# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe import pandas as pd from frappe import _ from erpnext.accounts.report.utils import convert def validate_filters(from_date, to_date, company): if from_date and to_date and (from_date >= to_date): frappe.throw(_("To Date must be greater than From Date")) if not company: frappe.throw(_("Please Select a Company")) @frappe.whitelist() 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(`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 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 (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] return [ { "title": _("Active Leads"), "value": active_leads, "color": "#B03B46" }, { "title": _("Opportunities"), "value": opportunities, "color": "#F09C00" }, { "title": _("Quotations"), "value": quotations, "color": "#006685" }, { "title": _("Converted"), "value": converted, "color": "#00AD65" } ] @frappe.whitelist() def get_opp_by_lead_source(from_date, to_date, company): validate_filters(from_date, to_date, company) opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability', 'source']) if opportunities: default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency') cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities] df = pd.DataFrame(cp_opportunities).groupby(['source', 'sales_stage'], as_index=False).agg({'compound_amount': 'sum'}) result = {} result['labels'] = list(set(df.source.values)) result['datasets'] = [] for s in set(df.sales_stage.values): result['datasets'].append({'name': s, 'values': [0]*len(result['labels']), 'chartType': 'bar'}) for row in df.itertuples(): source_index = result['labels'].index(row.source) for dataset in result['datasets']: if dataset['name'] == row.sales_stage: dataset['values'][source_index] = row.compound_amount return result else: return 'empty' @frappe.whitelist() def get_pipeline_data(from_date, to_date, company): validate_filters(from_date, to_date, company) opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability']) if opportunities: default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency') cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities] df = pd.DataFrame(cp_opportunities).groupby(['sales_stage'], as_index=True).agg({'compound_amount': 'sum'}).to_dict() result = {} result['labels'] = df['compound_amount'].keys() result['datasets'] = [] result['datasets'].append({'name': _("Total Amount"), 'values': df['compound_amount'].values(), 'chartType': 'bar'}) return result else: return 'empty'