From 75fa6b3ee84aef4a1eb1e94c083464f6d91d9dcb Mon Sep 17 00:00:00 2001 From: Charles-Henri Decultot Date: Wed, 3 Oct 2018 07:11:41 +0200 Subject: [PATCH] [Enhancement] Improvement to the sales pipeline (#15524) * Additions to sales pipeline * Codacy corrections * Codacy corrections * Codacy corrections * Replace _ with dummy for unused variable * Performance + dates corrections * Itertuples modification * Removing trailing whitespaces * Sales stage doctype * Divide sales stages fixtures in separate functions * Remove duplicate fixtures * Add newline after method * Missing requirement --- .../crm/doctype/opportunity/opportunity.js | 2 + .../crm/doctype/opportunity/opportunity.json | 2678 +++++++++-------- erpnext/crm/doctype/sales_stage/__init__.py | 0 .../crm/doctype/sales_stage/sales_stage.js | 8 + .../crm/doctype/sales_stage/sales_stage.json | 96 + .../crm/doctype/sales_stage/sales_stage.py | 10 + .../doctype/sales_stage/test_sales_stage.js | 23 + .../doctype/sales_stage/test_sales_stage.py | 10 + erpnext/patches.txt | 3 +- erpnext/patches/v11_0/add_sales_stages.py | 10 + .../selling/page/sales_funnel/sales_funnel.js | 187 +- .../selling/page/sales_funnel/sales_funnel.py | 65 +- .../operations/install_fixtures.py | 14 + erpnext/setup/setup_wizard/setup_wizard.py | 1 + requirements.txt | 1 + 15 files changed, 1828 insertions(+), 1280 deletions(-) create mode 100644 erpnext/crm/doctype/sales_stage/__init__.py create mode 100644 erpnext/crm/doctype/sales_stage/sales_stage.js create mode 100644 erpnext/crm/doctype/sales_stage/sales_stage.json create mode 100644 erpnext/crm/doctype/sales_stage/sales_stage.py create mode 100644 erpnext/crm/doctype/sales_stage/test_sales_stage.js create mode 100644 erpnext/crm/doctype/sales_stage/test_sales_stage.py create mode 100644 erpnext/patches/v11_0/add_sales_stages.py diff --git a/erpnext/crm/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js index a9b1813c4d..abe560ba5e 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.js +++ b/erpnext/crm/doctype/opportunity/opportunity.js @@ -107,6 +107,8 @@ erpnext.crm.Opportunity = frappe.ui.form.Controller.extend({ if(!this.frm.doc.company && frappe.defaults.get_user_default("Company")) set_multiple(this.frm.doc.doctype, this.frm.doc.name, { company:frappe.defaults.get_user_default("Company") }); + if(!this.frm.doc.currency) + set_multiple(this.frm.doc.doctype, this.frm.doc.name, { currency:frappe.defaults.get_user_default("Currency") }); this.setup_queries(); }, diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index 0ce80bbbe4..fc86842e01 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -1,1324 +1,1520 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 0, - 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0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "company", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Company", + "length": 0, + "no_copy": 0, + "oldfieldname": "company", + "oldfieldtype": "Link", + "options": "Company", + "permlevel": 0, + "print_hide": 1, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 1, + "report_hide": 0, + "reqd": 1, + "search_index": 1, + "set_only_once": 0, + "translatable": 0, "unique": 0 - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Today", - "fieldname": "transaction_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Opportunity Date", - "length": 0, - "no_copy": 0, - "oldfieldname": "transaction_date", - "oldfieldtype": "Date", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "default": "Today", + "fieldname": "transaction_date", + "fieldtype": "Date", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Opportunity Date", + "length": 0, + "no_copy": 0, + "oldfieldname": "transaction_date", + "oldfieldtype": "Date", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0, "width": "50px" - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amended_from", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amended From", - "length": 0, - "no_copy": 1, - "oldfieldname": "amended_from", - "oldfieldtype": "Data", - "options": "Opportunity", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "amended_from", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 1, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Amended From", + "length": 0, + "no_copy": 1, + "oldfieldname": "amended_from", + "oldfieldtype": "Data", + "options": "Opportunity", + "permlevel": 0, + "print_hide": 1, + "print_hide_if_no_value": 0, + "read_only": 1, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0, "width": "150px" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "icon": "fa fa-info-sign", - "idx": 195, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-29 06:31:05.638516", - "modified_by": "Administrator", - "module": "CRM", - "name": "Opportunity", - "owner": "Administrator", + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "icon": "fa fa-info-sign", + "idx": 195, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2018-10-01 09:28:43.990999", + "modified_by": "Administrator", + "module": "CRM", + "name": "Opportunity", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Sales User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 0, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales User", + "set_user_permissions": 0, + "share": 1, + "submit": 0, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 1, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Sales Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 1, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "search_fields": "status,transaction_date,customer,lead,opportunity_type,territory,company", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "timeline_field": "customer", - "title_field": "title", - "track_changes": 0, - "track_seen": 1, + ], + "quick_entry": 0, + "read_only": 0, + "read_only_onload": 0, + "search_fields": "status,transaction_date,customer,lead,opportunity_type,territory,company", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "timeline_field": "customer", + "title_field": "title", + "track_changes": 0, + "track_seen": 1, "track_views": 0 } \ No newline at end of file diff --git a/erpnext/crm/doctype/sales_stage/__init__.py b/erpnext/crm/doctype/sales_stage/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.js b/erpnext/crm/doctype/sales_stage/sales_stage.js new file mode 100644 index 0000000000..0447f783ce --- /dev/null +++ b/erpnext/crm/doctype/sales_stage/sales_stage.js @@ -0,0 +1,8 @@ +// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Sales Stage', { + refresh: function(frm) { + + } +}); diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.json b/erpnext/crm/doctype/sales_stage/sales_stage.json new file mode 100644 index 0000000000..4374bb5831 --- /dev/null +++ b/erpnext/crm/doctype/sales_stage/sales_stage.json @@ -0,0 +1,96 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "autoname": "field:stage_name", + "beta": 0, + "creation": "2018-10-01 09:28:16.399518", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "stage_name", + "fieldtype": "Data", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Stage Name", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 1 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2018-10-01 09:29:43.230378", + "modified_by": "Administrator", + "module": "CRM", + "name": "Sales Stage", + "name_case": "", + "owner": "Administrator", + "permissions": [ + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + } + ], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.py b/erpnext/crm/doctype/sales_stage/sales_stage.py new file mode 100644 index 0000000000..a80f4cc089 --- /dev/null +++ b/erpnext/crm/doctype/sales_stage/sales_stage.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document + +class SalesStage(Document): + pass diff --git a/erpnext/crm/doctype/sales_stage/test_sales_stage.js b/erpnext/crm/doctype/sales_stage/test_sales_stage.js new file mode 100644 index 0000000000..807af1fd98 --- /dev/null +++ b/erpnext/crm/doctype/sales_stage/test_sales_stage.js @@ -0,0 +1,23 @@ +/* eslint-disable */ +// rename this file from _test_[name] to test_[name] to activate +// and remove above this line + +QUnit.test("test: Sales Stage", function (assert) { + let done = assert.async(); + + // number of asserts + assert.expect(1); + + frappe.run_serially([ + // insert a new Sales Stage + () => frappe.tests.make('Sales Stage', [ + // values to be set + {key: 'value'} + ]), + () => { + assert.equal(cur_frm.doc.key, 'value'); + }, + () => done() + ]); + +}); diff --git a/erpnext/crm/doctype/sales_stage/test_sales_stage.py b/erpnext/crm/doctype/sales_stage/test_sales_stage.py new file mode 100644 index 0000000000..80b65130e6 --- /dev/null +++ b/erpnext/crm/doctype/sales_stage/test_sales_stage.