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Merge pull request #41949 from Nihantra-Patel/refactor_item_wise_purchase_history_v15
refactor: item-wise purchase history (query to script report)
This commit is contained in:
ruthra kumar
@@ -0,0 +1,62 @@
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// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.query_reports["Item-wise Purchase History"] = {
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filters: [
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{
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fieldname: "company",
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label: __("Company"),
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fieldtype: "Link",
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options: "Company",
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default: frappe.defaults.get_user_default("Company"),
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reqd: 1,
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},
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{
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fieldname: "from_date",
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reqd: 1,
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label: __("From Date"),
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fieldtype: "Date",
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default: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
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},
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{
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fieldname: "to_date",
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reqd: 1,
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default: frappe.datetime.get_today(),
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label: __("To Date"),
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fieldtype: "Date",
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},
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{
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fieldname: "item_group",
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label: __("Item Group"),
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fieldtype: "Link",
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options: "Item Group",
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},
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{
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fieldname: "item_code",
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label: __("Item"),
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fieldtype: "Link",
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options: "Item",
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get_query: () => {
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return {
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query: "erpnext.controllers.queries.item_query",
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};
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},
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},
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{
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fieldname: "supplier",
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label: __("Supplier"),
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fieldtype: "Link",
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options: "Supplier",
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},
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],
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formatter: function (value, row, column, data, default_formatter) {
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value = default_formatter(value, row, column, data);
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let format_fields = ["received_qty", "billed_amt"];
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if (format_fields.includes(column.fieldname) && data && data[column.fieldname] > 0) {
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value = "<span style='color:green;'>" + value + "</span>";
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}
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return value;
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},
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};
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@@ -1,30 +1,30 @@
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{
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"add_total_row": 1,
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"apply_user_permissions": 1,
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"creation": "2013-05-03 14:55:53",
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 3,
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"is_standard": "Yes",
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"modified": "2017-02-24 20:08:57.446613",
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"modified_by": "Administrator",
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"module": "Buying",
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"name": "Item-wise Purchase History",
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"owner": "Administrator",
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"query": "select\n po_item.item_code as \"Item Code:Link/Item:120\",\n\tpo_item.item_name as \"Item Name::120\",\n po_item.item_group as \"Item Group:Link/Item Group:120\",\n\tpo_item.description as \"Description::150\",\n\tpo_item.qty as \"Qty:Float:100\",\n\tpo_item.uom as \"UOM:Link/UOM:80\",\n\tpo_item.base_rate as \"Rate:Currency:120\",\n\tpo_item.base_amount as \"Amount:Currency:120\",\n\tpo.name as \"Purchase Order:Link/Purchase Order:120\",\n\tpo.transaction_date as \"Transaction Date:Date:140\",\n\tpo.supplier as \"Supplier:Link/Supplier:130\",\n sup.supplier_name as \"Supplier Name::150\",\n\tpo_item.project as \"Project:Link/Project:130\",\n\tifnull(po_item.received_qty, 0) as \"Received Qty:Float:120\",\n\tpo.company as \"Company:Link/Company:\"\nfrom\n\t`tabPurchase Order` po, `tabPurchase Order Item` po_item, `tabSupplier` sup\nwhere\n\tpo.name = po_item.parent and po.supplier = sup.name and po.docstatus = 1\norder by po.name desc",
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"ref_doctype": "Purchase Order",
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"report_name": "Item-wise Purchase History",
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"report_type": "Query Report",
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"add_total_row": 1,
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"creation": "2013-05-03 14:55:53",
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"disable_prepared_report": 0,
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 5,
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"is_standard": "Yes",
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"modified": "2024-06-19 12:12:15.418799",
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"modified_by": "Administrator",
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"module": "Buying",
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"name": "Item-wise Purchase History",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Purchase Order",
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"report_name": "Item-wise Purchase History",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Stock User"
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},
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},
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{
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"role": "Purchase Manager"
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},
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},
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{
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"role": "Purchase User"
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}
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]
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]
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}
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@@ -0,0 +1,276 @@
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# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe import _
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from frappe.utils import flt
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from frappe.utils.nestedset import get_descendants_of
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def execute(filters=None):
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filters = frappe._dict(filters or {})
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if filters.from_date > filters.to_date:
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frappe.throw(_("From Date cannot be greater than To Date"))
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columns = get_columns(filters)
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data = get_data(filters)
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chart_data = get_chart_data(data)
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return columns, data, None, chart_data
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def get_columns(filters):
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return [
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{
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"label": _("Item Code"),
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"fieldtype": "Link",
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"fieldname": "item_code",
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"options": "Item",
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"width": 120,
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},
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{
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"label": _("Item Name"),
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"fieldtype": "Data",
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"fieldname": "item_name",
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"width": 140,
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},
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{
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"label": _("Item Group"),
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"fieldtype": "Link",
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"fieldname": "item_group",
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"options": "Item Group",
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"width": 120,
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},
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{
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"label": _("Description"),
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"fieldtype": "Data",
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"fieldname": "description",
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"width": 140,
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},
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{
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"label": _("Quantity"),
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"fieldtype": "Float",
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"fieldname": "quantity",
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"width": 120,
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},
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{
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"label": _("UOM"),
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"fieldtype": "Link",
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"fieldname": "uom",
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"options": "UOM",
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"width": 90,
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},
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{
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"label": _("Rate"),
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"fieldname": "rate",
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"fieldtype": "Currency",
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"options": "currency",
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"width": 120,
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},
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{
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"label": _("Amount"),
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"fieldname": "amount",
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"fieldtype": "Currency",
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"options": "currency",
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"width": 120,
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},
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{
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"label": _("Purchase Order"),
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"fieldtype": "Link",
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"fieldname": "purchase_order",
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"options": "Purchase Order",
