diff --git a/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.js b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.js new file mode 100644 index 00000000000..37870b43b6d --- /dev/null +++ b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.js @@ -0,0 +1,62 @@ +// Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.query_reports["Item-wise Purchase History"] = { + filters: [ + { + fieldname: "company", + label: __("Company"), + fieldtype: "Link", + options: "Company", + default: frappe.defaults.get_user_default("Company"), + reqd: 1, + }, + { + fieldname: "from_date", + reqd: 1, + label: __("From Date"), + fieldtype: "Date", + default: frappe.datetime.add_months(frappe.datetime.get_today(), -1), + }, + { + fieldname: "to_date", + reqd: 1, + default: frappe.datetime.get_today(), + label: __("To Date"), + fieldtype: "Date", + }, + { + fieldname: "item_group", + label: __("Item Group"), + fieldtype: "Link", + options: "Item Group", + }, + { + fieldname: "item_code", + label: __("Item"), + fieldtype: "Link", + options: "Item", + get_query: () => { + return { + query: "erpnext.controllers.queries.item_query", + }; + }, + }, + { + fieldname: "supplier", + label: __("Supplier"), + fieldtype: "Link", + options: "Supplier", + }, + ], + + formatter: function (value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + let format_fields = ["received_qty", "billed_amt"]; + + if (format_fields.includes(column.fieldname) && data && data[column.fieldname] > 0) { + value = "" + value + ""; + } + return value; + }, +}; diff --git a/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.json b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.json index 521c68c5329..35045afcf8b 100644 --- a/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.json +++ b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.json @@ -1,30 +1,30 @@ { - "add_total_row": 1, - "apply_user_permissions": 1, - "creation": "2013-05-03 14:55:53", - "disabled": 0, - "docstatus": 0, - "doctype": "Report", - "idx": 3, - "is_standard": "Yes", - "modified": "2017-02-24 20:08:57.446613", - "modified_by": "Administrator", - "module": "Buying", - "name": "Item-wise Purchase History", - "owner": "Administrator", - "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", - "ref_doctype": "Purchase Order", - "report_name": "Item-wise Purchase History", - "report_type": "Query Report", + "add_total_row": 1, + "creation": "2013-05-03 14:55:53", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 5, + "is_standard": "Yes", + "modified": "2024-06-19 12:12:15.418799", + "modified_by": "Administrator", + "module": "Buying", + "name": "Item-wise Purchase History", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Purchase Order", + "report_name": "Item-wise Purchase History", + "report_type": "Script Report", "roles": [ { "role": "Stock User" - }, + }, { "role": "Purchase Manager" - }, + }, { "role": "Purchase User" } - ] + ] } \ No newline at end of file diff --git a/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.py b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.py new file mode 100644 index 00000000000..a8950af3ea3 --- /dev/null +++ b/erpnext/buying/report/item_wise_purchase_history/item_wise_purchase_history.py @@ -0,0 +1,276 @@ +# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +import frappe +from frappe import _ +from frappe.utils import flt +from frappe.utils.nestedset import get_descendants_of + + +def execute(filters=None): + filters = frappe._dict(filters or {}) + if filters.from_date > filters.to_date: + frappe.throw(_("From Date cannot be greater than To Date")) + + columns = get_columns(filters) + data = get_data(filters) + + chart_data = get_chart_data(data) + + return columns, data, None, chart_data + + +def get_columns(filters): + return [ + { + "label": _("Item Code"), + "fieldtype": "Link", + "fieldname": "item_code", + "options": "Item", + "width": 120, + }, + { + "label": _("Item Name"), + "fieldtype": "Data", + "fieldname": "item_name", + "width": 140, + }, + { + "label": _("Item Group"), + "fieldtype": "Link", + "fieldname": "item_group", + "options": "Item Group", + "width": 120, + }, + { + "label": _("Description"), + "fieldtype": "Data", + "fieldname": "description", + "width": 140, + }, + { + "label": _("Quantity"), + "fieldtype": "Float", + "fieldname": "quantity", + "width": 120, + }, + { + "label": _("UOM"), + "fieldtype": "Link", + "fieldname": "uom", + "options": "UOM", + "width": 90, + }, + { + "label": _("Rate"), + "fieldname": "rate", + "fieldtype": "Currency", + "options": "currency", + "width": 120, + }, + { + "label": _("Amount"), + "fieldname": "amount", + "fieldtype": "Currency", + "options": "currency", + "width": 120, + }, + { + "label": _("Purchase Order"), + "fieldtype": "Link", + "fieldname": "purchase_order", + "options": "Purchase Order", + "width": 160, + }, + { + "label": _("Transaction Date"), + "fieldtype": "Date", + "fieldname": "transaction_date", + "width": 