diff --git a/erpnext/crm/report/campaign_efficiency/__init__.py b/erpnext/crm/report/campaign_efficiency/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/crm/report/campaign_efficiency/campaign_efficiency.js b/erpnext/crm/report/campaign_efficiency/campaign_efficiency.js new file mode 100644 index 0000000000..2b25f1dfba --- /dev/null +++ b/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"), + } + ] + }; + diff --git a/erpnext/crm/report/campaign_efficiency/campaign_efficiency.json b/erpnext/crm/report/campaign_efficiency/campaign_efficiency.json new file mode 100644 index 0000000000..986d9f3518 --- /dev/null +++ b/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" + } + ] +} \ No newline at end of file diff --git a/erpnext/crm/report/campaign_efficiency/campaign_efficiency.py b/erpnext/crm/report/campaign_efficiency/campaign_efficiency.py new file mode 100644 index 0000000000..3088332351 --- /dev/null +++ b/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 \ No newline at end of file diff --git a/erpnext/crm/report/lead_owner_efficiency/__init__.py b/erpnext/crm/report/lead_owner_efficiency/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.js b/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.js new file mode 100644 index 0000000000..bbfd6ac9ff --- /dev/null +++ b/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"), + } + ]}; diff --git a/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.json b/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.json new file mode 100644 index 0000000000..b6dadef4c4 --- /dev/null +++ b/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" + } + ] +} \ No newline at end of file diff --git a/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.py b/erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.py new file mode 100644 index 0000000000..1560f869d9 --- /dev/null +++ b/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 \ No newline at end of file