feat(CRM): Sales Pipeline Analytics Report and Opportunity Summary by Sales Stage Report (#26639)

* feat: Sales Pipeline Analytics Report

* fix: sider Issues and added tests

* fix: Semgrep Issue

* feat: Opportunity Summary by Sales Stage Report

* fix: add some checks and tests

* fix: sider issues and test

* fix: additional checks for error handling and minor changes

* fix: remove unused conditions

* fix: Changes mentioned on PR

* fix: currency conversions and other changes

* fix: remove unused imports

* fix: correction for failing test case

* fix: recorrected failing test case

* fix: sider issues and resolve test case errors

* fix: rewrite query using query builder

* fix: test case changes

* fix: sider fixes and other changes

* fix: clear data before running test

* fix: test case fixed

* refactor: code formatting

- smaller functions

- variable and function naming

* refactor: improve code formatting

* fix: linter issues

* fix: linter issues

* fix: change indentation to tabs

* fix: linter issues

* fix: naming, code formatting

* fix: quarterly values not showing up in Sales Pipeline Analytics

* fix: typo in tests

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>

erpnext/crm/report/opportunity_summary_by_sales_stage/opportunity_summary_by_sales_stage.js

@@ -0,0 +1,65 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Opportunity Summary by Sales Stage"] = {
+	"filters": [
+		{
+			fieldname: "based_on",
+			label: __("Based On"),
+			fieldtype: "Select",
+			options: "Opportunity Owner\nSource\nOpportunity Type",
+			default: "Opportunity Owner"
+		},
+		{
+			fieldname: "data_based_on",
+			label: __("Data Based On"),
+			fieldtype: "Select",
+			options: "Number\nAmount",
+			default: "Number"
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date",
+
+		},
+		{
+			fieldname: "to_date",
+			label: __("To Date"),
+			fieldtype: "Date",
+		},
+		{
+			fieldname: "status",
+			label: __("Status"),
+			fieldtype: "MultiSelectList",
+			get_data: function() {
+				return [
+					{value: "Open", description: "Status"},
+					{value: "Converted", description: "Status"},
+					{value: "Quotation", description: "Status"},
+					{value: "Replied", description: "Status"}
+				]
+			}
+		},
+		{
+			fieldname: "opportunity_source",
+			label: __("Oppoturnity Source"),
+			fieldtype: "Link",
+			options: "Lead Source",
+		},
+		{
+			fieldname: "opportunity_type",
+			label: __("Opportunity Type"),
+			fieldtype: "Link",
+			options: "Opportunity Type",
+		},
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		}
+	]
+};

erpnext/crm/report/opportunity_summary_by_sales_stage/opportunity_summary_by_sales_stage.json

@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2021-07-28 12:18:24.028737",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-07-28 12:18:24.028737",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity Summary by Sales Stage",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Opportunity",
+ "report_name": "Opportunity Summary by Sales Stage ",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  }
+ ]
+}

erpnext/crm/report/opportunity_summary_by_sales_stage/opportunity_summary_by_sales_stage.py

