99 lines
2.7 KiB
Python
99 lines
2.7 KiB
Python
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from typing import Literal
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import frappe
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from frappe import _
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from frappe.model.docstatus import DocStatus
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from frappe.query_builder.functions import Coalesce, Count, Round, Sum
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from frappe.utils.data import get_timespan_date_range
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def execute(filters=None):
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columns = get_columns(filters.get("group_by"))
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from_date, to_date = get_timespan_date_range(filters.get("timespan").lower())
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data = get_data(filters.get("company"), from_date, to_date, filters.get("group_by"))
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return columns, data
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def get_columns(group_by: Literal["Lost Reason", "Competitor"]):
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return [
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{
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"fieldname": "lost_reason" if group_by == "Lost Reason" else "competitor",
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"label": _("Lost Reason") if group_by == "Lost Reason" else _("Competitor"),
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"fieldtype": "Link",
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"options": "Quotation Lost Reason" if group_by == "Lost Reason" else "Competitor",
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"width": 200,
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},
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{
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"filedname": "lost_quotations",
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"label": _("Lost Quotations"),
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"fieldtype": "Int",
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"width": 150,
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},
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{
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"filedname": "lost_quotations_pct",
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"label": _("Lost Quotations %"),
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"fieldtype": "Percent",
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"width": 200,
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},
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{
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"fieldname": "lost_value",
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"label": _("Lost Value"),
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"fieldtype": "Currency",
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"width": 150,
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},
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{
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"filedname": "lost_value_pct",
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"label": _("Lost Value %"),
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"fieldtype": "Percent",
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"width": 200,
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},
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]
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def get_data(
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company: str, from_date: str, to_date: str, group_by: Literal["Lost Reason", "Competitor"]
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):
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"""Return quotation value grouped by lost reason or competitor"""
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if group_by == "Lost Reason":
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fieldname = "lost_reason"
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dimension = frappe.qb.DocType("Quotation Lost Reason Detail")
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elif group_by == "Competitor":
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fieldname = "competitor"
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dimension = frappe.qb.DocType("Competitor Detail")
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else:
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frappe.throw(_("Invalid Group By"))
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q = frappe.qb.DocType("Quotation")
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lost_quotation_condition = (
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(q.status == "Lost")
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& (q.docstatus == DocStatus.submitted())
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& (q.transaction_date >= from_date)
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& (q.transaction_date <= to_date)
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& (q.company == company)
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)
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from_lost_quotations = frappe.qb.from_(q).where(lost_quotation_condition)
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total_quotations = from_lost_quotations.select(Count(q.name))
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total_value = from_lost_quotations.select(Sum(q.base_net_total))
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query = (
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frappe.qb.from_(q)
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.select(
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Coalesce(dimension[fieldname], _("Not Specified")),
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Count(q.name).distinct(),
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Round((Count(q.name).distinct() / total_quotations * 100), 2),
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Sum(q.base_net_total),
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Round((Sum(q.base_net_total) / total_value * 100), 2),
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)
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.left_join(dimension)
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.on(dimension.parent == q.name)
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.where(lost_quotation_condition)
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.groupby(dimension[fieldname])
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)
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return query.run()
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