157 lines
4.3 KiB
Python
157 lines
4.3 KiB
Python
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from itertools import groupby
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import frappe
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from frappe import _
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from frappe.utils import flt
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from erpnext.accounts.report.utils import convert
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def validate_filters(from_date, to_date, company):
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if from_date and to_date and (from_date >= to_date):
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frappe.throw(_("To Date must be greater than From Date"))
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if not company:
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frappe.throw(_("Please Select a Company"))
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@frappe.whitelist()
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def get_funnel_data(from_date, to_date, company):
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validate_filters(from_date, to_date, company)
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active_leads = frappe.db.sql(
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"""select count(*) from `tabLead`
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where (date(`creation`) between %s and %s)
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and company=%s""",
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(from_date, to_date, company),
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)[0][0]
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opportunities = frappe.db.sql(
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"""select count(*) from `tabOpportunity`
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where (date(`creation`) between %s and %s)
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and opportunity_from='Lead' and company=%s""",
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(from_date, to_date, company),
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)[0][0]
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quotations = frappe.db.sql(
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"""select count(*) from `tabQuotation`
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where docstatus = 1 and (date(`creation`) between %s and %s)
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and (opportunity!="" or quotation_to="Lead") and company=%s""",
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(from_date, to_date, company),
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)[0][0]
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converted = frappe.db.sql(
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"""select count(*) from `tabCustomer`
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JOIN `tabLead` ON `tabLead`.name = `tabCustomer`.lead_name
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WHERE (date(`tabCustomer`.creation) between %s and %s)
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and `tabLead`.company=%s""",
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(from_date, to_date, company),
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)[0][0]
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return [
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{"title": _("Active Leads"), "value": active_leads, "color": "#B03B46"},
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{"title": _("Opportunities"), "value": opportunities, "color": "#F09C00"},
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{"title": _("Quotations"), "value": quotations, "color": "#006685"},
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{"title": _("Converted"), "value": converted, "color": "#00AD65"},
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]
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@frappe.whitelist()
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def get_opp_by_lead_source(from_date, to_date, company):
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validate_filters(from_date, to_date, company)
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opportunities = frappe.get_all(
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"Opportunity",
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filters=[
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["status", "in", ["Open", "Quotation", "Replied"]],
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["company", "=", company],
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["transaction_date", "Between", [from_date, to_date]],
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],
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fields=["currency", "sales_stage", "opportunity_amount", "probability", "source"],
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)
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if opportunities:
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default_currency = frappe.get_cached_value("Global Defaults", "None", "default_currency")
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cp_opportunities = [
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dict(
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x,
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**{
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"compound_amount": (
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convert(x["opportunity_amount"], x["currency"], default_currency, to_date)
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* x["probability"]
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/ 100
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)
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}
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)
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for x in opportunities
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]
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summary = {}
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sales_stages = set()
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group_key = lambda o: (o["source"], o["sales_stage"]) # noqa
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for (source, sales_stage), rows in groupby(cp_opportunities, group_key):
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summary.setdefault(source, {})[sales_stage] = sum(r["compound_amount"] for r in rows)
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sales_stages.add(sales_stage)
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pivot_table = []
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for sales_stage in sales_stages:
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row = []
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for source, sales_stage_values in summary.items():
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row.append(flt(sales_stage_values.get(sales_stage)))
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pivot_table.append({"chartType": "bar", "name": sales_stage, "values": row})
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result = {"datasets": pivot_table, "labels": list(summary.keys())}
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return result
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else:
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return "empty"
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@frappe.whitelist()
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def get_pipeline_data(from_date, to_date, company):
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validate_filters(from_date, to_date, company)
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opportunities = frappe.get_all(
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"Opportunity",
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filters=[
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["status", "in", ["Open", "Quotation", "Replied"]],
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["company", "=", company],
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["transaction_date", "Between", [from_date, to_date]],
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],
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fields=["currency", "sales_stage", "opportunity_amount", "probability"],
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)
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if opportunities:
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default_currency = frappe.get_cached_value("Global Defaults", "None", "default_currency")
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cp_opportunities = [
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dict(
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x,
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**{
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"compound_amount": (
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convert(x["opportunity_amount"], x["currency"], default_currency, to_date)
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* x["probability"]
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/ 100
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)
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}
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)
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for x in opportunities
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]
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summary = {}
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for sales_stage, rows in groupby(cp_opportunities, lambda o: o["sales_stage"]):
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summary[sales_stage] = sum(flt(r["compound_amount"]) for r in rows)
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result = {
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"labels": list(summary.keys()),
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"datasets": [{"name": _("Total Amount"), "values": list(summary.values()), "chartType": "bar"}],
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}
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return result
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else:
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return "empty"
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