@@ -0,0 +1,254 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+import json
+
+import frappe
+import pandas
+from frappe import _
+from frappe.utils import flt
+from six import iteritems
+
+from erpnext.setup.utils import get_exchange_rate
+
+
+def execute(filters=None):
+	return OpportunitySummaryBySalesStage(filters).run()
+
+class OpportunitySummaryBySalesStage(object):
+	def __init__(self,filters=None):
+		self.filters = frappe._dict(filters or {})
+
+	def run(self):
+		self.get_columns()
+		self.get_data()
+		self.get_chart_data()
+		return self.columns, self.data, None, self.chart
+
+	def get_columns(self):
+		self.columns = []
+
+		if self.filters.get('based_on') == 'Opportunity Owner':
+			self.columns.append({
+				'label': _('Opportunity Owner'),
+				'fieldname': 'opportunity_owner',
+				'width': 200
+			})
+
+		if self.filters.get('based_on') == 'Source':
+			self.columns.append({
+				'label': _('Source'),
+				'fieldname': 'source',
+				'fieldtype': 'Link',
+				'options': 'Lead Source',
+				'width': 200
+			})
+
+		if self.filters.get('based_on') == 'Opportunity Type':
+			self.columns.append({
+				'label': _('Opportunity Type'),
+				'fieldname': 'opportunity_type',
+				'width': 200
+			})
+
+		self.set_sales_stage_columns()
+
+	def set_sales_stage_columns(self):
+		self.sales_stage_list = frappe.db.get_list('Sales Stage', pluck='name')
+
+		for sales_stage in self.sales_stage_list:
+			if self.filters.get('data_based_on') == 'Number':
+				self.columns.append({
+					'label': _(sales_stage),
+					'fieldname': sales_stage,
+					'fieldtype': 'Int',
+					'width': 150
+				})
+
+			elif self.filters.get('data_based_on') == 'Amount':
+				self.columns.append({
+					'label': _(sales_stage),
+					'fieldname': sales_stage,
+					'fieldtype': 'Currency',
+					'width': 150
+				})
+
+	def get_data(self):
+		self.data = []
+
+		based_on = {
+			'Opportunity Owner': '_assign',
+			'Source': 'source',
+			'Opportunity Type': 'opportunity_type'
+		}[self.filters.get('based_on')]
+
+		data_based_on = {
+			'Number': 'count(name) as count',
+			'Amount': 'opportunity_amount as amount',
+		}[self.filters.get('data_based_on')]
+
+		self.get_data_query(based_on, data_based_on)
+
+		self.get_rows()
+
+	def get_data_query(self, based_on, data_based_on):
+		if self.filters.get('data_based_on') == 'Number':
+			group_by = '{},{}'.format('sales_stage', based_on)
+			self.query_result = frappe.db.get_list('Opportunity',
+				filters=self.get_conditions(),
+				fields=['sales_stage', data_based_on, based_on],
+				group_by=group_by
+			)
+
+		elif self.filters.get('data_based_on') == 'Amount':
+			self.query_result = frappe.db.get_list('Opportunity',
+				filters=self.get_conditions(),
+				fields=['sales_stage', based_on, data_based_on, 'currency']
+			)
+
+			self.convert_to_base_currency()
+
+			dataframe = pandas.DataFrame.from_records(self.query_result)
+			dataframe.replace(to_replace=[None], value='Not Assigned', inplace=True)
+			result = dataframe.groupby(['sales_stage', based_on], as_index=False)['amount'].sum()
+
+			self.grouped_data = []
+
+			for i in range(len(result['amount'])):
+				self.grouped_data.append({
+					'sales_stage': result['sales_stage'][i],
+					based_on : result[based_on][i],
+					'amount': result['amount'][i]
+				})
+
+			self.query_result = self.grouped_data
+
+	def get_rows(self):
+		self.data = []
+		self.get_formatted_data()
+
+		for based_on,data in iteritems(self.formatted_data):
+			row_based_on={
+				'Opportunity Owner': 'opportunity_owner',
+				'Source': 'source',
+				'Opportunity Type': 'opportunity_type'
+			}[self.filters.get('based_on')]
+
+			row = {row_based_on: based_on}
+
