blob: 716e8ac088700bdf04c2c403501274d410dbe7d9 [file] [log] [blame]
Rushabh Mehtaad45e312013-11-20 12:59:58 +05301// Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
Rushabh Mehtae67d1fb2013-08-05 14:59:54 +05302// License: GNU General Public License v3. See license.txt
Anand Doshi4279dec2012-12-25 18:35:12 +05303
Rushabh Mehta793ba6b2014-02-14 15:47:51 +05304frappe.require("assets/erpnext/js/stock_grid_report.js");
Anand Doshi4279dec2012-12-25 18:35:12 +05305
6erpnext.StockAnalytics = erpnext.StockGridReport.extend({
7 init: function(wrapper, opts) {
8 var args = {
Pratik Vyasb52618c2014-04-14 16:25:30 +05309 title: __("Stock Analytics"),
Anand Doshi4279dec2012-12-25 18:35:12 +053010 page: wrapper,
11 parent: $(wrapper).find('.layout-main'),
Rushabh Mehta4096a3a2014-12-23 17:56:47 +053012 page: wrapper.page,
Nabin Haitb15764e2014-06-03 13:02:18 +053013 doctypes: ["Item", "Item Group", "Warehouse", "Stock Ledger Entry", "Brand",
Akhilesh Darjee6ca05482013-11-18 12:16:48 +053014 "Fiscal Year", "Serial No"],
Anand Doshi4279dec2012-12-25 18:35:12 +053015 tree_grid: {
Nabin Haitb15764e2014-06-03 13:02:18 +053016 show: true,
17 parent_field: "parent_item_group",
Anand Doshi4279dec2012-12-25 18:35:12 +053018 formatter: function(item) {
19 if(!item.is_group) {
Rushabh Mehta54047782013-12-26 11:07:46 +053020 return repl("<a \
Rushabh Mehta793ba6b2014-02-14 15:47:51 +053021 onclick='frappe.cur_grid_report.show_stock_ledger(\"%(value)s\")'>\
Rushabh Mehta54047782013-12-26 11:07:46 +053022 %(value)s</a>", {
Anand Doshi4279dec2012-12-25 18:35:12 +053023 value: item.name,
Anand Doshi4279dec2012-12-25 18:35:12 +053024 });
25 } else {
26 return item.name;
27 }
Nabin Haitb15764e2014-06-03 13:02:18 +053028
Anand Doshi4279dec2012-12-25 18:35:12 +053029 }
30 },
31 }
Nabin Haitb15764e2014-06-03 13:02:18 +053032
Anand Doshi4279dec2012-12-25 18:35:12 +053033 if(opts) $.extend(args, opts);
Nabin Haitb15764e2014-06-03 13:02:18 +053034
Anand Doshi4279dec2012-12-25 18:35:12 +053035 this._super(args);
36 },
37 setup_columns: function() {
38 var std_columns = [
Pratik Vyasb52618c2014-04-14 16:25:30 +053039 {id: "check", name: __("Plot"), field: "check", width: 30,
Anand Doshi4279dec2012-12-25 18:35:12 +053040 formatter: this.check_formatter},
Pratik Vyasb52618c2014-04-14 16:25:30 +053041 {id: "name", name: __("Item"), field: "name", width: 300,
Anand Doshi4279dec2012-12-25 18:35:12 +053042 formatter: this.tree_formatter},
Pratik Vyasb52618c2014-04-14 16:25:30 +053043 {id: "brand", name: __("Brand"), field: "brand", width: 100},
44 {id: "stock_uom", name: __("UOM"), field: "stock_uom", width: 100},
45 {id: "opening", name: __("Opening"), field: "opening", hidden: true,
Anand Doshi4279dec2012-12-25 18:35:12 +053046 formatter: this.currency_formatter}
47 ];
48
49 this.make_date_range_columns();
50 this.columns = std_columns.concat(this.columns);
51 },
52 filters: [
Nabin Haitb15764e2014-06-03 13:02:18 +053053 {fieldtype:"Select", label: __("Value or Qty"), fieldname: "value_or_qty",
54 options:["Value", "Quantity"],
Anand Doshi4279dec2012-12-25 18:35:12 +053055 filter: function(val, item, opts, me) {
56 return me.apply_zero_filter(val, item, opts, me);
57 }},
Nabin Haitb15764e2014-06-03 13:02:18 +053058 {fieldtype:"Select", label: __("Brand"), link:"Brand", fieldname: "brand",
59 default_value: __("Select Brand..."), filter: function(val, item, opts) {
Anand Doshi4279dec2012-12-25 18:35:12 +053060 return val == opts.default_value || item.brand == val || item._show;
Nabin Hait30f53462012-12-28 15:39:55 +053061 }, link_formatter: {filter_input: "brand"}},