110, + }, + { + "label": _("Supplier"), + "fieldtype": "Link", + "fieldname": "supplier", + "options": "Supplier", + "width": 100, + }, + { + "label": _("Supplier Name"), + "fieldtype": "Data", + "fieldname": "supplier_name", + "width": 140, + }, + { + "label": _("Supplier Group"), + "fieldtype": "Link", + "fieldname": "supplier_group", + "options": "Supplier Group", + "width": 120, + }, + { + "label": _("Project"), + "fieldtype": "Link", + "fieldname": "project", + "options": "Project", + "width": 100, + }, + { + "label": _("Received Quantity"), + "fieldtype": "Float", + "fieldname": "received_qty", + "width": 150, + }, + { + "label": _("Billed Amount"), + "fieldtype": "Currency", + "fieldname": "billed_amt", + "options": "currency", + "width": 120, + }, + { + "label": _("Company"), + "fieldtype": "Link", + "fieldname": "company", + "options": "Company", + "width": 100, + }, + { + "label": _("Currency"), + "fieldtype": "Link", + "fieldname": "currency", + "options": "Currency", + "hidden": 1, + }, + ] + + +def get_data(filters): + data = [] + + company_list = get_descendants_of("Company", filters.get("company")) + company_list.append(filters.get("company")) + + supplier_details = get_supplier_details() + item_details = get_item_details() + purchase_order_records = get_purchase_order_details(company_list, filters) + + for record in purchase_order_records: + supplier_record = supplier_details.get(record.supplier) + item_record = item_details.get(record.item_code) + row = { + "item_code": record.get("item_code"), + "item_name": item_record.get("item_name"), + "item_group": item_record.get("item_group"), + "description": record.get("description"), + "quantity": record.get("qty"), + "uom": record.get("uom"), + "rate": record.get("base_rate"), + "amount": record.get("base_amount"), + "purchase_order": record.get("name"), + "transaction_date": record.get("transaction_date"), + "supplier": record.get("supplier"), + "supplier_name": supplier_record.get("supplier_name"), + "supplier_group": supplier_record.get("supplier_group"), + "project": record.get("project"), + "received_qty": flt(record.get("received_qty")), + "billed_amt": flt(record.get("billed_amt")), + "company": record.get("company"), + } + row["currency"] = frappe.get_cached_value("Company", row["company"], "default_currency") + data.append(row) + + return data + + +def get_supplier_details(): + details = frappe.get_all("Supplier", fields=["name", "supplier_name", "supplier_group"]) + supplier_details = {} + for d in details: + supplier_details.setdefault( + d.name, + frappe._dict({"supplier_name": d.supplier_name, "supplier_group": d.supplier_group}), + ) + return supplier_details + + +def get_item_details(): + details = frappe.db.get_all("Item", fields=["name", "item_name", "item_group"]) + item_details = {} + for d in details: + item_details.setdefault(d.name, frappe._dict({"item_name": d.item_name, "item_group": d.item_group})) + return item_details + + +def get_purchase_order_details(company_list, filters): + db_po = frappe.qb.DocType("Purchase Order") + db_po_item = frappe.qb.DocType("Purchase Order Item") + + query = ( + frappe.qb.from_(db_po) + .inner_join(db_po_item) + .on(db_po_item.parent == db_po.name) + .select( + db_po.name, + db_po.supplier, + db_po.transaction_date, + db_po.project, + db_po.company, + db_po_item.item_code, + db_po_item.description, + db_po_item.qty, + db_po_item.uom, + db_po_item.base_rate, + db_po_item.base_amount, + db_po_item.received_qty, + (db_po_item.billed_amt * db_po.conversion_rate).as_("billed_amt"), + ) + .where(db_po.docstatus == 1) + .where(db_po.company.isin(tuple(company_list))) + ) + + for field in ("item_code", "item_group"): + if filters.get(field): + query = query.where(db_po_item[field] == filters[field]) + + if filters.get("from_date"): + query = query.where(db_po.transaction_date >= filters.from_date) + + if filters.get("to_date"): + query = query.where(db_po.transaction_date <= filters.to_date) + + if filters.get("supplier"): + query = query.where(db_po.supplier == filters.supplier) + + return query.run(as_dict=1) + + +def get_chart_data(data): + item_wise_purchase_map = {} + labels, datapoints = [], [] + + for row in data: + item_key = row.get("item_code") + + if item_key not in item_wise_purchase_map: + item_wise_purchase_map[item_key] = 0 + + item_wise_purchase_map[item_key] = flt(item_wise_purchase_map[item_key]) + flt(row.get("amount")) + + item_wise_purchase_map = { + item: value + for item, value in (sorted(item_wise_purchase_map.items(), key=lambda i: i[1], reverse=True)) + } + + for key in item_wise_purchase_map: + labels.append(key) + datapoints.append(item_wise_purchase_map[key]) + + return { + "data": { + "labels": labels[:30], # show max of 30 items in chart + "datasets": [{"name": _("Total Purchase Amount"), "values": datapoints[:30]}], + }, + "type": "bar", + "fieldtype": "Currency", + }