fix: added first cut queries for some charts and number cards
(cherry picked from commit 1fa6b5bb51f532db0eefeec1b66ef06fa8a0f536)
This commit is contained in:
Shariq Ansari
Mergify
parent
0302e9958b
commit
1b3709c8a0
384
crm/api/dashboard.py
Normal file
384
crm/api/dashboard.py
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@ -0,0 +1,384 @@
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import frappe
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from frappe import _
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@frappe.whitelist()
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def get_number_card_data(from_date="", to_date="", lead_conds="", deal_conds=""):
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"""
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Get number card data for the dashboard.
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"""
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lead_chart_data = get_lead_count(from_date, to_date, lead_conds)
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deal_chart_data = get_deal_count(from_date, to_date, deal_conds)
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get_won_deal_count_data = get_won_deal_count(from_date, to_date, deal_conds)
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return [
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lead_chart_data,
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deal_chart_data,
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get_won_deal_count_data,
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]
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def get_lead_count(from_date, to_date, conds="", return_result=False):
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"""
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Get ticket data for the dashboard.
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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diff = frappe.utils.date_diff(to_date, from_date)
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if diff == 0:
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diff = 1
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result = frappe.db.sql(
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f"""
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SELECT
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COUNT(CASE
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WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
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{conds}
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THEN name
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ELSE NULL
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END) as current_month_leads,
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COUNT(CASE
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WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s
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{conds}
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THEN name
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ELSE NULL
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END) as prev_month_leads
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FROM `tabCRM Lead`
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""",
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{
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"from_date": from_date,
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"to_date": to_date,
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"prev_from_date": frappe.utils.add_days(from_date, -diff),
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},
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as_dict=1,
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)
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if return_result:
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return result
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current_month_leads = result[0].current_month_leads or 0
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prev_month_leads = result[0].prev_month_leads or 0
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delta_in_percentage = (
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(current_month_leads - prev_month_leads) / prev_month_leads * 100 if prev_month_leads else 0
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)
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return {
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"title": "Total Leads",
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"value": current_month_leads,
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"delta": delta_in_percentage,
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"deltaSuffix": "%",
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"negativeIsBetter": False,
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"tooltip": "Total number of leads created",
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}
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def get_deal_count(from_date, to_date, conds="", return_result=False):
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"""
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Get ticket data for the dashboard.
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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diff = frappe.utils.date_diff(to_date, from_date)
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if diff == 0:
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diff = 1
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result = frappe.db.sql(
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f"""
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SELECT
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COUNT(CASE
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WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
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{conds}
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THEN name
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ELSE NULL
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END) as current_month_deals,
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COUNT(CASE
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WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s
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{conds}
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THEN name
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ELSE NULL
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END) as prev_month_deals
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FROM `tabCRM Deal`
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""",
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{
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"from_date": from_date,
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"to_date": to_date,
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"prev_from_date": frappe.utils.add_days(from_date, -diff),
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},
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as_dict=1,
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)
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if return_result:
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return result
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current_month_deals = result[0].current_month_deals or 0
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prev_month_deals = result[0].prev_month_deals or 0
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delta_in_percentage = (
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(current_month_deals - prev_month_deals) / prev_month_deals * 100 if prev_month_deals else 0
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)
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return {
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"title": "Total Deals",
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"value": current_month_deals,
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"delta": delta_in_percentage,
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"deltaSuffix": "%",
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"negativeIsBetter": False,
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"tooltip": "Total number of deals created",
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}
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def get_won_deal_count(from_date, to_date, conds="", return_result=False):
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"""
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Get ticket data for the dashboard.
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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diff = frappe.utils.date_diff(to_date, from_date)
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if diff == 0:
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diff = 1
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result = frappe.db.sql(
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f"""
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SELECT
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COUNT(CASE
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WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY) AND status = 'Won'
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{conds}
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THEN name
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ELSE NULL
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END) as current_month_deals,
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COUNT(CASE
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WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s AND status = 'Won'
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{conds}
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THEN name
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ELSE NULL
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END) as prev_month_deals
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FROM `tabCRM Deal`
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""",
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{
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"from_date": from_date,
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"to_date": to_date,
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"prev_from_date": frappe.utils.add_days(from_date, -diff),
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},
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as_dict=1,
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)
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if return_result:
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return result
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current_month_deals = result[0].current_month_deals or 0
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prev_month_deals = result[0].prev_month_deals or 0
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delta_in_percentage = (
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(current_month_deals - prev_month_deals) / prev_month_deals * 100 if prev_month_deals else 0
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)
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return {
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"title": "Won Deals",
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"value": current_month_deals,
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"delta": delta_in_percentage,
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"deltaSuffix": "%",
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"negativeIsBetter": False,
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"tooltip": "Total number of deals created",
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}
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@frappe.whitelist()
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def get_sales_trend_data(from_date="", to_date="", lead_conds="", deal_conds=""):
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# get sales trend data in this format, here leads data comes from `tabCRM Lead`, deals data comes from `tabCRM Deal` & won deals data comes from `tabCRM Deal` with status 'Won'
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# [
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# { date: new Date('2024-05-01'), leads: 45, deals: 23, won_deals: 12 },
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# { date: new Date('2024-05-02'), leads: 50, deals: 30, won_deals: 15 },
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# ...
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# ]
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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result = frappe.db.sql(
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"""
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SELECT
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DATE_FORMAT(date, '%%Y-%%m-%%d') AS date,
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SUM(leads) AS leads,
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SUM(deals) AS deals,
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SUM(won_deals) AS won_deals
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FROM (
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SELECT
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DATE(creation) AS date,
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COUNT(*) AS leads,
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0 AS deals,
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0 AS won_deals
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FROM `tabCRM Lead`
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WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
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%(lead_conds)s
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GROUP BY DATE(creation)
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UNION ALL
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SELECT
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DATE(creation) AS date,
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0 AS leads,
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COUNT(*) AS deals,
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SUM(CASE WHEN status = 'Won' THEN 1 ELSE 0 END) AS won_deals
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FROM `tabCRM Deal`
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WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
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%(deal_conds)s
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GROUP BY DATE(creation)
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) AS daily
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GROUP BY date
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ORDER BY date
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""",
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{"from": from_date, "to": to_date, "lead_conds": lead_conds, "deal_conds": deal_conds},
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as_dict=True,
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)
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return [
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{
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"date": frappe.utils.get_datetime(row.date).strftime("%Y-%m-%d"),
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"leads": row.leads or 0,
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"deals": row.deals or 0,
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"won_deals": row.won_deals or 0,
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}
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for row in result
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]
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@frappe.whitelist()
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def get_deals_by_salesperson(from_date="", to_date="", deal_conds=""):
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"""
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Get deal data by salesperson for the dashboard.
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[
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{ salesperson: 'John Smith', deals: 45, value: 2300000 },
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{ salesperson: 'Jane Doe', deals: 30, value: 1500000 },
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...
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]
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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result = frappe.db.sql(
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"""
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SELECT
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IFNULL(u.full_name, d.deal_owner) AS salesperson,
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COUNT(*) AS deals,
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SUM(COALESCE(d.deal_value, 0)) AS value
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FROM `tabCRM Deal` AS d
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LEFT JOIN `tabUser` AS u ON u.name = d.deal_owner
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WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
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%(deal_conds)s
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GROUP BY d.deal_owner
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ORDER BY value DESC
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""",
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{"from": from_date, "to": to_date, "deal_conds": deal_conds},
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as_dict=True,
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)
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return result or []
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@frappe.whitelist()
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def get_deals_by_territory(from_date="", to_date="", deal_conds=""):
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"""
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Get deal data by territory for the dashboard.
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[
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{ territory: 'North America', deals: 45, value: 2300000 },
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{ territory: 'Europe', deals: 30, value: 1500000 },
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...
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]
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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result = frappe.db.sql(
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"""
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SELECT
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IFNULL(d.territory, 'Empty') AS territory,
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COUNT(*) AS deals,
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SUM(COALESCE(d.deal_value, 0)) AS value
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FROM `tabCRM Deal` AS d
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WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
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%(deal_conds)s
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GROUP BY d.territory
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ORDER BY value DESC
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""",
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{"from": from_date, "to": to_date, "deal_conds": deal_conds},
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as_dict=True,
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)
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return result or []
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@frappe.whitelist()
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def get_deals_by_stage(from_date="", to_date="", deal_conds=""):
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"""
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Get deal data by stage for the dashboard.
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[
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{ stage: 'Prospecting', count: 120 },
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{ stage: 'Negotiation', count: 45 },
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...
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]
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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result = frappe.db.sql(
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"""
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SELECT
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d.status AS stage,
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COUNT(*) AS count
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FROM `tabCRM Deal` AS d
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WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
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%(deal_conds)s
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GROUP BY d.status
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ORDER BY count DESC
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""",
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{"from": from_date, "to": to_date, "deal_conds": deal_conds},
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as_dict=True,
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)
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return result or []
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@frappe.whitelist()
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def get_leads_by_source(from_date="", to_date="", lead_conds=""):
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"""
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Get lead data by source for the dashboard.
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[
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{ source: 'Website', count: 120 },
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{ source: 'Referral', count: 45 },
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...
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]
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"""
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if not from_date or not to_date:
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from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
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to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
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result = frappe.db.sql(
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"""
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SELECT
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IFNULL(source, 'Empty') AS source,
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COUNT(*) AS count
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FROM `tabCRM Lead`
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WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
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%(lead_conds)s
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GROUP BY source
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ORDER BY count DESC
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""",
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{"from": from_date, "to": to_date, "lead_conds": lead_conds},
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as_dict=True,
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)
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return result or []
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@ -7,17 +7,20 @@
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</LayoutHeader>
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<div class="p-5 w-full overflow-y-scroll">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-5 gap-4">
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<div
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v-if="!numberCards.loading"
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class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-5 gap-4"
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>
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<NumberChart
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v-for="(config, index) in numberCards"
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v-for="(config, index) in numberCards.data"
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:key="index"
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class="border rounded-md"
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:config="config"
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/>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-4 mt-4">
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<div class="border rounded-md min-h-80">
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<AxisChart :config="trendConfig" />
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<div v-if="salesTrend.data" class="border rounded-md min-h-80">
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<AxisChart :config="salesTrend.data" />
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</div>
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<div class="border rounded-md min-h-80">
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<AxisChart :config="forecastedRevenueConfig" />
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@ -25,20 +28,20 @@
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<div class="border rounded-md min-h-80">
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<AxisChart :config="funnelConversionConfig" />
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</div>
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<div class="border rounded-md">
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<AxisChart :config="dealsBySalespersonConfig" />
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<div v-if="dealsBySalesperson.data" class="border rounded-md">
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<AxisChart :config="dealsBySalesperson.data" />
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</div>
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<div class="border rounded-md">
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<AxisChart :config="territoriesBreakdownConfig" />
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<div v-if="dealsByTerritory.data" class="border rounded-md">
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<AxisChart :config="dealsByTerritory.data" />
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</div>
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<div class="border rounded-md">
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<AxisChart :config="lostDealReasonsConfig" />
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</div>
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<div class="border rounded-md">
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<DonutChart :config="dealsByStage" />
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<div v-if="dealsByStage.data" class="border rounded-md">
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<DonutChart :config="dealsByStage.data" />
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</div>
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<div class="border rounded-md">
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<DonutChart :config="leadsBySource" />
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<div v-if="leadsBySource.data" class="border rounded-md">
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<DonutChart :config="leadsBySource.data" />
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</div>
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</div>
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</div>
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@ -48,9 +51,21 @@
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<script setup lang="ts">
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import ViewBreadcrumbs from '@/components/ViewBreadcrumbs.vue'
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import LayoutHeader from '@/components/LayoutHeader.vue'
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import { AxisChart, DonutChart, NumberChart, usePageMeta } from 'frappe-ui'
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import {
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AxisChart,
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DonutChart,
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NumberChart,
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usePageMeta,
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createResource,
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} from 'frappe-ui'
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const numberCards = [
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const numberCards = createResource({
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url: 'crm.api.dashboard.get_number_card_data',
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cache: ['Analytics', 'NumberCards'],
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auto: true,
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})
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const numberCardss = [
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{
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title: 'Total Leads',
|
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value: 1234,
|
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@ -87,6 +102,33 @@ const numberCards = [
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},
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]
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const salesTrend = createResource({
|
||||
url: 'crm.api.dashboard.get_sales_trend_data',
|
||||
cache: ['Analytics', 'SalesTrend'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Sales Trend',
|
||||
subtitle: 'Daily performance of leads, deals, and wins',
|
||||
xAxis: {
|
||||
title: 'Date',
|
||||
key: 'date',
|
||||
type: 'time' as const,
|
||||
timeGrain: 'day' as const,
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Count',
|
||||
},
|
||||
series: [
|
||||
{ name: 'leads', type: 'line' as const, showDataPoints: true },
|
||||
{ name: 'deals', type: 'line' as const, showDataPoints: true },
|
||||
{ name: 'won_deals', type: 'line' as const, showDataPoints: true },
|
||||
],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const trendConfig = {
|
||||
data: [
|
||||
{ date: new Date('2024-05-01'), leads: 45, deals: 23, won_deals: 12 },
|
||||
@ -155,6 +197,39 @@ const funnelConversionConfig = {
|
||||
],
|
||||
}
|
||||
|
||||
const dealsBySalesperson = createResource({
|
||||
url: 'crm.api.dashboard.get_deals_by_salesperson',
|
||||
cache: ['Analytics', 'DealsBySalesperson'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Deals by Salesperson',
|
||||
subtitle: 'Number of deals and total value per salesperson',
|
||||
xAxis: {
|
||||
key: 'salesperson',
|
||||
type: 'category' as const,
|
||||
title: 'Salesperson',
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Number of Deals',
|
||||
},
|
||||
y2Axis: {
|
||||
title: 'Deal Value ($)',
|
||||
},
|
||||
series: [
|
||||
{ name: 'deals', type: 'bar' as const },
|
||||
{
|
||||
name: 'value',
|
||||
type: 'line' as const,
|
||||
showDataPoints: true,
|
||||
axis: 'y2' as const,
|
||||
},
|
||||
],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const dealsBySalespersonConfig = {
|
||||
data: [
|
||||
{ salesperson: 'John Smith', deals: 45, value: 2300000 },
|
||||
@ -188,6 +263,39 @@ const dealsBySalespersonConfig = {
|
||||
],
|
||||
}
|
||||
|
||||
const dealsByTerritory = createResource({
|
||||
url: 'crm.api.dashboard.get_deals_by_territory',
|
||||
cache: ['Analytics', 'DealsByTerritory'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Deals by Territory',
|
||||
subtitle: 'Geographic distribution of deals and revenue',
|
||||
xAxis: {
|
||||
key: 'territory',
|
||||
type: 'category' as const,
|
||||
title: 'Territory',
|
||||
},
|
||||
yAxis: {
|
||||
title: 'Number of Deals',
|
||||
},
|
||||
y2Axis: {
|
||||
title: 'Deal Value ($)',
|
||||
},
|
||||
series: [
|
||||
{ name: 'deals', type: 'bar' as const },
|
||||
{
|
||||
name: 'value',
|
||||
type: 'line' as const,
|
||||
showDataPoints: true,
|
||||
axis: 'y2' as const,
|
||||
},
|
||||
],
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const territoriesBreakdownConfig = {
|
||||
data: [
|
||||
{ territory: 'North America', deals: 145, value: 7250000 },
|
||||
@ -270,7 +378,22 @@ const forecastedRevenueConfig = {
|
||||
],
|
||||
}
|
||||
|
||||
const dealsByStage = {
|
||||
const dealsByStage = createResource({
|
||||
url: 'crm.api.dashboard.get_deals_by_stage',
|
||||
cache: ['Analytics', 'DealsByStage'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Deals by Stage',
|
||||
subtitle: 'Current pipeline distribution',
|
||||
categoryColumn: 'stage',
|
||||
valueColumn: 'count',
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const dealsByStages = {
|
||||
data: [
|
||||
{ stage: 'Qualification', count: 145 },
|
||||
{ stage: 'Needs Analysis', count: 98 },
|
||||
@ -285,7 +408,22 @@ const dealsByStage = {
|
||||
valueColumn: 'count',
|
||||
}
|
||||
|
||||
const leadsBySource = {
|
||||
const leadsBySource = createResource({
|
||||
url: 'crm.api.dashboard.get_leads_by_source',
|
||||
cache: ['Analytics', 'LeadsBySource'],
|
||||
auto: true,
|
||||
transform(data = []) {
|
||||
return {
|
||||
data: data,
|
||||
title: 'Leads by Source',
|
||||
subtitle: 'Lead generation channel analysis',
|
||||
categoryColumn: 'source',
|
||||
valueColumn: 'count',
|
||||
}
|
||||
},
|
||||
})
|
||||
|
||||
const leadsBySources = {
|
||||
data: [
|
||||
{ source: 'Website', count: 456 },
|
||||
{ source: 'Referral', count: 298 },
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user