Commit 4a5e328e authored by Klaus Wölfel's avatar Klaus Wölfel Committed by Xiaowu Zhang

erp5_trade: Order Report improvements

- Optionally group by function
- Give higher priority to Order Report compared to Workflow Report
- Optionally filter by Quantity Unit and enable Stat Columns for Quantity

TODO: Quantity also for Thirs Party if filtered by quantity Unit
parent 3050af47
......@@ -50,7 +50,7 @@
</item>
<item>
<key> <string>priority</string> </key>
<value> <float>8.0</float> </value>
<value> <float>12.0</float> </value>
</item>
<item>
<key> <string>title</string> </key>
......
......@@ -48,6 +48,121 @@
</object>
</value>
</item>
<item>
<key> <string>_body</string> </key>
<value> <string>from Products.ERP5Form.Report import ReportSection\n
from Products.ERP5Type.DateUtils import getIntervalListBetweenDates\n
from DateTime import DateTime\n
result=[]\n
\n
request = container.REQUEST\n
# list only if user has a login defined\n
aggregation_level = request.get(\'aggregation_level\')\n
from_date = request.get(\'from_date\')\n
to_date = request.get(\'at_date\')\n
group_by = request.get(\'group_by\')\n
quantity_unit = request.get(\'quantity_unit\')\n
simulation_state = request.get(\'simulation_state\', ())\n
\n
# define some parameter dependings on module\n
if "Sale" in context.getPortalType():\n
report_type = "sale"\n
line_portal_type = "Sale Order Line"\n
doc_portal_type = "Sale Order"\n
elif "Purchase" in context.getPortalType():\n
report_type = "purchase"\n
line_portal_type = "Purchase Order Line"\n
doc_portal_type = "Purchase Order"\n
elif request.get(\'order_report_document_portal_type\'):\n
doc_portal_type = request.get(\'order_report_document_portal_type\')\n
if doc_portal_type == \'Purchase Invoice Transaction\':\n
line_portal_type = \'Invoice Line\'\n
report_type = \'purchase\'\n
elif doc_portal_type == \'Sale Invoice Transaction\':\n
line_portal_type = \'Invoice Line\'\n
report_type = \'sale\'\n
else:\n
raise ValueError, "unknown document portal type for report %s" % doc_portal_type\n
else:\n
raise ValueError, "unknown type for report"\n
\n
selection_columns = [(\'group_by\', "Group by")]\n
if from_date is None:\n
# get the minimum start date in catalog\n
from Products.ZSQLCatalog.SQLCatalog import Query, NegatedQuery\n
kw = {"delivery.start_date" : None, "key":"DefaultKey"}\n
q = NegatedQuery(Query(**kw))\n
select_expression = "MIN(delivery.start_date)"\n
group_by = "delivery.start_date"\n
from_date = DateTime()\n
result_list = context.portal_catalog(\n
select_expression=select_expression,\n
group_by_expression=group_by,\n
simulation_state=simulation_state,\n
portal_type=doc_portal_type,\n
query=q,\n
limit=1)\n
if result_list:\n
from_date = DateTime(result_list[0][2])\n
\n
\n
# get period list between given date\n
interval_list_dict = getIntervalListBetweenDates(from_date=from_date, to_date=to_date,\n
keys={\'year\':aggregation_level=="year",\n
\'month\':aggregation_level=="month",\n
\'week\' : aggregation_level=="week",\n
\'day\':aggregation_level=="day"})\n
interval_list = interval_list_dict[aggregation_level]\n
\n
# FIXME: translate column names\n
# list columns of the listbox\n
interval_column_list = []\n
if group_by == "client":\n
interval_column_list.extend([("Amount %s" %x,"Amount %s" %x) for x in interval_list])\n
selection_columns = [(\'client\', "Client")]\n
stat_columns = [(\'client\', "client")]\n
total_column_list = [(\'total amount\', \'Total Amount\'),]\n
total_stat_list = [(\'total amount\', \'total amount\'),]\n
else:\n
if group_by == "product":\n
selection_columns = [(\'product\', "Product")]\n
stat_columns = [(\'product\', "product")]\n
elif group_by == "function":\n
function_title = context.AccountingTransactionLine_getFunctionBaseCategoryTitle()\n
selection_columns = [(\'product\', function_title)]\n
stat_columns = [(\'product\', "product")]\n
else:\n
selection_columns = [(\'client\', "Client"), (\'product\', "Product")]\n