+			for d in self.query_result:
+				sales_stage = d.get('sales_stage')
+				row[sales_stage] = data.get(sales_stage)
+
+			self.data.append(row)
+
+	def get_formatted_data(self):
+		self.formatted_data = frappe._dict()
+
+		for d in self.query_result:
+			data_based_on ={
+				'Number': 'count',
+				'Amount': 'amount'
+			}[self.filters.get('data_based_on')]
+
+			based_on ={
+				'Opportunity Owner': '_assign',
+				'Source': 'source',
+				'Opportunity Type': 'opportunity_type'
+			}[self.filters.get('based_on')]
+
+			if self.filters.get('based_on') == 'Opportunity Owner':
+				if d.get(based_on) == '[]' or d.get(based_on) is None or d.get(based_on) == 'Not Assigned':
+					assignments = ['Not Assigned']
+				else:
+					assignments = json.loads(d.get(based_on))
+
+				sales_stage = d.get('sales_stage')
+				count = d.get(data_based_on)
+
+				if assignments:
+					if len(assignments) > 1:
+						for assigned_to in assignments:
+							self.set_formatted_data_based_on_sales_stage(assigned_to, sales_stage, count)
+					else:
+						assigned_to = assignments[0]
+						self.set_formatted_data_based_on_sales_stage(assigned_to, sales_stage, count)
+			else:
+				value = d.get(based_on)
+				sales_stage = d.get('sales_stage')
+				count = d.get(data_based_on)
+				self.set_formatted_data_based_on_sales_stage(value, sales_stage, count)
+
+	def set_formatted_data_based_on_sales_stage(self, based_on, sales_stage, count):
+		self.formatted_data.setdefault(based_on, frappe._dict()).setdefault(sales_stage, 0)
+		self.formatted_data[based_on][sales_stage] += count
+
+	def get_conditions(self):
+		filters = []
+
+		if self.filters.get('company'):
+			filters.append({'company': self.filters.get('company')})
+
+		if self.filters.get('opportunity_type'):
+			filters.append({'opportunity_type': self.filters.get('opportunity_type')})
+
+		if self.filters.get('opportunity_source'):
+			filters.append({'source': self.filters.get('opportunity_source')})
+
+		if self.filters.get('status'):
+			filters.append({'status': ('in',self.filters.get('status'))})
+
+		if self.filters.get('from_date') and self.filters.get('to_date'):
+			filters.append(['transaction_date', 'between', [self.filters.get('from_date'), self.filters.get('to_date')]])
+
+		return filters
+
+	def get_chart_data(self):
+		labels = []
+		datasets = []
+		values = [0] * 8
+
+		for sales_stage in self.sales_stage_list:
+			labels.append(sales_stage)
+
+		options = {
+			'Number': 'count',
+			'Amount': 'amount'
+		}[self.filters.get('data_based_on')]
+
+		for data in self.query_result:
+			for count in range(len(values)):
+				if data['sales_stage'] == labels[count]:
+					values[count] = values[count] + data[options]
+
+		datasets.append({'name':options, 'values':values})
+
+		self.chart = {
+			'data':{
+				'labels': labels,
+				'datasets': datasets
+			},
+			'type':'line'
+		}
+
+	def currency_conversion(self,from_currency,to_currency):
+		cacheobj = frappe.cache()
+
+		if cacheobj.get(from_currency):
+			return flt(str(cacheobj.get(from_currency),'UTF-8'))
+
+		else:
+			value = get_exchange_rate(from_currency,to_currency)
+			cacheobj.set(from_currency,value)
+			return flt(str(cacheobj.get(from_currency),'UTF-8'))
+
+	def get_default_currency(self):
+		company = self.filters.get('company')
+		return frappe.db.get_value('Company', company, 'default_currency')
+
+	def convert_to_base_currency(self):
+		default_currency = self.get_default_currency()
+		for data in self.query_result:
+			if data.get('currency') != default_currency:
+				opportunity_currency = data.get('currency')
+				value = self.currency_conversion(opportunity_currency,default_currency)
+				data['amount'] = data['amount'] * value