Nabin Haitb15764e2014-06-03 13:02:18 +053062 {fieldtype:"Select", label: __("Warehouse"), link:"Warehouse", fieldname: "warehouse",
63 default_value: __("Select Warehouse...")},
64 {fieldtype:"Date", label: __("From Date"), fieldname: "from_date"},
Pratik Vyasb52618c2014-04-14 16:25:30 +053065 {fieldtype:"Label", label: __("To")},
Nabin Haitb15764e2014-06-03 13:02:18 +053066 {fieldtype:"Date", label: __("To Date"), fieldname: "to_date"},
67 {fieldtype:"Select", label: __("Range"), fieldname: "range",
Anand Doshi4279dec2012-12-25 18:35:12 +053068 options:["Daily", "Weekly", "Monthly", "Quarterly", "Yearly"]},
Pratik Vyasb52618c2014-04-14 16:25:30 +053069 {fieldtype:"Button", label: __("Refresh"), icon:"icon-refresh icon-white"},
Rushabh Mehtaf944e812014-05-27 15:22:04 +053070 {fieldtype:"Button", label: __("Reset Filters"), icon: "icon-filter"}
Anand Doshi4279dec2012-12-25 18:35:12 +053071 ],
72 setup_filters: function() {
73 var me = this;
74 this._super();
Nabin Haitb15764e2014-06-03 13:02:18 +053075
Anand Doshi4279dec2012-12-25 18:35:12 +053076 this.trigger_refresh_on_change(["value_or_qty", "brand", "warehouse", "range"]);
77
78 this.show_zero_check();
79 this.setup_plot_check();
80 },
81 init_filter_values: function() {
82 this._super();
83 this.filter_inputs.range && this.filter_inputs.range.val('Monthly');
84 },
85 prepare_data: function() {
86 var me = this;
Nabin Haitb15764e2014-06-03 13:02:18 +053087
Anand Doshi4279dec2012-12-25 18:35:12 +053088 if(!this.data) {
89 var items = this.prepare_tree("Item", "Item Group");
90
91 me.parent_map = {};
92 me.item_by_name = {};
93 me.data = [];
94
95 $.each(items, function(i, v) {
96 var d = copy_dict(v);
97
98 me.data.push(d);
99 me.item_by_name[d.name] = d;
100 if(d.parent_item_group) {
101 me.parent_map[d.name] = d.parent_item_group;
102 }
103 me.reset_item_values(d);
104 });
105 this.set_indent();
106 this.data[0].checked = true;
107 } else {
108 // otherwise, only reset values
109 $.each(this.data, function(i, d) {
110 me.reset_item_values(d);
Nabin Hait54c31b42014-12-30 16:33:07 +0530111 d["closing_qty_value"] = 0;
Anand Doshi4279dec2012-12-25 18:35:12 +0530112 });
113 }
Nabin Haitb15764e2014-06-03 13:02:18 +0530114
Anand Doshi4279dec2012-12-25 18:35:12 +0530115 this.prepare_balances();
116 this.update_groups();
Nabin Haitb15764e2014-06-03 13:02:18 +0530117
Anand Doshi4279dec2012-12-25 18:35:12 +0530118 },
119 prepare_balances: function() {
120 var me = this;
121 var from_date = dateutil.str_to_obj(this.from_date);
122 var to_date = dateutil.str_to_obj(this.to_date);
Rushabh Mehta793ba6b2014-02-14 15:47:51 +0530123 var data = frappe.report_dump.data["Stock Ledger Entry"];
Anand Doshi4279dec2012-12-25 18:35:12 +0530124
125 this.item_warehouse = {};
Anand Doshid5aeb212013-03-08 12:46:48 +0530126 this.serialized_buying_rates = this.get_serialized_buying_rates();
Anand Doshi4279dec2012-12-25 18:35:12 +0530127
128 for(var i=0, j=data.length; i<j; i++) {
129 var sl = data[i];
130 sl.posting_datetime = sl.posting_date + " " + sl.posting_time;
131 var posting_datetime = dateutil.str_to_obj(sl.posting_datetime);
Nabin Haitb15764e2014-06-03 13:02:18 +0530132
Anand Doshi4279dec2012-12-25 18:35:12 +0530133 if(me.is_default("warehouse") ? true : me.warehouse == sl.warehouse) {
134 var item = me.item_by_name[sl.item_code];
Nabin Hait28913b92014-10-31 14:46:07 +0530135 if(item.closing_qty_value==undefined) item.closing_qty_value = 0;
Nabin Haitb15764e2014-06-03 13:02:18 +0530136
Anand Doshi4279dec2012-12-25 18:35:12 +0530137 if(me.value_or_qty!="Quantity") {
138 var wh = me.get_item_warehouse(sl.warehouse, sl.item_code);
Nabin Haitb15764e2014-06-03 13:02:18 +0530139 var valuation_method = item.valuation_method ?
