fannie/reports/MarginMovement/MarginMovementReport.php
<?php
/*******************************************************************************
Copyright 2013 Whole Foods Co-op
This file is part of CORE-POS.
CORE-POS is free software; you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 2 of the License, or
(at your option) any later version.
CORE-POS is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
in the file license.txt along with IT CORE; if not, write to the Free Software
Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA
*********************************************************************************/
include(dirname(__FILE__) . '/../../config.php');
if (!class_exists('FannieAPI')) {
include(__DIR__ . '/../../classlib2.0/FannieAPI.php');
}
class MarginMovementReport extends FannieReportPage
{
public $description = '[Margin Movement] lists item movement with margin information.';
public $report_set = 'Movement Reports';
protected $title = "Fannie : Margin Movement Report";
protected $header = "Margin Movement Report";
protected $sort_column = 5;
protected $sort_direction = 1;
protected $report_headers = array('UPC', 'Brand', 'Desc', 'Dept#', 'Dept', 'Cost', 'Sales', 'Margin', 'Markup', 'Contrib');
protected $required_fields = array('date1', 'date2');
public function report_description_content()
{
$deptStart = FormLib::get('deptStart');
$deptEnd = FormLib::get('deptEnd');
$include_sales = FormLib::get('includeSales', 0);
$buyer = FormLib::get('buyer', '');
$ret = array();
if ($buyer === '') {
$ret[] = 'Department '.$deptStart.' to '.$deptEnd;
} else if ($buyer == -1) {
$ret[] = 'All Super Departments';
} else {
$ret[] = 'Super Department '.$buyer;
}
if ($include_sales == 1) {
$ret[] = 'Includes sale items';
}
return $ret;
}
public function fetch_report_data()
{
$dbc = $this->connection;
$dbc->selectDB($this->config->get('OP_DB'));
$date1 = $this->form->date1;
$date2 = $this->form->date2;
$deptStart = FormLib::get('deptStart');
$deptEnd = FormLib::get('deptEnd');
$deptMulti = FormLib::get('departments', array());
$subs = FormLib::get('subdepts', array());
$include_sales = FormLib::get('includeSales', 0);
$store = FormLib::get('store');
$buyer = FormLib::get('buyer', '');
// args/parameters differ with super
// vs regular department
$args = array($date1.' 00:00:00', $date2.' 23:59:59', $store);
$where = ' 1=1 ';
if ($buyer !== '') {
if ($buyer == -2) {
$where .= ' AND s.superID != 0 ';
} elseif ($buyer != -1) {
$where .= ' AND s.superID=? ';
$args[] = $buyer;
}
}
if ($buyer != -1) {
list($conditional, $args) = DTrans::departmentClause($deptStart, $deptEnd, $deptMulti, $args);
$where .= $conditional;
}
if (count($subs) > 0) {
list($inStr, $args) = $dbc->safeInClause($subs, $args);
$where .= " AND p.subdept IN ($inStr) ";
}
$dlog = DTransactionsModel::selectDlog($date1, $date2);
$query = "SELECT d.upc,
p.brand,
p.description,
d.department,
t.dept_name,
SUM(total) AS total,
SUM(
CASE WHEN (d.cost > 0 AND d.total < 0) OR (d.cost < 0 AND d.total > 0)
THEN -1*d.cost
ELSE d.cost
END
) AS cost,"
. DTrans::sumQuantity('d') . " AS qty
FROM $dlog AS d "
. DTrans::joinProducts('d', 'p', 'inner')
. DTrans::joinDepartments('d', 't');
// join only needed with specific buyer
if ($buyer !== '' && $buyer > -1) {
$query .= 'LEFT JOIN superdepts AS s ON d.department=s.dept_ID ';
} elseif ($buyer !== '' && $buyer == -2) {
$query .= 'LEFT JOIN MasterSuperDepts AS s ON d.department=s.dept_ID ';
}
$query .= "WHERE tdate BETWEEN ? AND ?
AND " . DTrans::isStoreID($store, 'd') . "
AND $where
AND d.register_no <> 40
AND d.cost <> 0 ";
if ($include_sales != 1) {
$query .= "AND d.discounttype=0 ";
}
$query .= "GROUP BY d.upc,p.brand,p.description,d.department,t.dept_name
HAVING SUM(d.quantity) <> 0
ORDER BY sum(total) DESC";
$prep = $dbc->prepare($query);
$result = $dbc->execute($query, $args);
$data = array();
$sum_total = 0.0;
$sum_cost = 0.0;
while ($row = $dbc->fetchRow($result)) {
$sum_total += $row['total'];
$sum_cost += $row['cost'];
$data[] = $this->rowToRecord($row);
}
// go through and add a contribution to margin value
for ($i=0; $i<count($data); $i++) {
// (item_total - item_cost) / total sales
$contrib = 0;
if (is_numeric($data[$i][6]) && is_numeric($data[$i][5])) {
$contrib = ($data[$i][6] - $data[$i][5]) / ($sum_total - $sum_cost) * 100;
}
$data[$i][] = sprintf('%.2f', $contrib);
}
return $data;
}
private function rowToRecord($row)
{
$margin = $row['total'] == 0 ? 0 : ($row['total'] - $row['cost']) / $row['total'] * 100;
return array(
$row['upc'],
$row['brand'],
$row['description'],
$row['department'],
$row['dept_name'],
sprintf('%.2f', $row['cost']),
sprintf('%.2f', $row['total']),
sprintf('%.2f', $margin),
sprintf('%.2f', $row['qty'] == 0 ? 0 : ($row['total'] - $row['cost']) / $row['qty']),
);
}
public function calculate_footers($data)
{
if (count($data) == 0) {
return array();
}
$sum_cost = 0.0;
$sum_ttl = 0.0;
foreach($data as $row) {
$sum_cost += $row[5];
$sum_ttl += $row[6];
}
return array('Totals', null, null, null, null, sprintf('%.2f',$sum_cost), sprintf('%.2f',$sum_ttl), '', null, null);
}
public function form_content()
{
$form = FormLib::dateAndDepartmentForm();
/** add one extra field **/
$checkbox = '<div class=col-sm-5>'
. '<label><input type=checkbox name=includeSales value=1 />'
. ' Include Sale Items</label>'
. '</div>';
$this->add_onload_command("\$('#date-dept-form-left-col').after('$checkbox');\n");
return $form;
}
public function helpContent()
{
return '<p>
This movement report includes total costs as well as
sales and calculates both margin and contribution to
margin.
</p>';
}
public function unitTest($phpunit)
{
$data = array('total'=>10, 'cost'=>5, 'upc'=>'4011', 'brand'=>'test',
'description'=>'test', 'department'=>1, 'dept_name'=>'test', 'qty'=>1);
$phpunit->assertInternalType('array', $this->rowToRecord($data));
$phpunit->assertInternalType('array', $this->calculate_footers($this->dekey_array(array($data))));
}
}
FannieDispatch::conditionalExec();