erpnext/crm/report/opportunity_summary_by_sales_stage/test_opportunity_summary_by_sales_stage.py

@@ -0,0 +1,94 @@
+import unittest
+
+import frappe
+
+from erpnext.crm.report.opportunity_summary_by_sales_stage.opportunity_summary_by_sales_stage import (
+	execute,
+)
+from erpnext.crm.report.sales_pipeline_analytics.test_sales_pipeline_analytics import (
+	create_company,
+	create_customer,
+	create_opportunity,
+)
+
+
+class TestOpportunitySummaryBySalesStage(unittest.TestCase):
+	@classmethod
+	def setUpClass(self):
+		frappe.db.delete("Opportunity")
+		create_company()
+		create_customer()
+		create_opportunity()
+
+	def test_opportunity_summary_by_sales_stage(self):
+		self.check_for_opportunity_owner()
+		self.check_for_source()
+		self.check_for_opportunity_type()
+		self.check_all_filters()
+
+	def check_for_opportunity_owner(self):
+		filters = {
+			'based_on': "Opportunity Owner",
+			'data_based_on': "Number",
+			'company': "Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [{
+			'opportunity_owner': "Not Assigned",
+			'Prospecting': 1
+		}]
+
+		self.assertEqual(expected_data, report[1])
+
+	def check_for_source(self):
+		filters = {
+			'based_on': "Source",
+			'data_based_on': "Number",
+			'company': "Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [{
+			'source': 'Cold Calling',
+			'Prospecting': 1
+		}]
+
+		self.assertEqual(expected_data, report[1])
+
+	def check_for_opportunity_type(self):
+		filters = {
+			'based_on': "Opportunity Type",
+			'data_based_on': "Number",
+			'company': "Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [{
+			'opportunity_type': 'Sales',
+			'Prospecting': 1
+		}]
+
+		self.assertEqual(expected_data, report[1])
+
+	def check_all_filters(self):
+		filters = {
+			'based_on': "Opportunity Type",
+			'data_based_on': "Number",
+			'company': "Best Test",
+			'opportunity_source': "Cold Calling",
+			'opportunity_type': "Sales",
+			'status': ["Open"]
+		}
+
+		report = execute(filters)
+
+		expected_data = [{
+			'opportunity_type': 'Sales',
+			'Prospecting': 1
+		}]
+
+		self.assertEqual(expected_data, report[1])

erpnext/crm/report/sales_pipeline_analytics/sales_pipeline_analytics.js

@@ -0,0 +1,70 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Sales Pipeline Analytics"] = {
+	"filters": [
+		{
+			fieldname: "pipeline_by",
+			label: __("Pipeline By"),
+			fieldtype: "Select",
+			options: "Owner\nSales Stage",
+			default: "Owner"
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date"
+		},
+		{
+			fieldname: "to_date",
+			label: __("To Date"),
+			fieldtype: "Date"
+		},
+		{
+			fieldname: "range",
+			label: __("Range"),
+			fieldtype: "Select",
+			options: "Monthly\nQuarterly",
+			default: "Monthly"
+		},
+		{
+			fieldname: "assigned_to",
+			label: __("Assigned To"),
+			fieldtype: "Link",
+			options: "User"
+		},
+		{
+			fieldname: "status",
+			label: __("Status"),
+			fieldtype: "Select",
+			options: "Open\nQuotation\nConverted\nReplied"
+		},
+		{
+			fieldname: "based_on",
+			label: __("Based On"),
+			fieldtype: "Select",
+			options: "Number\nAmount",
+			default: "Number"
+		},
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		},
+		{
+			fieldname: "opportunity_source",
+			label: __("Opportunity Source"),
+			fieldtype: "Link",
+			options: "Lead Source"
+		},
+		{
+			fieldname: "opportunity_type",
+			label: __("Opportunity Type"),
+			fieldtype: "Link",
+			options: "Opportunity Type"
+		},
+	]
+};

erpnext/crm/report/sales_pipeline_analytics/sales_pipeline_analytics.json

@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2021-07-01 17:29:09.530787",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-07-01 17:45:17.612861",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Sales Pipeline Analytics",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Opportunity",
+ "report_name": "Sales Pipeline Analytics",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  }
+ ]
+}