Nabin Hait319fb922013-01-22 14:40:20 +0530140 item.valuation_method : sys_defaults.valuation_method;
141 var is_fifo = valuation_method == "FIFO";
Nabin Haitb15764e2014-06-03 13:02:18 +0530142
Nabin Haitb96c0142014-10-07 11:25:04 +0530143 if(sl.voucher_type=="Stock Reconciliation") {
144 var diff = (sl.qty_after_transaction * sl.valuation_rate) - item.closing_qty_value;
Nabin Haite96e83d2014-10-08 18:06:14 +0530145 wh.fifo_stack.push([sl.qty_after_transaction, sl.valuation_rate, sl.posting_date]);
146 wh.balance_qty = sl.qty_after_transaction;
147 wh.balance_value = sl.valuation_rate * sl.qty_after_transaction;
Nabin Haitb96c0142014-10-07 11:25:04 +0530148 } else {
149 var diff = me.get_value_diff(wh, sl, is_fifo);
150 }
Anand Doshi4279dec2012-12-25 18:35:12 +0530151 } else {
Nabin Haitb96c0142014-10-07 11:25:04 +0530152 if(sl.voucher_type=="Stock Reconciliation") {
153 var diff = sl.qty_after_transaction - item.closing_qty_value;
154 } else {
155 var diff = sl.qty;
156 }
Anand Doshi4279dec2012-12-25 18:35:12 +0530157 }
158
159 if(posting_datetime < from_date) {
160 item.opening += diff;
161 } else if(posting_datetime <= to_date) {
162 item[me.column_map[sl.posting_date].field] += diff;
163 } else {
164 break;
165 }
Nabin Haitb96c0142014-10-07 11:25:04 +0530166
167 item.closing_qty_value += diff;
Anand Doshi4279dec2012-12-25 18:35:12 +0530168 }
169 }
170 },
171 update_groups: function() {
172 var me = this;
173
174 $.each(this.data, function(i, item) {
175 // update groups
176 if(!item.is_group && me.apply_filter(item, "brand")) {
177 var balance = item.opening;
178 $.each(me.columns, function(i, col) {
179 if(col.formatter==me.currency_formatter && !col.hidden) {
180 item[col.field] = balance + item[col.field];
181 balance = item[col.field];
182 }
183 });
Nabin Haitb15764e2014-06-03 13:02:18 +0530184
Anand Doshi4279dec2012-12-25 18:35:12 +0530185 var parent = me.parent_map[item.name];
186 while(parent) {
187 parent_group = me.item_by_name[parent];
188 $.each(me.columns, function(c, col) {
189 if (col.formatter == me.currency_formatter) {
Nabin Haitb15764e2014-06-03 13:02:18 +0530190 parent_group[col.field] =
Anand Doshi4279dec2012-12-25 18:35:12 +0530191 flt(parent_group[col.field])
192 + flt(item[col.field]);
193 }
194 });
195 parent = me.parent_map[parent];
196 }
197 }
198 });
199 },
200 get_plot_points: function(item, col, idx) {
201 return [[dateutil.user_to_obj(col.name).getTime(), item[col.field]]]
Rushabh Mehta54047782013-12-26 11:07:46 +0530202 },
203 show_stock_ledger: function(item_code) {
Rushabh Mehta793ba6b2014-02-14 15:47:51 +0530204 frappe.route_options = {
Rushabh Mehta54047782013-12-26 11:07:46 +0530205 item_code: item_code,
206 from_date: this.from_date,
207 to_date: this.to_date
208 };
Rushabh Mehta793ba6b2014-02-14 15:47:51 +0530209 frappe.set_route("query-report", "Stock Ledger");
Anand Doshi4279dec2012-12-25 18:35:12 +0530210 }
Nabin Haitb15764e2014-06-03 13:02:18 +0530211});