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fix: get ongoing deals and won deals based on closed_on date

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(cherry picked from commit 81dc4e1138c86a5ab4a80ab57d1a521bc65ecc1b)
This commit is contained in:
Shariq Ansari 2025-07-11 17:09:21 +05:30 committed by Mergify
parent 64dfa77022
commit 697ed4eb98
1 changed files with 22 additions and 22 deletions
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44
crm/api/dashboard.py
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@ -87,14 +87,13 @@ def get_lead_count(from_date, to_date, user="", conds="", return_result=False):
"value": current_month_leads,
"delta": delta_in_percentage,
"deltaSuffix": "%",
"negativeIsBetter": False,
"tooltip": _("Total number of leads"),
}
def get_deal_count(from_date, to_date, user="", conds="", return_result=False):
"""
Get deal count for the dashboard.
Get ongoing deal count for the dashboard.
"""
diff = frappe.utils.date_diff(to_date, from_date)
@ -102,25 +101,28 @@ def get_deal_count(from_date, to_date, user="", conds="", return_result=False):
diff = 1
if user:
conds += f" AND deal_owner = '{user}'"
conds += f" AND d.deal_owner = '{user}'"
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 d.creation >= %(from_date)s AND d.creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
AND s.type NOT IN ('Won', 'Lost')
{conds}
THEN d.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`
COUNT(CASE
WHEN d.creation >= %(prev_from_date)s AND d.creation < %(from_date)s
AND s.type NOT IN ('Won', 'Lost')
{conds}
THEN d.name
ELSE NULL
END) as prev_month_deals
FROM `tabCRM Deal` d
JOIN `tabCRM Deal Status` s ON d.status = s.name
""",
{
"from_date": from_date,
@ -141,12 +143,11 @@ def get_deal_count(from_date, to_date, user="", conds="", return_result=False):
)
return {
"title": _("Total Deals"),
"title": _("Ongoing Deals"),
"value": current_month_deals,
"delta": delta_in_percentage,
"deltaSuffix": "%",
"negativeIsBetter": False,
"tooltip": _("Total number of deals"),
"tooltip": _("Total number of ongoing deals"),
}
@ -166,7 +167,7 @@ def get_won_deal_count(from_date, to_date, user="", conds="", return_result=Fals
f"""
SELECT
COUNT(CASE
WHEN d.creation >= %(from_date)s AND d.creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
WHEN d.closed_on >= %(from_date)s AND d.closed_on < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
AND s.type = 'Won'
{conds}
THEN d.name
@ -174,7 +175,7 @@ def get_won_deal_count(from_date, to_date, user="", conds="", return_result=Fals
END) as current_month_deals,
COUNT(CASE
WHEN d.creation >= %(prev_from_date)s AND d.creation < %(from_date)s
WHEN d.closed_on >= %(prev_from_date)s AND d.closed_on < %(from_date)s
AND s.type = 'Won'
{conds}
THEN d.name
@ -206,7 +207,6 @@ def get_won_deal_count(from_date, to_date, user="", conds="", return_result=Fals
"value": current_month_deals,
"delta": delta_in_percentage,
"deltaSuffix": "%",
"negativeIsBetter": False,
"tooltip": _("Total number of won deals"),
}