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest + +class TestSalesStage(unittest.TestCase): + pass diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 96bd5a8156..24e0aeebb4 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -567,4 +567,5 @@ erpnext.patches.v10_0.delete_hub_documents # 12-08-2018 erpnext.patches.v11_0.rename_healthcare_fields erpnext.patches.v11_0.remove_land_unit_icon erpnext.patches.v11_0.add_default_dispatch_notification_template -erpnext.patches.v11_0.add_market_segments \ No newline at end of file +erpnext.patches.v11_0.add_market_segments +erpnext.patches.v11_0.add_sales_stages diff --git a/erpnext/patches/v11_0/add_sales_stages.py b/erpnext/patches/v11_0/add_sales_stages.py new file mode 100644 index 0000000000..69182c2179 --- /dev/null +++ b/erpnext/patches/v11_0/add_sales_stages.py @@ -0,0 +1,10 @@ +import frappe +from frappe import _ +from erpnext.setup.setup_wizard.operations.install_fixtures import add_sale_stages + +def execute(): + frappe.reload_doc('crm', 'doctype', 'sales_stage') + + frappe.local.lang = frappe.db.get_default("lang") or 'en' + + add_sale_stages() \ No newline at end of file diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.js b/erpnext/selling/page/sales_funnel/sales_funnel.js index e37e88d2ef..f2e972adf8 100644 --- a/erpnext/selling/page/sales_funnel/sales_funnel.js +++ b/erpnext/selling/page/sales_funnel/sales_funnel.js @@ -13,23 +13,34 @@ frappe.pages['sales-funnel'].on_page_load = function(wrapper) { frappe.breadcrumbs.add("Selling"); } -erpnext.SalesFunnel = Class.extend({ - init: function(wrapper) { +erpnext.SalesFunnel = class SalesFunnel { + constructor(wrapper) { var me = this; // 0 setTimeout hack - this gives time for canvas to get width and height setTimeout(function() { me.setup(wrapper); me.get_data(); }, 0); - }, + } - setup: function(wrapper) { + setup(wrapper) { var me = this; + this.company_field = wrapper.page.add_field({"fieldtype": "Link", "fieldname": "company", "options": "Company", + "label": __("Company"), "reqd": 1, "default": frappe.defaults.get_user_default('company'), + change: function() { + me.company = this.value || frappe.defaults.get_user_default('company'); + me.get_data(); + } + }), + this.elements = { layout: $(wrapper).find(".layout-main"), from_date: wrapper.page.add_date(__("From Date")), to_date: wrapper.page.add_date(__("To Date")), + chart: wrapper.page.add_select(__("Chart"), [{value: 'sales_funnel', label:__("Sales Funnel")}, + {value: 'sales_pipeline', label:__("Sales Pipeline")}, + {value: 'opp_by_lead_source', label:__("Opportunities by lead source")}]), refresh_btn: wrapper.page.set_primary_action(__("Refresh"), function() { me.get_data(); }, "fa fa-refresh"), }; @@ -41,16 +52,27 @@ erpnext.SalesFunnel = Class.extend({ this.elements.funnel_wrapper = $('
') .appendTo(this.elements.layout); + this.company = frappe.defaults.get_user_default('company'); this.options = { from_date: frappe.datetime.add_months(frappe.datetime.get_today(), -1), - to_date: frappe.datetime.get_today() + to_date: frappe.datetime.get_today(), + chart: 'sales_funnel' }; // set defaults and bind on change $.each(this.options, function(k, v) { - me.elements[k].val(frappe.datetime.str_to_user(v)); + if (['from_date', 'to_date'].includes(k)) { + me.elements[k].val(frappe.datetime.str_to_user(v)); + } else { + me.elements[k].val(v); + } + me.elements[k].on("change", function() { - me.options[k] = frappe.datetime.user_to_str($(this).val()); + if (['from_date', 'to_date'].includes(k)) { + me.options[k] = frappe.datetime.user_to_str($(this).val()) != 'Invalid date' ? frappe.datetime.user_to_str($(this).val()) : frappe.datetime.get_today(); + } else { + me.options.chart = $(this).val(); + } me.get_data(); }); }); @@ -64,29 +86,90 @@ erpnext.SalesFunnel = Class.extend({ $(window).resize(function() { me.render(); }); - }, + } - get_data: function(btn) { + get_data(btn) { var me = this; - frappe.call({ - method: "erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data", - args: { - from_date: this.options.from_date, - to_date: this.options.to_date - }, - btn: btn, - callback: function(r) { - if(!r.exc) { - me.options.data = r.message; - me.render(); + if (me.options.chart == 'sales_funnel'){ + frappe.call({ + method: "erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data", + args: { + from_date: this.options.from_date, + to_date: this.options.to_date, + company: this.company + }, + btn: btn, + callback: function(r) { + if(!r.exc) { + me.options.data = r.message; + if (me.options.data=='empty') { + const $parent = me.elements.funnel_wrapper; + $parent.html(__('No data for this period')); + } else { + me.render_funnel(); + } + } } - } - }); - }, + }); + } else if (me.options.chart == 'opp_by_lead_source'){ + frappe.call({ + method: "erpnext.selling.page.sales_funnel.sales_funnel.get_opp_by_lead_source", + args: { + from_date: this.options.from_date, + to_date: this.options.to_date, + company: this.company + }, + btn: btn, + callback: function(r) { + if(!r.exc) { + me.options.data = r.message; + if (me.options.data=='empty') { + const $parent = me.elements.funnel_wrapper; + $parent.html(__('No data for this period')); + } else { + me.render_opp_by_lead_source(); + } + } + } + }); + } else if (me.options.chart == 'sales_pipeline'){ + frappe.call({ + method: "erpnext.selling.page.sales_funnel.sales_funnel.get_pipeline_data", + args: { + from_date: this.options.from_date, + to_date: this.options.to_date, + company: this.company + }, + btn: btn, + callback: function(r) { + if(!r.exc) { + me.options.data = r.message; + if (me.options.data=='empty') { + const $parent = me.elements.funnel_wrapper; + $parent.html(__('No data for this period')); + } else { + me.render_pipeline(); + } + } + } + }); + } + } - render: function() { + render() { + let me = this; + if (me.options.chart == 'sales_funnel'){ + me.render_funnel(); + } else if (me.options.chart == 'opp_by_lead_source'){ + me.render_opp_by_lead_source(); + } else if (me.options.chart == 'sales_pipeline'){ + me.render_pipeline(); + } + } + + render_funnel() { var me = this; - this.prepare(); + this.prepare_funnel(); var context = this.elements.context, x_start = 0.0, @@ -119,9 +202,9 @@ erpnext.SalesFunnel = Class.extend({ me.draw_legend(x_mid, y_mid, me.options.width, me.options.height, d.value + " - " + d.title); }); - }, + } - prepare: function() { + prepare_funnel() { var me = this; this.elements.no_data.toggle(false); @@ -147,9 +230,9 @@ erpnext.SalesFunnel = Class.extend({ .attr("height", this.options.height); this.elements.context = this.elements.canvas.get(0).getContext("2d"); - }, + } - draw_triangle: function(x_start, x_mid, x_end, y, height) { + draw_triangle(x_start, x_mid, x_end, y, height) { var context = this.elements.context; context.beginPath(); context.moveTo(x_start, y); @@ -158,9 +241,9 @@ erpnext.SalesFunnel = Class.extend({ context.lineTo(x_start, y); context.closePath(); context.fill(); - }, + } - draw_legend: function(x_mid, y_mid, width, height, title) { + draw_legend(x_mid, y_mid, width, height, title) { var context = this.elements.context; if(y_mid == 0) { @@ -186,4 +269,44 @@ erpnext.SalesFunnel = Class.extend({ context.font = "1.1em sans-serif"; context.fillText(__(title), width + 20, y_mid); } -}); + + render_opp_by_lead_source() { + let me = this; + let currency = frappe.defaults.get_default("currency"); + + let chart_data = me.options.data ? me.options.data : null; + + const parent = me.elements.funnel_wrapper[0]; + this.chart = new Chart(parent, { + title: __("Sales Opportunities by Source"), + height: 400, + data: chart_data, + type: 'bar', + barOptions: { + stacked: 1 + }, + tooltipOptions: { + formatTooltipY: d => format_currency(d, currency), + } + }); + } + + render_pipeline() { + let me = this; + let currency = frappe.defaults.get_default("currency"); + + let chart_data = me.options.data ? me.options.data : null; + + const parent = me.elements.funnel_wrapper[0]; + this.chart = new Chart(parent, { + title: __("Sales Pipeline by Stage"), + height: 400, + data: chart_data, + type: 'bar', + tooltipOptions: { + formatTooltipY: d => format_currency(d, currency), + }, + colors: ['light-green', 'green'] + }); + } +}; diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.py b/erpnext/selling/page/sales_funnel/sales_funnel.py index 3c4d528bd3..d62e2093c6 100644 --- a/erpnext/selling/page/sales_funnel/sales_funnel.py +++ b/erpnext/selling/page/sales_funnel/sales_funnel.py @@ -1,16 +1,18 @@ -# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors +# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe from frappe import _ +from erpnext.accounts.report.utils import convert +import pandas as pd @frappe.whitelist() -def get_funnel_data(from_date, to_date): +def get_funnel_data(from_date, to_date, company): active_leads = frappe.db.sql("""select count(*) from `tabLead` where (date(`modified`) between %s and %s) - and status != "Do Not Contact" """, (from_date, to_date))[0][0] + and status != "Do Not Contact" and company=%s""", (from_date, to_date, company))[0][0] active_leads += frappe.db.sql("""select count(distinct contact.name) from `tabContact` contact left join `tabDynamic Link` dl on (dl.parent=contact.name) where dl.link_doctype='Customer' @@ -18,14 +20,14 @@ def get_funnel_data(from_date, to_date): opportunities = frappe.db.sql("""select count(*) from `tabOpportunity` where (date(`creation`) between %s and %s) - and status != "Lost" """, (from_date, to_date))[0][0] + and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0] quotations = frappe.db.sql("""select count(*) from `tabQuotation` where docstatus = 1 and (date(`creation`) between %s and %s) - and status != "Lost" """, (from_date, to_date))[0][0] + and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0] sales_orders = frappe.db.sql("""select count(*) from `tabSales Order` - where docstatus = 1 and (date(`creation`) between %s and %s)""", (from_date, to_date))[0][0] + where docstatus = 1 and (date(`creation`) between %s and %s) and company=%s""", (from_date, to_date, company))[0][0] return [ { "title": _("Active Leads / Customers"), "value": active_leads, "color": "#B03B46" }, @@ -33,3 +35,54 @@ def get_funnel_data(from_date, to_date): { "title": _("Quotations"), "value": quotations, "color": "#006685" }, { "title": _("Sales Orders"), "value": sales_orders, "color": "#00AD65" } ] + +@frappe.whitelist() +def get_opp_by_lead_source(from_date, to_date, company): + opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability', 'source']) + + if opportunities: + default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency') + + cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities] + + df = pd.DataFrame(cp_opportunities).groupby(['source', 'sales_stage'], as_index=False).agg({'compound_amount': 'sum'}) + + result = {} + result['labels'] = list(set(df.source.values)) + result['datasets'] = [] + + for s in set(df.sales_stage.values): + result['datasets'].append({'name': s, 'values': [0]*len(result['labels']), 'chartType': 'bar'}) + + for row in df.itertuples(): + source_index = result['labels'].index(row.source) + + for dataset in result['datasets']: + if dataset['name'] == row.sales_stage: + dataset['values'][source_index] = row.compound_amount + + return result + + else: + return 'empty' + +@frappe.whitelist() +def get_pipeline_data(from_date, to_date, company): + opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability']) + + if opportunities: + default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency') + + cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities] + + df = pd.DataFrame(cp_opportunities).groupby(['sales_stage'], as_index=True).agg({'compound_amount': 'sum'}).to_dict() + + result = {} + result['labels'] = df['compound_amount'].keys() + result['datasets'] = [] + result['datasets'].append({'name': _("Total Amount"), 'values': df['compound_amount'].values(), 'chartType': 'bar'}) + + return result + + else: + return 'empty' \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py index ec20c80bf9..03c959b596 100644 --- a/erpnext/setup/setup_wizard/operations/install_fixtures.py +++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py @@ -308,6 +308,20 @@ def add_market_segments(): make_fixture_records(records) +def add_sale_stages(): + # Sale Stages + records = [ + {"doctype": "Sales Stage", "stage_name": _("Prospecting")}, + {"doctype": "Sales Stage", "stage_name": _("Qualification")}, + {"doctype": "Sales Stage", "stage_name": _("Needs Analysis")}, + {"doctype": "Sales Stage", "stage_name": _("Value Proposition")}, + {"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")}, + {"doctype": "Sales Stage", "stage_name": _("Perception Analysis")}, + {"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")}, + {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")} + ] + make_fixture_records(records) + def make_fixture_records(records): from frappe.modules import scrub for r in records: diff --git a/erpnext/setup/setup_wizard/setup_wizard.py b/erpnext/setup/setup_wizard/setup_wizard.py index 16a4f8a505..af28e4f586 100644 --- a/erpnext/setup/setup_wizard/setup_wizard.py +++ b/erpnext/setup/setup_wizard/setup_wizard.py @@ -105,6 +105,7 @@ def setup_complete(args=None): def stage_fixtures(args): install_fixtures.install(args.get("country")) install_fixtures.add_market_segments() + install_fixtures.add_sale_stages() def setup_company(args): defaults_setup.create_price_lists(args) diff --git a/requirements.txt b/requirements.txt index 13055ac2ec..0fee6c1084 100644 --- a/requirements.txt +++ b/requirements.txt @@ -6,3 +6,4 @@ python-stdnum braintree gocardless_pro woocommerce +pandas \ No newline at end of file