Quotation Summary Report

navari_kayes/navari_kayes/report/navari_quotation_summary/navari_quotation_summary.js

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+// Copyright (c) 2024, Navari Limited and contributors
+// For license information, please see license.txt
+
+frappe.query_reports["Navari Quotation Summary"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": __("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": frappe.defaults.get_user_default("Company"),
+			"width": "100px",
+			"reqd": 1
+		},
+		{
+			"fieldname":"start_date",
+			"label": __("Start Date"),
+			"fieldtype": "Date",
+			"default": frappe.defaults.get_user_default("year_start_date"),
+			"reqd": 1,
+			"width": "100px"
+		},
+		{
+			"fieldname":"end_date",
+			"label": __("End Date"),
+			"fieldtype": "Date",
+			"default": frappe.defaults.get_user_default("year_end_date"),
+			"reqd": 1,
+			"width": "100px"
+		},
+		{
+			"fieldname":"status",
+			"label": __("Status"),
+			"fieldtype": "Select",
+			options: [
+				{ "value": "Approved", "label": __("Approved") },
+				{ "value": "Pending Approval", "label": __("Pending Approval") },
+			],
+		}
+	]
+};

navari_kayes/navari_kayes/report/navari_quotation_summary/navari_quotation_summary.json

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+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2024-01-11 15:03:53.059911",
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "letter_head": "Default",
+ "letterhead": null,
+ "modified": "2024-01-11 15:03:53.059911",
+ "modified_by": "Administrator",
+ "module": "Navari Kayes",
+ "name": "Navari Quotation Summary",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Quotation",
+ "report_name": "Navari Quotation Summary",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Maintenance User"
+  },
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  },
+  {
+   "role": "Maintenance Manager"
+  },
+  {
+   "role": "Executive Manager"
+  },
+  {
+   "role": "CEO"
+  },
+  {
+   "role": "HOD"
+  }
+ ]
+}

navari_kayes/navari_kayes/report/navari_quotation_summary/navari_quotation_summary.py

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+# Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _, scrub
+from pypika import Case
+from functools import reduce
+
+
+def execute(filters=None):
+     columns = get_columns()
+     data = get_quotation_data(filters)
+
+     return columns, data
+
+
+
+def get_columns():
+    columns = [ 
+            {
+                "label": _("Start Date"),
+                "fieldname": "start_date",
+                "fieldtype": "Date",
+                "width": 100,
+            },
+            {
+                "label": _("End Date"),
+                "fieldname": "end_date",
+                "fieldtype": "Date",
+                "width": 100,
+            },
+            {
+                "label": _("Description"),
+                "fieldname": "quotation_number",
+                "fieldtype": "Link",
+                "options": "Quotation",
+                "width": 120,
+            },
+            {
+                "label": _("Customer Name"),
+                "fieldname": "customer_name",
+                "fieldtype": "Link",
+                "options": "Customer",
+                "width": 150,
+            },
+            {
+                "label": _("Status"),
+                "fieldname": "status",
+                "fieldtype": "Data",
+                "width": 100,
+            },
+            {
+                "label": _("VAT Status"),
+                "fieldname": "vat_status",
+                "fieldtype": "Data",
+                "width": 100,
+            },
+            {
+                "label": _("Sales"),
+                "fieldname": "sales",
+                "fieldtype": "Currency",
+                "width": 120,
+            },
+            {
+                "label": _("VAT"),
+                "fieldname": "vat",
+                "fieldtype": "Currency",
+                "width": 100,
+            },
+            {
+                "label": _("Total"),
+                "fieldname": "total",
+                "fieldtype": "Currency",
+                "width": 120,
+            },
+            {
+                "label": _("Cost"),
+                "fieldname": "cost",
+                "fieldtype": "Currency",
+                "width": 120,
+            },
+            {
+                "label": _("Margin"),
+                "fieldname": "margin",
+                "fieldtype": "Currency",
+                "width": 120,
+            },
+    ]
+
+    return columns
+
+def get_quotation_data(filters):
+    company = filters.get('company')
+    transaction_date = filters.get('start_date')
+    valid_till = filters.get('end_date')
+    status = filters.get('status')
+
+    quotation = frappe.qb.DocType("Quotation")
+    quotation_item = frappe.qb.DocType("Quotation Item")
+    sales_taxes_charges = frappe.qb.DocType("Sales Taxes and Charges")
+
+    conditions = [quotation.docstatus == 1]
+    if company:
+        conditions.append(quotation.company == company)
+    if transaction_date:
+        conditions.append(quotation.transaction_date == transaction_date)
+    if valid_till:
+        conditions.append(quotation.valid_till == valid_till)
+    if status:
+        conditions.append(quotation.workflow_state == status)
+
+
+    query = frappe.qb.from_(quotation) \
+        .inner_join(quotation_item) \
+        .on(quotation_item.parent == quotation.name) \
+        .inner_join(sales_taxes_charges) \
+        .on(sales_taxes_charges.parent == quotation.name) \
+        .select(
+            quotation.transaction_date.as_("start_date"),
+            quotation.valid_till.as_("end_date"),
+            quotation.name.as_("quotation_number"),
+            quotation.customer_name,
+            Case()
+            .when(quotation.workflow_state == 'Approved', 'Approved')
+            .else_('Pending Approval')
+            .as_('status'),
+            quotation.taxes_and_charges.as_("vat_status"),
+            quotation.base_total.as_("sales"),
+            sales_taxes_charges.base_tax_amount.as_("vat"),
+            sales_taxes_charges.base_total.as_("total"),
+            quotation_item.valuation_rate.as_("cost"),
+            quotation_item.gross_profit.as_("profit"),
+            ((quotation_item.gross_profit / quotation.base_total) * 100).as_("margin")
+        ).where(reduce(lambda x, y: x & y, conditions))
+
+    data = query.run(as_dict=True)
+
+    report_data = []
+    for row in data:
+        report_data.append({
+            "start_date": row["start_date"],
+            "end_date": row["end_date"],
+            "quotation_number": row["quotation_number"],
+            "customer_name": row["customer_name"],
+            "status": row["status"],
+            "vat_status": row["vat_status"],
+            "sales": row["sales"],
+            "vat": row["vat"],
+            "total": row["total"],
+            "cost": row["cost"],
+            "profit": row["profit"],
+            "margin": row["margin"]
+        })
+    return report_data
+