stat_columns = [(\'client\', "client"), (\'product\', "product")]\n
for x in interval_list:\n
interval_column_list.extend([("Amount %s" %x,"Amount %s" %x), ("Quantity %s" %x,"Quantity %s" %x)])\n
if not quantity_unit:\n
interval_column_list.extend([("Quantity Unit %s" %x,"Quantity Unit %s" %x)])\n
total_column_list = [(\'total amount\', \'Total Amount\'),(\'total quantity\', \'Total Quantity\')]\n
total_stat_list = [(\'total amount\', \'total amount\'),(\'total quantity\', \'total quantity\')]\n
\n
selection_columns.extend(interval_column_list)\n
selection_columns.extend(total_column_list)\n
\n
params=dict(period_list=interval_list, report_type=report_type,\n
doc_portal_type=doc_portal_type, line_portal_type=line_portal_type,\n
simulation_state=simulation_state)\n
\n
# stat columns of the listbox\n
stat_columns = stat_columns + interval_column_list + total_stat_list\n
context.REQUEST.set(\'stat_columns\', stat_columns)\n
\n
result.append(ReportSection(\n
path=context.getPhysicalPath(),\n
selection_columns=selection_columns,\n
listbox_display_mode=\'FlatListMode\',\n
selection_params=params,\n
form_id=\'OrderModule_viewOrderStatList\'))\n
\n
\n
return result\n
</string> </value>
</item>
<item>
<key> <string>_params</string> </key>
<value> <string></string> </value>
......
......@@ -48,6 +48,298 @@
</object>
</value>
</item>
<item>
<key> <string>_body</string> </key>
<value> <string encoding="cdata"><![CDATA[
from Products.PythonScripts.standard import Object\n
from Products.ZSQLCatalog.SQLCatalog import Query\n
\n
portal = context.getPortalObject()\n
category_tool = portal.portal_categories\n
\n
request = container.REQUEST\n
from_date = request.get(\'from_date\', None)\n
to_date = request.get(\'at_date\', None)\n
aggregation_level = request.get(\'aggregation_level\', None)\n
report_group_by = request.get(\'group_by\', None)\n
quantity_unit = request.get(\'quantity_unit\', None)\n
# get all category\n
incoterm = request.get(\'incoterm\', None)\n
section_category = request.get(\'section_category\', None)\n
order = request.get(\'order\', None)\n
delivery_mode = request.get(\'delivery_mode\', None)\n
\n
catalog_params = {}\n
\n
# get all organisations for the selected section category\n
if section_category:\n
group_uid = category_tool.getCategoryValue(section_category).getUid()\n
organisation_uid_list = [x.uid for x in portal.portal_catalog(\n
portal_type="Organisation",\n
default_group_uid=group_uid)]\n
if report_type == "sale":\n
catalog_params[\'default_source_section_uid\'] = organisation_uid_list or -1\n
elif report_type:\n
catalog_params[\'default_destination_section_uid\'] = organisation_uid_list or -1\n
\n
# add category params if defined\n
if incoterm not in (\'\', None):\n
incoterm_uid = category_tool.incoterm.restrictedTraverse(incoterm).getUid()\n
catalog_params[\'default_incoterm_uid\'] = incoterm_uid\n
if order not in (\'\', None):\n
order_uid = category_tool.order.restrictedTraverse(order).getUid()\n
catalog_params[\'default_order_uid\'] = order_uid\n
if delivery_mode not in (\'\', None):\n
delivery_mode_uid = category_tool.delivery_mode.restrictedTraverse(delivery_mode).getUid()\n
catalog_params[\'default_delivery_mode_uid\'] = delivery_mode_uid\n
\n
# compute sql params, we group and order by date and portal type\n
if aggregation_level == "year":\n
date_format = "%Y"\n
elif aggregation_level == "month":\n
date_format = "%Y-%m"\n
elif aggregation_level == "week":\n
date_format = "%Y-%U"\n
elif aggregation_level == "day":\n
date_format = "%Y-%m-%d"\n
\n
params = {"delivery.start_date":(from_date, to_date)}\n
query=None\n
if from_date is not None and to_date is not None:\n
params = {"delivery.start_date":(from_date, to_date)}\n
query = Query(range="minngt", **params)\n
elif from_date is not None:\n
params = {"delivery.start_date":from_date}\n
query = Query(range="min", **params)\n
