refactor: CRM Reports
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Anupam K
parent
bcb49e59e7
commit
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52
erpnext/crm/report/lead_details/lead_details.js
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52
erpnext/crm/report/lead_details/lead_details.js
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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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/* eslint-disable */
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frappe.query_reports["Lead Details"] = {
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"filters": [
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{
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"fieldname":"company",
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"label": __("Company"),
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"fieldtype": "Link",
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"options": "Company",
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"default": frappe.defaults.get_user_default("Company"),
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"reqd": 1
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},
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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.datetime.add_months(frappe.datetime.get_today(), -12),
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"reqd": 1
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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.datetime.get_today(),
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"reqd": 1
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},
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{
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"fieldname":"status",
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"label": __("Status"),
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"fieldtype": "Select",
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options: [
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{ "value": "Lead", "label": __("Lead") },
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{ "value": "Open", "label": __("Open") },
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{ "value": "Replied", "label": __("Replied") },
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{ "value": "Opportunity", "label": __("Opportunity") },
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{ "value": "Quotation", "label": __("Quotation") },
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{ "value": "Lost Quotation", "label": __("Lost Quotation") },
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{ "value": "Interested", "label": __("Interested") },
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{ "value": "Converted", "label": __("Converted") },
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{ "value": "Do Not Contact", "label": __("Do Not Contact") },
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],
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},
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{
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"fieldname":"territory",
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"label": __("Territory"),
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"fieldtype": "Link",
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"options": "Territory",
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}
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]
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};
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@ -7,7 +7,7 @@
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"doctype": "Report",
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"idx": 3,
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"is_standard": "Yes",
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"modified": "2020-01-22 16:51:56.591110",
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"modified": "2020-07-26 23:59:49.897577",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Lead Details",
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@ -16,7 +16,7 @@
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"query": "SELECT\n `tabLead`.name as \"Lead Id:Link/Lead:120\",\n `tabLead`.lead_name as \"Lead Name::120\",\n\t`tabLead`.company_name as \"Company Name::120\",\n\t`tabLead`.status as \"Status::120\",\n\tconcat_ws(', ', \n\t\ttrim(',' from `tabAddress`.address_line1), \n\t\ttrim(',' from tabAddress.address_line2)\n\t) as 'Address::180',\n\t`tabAddress`.state as \"State::100\",\n\t`tabAddress`.pincode as \"Pincode::70\",\n\t`tabAddress`.country as \"Country::100\",\n\t`tabLead`.phone as \"Phone::100\",\n\t`tabLead`.mobile_no as \"Mobile No::100\",\n\t`tabLead`.email_id as \"Email Id::120\",\n\t`tabLead`.lead_owner as \"Lead Owner::120\",\n\t`tabLead`.source as \"Source::120\",\n\t`tabLead`.territory as \"Territory::120\",\n\t`tabLead`.notes as \"Notes::360\",\n `tabLead`.owner as \"Owner:Link/User:120\"\nFROM\n\t`tabLead`\n\tleft join `tabDynamic Link` on (\n\t\t`tabDynamic Link`.link_name=`tabLead`.name \n\t\tand `tabDynamic Link`.parenttype = 'Address'\n\t)\n\tleft join `tabAddress` on (\n\t\t`tabAddress`.name=`tabDynamic Link`.parent\n\t)\nWHERE\n\t`tabLead`.docstatus<2\nORDER BY\n\t`tabLead`.name asc",
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"ref_doctype": "Lead",
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"report_name": "Lead Details",
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"report_type": "Query Report",
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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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164
erpnext/crm/report/lead_details/lead_details.py
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164
erpnext/crm/report/lead_details/lead_details.py
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# Copyright (c) 2020, 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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from frappe import _
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import frappe
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def execute(filters=None):
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columns, data = get_columns(), get_leads(filters)
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return columns, data
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def get_columns():
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columns = [
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{
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"label": _("Lead"),
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"fieldname": "name",
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"fieldtype": "Link",
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"options": "Lead",
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"width": 150,
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},
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{
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"label": _("Lead Name"),
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"fieldname": "lead_name",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"fieldname":"status",
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"label": _("Status"),
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"fieldtype": "Data",
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"width": 100
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},
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{
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"fieldname":"lead_owner",
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"label": _("Lead Owner"),
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"fieldtype": "Link",
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"options": "User",
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"width": 100
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},
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{
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"label": _("Territory"),
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"fieldname": "territory",
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"fieldtype": "Link",
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"options": "Territory",
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"width": 100
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},
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{
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"label": _("Source"),
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"fieldname": "source",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"label": _("Email"),
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"fieldname": "email_id",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"label": _("Mobile"),
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"fieldname": "mobile_no",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"label": _("Phone"),
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"fieldname": "phone",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"label": _("Notes"),
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"fieldname": "notes",
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"fieldtype": "Data",
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"width": 120
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},
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{
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"label": _("Owner"),
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"fieldname": "owner",
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"fieldtype": "Link",
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"options": "user",
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"width": 120
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},
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{
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"label": _("Company"),
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"fieldname": "company",
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"fieldtype": "Link",
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"options": "Company",
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"width": 120
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},
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{
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"fieldname":"address",
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"label": _("Address"),
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"fieldtype": "Data",
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"width": 130
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},
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{
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"fieldname":"state",
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"label": _("State"),
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"fieldtype": "Data",
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"width": 100
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},
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{
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"fieldname":"pincode",
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"label": _("Postal Code"),
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"fieldtype": "Data",
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"width": 90
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},
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{
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"fieldname":"country",
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"label": _("Country"),
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"fieldtype": "Link",
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"options": "Country",
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"width": 100
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},
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]
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return columns
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def get_leads(filters):
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return frappe.db.sql("""
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SELECT
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`tabLead`.name,
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`tabLead`.lead_name,
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`tabLead`.status,
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`tabLead`.lead_owner,
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`tabLead`.territory,
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`tabLead`.source,
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`tabLead`.email_id,
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`tabLead`.mobile_no,
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`tabLead`.phone,
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`tabLead`.notes,
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`tabLead`.owner,
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`tabLead`.company,
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concat_ws(', ',
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trim(',' from `tabAddress`.address_line1),
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trim(',' from tabAddress.address_line2)
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) AS address,
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`tabAddress`.state,
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`tabAddress`.pincode,
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`tabAddress`.country
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FROM
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`tabLead` left join `tabDynamic Link` on (
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`tabLead`.name = `tabDynamic Link`.link_name and
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`tabDynamic Link`.parenttype = 'Address')
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left join `tabAddress` on (
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`tabAddress`.name=`tabDynamic Link`.parent)
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WHERE
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company = %(company)s
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AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s
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{conditions}
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ORDER BY
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`tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1)
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def get_conditions(filters) :
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conditions = []
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if filters.get("territory"):
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conditions.append("territory=%(territory)s")
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if filters.get("status"):
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conditions.append("status=%(status)s")
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return " and {}".format(" and ".join(conditions)) if conditions else ""
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