erpnext/crm/report/sales_pipeline_analytics/sales_pipeline_analytics.py

@@ -0,0 +1,333 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import json
+from datetime import date
+
+import frappe
+import pandas
+from dateutil.relativedelta import relativedelta
+from frappe import _
+from frappe.utils import cint, flt
+from six import iteritems
+
+from erpnext.setup.utils import get_exchange_rate
+
+
+def execute(filters=None):
+	return SalesPipelineAnalytics(filters).run()
+
+class SalesPipelineAnalytics(object):
+	def __init__(self, filters=None):
+		self.filters = frappe._dict(filters or {})
+
+	def run(self):
+		self.get_columns()
+		self.get_data()
+		self.get_chart_data()
+
+		return self.columns, self.data, None, self.chart
+
+	def get_columns(self):
+		self.columns = []
+
+		self.set_range_columns()
+		self.set_pipeline_based_on_column()
+
+	def set_range_columns(self):
+		based_on = {
+			'Number': 'Int',
+			'Amount': 'Currency'
+		}[self.filters.get('based_on')]
+
+		if self.filters.get('range') == 'Monthly':
+			month_list = self.get_month_list()
+
+			for month in month_list:
+				self.columns.append({
+					'fieldname': month,
+					'fieldtype': based_on,
+					'label': month,
+					'width': 200
+				})
+
+		elif self.filters.get('range') == 'Quarterly':
+			for quarter in range(1, 5):
+				self.columns.append({
+					'fieldname': f'Q{quarter}',
+					'fieldtype': based_on,
+					'label': f'Q{quarter}',
+					'width': 200
+				})
+
+	def set_pipeline_based_on_column(self):
+		if self.filters.get('pipeline_by') == 'Owner':
+			self.columns.insert(0, {
+				'fieldname': 'opportunity_owner',
+				'label': _('Opportunity Owner'),
+				'width': 200
+			})
+
+		elif self.filters.get('pipeline_by') == 'Sales Stage':
+			self.columns.insert(0, {
+				'fieldname': 'sales_stage',
+				'label': _('Sales Stage'),
+				'width': 200
+			})
+
+	def get_fields(self):
+		self.based_on ={
+			'Owner': '_assign as opportunity_owner',
+			'Sales Stage': 'sales_stage'
+		}[self.filters.get('pipeline_by')]
+
+		self.data_based_on ={
+			'Number': 'count(name) as count',
+			'Amount': 'opportunity_amount as amount'
+		}[self.filters.get('based_on')]
+
+		self.group_by_based_on = {
+			'Owner': '_assign',
+			'Sales Stage': 'sales_stage'
+		}[self.filters.get('pipeline_by')]
+
+		self.group_by_period = {
+			'Monthly': 'month(expected_closing)',
+			'Quarterly': 'QUARTER(expected_closing)'
+		}[self.filters.get('range')]
+
+		self.pipeline_by = {
+			'Owner': 'opportunity_owner',
+			'Sales Stage': 'sales_stage'
+		}[self.filters.get('pipeline_by')]
+
+		self.duration = {
+			'Monthly': 'monthname(expected_closing) as month',
+			'Quarterly': 'QUARTER(expected_closing) as quarter'
+		}[self.filters.get('range')]
+
+		self.period_by = {
+			'Monthly': 'month',
+			'Quarterly': 'quarter'
+		}[self.filters.get('range')]
+
+	def get_data(self):
+		self.get_fields()
+
+		if self.filters.get('based_on') == 'Number':
+			self.query_result = frappe.db.get_list('Opportunity',
+				filters=self.get_conditions(),
+				fields=[self.based_on, self.data_based_on, self.duration],
+				group_by='{},{}'.format(self.group_by_based_on, self.group_by_period),
+				order_by=self.group_by_period
+			)
+
+		if self.filters.get('based_on') == 'Amount':