elif to_date is not None:\n
params = {"delivery.start_date":to_date}\n
query = Query(range="ngt", **params)\n
\n
sort_on_list = [ (\'delivery.destination_section_uid\', \'ASC\'), (\'delivery.start_date\',\'ASC\')]\n
\n
if request.get(\'use_selection\'):\n
selection_name = request[\'selection_name\']\n
result_list = \\\n
context.portal_selections.callSelectionFor(request[\'selection_name\'])\n
else:\n
result_list = context.portal_catalog.searchResults(limit=None,query=query,\n
portal_type=doc_portal_type,\n
simulation_state=simulation_state,\n
sort_on=sort_on_list,\n
**catalog_params)\n
\n
\n
# we build two dict, one that store amount per period per client\n
# and another that either store amount per period per product and per client\n
# or only amount per period per product dependings on choosen group by\n
client_dict = {}\n
product_dict = {}\n
for result in result_list:\n
result = result.getObject()\n
period = result.getStartDate()\n
if period is not None:\n
period = period.strftime(date_format)\n
if report_group_by in ("client", "both"):\n
# client_title -> period -> amount\n
if report_type == "sale":\n
client_title = result.getDestinationSectionTitle()\n
else:\n
client_title = result.getSourceSectionTitle()\n
# FIXME: if two clients have the same title, do we want to group ?\n
if not client_dict.has_key(client_title):\n
client_dict[client_title] = {}\n
if client_dict[client_title].has_key(period):\n
client_dict[client_title][period][\'amount\'] = client_dict[client_title][period][\'amount\'] + result.getTotalPrice()\n
else:\n
client_dict[client_title][period] = {\'amount\' : result.getTotalPrice()}\n
if not product_dict.has_key(client_title):\n
line_dict = product_dict[client_title] = {}\n
else:\n
line_dict = product_dict[client_title]\n
else:\n
line_dict = product_dict\n
\n
if report_group_by != "client":\n
# client_title -> product_title -> period -> amount/quantity...\n
# or product_title -> period -> amount/quantity...\n
for line in result.contentValues(filter = {\'portal_type\':line_portal_type}):\n
# Filter by quantity_unit\n
if quantity_unit:\n
if line.getQuantityUnit() != quantity_unit:\n
continue\n
# FIXME: if two resources have the same title, do we want to group ?\n
if report_group_by == "function":\n
if report_type == "sale":\n
product_title = line.getSourceFunctionTitle()\n
else:\n
product_title = line.getDestinationFunctionTitle()\n
else:\n
product_title = line.getResourceTitle()\n
if not line_dict.has_key(product_title):\n
line_dict[product_title] = {period :{"amount" : line.getTotalPrice(),\n
"quantity" : line.getTotalQuantity(),\n
"quantity_unit" : line.getQuantityUnitTranslatedTitle()}}\n
else:\n
if not line_dict[product_title].has_key(period):\n
line_dict[product_title][period] = {"amount" : line.getTotalPrice(),\n
"quantity" : line.getTotalQuantity(),\n
"quantity_unit" : line.getQuantityUnitTranslatedTitle()}\n
else:\n
line_dict[product_title][period][\'amount\'] = line_dict[product_title][period][\'amount\'] + line.getTotalPrice()\n
line_dict[product_title][period][\'quantity\'] = line_dict[product_title][period][\'quantity\'] + line.getTotalQuantity()\n
\n
\n
\n
def sortProduct(a, b):\n
return cmp(a[\'product\'], b[\'product\'])\n
\n
period_counter_dict = {}\n
line_list = []\n
append = line_list.append\n
extend = line_list.extend\n
# we build lines for listbox\n
if len(client_dict):\n
# third party or third party + products\n
for client_title in client_dict.keys():\n
# lines for third party\n
obj = Object(uid="new_")\n
obj[\'client\'] = client_title\n
line_total_amount = 0\n
for period in period_list:\n
# client -> period\n
if client_dict[client_title].has_key(period):\n
obj[\'Amount %s\' %(period)] = round(client_dict[client_title][period][\'amount\'], 2)\n
line_total_amount += client_dict[client_title][period][\'amount\']\n
if report_group_by == "client":\n
if period_counter_dict.has_key(\'Amount %s\' %(period)):\n
