Merge branch 'fixes_8466' of https://github.com/PawanMeh/erpnext into PawanMeh-fixes_8466

erpnext/crm/report/campaign_efficiency/campaign_efficiency.js

@@ -0,0 +1,19 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+frappe.query_reports["Campaign Efficiency"] = {
+		"filters": [
+			{
+				"fieldname": "from_date",
+				"label": __("From Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_start_date"),
+			},
+			{
+				"fieldname": "to_date",
+				"label": __("To Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_end_date"),
+			}
+		]
+	};
+

erpnext/crm/report/campaign_efficiency/campaign_efficiency.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0, 
+ "apply_user_permissions": 1, 
+ "creation": "2017-04-17 00:20:27.248275", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "", 
+ "modified": "2017-04-17 00:20:27.248275", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Campaign Efficiency", 
+ "owner": "Administrator", 
+ "ref_doctype": "Lead", 
+ "report_name": "Campaign Efficiency", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "System Manager"
+  }
+ ]
+}

erpnext/crm/report/campaign_efficiency/campaign_efficiency.py

@@ -0,0 +1,70 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import flt,cstr
+from erpnext.accounts.report.financial_statements import get_period_list
+
+def execute(filters=None):
+	columns, data = [], []
+	columns=get_columns()
+	data=get_lead_data(filters)
+	return columns, data
+	
+def get_columns():
+	columns = [_("Campaign Name") + ":data:130", _("Lead Count") + ":Int:80",
+				_("Opp Count") + ":Int:80",
+				_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
+				_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
+				_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
+	]
+	return columns
+
+def get_lead_data(filters):
+	conditions=""
+	if filters.from_date:
+		conditions += " and date(creation) >= %(from_date)s"
+	if filters.to_date:
+		conditions += " and date(creation) <= %(to_date)s"
+	data = frappe.db.sql("""select campaign_name as "Campaign Name", count(name) as "Lead Count" from `tabLead` 
+	where 1 = 1 %s group by campaign_name""" % (conditions,),filters, as_dict=1)
+	dl=list(data)
+	for row in dl:
+		is_quot_count_zero = False
+		row["Quot Count"]= get_lead_quotation_count(row["Campaign Name"])
+		row["Opp Count"] = get_lead_opp_count(row["Campaign Name"])
+		row["Order Count"] = get_quotation_ordered_count(row["Campaign Name"])
+		row["Order Value"] = get_order_amount(row["Campaign Name"])
+		row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
+		row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
+		#Handle div by zero and reset count to zero
+		if row["Quot Count"] == 0:
+			row["Quot Count"] = 1
+			is_quot_count_zero = True
+		row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
+		if is_quot_count_zero ==  True:
+			row["Quot Count"] = 0
+	return dl
+	
+def get_lead_quotation_count(campaign):
+	quotation_count = frappe.db.sql("""select count(name) from `tabQuotation` 
+	where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
+	return flt(quotation_count[0][0]) if quotation_count else 0
+	
+def get_lead_opp_count(campaign):
+	opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity` 
+	where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
+	return flt(opportunity_count[0][0]) if opportunity_count else 0
+	
+def get_quotation_ordered_count(campaign):
+	quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation` where status = 'Ordered'
+	and lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
+	return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
+	
+def get_order_amount(campaign):
+	ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item`
+	where prevdoc_docname in (select name from `tabQuotation` where status = 'Ordered' and
+	lead in (select name from `tabLead` where campaign_name = %s))""",campaign)
+	return flt(ordered_count_amount[0][0]) if ordered_count_amount else 0

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.js

@@ -0,0 +1,17 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+	frappe.query_reports["Lead Owner Efficiency"] = {
+		"filters": [
+			{
+				"fieldname": "from_date",
+				"label": __("From Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_start_date"),
+			},
+			{
+				"fieldname": "to_date",
+				"label": __("To Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_end_date"),
+			}
+		]};

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0, 
+ "apply_user_permissions": 1, 
+ "creation": "2017-04-17 00:39:39.885905", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "", 
+ "modified": "2017-04-17 00:45:10.139004", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Lead Owner Efficiency", 
+ "owner": "Administrator", 
+ "ref_doctype": "Lead", 
+ "report_name": "Lead Owner Efficiency", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "System Manager"
+  }
+ ]
+}

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.py

@@ -0,0 +1,72 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import flt,cstr
+from erpnext.accounts.report.financial_statements import get_period_list
+
+def execute(filters=None):
+	columns, data = [], []
+	columns=get_columns()
+	data=get_lead_data(filters)
+	return columns, data
+	
+def get_columns():
+	columns = [_("Lead Owner") + ":data:130", _("Lead Count") + ":Int:80",
+				_("Opp Count") + ":Int:80",
+				_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
+				_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
+				_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
+	]
+	return columns
+
+def get_lead_data(filters):
+	conditions=""
+	if filters.from_date:
+		conditions += " and date(creation) >= %(from_date)s"
+	if filters.to_date:
+		conditions += " and date(creation) <= %(to_date)s"
+	data = frappe.db.sql("""select lead_owner as "Lead Owner", count(name) as "Lead Count" 
+	from `tabLead` where 1 = 1 %s group by lead_owner""" % (conditions,),filters, as_dict=1)
+	dl=list(data)
+	for row in dl:
+		is_quot_count_zero = False
+		row["Quot Count"]= get_lead_quotation_count(row["Lead Owner"])
+		row["Opp Count"] = get_lead_opp_count(row["Lead Owner"])
+		row["Order Count"] = get_quotation_ordered_count(row["Lead Owner"])
+		row["Order Value"] = get_order_amount(row["Lead Owner"])
+		row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
+		row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
+		#Handle div by zero and reset count to zero
+		if row["Quot Count"] == 0:
+			row["Quot Count"] = 1
+			is_quot_count_zero = True
+		row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
+		if is_quot_count_zero ==  True:
+			row["Quot Count"] = 0
+	return dl
+	
+def get_lead_quotation_count(leadowner):
+	quotation_count = frappe.db.sql("""select count(name) from `tabQuotation` 
+	where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
+	return flt(quotation_count[0][0]) if quotation_count else 0
+	
+def get_lead_opp_count(leadowner):
+	opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity` 
+	where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
+	return flt(opportunity_count[0][0]) if opportunity_count else 0
+	
+def get_quotation_ordered_count(leadowner):
+	quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation` 
+	where status = 'Ordered' and lead in 
+	(select name from `tabLead` where lead_owner = %s)""",leadowner)
+	return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
+	
+def get_order_amount(leadowner):
+	ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item` 
+	where prevdoc_docname in (select name from `tabQuotation` 
+	where status = 'Ordered' and lead in 
+	(select name from `tabLead` where lead_owner = %s))""",leadowner)
+	return flt(ordered_count_amount[0][0]) if ordered_count_amount else 0