+			self.query_result = frappe.db.get_list('Opportunity',
+				filters=self.get_conditions(),
+				fields=[self.based_on, self.data_based_on, self.duration, 'currency']
+			)
+
+			self.convert_to_base_currency()
+
+			dataframe = pandas.DataFrame.from_records(self.query_result)
+			dataframe.replace(to_replace=[None], value='Not Assigned', inplace=True)
+			result = dataframe.groupby([self.pipeline_by, self.period_by], as_index=False)['amount'].sum()
+
+			self.grouped_data = []
+
+			for i in range(len(result['amount'])):
+				self.grouped_data.append({
+					self.pipeline_by : result[self.pipeline_by][i],
+					self.period_by : result[self.period_by][i],
+					'amount': result['amount'][i]
+				})
+
+			self.query_result = self.grouped_data
+
+		self.get_periodic_data()
+		self.append_data(self.pipeline_by, self.period_by)
+
+	def get_conditions(self):
+		conditions = []
+
+		if self.filters.get('opportunity_source'):
+			conditions.append({'source': self.filters.get('opportunity_source')})
+
+		if self.filters.get('opportunity_type'):
+			conditions.append({'opportunity_type': self.filters.get('opportunity_type')})
+
+		if self.filters.get('status'):
+			conditions.append({'status': self.filters.get('status')})
+
+		if self.filters.get('company'):
+			conditions.append({'company': self.filters.get('company')})
+
+		if self.filters.get('from_date') and self.filters.get('to_date'):
+			conditions.append(['expected_closing', 'between',
+				[self.filters.get('from_date'), self.filters.get('to_date')]])
+
+		return conditions
+
+	def get_chart_data(self):
+		labels = []
+		datasets = []
+
+		self.append_to_dataset(datasets)
+
+		for column in self.columns:
+			if column['fieldname'] != 'opportunity_owner' and column['fieldname'] != 'sales_stage':
+				labels.append(column['fieldname'])
+
+		self.chart = {
+			'data':{
+				'labels': labels,
+				'datasets': datasets
+			},
+			'type':'line'
+		}
+
+		return self.chart
+
+	def get_periodic_data(self):
+		self.periodic_data = frappe._dict()
+
+		based_on = {
+			'Number': 'count',
+			'Amount': 'amount'
+		}[self.filters.get('based_on')]
+
+		pipeline_by = {
+			'Owner': 'opportunity_owner',
+			'Sales Stage': 'sales_stage'
+		}[self.filters.get('pipeline_by')]
+
+		frequency = {
+			'Monthly': 'month',
+			'Quarterly': 'quarter'
+		}[self.filters.get('range')]
+
+		for info in self.query_result:
+			if self.filters.get('range') == 'Monthly':
+				period = info.get(frequency)
+			if self.filters.get('range') == 'Quarterly':
+				period = f'Q{cint(info.get("quarter"))}'
+
+			value = info.get(pipeline_by)
+			count_or_amount = info.get(based_on)
+
+			if self.filters.get('pipeline_by') == 'Owner':
+				if value == 'Not Assigned' or value == '[]' or value is None:
+					assigned_to = ['Not Assigned']
+				else:
+					assigned_to = json.loads(value)
+				self.check_for_assigned_to(period, value, count_or_amount, assigned_to, info)
+
+			else:
+				self.set_formatted_data(period, value, count_or_amount, None)
+
+	def set_formatted_data(self, period, value, count_or_amount, assigned_to):
+		if assigned_to:
+			if len(assigned_to) > 1:
+				if self.filters.get('assigned_to'):
+					for user in assigned_to:
+						if self.filters.get('assigned_to') == user:
+							value = user
