”[fix]
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erpnext/crm/report/campaign_efficiency/__init__.py
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erpnext/crm/report/campaign_efficiency/__init__.py
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.require("assets/erpnext/js/financial_statements.js", function() {
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frappe.query_reports["Campaign Efficiency"] = {
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"filters": [
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{
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"fieldname": "from_date",
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"label": __("From Date"),
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"fieldtype": "Date",
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"default": frappe.defaults.get_user_default("year_start_date"),
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},
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{
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"fieldname": "to_date",
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"label": __("To Date"),
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"fieldtype": "Date",
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"default": frappe.defaults.get_user_default("year_end_date"),
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}
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]
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}
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});
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{
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"add_total_row": 0,
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"apply_user_permissions": 1,
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"creation": "2017-04-17 00:20:27.248275",
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": "",
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"modified": "2017-04-17 00:20:27.248275",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Campaign Efficiency",
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"owner": "Administrator",
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"ref_doctype": "Lead",
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"report_name": "Campaign Efficiency",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Sales User"
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},
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{
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"role": "Sales Manager"
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},
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{
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"role": "System Manager"
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}
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]
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}
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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from frappe.utils import flt,cstr
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from erpnext.accounts.report.financial_statements import get_period_list
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def execute(filters=None):
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columns, data = [], []
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columns=get_columns()
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data=get_lead_data(filters)
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return columns, data
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def get_columns():
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columns = [_("Campaign Name") + ":data:130", _("Lead Count") + ":Int:80",
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_("Opp Count") + ":Int:80",
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_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
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_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
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_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
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]
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return columns
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def get_lead_data(filters):
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conditions=""
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if filters.from_date:
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conditions += " and date(creation) >= %(from_date)s"
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if filters.to_date:
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conditions += " and date(creation) <= %(to_date)s"
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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)
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dl=list(data)
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for row in dl:
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is_quot_count_zero = False
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row["Quot Count"]= get_lead_quotation_count(row["Campaign Name"])
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row["Opp Count"] = get_lead_opp_count(row["Campaign Name"])
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row["Order Count"] = get_quotation_ordered_count(row["Campaign Name"])
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row["Order Value"] = get_order_amount(row["Campaign Name"])
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row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
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row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
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#Handle div by zero and reset count to zero
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if row["Quot Count"] == 0:
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row["Quot Count"] = 1
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is_quot_count_zero = True
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row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
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if is_quot_count_zero == True:
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row["Quot Count"] = 0
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return dl
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def get_lead_quotation_count(campaign):
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quotation_count = frappe.db.sql("""select count(name) from `tabQuotation`
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where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
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return flt(quotation_count[0][0]) if quotation_count else 0
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def get_lead_opp_count(campaign):
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opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity`
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where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
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return flt(opportunity_count[0][0]) if opportunity_count else 0
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def get_quotation_ordered_count(campaign):
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quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation`
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where status = 'Ordered' and lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
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return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
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def get_order_amount(campaign):
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ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item`
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where prevdoc_docname in (select name from `tabQuotation`
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where status = 'Ordered' and lead in (select name from `tabLead` where campaign_name = %s))""",campaign)
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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
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// For license information, please see license.txt
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frappe.require("assets/erpnext/js/financial_statements.js", function() {
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frappe.query_reports["Lead Owner Efficiency"] = {
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"filters": [
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{
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"fieldname": "from_date",
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"label": __("From Date"),
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"fieldtype": "Date",
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"default": frappe.defaults.get_user_default("year_start_date"),
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},
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{
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"fieldname": "to_date",
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"label": __("To Date"),
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"fieldtype": "Date",
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"default": frappe.defaults.get_user_default("year_end_date"),
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}
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]
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}
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});
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{
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"add_total_row": 0,
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"apply_user_permissions": 1,
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"creation": "2017-04-17 00:39:39.885905",
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": "",
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"modified": "2017-04-17 00:45:10.139004",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Lead Owner Efficiency",
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"owner": "Administrator",
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"ref_doctype": "Lead",
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"report_name": "Lead Owner Efficiency",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Sales User"
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},
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{
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"role": "Sales Manager"
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},
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{
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"role": "System Manager"
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}
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]
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}
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# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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from frappe.utils import flt,cstr
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from erpnext.accounts.report.financial_statements import get_period_list
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def execute(filters=None):
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columns, data = [], []
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columns=get_columns()
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data=get_lead_data(filters)
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return columns, data
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def get_columns():
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columns = [_("Lead Owner") + ":data:130", _("Lead Count") + ":Int:80",
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_("Opp Count") + ":Int:80",
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_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
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_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
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_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
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]
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return columns
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def get_lead_data(filters):
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conditions=""
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if filters.from_date:
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conditions += " and date(creation) >= %(from_date)s"
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if filters.to_date:
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conditions += " and date(creation) <= %(to_date)s"
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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)
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dl=list(data)
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for row in dl:
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is_quot_count_zero = False
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row["Quot Count"]= get_lead_quotation_count(row["Lead Owner"])
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row["Opp Count"] = get_lead_opp_count(row["Lead Owner"])
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row["Order Count"] = get_quotation_ordered_count(row["Lead Owner"])
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row["Order Value"] = get_order_amount(row["Lead Owner"])
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row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
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row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
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#Handle div by zero and reset count to zero
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if row["Quot Count"] == 0:
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row["Quot Count"] = 1
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is_quot_count_zero = True
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row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
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if is_quot_count_zero == True:
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row["Quot Count"] = 0
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return dl
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def get_lead_quotation_count(leadowner):
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quotation_count = frappe.db.sql("""select count(name) from `tabQuotation`
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where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
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return flt(quotation_count[0][0]) if quotation_count else 0
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def get_lead_opp_count(leadowner):
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opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity`
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where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
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return flt(opportunity_count[0][0]) if opportunity_count else 0
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def get_quotation_ordered_count(leadowner):
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quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation`
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where status = 'Ordered' and lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
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return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
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def get_order_amount(leadowner):
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ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item`
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where prevdoc_docname in (select name from `tabQuotation`
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where status = 'Ordered' and lead in (select name from `tabLead` where lead_owner = %s))""",leadowner)
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return flt(ordered_count_amount[0][0]) if ordered_count_amount else 0
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