c3984691b3
* fix: Sales funnel data is inconsistent * fix: data inconsistency * fix: Converted Count Co-authored-by: Marica <maricadsouza221197@gmail.com>
100 lines
4.1 KiB
Python
100 lines
4.1 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 __future__ import unicode_literals
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import frappe
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from frappe import _
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from erpnext.accounts.report.utils import convert
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import pandas as pd
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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("""select count(*) from `tabLead`
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where (date(`creation`) between %s and %s)
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and company=%s""", (from_date, to_date, company))[0][0]
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opportunities = frappe.db.sql("""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""", (from_date, to_date, company))[0][0]
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quotations = frappe.db.sql("""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""", (from_date, to_date, company))[0][0]
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converted = frappe.db.sql("""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""", (from_date, to_date, company))[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("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability', 'source'])
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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 = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities]
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df = pd.DataFrame(cp_opportunities).groupby(['source', 'sales_stage'], as_index=False).agg({'compound_amount': 'sum'})
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result = {}
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result['labels'] = list(set(df.source.values))
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result['datasets'] = []
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for s in set(df.sales_stage.values):
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result['datasets'].append({'name': s, 'values': [0]*len(result['labels']), 'chartType': 'bar'})
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for row in df.itertuples():
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source_index = result['labels'].index(row.source)
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for dataset in result['datasets']:
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if dataset['name'] == row.sales_stage:
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dataset['values'][source_index] = row.compound_amount
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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("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability'])
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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 = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities]
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df = pd.DataFrame(cp_opportunities).groupby(['sales_stage'], as_index=True).agg({'compound_amount': 'sum'}).to_dict()
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result = {}
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result['labels'] = df['compound_amount'].keys()
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result['datasets'] = []
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result['datasets'].append({'name': _("Total Amount"), 'values': df['compound_amount'].values(), 'chartType': 'bar'})
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return result
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else:
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return 'empty' |