[report] Customer Acquisition and Loyalty

selling/page/selling_home/selling_home.js

@@ -164,6 +164,11 @@ wn.module_page["Selling"] = [
 				"label":wn._("Sales Funnel"),
 				page: "sales-funnel"
 			},
+			{
+				"label":wn._("Customer Acquisition and Loyalty"),
+				route: "query-report/Customer Acquisition and Loyalty",
+				doctype: "Customer"
+			},
 		]
 	},
 	{

selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.js

@@ -0,0 +1,26 @@
+// Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
+// License: GNU General Public License v3. See license.txt
+
+wn.query_reports["Customer Acquisition and Loyalty"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": wn._("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": wn.defaults.get_user_default("company")
+		},
+		{
+			"fieldname":"from_date",
+			"label": wn._("From Date"),
+			"fieldtype": "Date",
+			"default": wn.defaults.get_user_default("year_start_date")
+		},
+		{
+			"fieldname":"to_date",
+			"label": wn._("To Date"),
+			"fieldtype": "Date",
+			"default": wn.defaults.get_user_default("year_end_date")
+		},
+	]
+}

selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py

@@ -0,0 +1,65 @@
+# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import webnotes
+from webnotes.utils import getdate, cint
+import calendar
+
+def execute(filters=None):
+	# key yyyy-mm
+	new_customers_in = {}
+	repeat_customers_in = {}
+	customers = []
+	company_condition = ""
+
+	if filters.get("company"):
+		company_condition = ' and company=%(company)s'
+
+	for si in webnotes.conn.sql("""select posting_date, customer, grand_total from `tabSales Invoice`
+		where docstatus=1 and posting_date <= %(to_date)s 
+		{company_condition} order by posting_date""".format(company_condition=company_condition), 
+		filters, as_dict=1, debug=1):
+				
+		key = si.posting_date[:7]
+		if not si.customer in customers:
+			new_customers_in.setdefault(key, [0, 0.0])
+			new_customers_in[key][0] += 1
+			new_customers_in[key][1] += si.grand_total
+			customers.append(si.customer)
+		else:
+			repeat_customers_in.setdefault(key, [0, 0.0])
+			repeat_customers_in[key][0] += 1
+			repeat_customers_in[key][1] += si.grand_total
+			
+	# time series
+	from_year, from_month, temp = filters.get("from_date").split("-")
+	to_year, to_month, temp = filters.get("to_date").split("-")
+	
+	from_year, from_month, to_year, to_month = \
+		cint(from_year), cint(from_month), cint(to_year), cint(to_month)
+	
+	out = []
+	for year in xrange(from_year, to_year+1):
+		for month in xrange(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13):
+			key = "{year}-{month:02d}".format(year=year, month=month)
+
+			new = new_customers_in.get(key, [0,0.0])
+			repeat = repeat_customers_in.get(key, [0,0.0])
+
+			out.append([year, calendar.month_name[month], 
+				new[0], repeat[0], new[0] + repeat[0],
+				new[1], repeat[1], new[1] + repeat[1]])
+					
+	return [
+		"Year", "Month", 
+		"New Customers:Int", 
+		"Repeat Customers:Int", 
+		"Total:Int",
+		"New Customer Revenue:Currency:150", 
+		"Repeat Customer Revenue:Currency:150", 
+		"Total Revenue:Currency:150"
+	], out
+		
+		
+		

selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.txt

@@ -0,0 +1,22 @@
+[
+ {
+  "creation": "2013-11-28 14:58:06", 
+  "docstatus": 0, 
+  "modified": "2013-11-28 15:02:48", 
+  "modified_by": "Administrator", 
+  "owner": "Administrator"
+ }, 
+ {
+  "add_total_row": 1, 
+  "doctype": "Report", 
+  "is_standard": "Yes", 
+  "name": "__common__", 
+  "ref_doctype": "Customer", 
+  "report_name": "Customer Acquisition and Loyalty", 
+  "report_type": "Script Report"
+ }, 
+ {
+  "doctype": "Report", 
+  "name": "Customer Acquisition and Loyalty"
+ }
+]