+							self.periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0)
+							self.periodic_data[value][period] += count_or_amount
+				else:
+					for user in assigned_to:
+						value = user
+						self.periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0)
+						self.periodic_data[value][period] += count_or_amount
+			else:
+				value = assigned_to[0]
+				self.periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0)
+				self.periodic_data[value][period] += count_or_amount
+
+		else:
+			self.periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0)
+			self.periodic_data[value][period] += count_or_amount
+
+	def check_for_assigned_to(self, period, value, count_or_amount, assigned_to, info):
+		if self.filters.get('assigned_to'):
+			for data in json.loads(info.get('opportunity_owner')):
+				if data == self.filters.get('assigned_to'):
+					self.set_formatted_data(period, data, count_or_amount, assigned_to)
+		else:
+			self.set_formatted_data(period, value, count_or_amount, assigned_to)
+
+	def get_month_list(self):
+		month_list= []
+		current_date = date.today()
+		month_number = date.today().month
+
+		for month in range(month_number,13):
+			month_list.append(current_date.strftime('%B'))
+			current_date = current_date + relativedelta(months=1)
+
+		return month_list
+
+	def append_to_dataset(self, datasets):
+		range_by = {
+			'Monthly': 'month',
+			'Quarterly': 'quarter'
+		}[self.filters.get('range')]
+
+		based_on = {
+			'Amount': 'amount',
+			'Number': 'count'
+		}[self.filters.get('based_on')]
+
+		if self.filters.get('range') == 'Quarterly':
+			frequency_list = [1,2,3,4]
+			count = [0] * 4
+
+		if self.filters.get('range') == 'Monthly':
+			frequency_list = self.get_month_list()
+			count = [0] * 12
+
+		for info in self.query_result:
+			for i in range(len(frequency_list)):
+				if info[range_by] == frequency_list[i]:
+					count[i] = count[i] + info[based_on]
+		datasets.append({'name': based_on, 'values': count})
+
+	def append_data(self, pipeline_by, period_by):
+		self.data = []
+		for pipeline,period_data in iteritems(self.periodic_data):
+			row = {pipeline_by : pipeline}
+			for info in self.query_result:
+				if self.filters.get('range') == 'Monthly':
+					period = info.get(period_by)
+
+				if self.filters.get('range') == 'Quarterly':
+					period = f'Q{cint(info.get(period_by))}'
+
+				count = period_data.get(period,0.0)
+				row[period] = count
+
+			self.data.append(row)
+
+	def get_default_currency(self):
+		company = self.filters.get('company')
+		return frappe.db.get_value('Company',company,['default_currency'])
+
+	def get_currency_rate(self, from_currency, to_currency):
+		cacheobj = frappe.cache()
+
+		if cacheobj.get(from_currency):
+			return flt(str(cacheobj.get(from_currency),'UTF-8'))
+
+		else:
+			value = get_exchange_rate(from_currency, to_currency)
+			cacheobj.set(from_currency, value)
+			return flt(str(cacheobj.get(from_currency),'UTF-8'))
+
+	def convert_to_base_currency(self):
+		default_currency = self.get_default_currency()
+		for data in self.query_result:
+			if data.get('currency') != default_currency:
+				opportunity_currency = data.get('currency')
+				value = self.get_currency_rate(opportunity_currency,default_currency)
+				data['amount'] = data['amount'] * value

