From c3984691b39cd1209a323f5e83e8f50576b1b4f8 Mon Sep 17 00:00:00 2001 From: Anupam Kumar Date: Wed, 2 Sep 2020 20:01:14 +0530 Subject: [PATCH] fix: Sales funnel data is inconsistent (#23110) * fix: Sales funnel data is inconsistent * fix: data inconsistency * fix: Converted Count Co-authored-by: Marica --- .../selling/page/sales_funnel/sales_funnel.py | 23 +++++++++---------- 1 file changed, 11 insertions(+), 12 deletions(-) diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.py b/erpnext/selling/page/sales_funnel/sales_funnel.py index dba24ef5b0..b613718c7e 100644 --- a/erpnext/selling/page/sales_funnel/sales_funnel.py +++ b/erpnext/selling/page/sales_funnel/sales_funnel.py @@ -20,29 +20,28 @@ def get_funnel_data(from_date, to_date, company): validate_filters(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" 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' - and (date(contact.modified) between %s and %s) and status != "Passive" """, (from_date, to_date))[0][0] + where (date(`creation`) between %s and %s) + and company=%s""", (from_date, to_date, company))[0][0] opportunities = frappe.db.sql("""select count(*) from `tabOpportunity` where (date(`creation`) between %s and %s) - and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0] + and opportunity_from='Lead' 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" and company=%s""", (from_date, to_date, company))[0][0] + and (opportunity!="" or quotation_to="Lead") and company=%s""", (from_date, to_date, company))[0][0] + + converted = frappe.db.sql("""select count(*) from `tabCustomer` + JOIN `tabLead` ON `tabLead`.name = `tabCustomer`.lead_name + WHERE (date(`tabCustomer`.creation) between %s and %s) + and `tabLead`.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) and company=%s""", (from_date, to_date, company))[0][0] return [ - { "title": _("Active Leads / Customers"), "value": active_leads, "color": "#B03B46" }, + { "title": _("Active Leads"), "value": active_leads, "color": "#B03B46" }, { "title": _("Opportunities"), "value": opportunities, "color": "#F09C00" }, { "title": _("Quotations"), "value": quotations, "color": "#006685" }, - { "title": _("Sales Orders"), "value": sales_orders, "color": "#00AD65" } + { "title": _("Converted"), "value": converted, "color": "#00AD65" } ] @frappe.whitelist()