 +0100207 return frappe.get_list(
208 "Sales Order",
209 fields=[
210 "`tabSales Team`.sales_person as name",
211 "sum(`tabSales Team`.allocated_amount) as value",
212 ],
213 filters=filters,
214 group_by="`tabSales Team`.sales_person",
215 order_by="value desc",
216 limit=limit,
Ankush Menat494bd9e2022-03-28 18:52:46 +0530217 )
218
Prssanna Desaifb899062020-07-22 20:17:50 +0530219
220def get_date_condition(date_range, field):
Ankush Menat494bd9e2022-03-28 18:52:46 +0530221 date_condition = ""
Prssanna Desaifb899062020-07-22 20:17:50 +0530222 if date_range:
223 date_range = frappe.parse_json(date_range)
224 from_date, to_date = date_range
225 date_condition = "and {0} between {1} and {2}".format(
226 field, frappe.db.escape(from_date), frappe.db.escape(to_date)
227 )
Ankush Menat4551d7d2021-08-19 13:41:10 +0530228 return date_condition
barredterra137b5a62023-12-11 18:32:49 +0100229
230
231def parse_date_range(date_range):
232 if date_range:
233 date_range = frappe.parse_json(date_range)
234 return date_range[0], date_range[1]
235
236 return None, None