period_counter_dict[\'Amount %s\' %(period)] = period_counter_dict[\'Amount %s\' %(period)] + client_dict[client_title][period][\'amount\']\n
else:\n
period_counter_dict[\'Amount %s\' %(period)] = client_dict[client_title][period][\'amount\']\n
else:\n
obj[\'Amount %s\' %(period)] = 0\n
obj[\'total amount\'] = round(line_total_amount, 2)\n
if report_group_by == "client":\n
if period_counter_dict.has_key(\'total amount\'):\n
period_counter_dict[\'total amount\'] = period_counter_dict[\'total amount\'] + line_total_amount\n
else:\n
period_counter_dict[\'total amount\'] = line_total_amount\n
\n
append(obj)\n
if report_group_by == "both":\n
product_lines_list = []\n
# one line per product\n
if product_dict.has_key(client_title):\n
line_product_dict = product_dict[client_title]\n
for product_title in line_product_dict.keys():\n
obj = Object(uid="new_")\n
obj[\'product\'] = product_title\n
line_total_amount = 0\n
line_total_quantity = 0\n
for period in period_list:\n
if line_product_dict[product_title].has_key(period):\n
obj[\'Amount %s\' %(period)] = round(line_product_dict[product_title][period][\'amount\'], 2)\n
obj[\'Quantity %s\' %(period)] = line_product_dict[product_title][period][\'quantity\']\n
obj[\'Quantity Unit %s\' %(period)] = line_product_dict[product_title][period][\'quantity_unit\']\n
# total columns\n
line_total_amount += line_product_dict[product_title][period][\'amount\']\n
line_total_quantity += line_product_dict[product_title][period][\'quantity\']\n
# counter for stat line\n
if period_counter_dict.has_key(\'Amount %s\' %(period)):\n
period_counter_dict[\'Amount %s\' %(period)] = period_counter_dict[\'Amount %s\' %(period)] + \\\n
line_product_dict[product_title][period][\'amount\']\n
else:\n
period_counter_dict[\'Amount %s\' %(period)] = line_product_dict[product_title][period][\'amount\']\n
if quantity_unit:\n
if period_counter_dict.has_key(\'Quantity %s\' %(period)):\n
period_counter_dict[\'Quantity %s\' %(period)] = period_counter_dict[\'Quantity %s\' %(period)] + \\\n
line_product_dict[product_title][period][\'quantity\']\n
else:\n
period_counter_dict[\'Quantity %s\' %(period)] = line_product_dict[product_title][period][\'quantity\']\n
\n
else:\n
obj[\'Amount %s\' %(period)] = 0\n
obj[\'Quantity %s\' %(period)] = 0\n
obj[\'Quantity Unit %s\' %(period)] = ""\n
\n
obj[\'total quantity\'] = line_total_quantity\n
obj[\'total amount\'] = round(line_total_amount, 2)\n
# total for stat line\n
if period_counter_dict.has_key(\'total amount\'):\n
period_counter_dict[\'total amount\'] = period_counter_dict[\'total amount\'] + line_total_amount\n
else:\n
period_counter_dict[\'total amount\'] = line_total_amount\n
if quantity_unit:\n
if period_counter_dict.has_key(\'total quantity\'):\n
period_counter_dict[\'total quantity\'] = period_counter_dict[\'total quantity\'] + line_total_quantity\n
else:\n
period_counter_dict[\'total quantity\'] = line_total_quantity\n
\n
product_lines_list.append(obj)\n
# sort product list\n
product_lines_list.sort(sortProduct)\n
extend(product_lines_list)\n
else:\n
# products\n
if report_group_by in ("product", "function"):\n
for product_title in product_dict.keys():\n
obj = Object(uid="new_")\n
obj[\'product\'] = product_title\n
line_total_amount = 0\n
line_total_quantity = 0 \n
for period in period_list:\n
if product_dict[product_title].has_key(period):\n
obj[\'Amount %s\' %(period)] = round(product_dict[product_title][period][\'amount\'],2)\n
obj[\'Quantity %s\' %(period)] = product_dict[product_title][period][\'quantity\']\n
obj[\'Quantity Unit %s\' %(period)] = product_dict[product_title][period][\'quantity_unit\']\n
# total column\n
line_total_amount += product_dict[product_title][period][\'amount\']\n
line_total_quantity += product_dict[product_title][period][\'quantity\']\n
# counter for stat line\n
if period_counter_dict.has_key(\'Amount %s\' %(period)):\n