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"width": 160,
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},
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{
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"label": _("Transaction Date"),
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"fieldtype": "Date",
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"fieldname": "transaction_date",
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"width": 110,
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},
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{
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"label": _("Supplier"),
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"fieldtype": "Link",
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"fieldname": "supplier",
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"options": "Supplier",
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"width": 100,
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},
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{
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"label": _("Supplier Name"),
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"fieldtype": "Data",
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"fieldname": "supplier_name",
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"width": 140,
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},
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{
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"label": _("Supplier Group"),
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"fieldtype": "Link",
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"fieldname": "supplier_group",
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"options": "Supplier Group",
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"width": 120,
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},
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{
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"label": _("Project"),
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"fieldtype": "Link",
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"fieldname": "project",
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"options": "Project",
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"width": 100,
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},
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{
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"label": _("Received Quantity"),
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"fieldtype": "Float",
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"fieldname": "received_qty",
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"width": 150,
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},
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{
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"label": _("Billed Amount"),
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"fieldtype": "Currency",
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"fieldname": "billed_amt",
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"options": "currency",
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"width": 120,
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},
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{
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"label": _("Company"),
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"fieldtype": "Link",
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"fieldname": "company",
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"options": "Company",
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"width": 100,
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},
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{
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"label": _("Currency"),
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"fieldtype": "Link",
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"fieldname": "currency",
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"options": "Currency",
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"hidden": 1,
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},
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]
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def get_data(filters):
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data = []
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company_list = get_descendants_of("Company", filters.get("company"))
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company_list.append(filters.get("company"))
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supplier_details = get_supplier_details()
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item_details = get_item_details()
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purchase_order_records = get_purchase_order_details(company_list, filters)
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for record in purchase_order_records:
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supplier_record = supplier_details.get(record.supplier)
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item_record = item_details.get(record.item_code)
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row = {
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"item_code": record.get("item_code"),
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"item_name": item_record.get("item_name"),
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"item_group": item_record.get("item_group"),
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"description": record.get("description"),
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"quantity": record.get("qty"),
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"uom": record.get("uom"),
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"rate": record.get("base_rate"),
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"amount": record.get("base_amount"),
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"purchase_order": record.get("name"),
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"transaction_date": record.get("transaction_date"),
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"supplier": record.get("supplier"),
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"supplier_name": supplier_record.get("supplier_name"),
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"supplier_group": supplier_record.get("supplier_group"),
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"project": record.get("project"),
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"received_qty": flt(record.get("received_qty")),
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"billed_amt": flt(record.get("billed_amt")),
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"company": record.get("company"),
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}
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row["currency"] = frappe.get_cached_value("Company", row["company"], "default_currency")
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data.append(row)
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return data
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def get_supplier_details():
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details = frappe.get_all("Supplier", fields=["name", "supplier_name", "supplier_group"])
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supplier_details = {}
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for d in details:
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supplier_details.setdefault(
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d.name,
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frappe._dict({"supplier_name": d.supplier_name, "supplier_group": d.supplier_group}),
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)
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return supplier_details
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def get_item_details():
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details = frappe.db.get_all("Item", fields=["name", "item_name", "item_group"])
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item_details = {}
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for d in details:
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item_details.setdefault(d.name, frappe._dict({"item_name": d.item_name, "item_group": d.item_group}))
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return item_details
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def get_purchase_order_details(company_list, filters):
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db_po = frappe.qb.DocType("Purchase Order")
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db_po_item = frappe.qb.DocType("Purchase Order Item")
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query = (
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frappe.qb.from_(db_po)
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.inner_join(db_po_item)
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.on(db_po_item.parent == db_po.name)
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.select(
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db_po.name,
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db_po.supplier,
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db_po.transaction_date,
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db_po.project,
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db_po.company,
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db_po_item.item_code,
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db_po_item.description,
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db_po_item.qty,
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db_po_item.uom,
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db_po_item.base_rate,
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db_po_item.base_amount,
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db_po_item.received_qty,
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(db_po_item.billed_amt * db_po.conversion_rate).as_("billed_amt"),
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)
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.where(db_po.docstatus == 1)
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.where(db_po.company.isin(tuple(company_list)))
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)
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for field in ("item_code", "item_group"):
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if filters.get(field):
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query = query.where(db_po_item[field] == filters[field])
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if filters.get("from_date"):
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query = query.where(db_po.transaction_date >= filters.from_date)
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if filters.get("to_date"):
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query = query.where(db_po.transaction_date <= filters.to_date)
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if filters.get("supplier"):
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query = query.where(db_po.supplier == filters.supplier)
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return query.run(as_dict=1)
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def get_chart_data(data):
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item_wise_purchase_map = {}
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labels, datapoints = [], []
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for row in data:
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item_key = row.get("item_code")
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if item_key not in item_wise_purchase_map:
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item_wise_purchase_map[item_key] = 0
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item_wise_purchase_map[item_key] = flt(item_wise_purchase_map[item_key]) + flt(row.get("amount"))
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item_wise_purchase_map = {
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item: value
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for item, value in (sorted(item_wise_purchase_map.items(), key=lambda i: i[1], reverse=True))
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}
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for key in item_wise_purchase_map:
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labels.append(key)
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datapoints.append(item_wise_purchase_map[key])
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return {
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"data": {
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"labels": labels[:30], # show max of 30 items in chart
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"datasets": [{"name": _("Total Purchase Amount"), "values": datapoints[:30]}],
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},
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"type": "bar",
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"fieldtype": "Currency",
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}
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