Merge pull request #20428 from 0Pranav/territory-sales-pipeline

feat: add territory wise sales report

erpnext/config/crm.py

@@ -117,6 +117,13 @@ def get_data():
 					"name": "Lead Owner Efficiency",
 					"doctype": "Lead",
 					"dependencies": ["Lead"]
+				},
+				{
+					"type": "report",
+					"is_query_report": True,
+					"name": "Territory-wise Sales",
+					"doctype": "Opportunity",
+					"dependencies": ["Opportunity"]
 				}
 			]
 		},

erpnext/crm/doctype/opportunity/opportunity.json

@@ -22,6 +22,7 @@
   "sales_stage",
   "order_lost_reason",
   "mins_to_first_response",
+  "expected_closing",
   "next_contact",
   "contact_by",
   "contact_date",
@@ -156,6 +157,11 @@
    "label": "Mins to first response",
    "read_only": 1
   },
+  {
+   "fieldname": "expected_closing",
+   "fieldtype": "Date",
+   "label": "Expected Closing Date"
+  },
   {
    "collapsible": 1,
    "collapsible_depends_on": "contact_by",

erpnext/selling/report/territory_wise_sales/territory_wise_sales.js

@@ -0,0 +1,22 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+
+frappe.query_reports["Territory-wise Sales"] = {
+	"breadcrumb":"Selling",
+	"filters": [
+		{
+			fieldname:"transaction_date",
+			label: __("Transaction Date"),
+			fieldtype: "DateRange",
+			default: [frappe.datetime.add_months(frappe.datetime.get_today(),-1), frappe.datetime.get_today()],
+		},
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+		}
+	]
+};

erpnext/selling/report/territory_wise_sales/territory_wise_sales.json

@@ -0,0 +1,27 @@
+{
+ "add_total_row": 0,
+ "creation": "2020-01-31 10:34:33.319047",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2020-01-31 10:34:33.319047",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Territory-wise Sales",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Opportunity",
+ "report_name": "Territory-wise Sales",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  }
+ ]
+}

erpnext/selling/report/territory_wise_sales/territory_wise_sales.py

@@ -0,0 +1,159 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from erpnext import get_default_currency
+from frappe import _
+
+def execute(filters=None):
+	filters = frappe._dict(filters)
+	columns = get_columns()
+	data = get_data(filters)
+	return columns, data
+
+
+def get_columns():
+	currency = get_default_currency()
+	return [
+		{
+			"label": _("Territory"),
+			"fieldname": "territory",
+			"fieldtype": "Link",
+			"options": "Territory"
+		},
+		{
+			"label": _("Opportunity Amount"),
+			"fieldname": "opportunity_amount",
+			"fieldtype": "Currency",
+			"options": currency
+		},
+		{
+			"label": _("Quotation Amount"),
+			"fieldname": "quotation_amount",
+			"fieldtype": "Currency",
+			"options": currency
+		},
+		{
+			"label": _("Order Amount"),
+			"fieldname": "order_amount",
+			"fieldtype": "Currency",
+			"options": currency
+		},
+		{
+			"label": _("Billing Amount"),
+			"fieldname": "billing_amount",
+			"fieldtype": "Currency",
+			"options": currency
+		}
+	]
+
+def get_data(filters=None):
+	data = []
+
+	opportunities = get_opportunities(filters)
+	quotations = get_quotations(opportunities)
+	sales_orders = get_sales_orders(quotations)
+	sales_invoices = get_sales_invoice(sales_orders)
+
+	for territory in frappe.get_all("Territory"):
+		territory_opportunities = []
+		if opportunities:
+			territory_opportunities = list(filter(lambda x: x.territory == territory.name, opportunities))
+		t_opportunity_names = []
+		if territory_opportunities:
+			t_opportunity_names = [t.name for t in territory_opportunities] 
+
+		territory_quotations = []
+		if t_opportunity_names and quotations:
+			territory_quotations = list(filter(lambda x: x.opportunity in t_opportunity_names, quotations))
+		t_quotation_names = []
+		if territory_quotations:
+			t_quotation_names = [t.name for t in territory_quotations]
+
+		territory_orders = []
+		if t_quotation_names and sales_orders:
+			list(filter(lambda x: x.quotation in t_quotation_names, sales_orders))
+		t_order_names = []
+		if territory_orders:
+			t_order_names = [t.name for t in territory_orders] 
+
+		territory_invoices = list(filter(lambda x: x.sales_order in t_order_names, sales_invoices)) if t_order_names and sales_invoices else []
+
+		territory_data = {
+			"territory": territory.name,
+			"opportunity_amount": _get_total(territory_opportunities, "opportunity_amount"),
+			"quotation_amount": _get_total(territory_quotations),
+			"order_amount": _get_total(territory_orders),
+			"billing_amount": _get_total(territory_invoices)
+		}
+		data.append(territory_data)
+
+	return data
+
+def get_opportunities(filters):
+	conditions = ""
+
+	if filters.get('transaction_date'):
+		conditions = " WHERE transaction_date between {0} and {1}".format(
+			frappe.db.escape(filters['transaction_date'][0]), 
+			frappe.db.escape(filters['transaction_date'][1]))
+	
+	if filters.company:
+		if conditions:
+			conditions += " AND" 
+		else:
+			conditions += " WHERE"
+		conditions += " company = %(company)s"
+
+
+	return frappe.db.sql("""
+		SELECT name, territory, opportunity_amount
+		FROM `tabOpportunity` {0}
+	""".format(conditions), filters, as_dict=1) #nosec
+
+def get_quotations(opportunities):
+	if not opportunities:
+		return []
+	
+	opportunity_names = [o.name for o in opportunities]
+
+	return frappe.db.sql("""
+		SELECT `name`,`base_grand_total`, `opportunity`
+		FROM `tabQuotation`
+		WHERE docstatus=1 AND opportunity in ({0})
+	""".format(', '.join(["%s"]*len(opportunity_names))), tuple(opportunity_names), as_dict=1) #nosec
+
+def get_sales_orders(quotations):
+	if not quotations:
+		return []
+
+	quotation_names = [q.name for q in quotations]
+
+	return frappe.db.sql("""
+	SELECT so.`name`, so.`base_grand_total`, soi.prevdoc_docname as quotation
+	FROM `tabSales Order` so, `tabSales Order Item` soi
+	WHERE so.docstatus=1 AND so.name = soi.parent AND soi.prevdoc_docname in ({0})
+	""".format(', '.join(["%s"]*len(quotation_names))), tuple(quotation_names), as_dict=1) #nosec
+
+def get_sales_invoice(sales_orders):
+	if not sales_orders:
+		return []
+
+	so_names = [so.name for so in sales_orders]
+
+	return frappe.db.sql("""
+	SELECT si.name, si.base_grand_total, sii.sales_order
+	FROM `tabSales Invoice` si, `tabSales Invoice Item` sii
+	WHERE si.docstatus=1 AND si.name = sii.parent AND sii.sales_order in ({0})
+	""".format(', '.join(["%s"]*len(so_names))), tuple(so_names), as_dict=1) #nosec
+
+def _get_total(doclist, amount_field="base_grand_total"):
+	if not doclist:
+		return 0
+
+	total = 0
+	for doc in doclist:
+		total += doc.get(amount_field, 0)
+	
+	return total