period_counter_dict[\'Amount %s\' %(period)] = period_counter_dict[\'Amount %s\' %(period)] + product_dict[product_title][period][\'amount\']\n
else:\n
period_counter_dict[\'Amount %s\' %(period)] = product_dict[product_title][period][\'amount\']\n
if quantity_unit:\n
if period_counter_dict.has_key(\'Quantity %s\' %(period)):\n
period_counter_dict[\'Quantity %s\' %(period)] = period_counter_dict[\'Quantity %s\' %(period)] + product_dict[product_title][period][\'quantity\']\n
else:\n
period_counter_dict[\'Quantity %s\' %(period)] = product_dict[product_title][period][\'quantity\']\n
else:\n
obj[\'Amount %s\' %(period)] = 0\n
obj[\'Quantity %s\' %(period)] = 0\n
obj[\'Quantity Unit %s\' %(period)] = ""\n
\n
obj[\'total quantity\'] = line_total_quantity\n
obj[\'total amount\'] = round(line_total_amount,2)\n
# total for stat line\n
if period_counter_dict.has_key(\'total amount\'):\n
period_counter_dict[\'total amount\'] = period_counter_dict[\'total amount\'] + line_total_amount\n
else:\n
period_counter_dict[\'total amount\'] = line_total_amount\n
if quantity_unit:\n
if period_counter_dict.has_key(\'total quantity\'):\n
period_counter_dict[\'total quantity\'] = period_counter_dict[\'total quantity\'] + line_total_quantity\n
else:\n
period_counter_dict[\'total quantity\'] = line_total_quantity\n
append(obj)\n
\n
line_list.sort(sortProduct)\n
\n
obj = Object(uid="new_")\n
obj["client"] = \'Total\'\n
for k,v in period_counter_dict.items():\n
if "mount" in k:\n
v = round(v, 2)\n
obj[k] = v\n
\n
request.set(\'stat_line\', [obj,])\n
\n
return line_list\n
]]></string> </value>
</item>
<item>
<key> <string>_params</string> </key>
<value> <string>period_list, report_type, doc_portal_type, line_portal_type, simulation_state,**kw</string> </value>
......
......@@ -94,6 +94,7 @@
<string>your_delivery_mode</string>
<string>your_from_date</string>
<string>your_group_by</string>
<string>your_quantity_unit</string>
<string>your_incoterm</string>
<string>your_order</string>
<string>your_section_category</string>
......
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_quantity_unit</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_dialog_mode_category</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Quantity Unit</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
......@@ -112,6 +112,7 @@
<list>
<string>your_aggregation_level</string>
<string>your_group_by</string>
<string>your_quantity_unit</string>
<string>your_simulation_state</string>
</list>
</value>
......
<?xml version="1.0"?>
<ZopeData>
<record id="1" aka="AAAAAAAAAAE=">
<pickle>
<global name="ProxyField" module="Products.ERP5Form.ProxyField"/>
</pickle>
<pickle>
<dictionary>
<item>
<key> <string>delegated_list</string> </key>
<value>
<list>
<string>title</string>
</list>
</value>
</item>
<item>
<key> <string>id</string> </key>
<value> <string>your_quantity_unit</string> </value>
</item>
<item>
<key> <string>message_values</string> </key>
<value>
<dictionary>
<item>
<key> <string>external_validator_failed</string> </key>
<value> <string>The input failed the external validator.</string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>overrides</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>tales</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string></string> </value>
</item>
</dictionary>
</value>
</item>
<item>
<key> <string>values</string> </key>
<value>
<dictionary>
<item>
<key> <string>field_id</string> </key>
<value> <string>my_dialog_mode_category</string> </value>
</item>
<item>
<key> <string>form_id</string> </key>
<value> <string>Base_viewFieldLibrary</string> </value>
</item>
<item>
<key> <string>target</string> </key>
<value> <string>Click to edit the target</string> </value>
</item>
<item>
<key> <string>title</string> </key>
<value> <string>Quantity Unit</string> </value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
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