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pawan 2017-04-17 01:02:56 +05:30
parent e3c117e32c
commit 83c8ed0827
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.require("assets/erpnext/js/financial_statements.js", function() {
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"),
}
]
}
});

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{
"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"
}
]
}

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# 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

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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.require("assets/erpnext/js/financial_statements.js", function() {
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"),
}
]
}
});

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{
"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"
}
]
}

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# 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