erpnext/crm/report/sales_pipeline_analytics/test_sales_pipeline_analytics.py

@@ -0,0 +1,238 @@
+import unittest
+
+import frappe
+
+from erpnext.crm.report.sales_pipeline_analytics.sales_pipeline_analytics import execute
+
+
+class TestSalesPipelineAnalytics(unittest.TestCase):
+	@classmethod
+	def setUpClass(self):
+		frappe.db.delete("Opportunity")
+		create_company()
+		create_customer()
+		create_opportunity()
+
+	def test_sales_pipeline_analytics(self):
+		self.check_for_monthly_and_number()
+		self.check_for_monthly_and_amount()
+		self.check_for_quarterly_and_number()
+		self.check_for_quarterly_and_amount()
+		self.check_for_all_filters()
+
+	def check_for_monthly_and_number(self):
+		filters = {
+			'pipeline_by':"Owner",
+			'range':"Monthly",
+			'based_on':"Number",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'opportunity_owner':'Not Assigned',
+				'August':1
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+		filters = {
+			'pipeline_by':"Sales Stage",
+			'range':"Monthly",
+			'based_on':"Number",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'sales_stage':'Prospecting',
+				'August':1
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+	def check_for_monthly_and_amount(self):
+		filters = {
+			'pipeline_by':"Owner",
+			'range':"Monthly",
+			'based_on':"Amount",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'opportunity_owner':'Not Assigned',
+				'August':150000
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+		filters = {
+			'pipeline_by':"Sales Stage",
+			'range':"Monthly",
+			'based_on':"Amount",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'sales_stage':'Prospecting',
+				'August':150000
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+	def check_for_quarterly_and_number(self):
+		filters = {
+			'pipeline_by':"Owner",
+			'range':"Quarterly",
+			'based_on':"Number",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'opportunity_owner':'Not Assigned',
+				'Q3':1
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+		filters = {
+			'pipeline_by':"Sales Stage",
+			'range':"Quarterly",
+			'based_on':"Number",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'sales_stage':'Prospecting',
+				'Q3':1
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+	def check_for_quarterly_and_amount(self):
+		filters = {
+			'pipeline_by':"Owner",
+			'range':"Quarterly",
+			'based_on':"Amount",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'opportunity_owner':'Not Assigned',
+				'Q3':150000
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+		filters = {
+			'pipeline_by':"Sales Stage",
+			'range':"Quarterly",
+			'based_on':"Amount",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test"
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'sales_stage':'Prospecting',
+				'Q3':150000
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+	def check_for_all_filters(self):
+		filters = {
+			'pipeline_by':"Owner",
+			'range':"Monthly",
+			'based_on':"Number",
+			'status':"Open",
+			'opportunity_type':"Sales",
+			'company':"Best Test",
+			'opportunity_source':'Cold Calling',
+			'from_date': '2021-08-01',
+			'to_date':'2021-08-31'
+		}
+
+		report = execute(filters)
+
+		expected_data = [
+			{
+				'opportunity_owner':'Not Assigned',
+				'August': 1
+			}
+		]
+
+		self.assertEqual(expected_data,report[1])
+
+def create_company():
+	doc = frappe.db.exists('Company','Best Test')
+	if not doc:
+		doc = frappe.new_doc('Company')
+		doc.company_name = 'Best Test'
+		doc.default_currency = "INR"
+		doc.insert()
+
+def create_customer():
+	doc = frappe.db.exists("Customer","_Test NC")
+	if not doc:
+		doc = frappe.new_doc("Customer")
+		doc.customer_name = '_Test NC'
+		doc.insert()
+
+def create_opportunity():
+	doc = frappe.db.exists({"doctype":"Opportunity","party_name":"_Test NC"})
+	if not doc:
+		doc = frappe.new_doc("Opportunity")
+		doc.opportunity_from = "Customer"
+		customer_name = frappe.db.get_value("Customer",{"customer_name":'_Test NC'},['customer_name'])
+		doc.party_name = customer_name
+		doc.opportunity_amount = 150000
+		doc.source = "Cold Calling"
+		doc.currency = "INR"
+		doc.expected_closing = "2021-08-31"
+		doc.company = 'Best Test'
+		doc.insert()

erpnext/crm/workspace/crm/crm.json

@@ -147,6 +147,24 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Sales Pipeline Analytics",
+   "link_to": "Sales Pipeline Analytics",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Opportunity Summary by Sales Stage",
+   "link_to": "Opportunity Summary by Sales Stage",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -403,7 +421,7 @@
    "type": "Link"
   }
  ],
- "modified": "2021-08-05 12:15:56.913091",
+ "modified": "2021-08-19 19:08:08.728876",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM",