fix: added first cut queries for some charts and number cards

crm/api/dashboard.py

@@ -0,0 +1,384 @@
+import frappe
+from frappe import _
+
+
+@frappe.whitelist()
+def get_number_card_data(from_date="", to_date="", lead_conds="", deal_conds=""):
+	"""
+	Get number card data for the dashboard.
+	"""
+
+	lead_chart_data = get_lead_count(from_date, to_date, lead_conds)
+	deal_chart_data = get_deal_count(from_date, to_date, deal_conds)
+	get_won_deal_count_data = get_won_deal_count(from_date, to_date, deal_conds)
+
+	return [
+		lead_chart_data,
+		deal_chart_data,
+		get_won_deal_count_data,
+	]
+
+
+def get_lead_count(from_date, to_date, conds="", return_result=False):
+	"""
+	Get ticket data for the dashboard.
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	diff = frappe.utils.date_diff(to_date, from_date)
+	if diff == 0:
+		diff = 1
+
+	result = frappe.db.sql(
+		f"""
+		SELECT
+            COUNT(CASE
+                WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as current_month_leads,
+
+            COUNT(CASE
+                WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as prev_month_leads
+		FROM `tabCRM Lead`
+    """,
+		{
+			"from_date": from_date,
+			"to_date": to_date,
+			"prev_from_date": frappe.utils.add_days(from_date, -diff),
+		},
+		as_dict=1,
+	)
+
+	if return_result:
+		return result
+
+	current_month_leads = result[0].current_month_leads or 0
+	prev_month_leads = result[0].prev_month_leads or 0
+
+	delta_in_percentage = (
+		(current_month_leads - prev_month_leads) / prev_month_leads * 100 if prev_month_leads else 0
+	)
+
+	return {
+		"title": "Total Leads",
+		"value": current_month_leads,
+		"delta": delta_in_percentage,
+		"deltaSuffix": "%",
+		"negativeIsBetter": False,
+		"tooltip": "Total number of leads created",
+	}
+
+
+def get_deal_count(from_date, to_date, conds="", return_result=False):
+	"""
+	Get ticket data for the dashboard.
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	diff = frappe.utils.date_diff(to_date, from_date)
+	if diff == 0:
+		diff = 1
+
+	result = frappe.db.sql(
+		f"""
+		SELECT
+            COUNT(CASE
+                WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as current_month_deals,
+
+            COUNT(CASE
+                WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as prev_month_deals
+		FROM `tabCRM Deal`
+    """,
+		{
+			"from_date": from_date,
+			"to_date": to_date,
+			"prev_from_date": frappe.utils.add_days(from_date, -diff),
+		},
+		as_dict=1,
+	)
+
+	if return_result:
+		return result
+
+	current_month_deals = result[0].current_month_deals or 0
+	prev_month_deals = result[0].prev_month_deals or 0
+
+	delta_in_percentage = (
+		(current_month_deals - prev_month_deals) / prev_month_deals * 100 if prev_month_deals else 0
+	)
+
+	return {
+		"title": "Total Deals",
+		"value": current_month_deals,
+		"delta": delta_in_percentage,
+		"deltaSuffix": "%",
+		"negativeIsBetter": False,
+		"tooltip": "Total number of deals created",
+	}
+
+
+def get_won_deal_count(from_date, to_date, conds="", return_result=False):
+	"""
+	Get ticket data for the dashboard.
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	diff = frappe.utils.date_diff(to_date, from_date)
+	if diff == 0:
+		diff = 1
+
+	result = frappe.db.sql(
+		f"""
+		SELECT
+            COUNT(CASE
+                WHEN creation >= %(from_date)s AND creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY) AND status = 'Won'
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as current_month_deals,
+
+            COUNT(CASE
+                WHEN creation >= %(prev_from_date)s AND creation < %(from_date)s AND status = 'Won'
+                {conds}
+                THEN name
+                ELSE NULL
+            END) as prev_month_deals
+		FROM `tabCRM Deal`
+    """,
+		{
+			"from_date": from_date,
+			"to_date": to_date,
+			"prev_from_date": frappe.utils.add_days(from_date, -diff),
+		},
+		as_dict=1,
+	)
+
+	if return_result:
+		return result
+
+	current_month_deals = result[0].current_month_deals or 0
+	prev_month_deals = result[0].prev_month_deals or 0
+
+	delta_in_percentage = (
+		(current_month_deals - prev_month_deals) / prev_month_deals * 100 if prev_month_deals else 0
+	)
+
+	return {
+		"title": "Won Deals",
+		"value": current_month_deals,
+		"delta": delta_in_percentage,
+		"deltaSuffix": "%",
+		"negativeIsBetter": False,
+		"tooltip": "Total number of deals created",
+	}
+
+
+@frappe.whitelist()
+def get_sales_trend_data(from_date="", to_date="", lead_conds="", deal_conds=""):
+	# 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'
+	# [
+	#   { date: new Date('2024-05-01'), leads: 45, deals: 23, won_deals: 12 },
+	#   { date: new Date('2024-05-02'), leads: 50, deals: 30, won_deals: 15 },
+	#   ...
+	# ]
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	result = frappe.db.sql(
+		"""
+		SELECT
+			DATE_FORMAT(date, '%%Y-%%m-%%d') AS date,
+			SUM(leads) AS leads,
+			SUM(deals) AS deals,
+			SUM(won_deals) AS won_deals
+		FROM (
+			SELECT
+				DATE(creation) AS date,
+				COUNT(*) AS leads,
+				0 AS deals,
+				0 AS won_deals
+			FROM `tabCRM Lead`
+			WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
+			%(lead_conds)s
+			GROUP BY DATE(creation)
+
+			UNION ALL
+
+			SELECT
+				DATE(creation) AS date,
+				0 AS leads,
+				COUNT(*) AS deals,
+				SUM(CASE WHEN status = 'Won' THEN 1 ELSE 0 END) AS won_deals
+			FROM `tabCRM Deal`
+			WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
+			%(deal_conds)s
+			GROUP BY DATE(creation)
+		) AS daily
+		GROUP BY date
+		ORDER BY date
+		""",
+		{"from": from_date, "to": to_date, "lead_conds": lead_conds, "deal_conds": deal_conds},
+		as_dict=True,
+	)
+
+	return [
+		{
+			"date": frappe.utils.get_datetime(row.date).strftime("%Y-%m-%d"),
+			"leads": row.leads or 0,
+			"deals": row.deals or 0,
+			"won_deals": row.won_deals or 0,
+		}
+		for row in result
+	]
+
+
+@frappe.whitelist()
+def get_deals_by_salesperson(from_date="", to_date="", deal_conds=""):
+	"""
+	Get deal data by salesperson for the dashboard.
+	[
+		{ salesperson: 'John Smith', deals: 45, value: 2300000 },
+		{ salesperson: 'Jane Doe', deals: 30, value: 1500000 },
+		...
+	]
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	result = frappe.db.sql(
+		"""
+		SELECT
+			IFNULL(u.full_name, d.deal_owner) AS salesperson,
+			COUNT(*)                           AS deals,
+			SUM(COALESCE(d.deal_value, 0))     AS value
+		FROM `tabCRM Deal` AS d
+		LEFT JOIN `tabUser` AS u ON u.name = d.deal_owner
+		WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
+		%(deal_conds)s
+		GROUP BY d.deal_owner
+		ORDER BY value DESC
+		""",
+		{"from": from_date, "to": to_date, "deal_conds": deal_conds},
+		as_dict=True,
+	)
+
+	return result or []
+
+
+@frappe.whitelist()
+def get_deals_by_territory(from_date="", to_date="", deal_conds=""):
+	"""
+	Get deal data by territory for the dashboard.
+	[
+		{ territory: 'North America', deals: 45, value: 2300000 },
+		{ territory: 'Europe', deals: 30, value: 1500000 },
+		...
+	]
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	result = frappe.db.sql(
+		"""
+		SELECT
+			IFNULL(d.territory, 'Empty') AS territory,
+			COUNT(*) AS deals,
+			SUM(COALESCE(d.deal_value, 0)) AS value
+		FROM `tabCRM Deal` AS d
+		WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
+		%(deal_conds)s
+		GROUP BY d.territory
+		ORDER BY value DESC
+		""",
+		{"from": from_date, "to": to_date, "deal_conds": deal_conds},
+		as_dict=True,
+	)
+
+	return result or []
+
+
+@frappe.whitelist()
+def get_deals_by_stage(from_date="", to_date="", deal_conds=""):
+	"""
+	Get deal data by stage for the dashboard.
+	[
+		{ stage: 'Prospecting', count: 120 },
+		{ stage: 'Negotiation', count: 45 },
+		...
+	]
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	result = frappe.db.sql(
+		"""
+		SELECT
+			d.status AS stage,
+			COUNT(*) AS count
+		FROM `tabCRM Deal` AS d
+		WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
+		%(deal_conds)s
+		GROUP BY d.status
+		ORDER BY count DESC
+		""",
+		{"from": from_date, "to": to_date, "deal_conds": deal_conds},
+		as_dict=True,
+	)
+
+	return result or []
+
+
+@frappe.whitelist()
+def get_leads_by_source(from_date="", to_date="", lead_conds=""):
+	"""
+	Get lead data by source for the dashboard.
+	[
+		{ source: 'Website', count: 120 },
+		{ source: 'Referral', count: 45 },
+		...
+	]
+	"""
+	if not from_date or not to_date:
+		from_date = frappe.utils.get_first_day(from_date or frappe.utils.nowdate())
+		to_date = frappe.utils.get_last_day(to_date or frappe.utils.nowdate())
+
+	result = frappe.db.sql(
+		"""
+		SELECT
+			IFNULL(source, 'Empty') AS source,
+			COUNT(*) AS count
+		FROM `tabCRM Lead`
+		WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
+		%(lead_conds)s
+		GROUP BY source
+		ORDER BY count DESC
+		""",
+		{"from": from_date, "to": to_date, "lead_conds": lead_conds},
+		as_dict=True,
+	)
+
+	return result or []

frontend/src/pages/Dashboard.vue

@@ -7,17 +7,20 @@
     </LayoutHeader>
 
     <div class="p-5 w-full overflow-y-scroll">
-      <div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-5 gap-4">
+      <div
+        v-if="!numberCards.loading"
+        class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-5 gap-4"
+      >
         <NumberChart
-          v-for="(config, index) in numberCards"
+          v-for="(config, index) in numberCards.data"
           :key="index"
           class="border rounded-md"
           :config="config"
         />
       </div>
       <div class="grid grid-cols-1 lg:grid-cols-2 gap-4 mt-4">
-        <div class="border rounded-md min-h-80">
+        <div v-if="salesTrend.data" class="border rounded-md min-h-80">
-          <AxisChart :config="trendConfig" />
+          <AxisChart :config="salesTrend.data" />
         </div>
         <div class="border rounded-md min-h-80">
           <AxisChart :config="forecastedRevenueConfig" />
@@ -25,20 +28,20 @@
         <div class="border rounded-md min-h-80">
           <AxisChart :config="funnelConversionConfig" />
         </div>
-        <div class="border rounded-md">
+        <div v-if="dealsBySalesperson.data" class="border rounded-md">
-          <AxisChart :config="dealsBySalespersonConfig" />
+          <AxisChart :config="dealsBySalesperson.data" />
         </div>
-        <div class="border rounded-md">
+        <div v-if="dealsByTerritory.data" class="border rounded-md">
-          <AxisChart :config="territoriesBreakdownConfig" />
+          <AxisChart :config="dealsByTerritory.data" />
         </div>
         <div class="border rounded-md">
           <AxisChart :config="lostDealReasonsConfig" />
         </div>
-        <div class="border rounded-md">
+        <div v-if="dealsByStage.data" class="border rounded-md">
-          <DonutChart :config="dealsByStage" />
+          <DonutChart :config="dealsByStage.data" />
         </div>
-        <div class="border rounded-md">
+        <div v-if="leadsBySource.data" class="border rounded-md">
-          <DonutChart :config="leadsBySource" />
+          <DonutChart :config="leadsBySource.data" />
         </div>
       </div>
     </div>
@@ -48,9 +51,21 @@
 <script setup lang="ts">
 import ViewBreadcrumbs from '@/components/ViewBreadcrumbs.vue'
 import LayoutHeader from '@/components/LayoutHeader.vue'
-import { AxisChart, DonutChart, NumberChart, usePageMeta } from 'frappe-ui'
+import {
+  AxisChart,
+  DonutChart,
+  NumberChart,
+  usePageMeta,
+  createResource,
+} from 'frappe-ui'
 
-const numberCards = [
+const numberCards = createResource({
+  url: 'crm.api.dashboard.get_number_card_data',
+  cache: ['Analytics', 'NumberCards'],
+  auto: true,
+})
+
+const numberCardss = [
   {
     title: 'Total Leads',
     value: 1234,
@@ -87,6 +102,33 @@ const numberCards = [
   },
 ]
 
+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 },