Merge branch 'PawanMeh-fixes_8466' into develop

erpnext/crm/report/campaign_efficiency/campaign_efficiency.js

@@ -0,0 +1,19 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+frappe.query_reports["Campaign Efficiency"] = {
+		"filters": [
+			{
+				"fieldname": "from_date",
+				"label": __("From Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_start_date"),
+			},
+			{
+				"fieldname": "to_date",
+				"label": __("To Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_end_date"),
+			}
+		]
+	};
+

erpnext/crm/report/campaign_efficiency/campaign_efficiency.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0, 
+ "apply_user_permissions": 1, 
+ "creation": "2017-04-17 00:20:27.248275", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "", 
+ "modified": "2017-04-17 00:20:27.248275", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Campaign Efficiency", 
+ "owner": "Administrator", 
+ "ref_doctype": "Lead", 
+ "report_name": "Campaign Efficiency", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "System Manager"
+  }
+ ]
+}

erpnext/crm/report/campaign_efficiency/campaign_efficiency.py

@@ -0,0 +1,89 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+
+def execute(filters=None):
+	columns, data = [], []
+	columns=get_columns()
+	data=get_lead_data(filters, "Campaign Name")
+	return columns, data
+	
+def get_columns():
+	return [
+		_("Campaign Name") + ":data:130", 
+		_("Lead Count") + ":Int:80",
+		_("Opp Count") + ":Int:80",
+		_("Quot Count") + ":Int:80", 
+		_("Order Count") + ":Int:100",
+		_("Order Value") + ":Float:100",
+		_("Opp/Lead %") + ":Float:100",
+		_("Quot/Lead %") + ":Float:100",
+		_("Order/Quot %") + ":Float:100"
+	]
+	
+def get_lead_data(filters, based_on):
+	based_on_field = frappe.scrub(based_on)
+	conditions = get_filter_conditions(filters)
+	
+	lead_details = frappe.db.sql("""
+		select {based_on_field}, name
+		from `tabLead` 
+		where {based_on_field} is not null and {based_on_field} != '' {conditions} 
+	""".format(based_on_field=based_on_field, conditions=conditions), filters, as_dict=1)
+	
+	lead_map = frappe._dict()
+	for d in lead_details:
+		lead_map.setdefault(d.get(based_on_field), []).append(d.name)
+	
+	data = []
+	for based_on_value, leads in lead_map.items():
+		row = {
+			based_on: based_on_value,
+			"Lead Count": len(leads)
+		}
+		row["Quot Count"]= get_lead_quotation_count(leads)
+		row["Opp Count"] = get_lead_opp_count(leads)
+		row["Order Count"] = get_quotation_ordered_count(leads)
+		row["Order Value"] = get_order_amount(leads)
+		
+		row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
+		row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
+		
+		row["Order/Quot %"] = row["Order Count"] / (row["Quot Count"] or 1) * 100
+			
+		data.append(row)
+		
+	return data
+	
+def get_filter_conditions(filters):
+	conditions=""
+	if filters.from_date:
+		conditions += " and date(creation) >= %(from_date)s"
+	if filters.to_date:
+		conditions += " and date(creation) <= %(to_date)s"
+	
+	return conditions
+	
+def get_lead_quotation_count(leads):
+	return frappe.db.sql("""select count(name) from `tabQuotation` 
+		where lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
+	
+def get_lead_opp_count(leads):
+	return frappe.db.sql("""select count(name) from `tabOpportunity` 
+	where lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
+	
+def get_quotation_ordered_count(leads):
+	return frappe.db.sql("""select count(name) 
+		from `tabQuotation` where status = 'Ordered'
+		and lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
+	
+def get_order_amount(leads):
+	return frappe.db.sql("""select sum(base_net_amount) 
+		from `tabSales Order Item`
+		where prevdoc_docname in (
+			select name from `tabQuotation` where status = 'Ordered' 
+			and lead in (%s)
+		)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.js

@@ -0,0 +1,17 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+	frappe.query_reports["Lead Owner Efficiency"] = {
+		"filters": [
+			{
+				"fieldname": "from_date",
+				"label": __("From Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_start_date"),
+			},
+			{
+				"fieldname": "to_date",
+				"label": __("To Date"),
+				"fieldtype": "Date",
+				"default": frappe.defaults.get_user_default("year_end_date"),
+			}
+		]};

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0, 
+ "apply_user_permissions": 1, 
+ "creation": "2017-04-17 00:39:39.885905", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "", 
+ "modified": "2017-04-17 00:45:10.139004", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Lead Owner Efficiency", 
+ "owner": "Administrator", 
+ "ref_doctype": "Lead", 
+ "report_name": "Lead Owner Efficiency", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "System Manager"
+  }
+ ]
+}

erpnext/crm/report/lead_owner_efficiency/lead_owner_efficiency.py

@@ -0,0 +1,26 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from erpnext.crm.report.campaign_efficiency.campaign_efficiency import get_lead_data
+
+def execute(filters=None):
+	columns, data = [], []
+	columns=get_columns()
+	data=get_lead_data(filters, "Lead Owner")
+	return columns, data
+	
+def get_columns():
+	return [
+		_("Lead Owner") + ":Data:130", 
+		_("Lead Count") + ":Int:80",
+		_("Opp Count") + ":Int:80",
+		_("Quot Count") + ":Int:80", 
+		_("Order Count") + ":Int:100",
+		_("Order Value") + ":Float:100",
+		_("Opp/Lead %") + ":Float:100",
+		_("Quot/Lead %") + ":Float:100",
+		_("Order/Quot %") + ":Float:100"
+	]