brotherton-erpnext/erpnext/crm/report/campaign_efficiency/campaign_efficiency.py
2021-08-19 13:43:28 +05:30

136 lines
3.6 KiB
Python

# 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 frappe.utils import flt
def execute(filters=None):
columns, data = [], []
columns=get_columns("Campaign Name")
data=get_lead_data(filters or {}, "Campaign Name")
return columns, data
def get_columns(based_on):
return [
{
"fieldname": frappe.scrub(based_on),
"label": _(based_on),
"fieldtype": "Data",
"width": 150
},
{
"fieldname": "lead_count",
"label": _("Lead Count"),
"fieldtype": "Int",
"width": 80
},
{
"fieldname": "opp_count",
"label": _("Opp Count"),
"fieldtype": "Int",
"width": 80
},
{
"fieldname": "quot_count",
"label": _("Quot Count"),
"fieldtype": "Int",
"width": 80
},
{
"fieldname": "order_count",
"label": _("Order Count"),
"fieldtype": "Int",
"width": 100
},
{
"fieldname": "order_value",
"label": _("Order Value"),
"fieldtype": "Float",
"width": 100
},
{
"fieldname": "opp_lead",
"label": _("Opp/Lead %"),
"fieldtype": "Float",
"width": 100
},
{
"fieldname": "quot_lead",
"label": _("Quot/Lead %"),
"fieldtype": "Float",
"width": 100
},
{
"fieldname": "order_quot",
"label": _("Order/Quot %"),
"fieldtype": "Float",
"width": 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_field: 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) or 0
row["opp_lead"] = flt(row["opp_count"]) / flt(row["lead_count"] or 1.0) * 100.0
row["quot_lead"] = flt(row["quot_count"]) / flt(row["lead_count"] or 1.0) * 100.0
row["order_quot"] = flt(row["order_count"]) / flt(row["quot_count"] or 1.0) * 100.0
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 quotation_to = 'Lead' and party_name in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0] #nosec
def get_lead_opp_count(leads):
return frappe.db.sql("""select count(name) from `tabOpportunity`
where opportunity_from = 'Lead' and party_name 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 quotation_to = 'Lead'
and party_name 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 quotation_to = 'Lead' and party_name in (%s)
)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]