700 lines
18 KiB
Python
700 lines
18 KiB
Python
import frappe
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from frappe import _
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from crm.utils import sales_user_only
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@frappe.whitelist()
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@sales_user_only
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def get_number_card_data(from_date="", to_date="", user="", 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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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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is_sales_user = "Sales User" in frappe.get_roles(frappe.session.user)
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if is_sales_user and not user:
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user = frappe.session.user
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lead_chart_data = get_lead_count(from_date, to_date, user, lead_conds)
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deal_chart_data = get_deal_count(from_date, to_date, user, deal_conds)
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get_won_deal_count_data = get_won_deal_count(from_date, to_date, user, deal_conds)
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get_average_deal_value_data = get_average_deal_value(from_date, to_date, user, deal_conds)
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get_average_time_to_close_data = get_average_time_to_close(from_date, to_date, user, 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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get_average_deal_value_data,
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get_average_time_to_close_data,
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]
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def get_lead_count(from_date, to_date, user="", conds="", return_result=False):
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"""
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Get lead count for the dashboard.
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"""
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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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if user:
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conds += f" AND lead_owner = '{user}'"
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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"),
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}
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def get_deal_count(from_date, to_date, user="", conds="", return_result=False):
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"""
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Get deal count for the dashboard.
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"""
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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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if user:
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conds += f" AND deal_owner = '{user}'"
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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"),
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}
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def get_won_deal_count(from_date, to_date, user="", conds="", return_result=False):
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"""
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Get won deal count for the dashboard.
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"""
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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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if user:
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conds += f" AND deal_owner = '{user}'"
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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 won deals"),
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}
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def get_average_deal_value(from_date, to_date, user="", conds="", return_result=False):
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"""
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Get average deal value for the dashboard.
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"""
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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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if user:
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conds += f" AND deal_owner = '{user}'"
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result = frappe.db.sql(
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f"""
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SELECT
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AVG(CASE
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WHEN d.creation >= %(from_date)s AND d.creation < DATE_ADD(%(to_date)s, INTERVAL 1 DAY) AND d.status != 'Lost'
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{conds}
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THEN d.deal_value * IFNULL(e.exchange_rate, 1)
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ELSE NULL
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END) as current_month_avg,
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AVG(CASE
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WHEN d.creation >= %(prev_from_date)s AND d.creation < %(from_date)s AND d.status != 'Lost'
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{conds}
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THEN d.deal_value * IFNULL(e.exchange_rate, 1)
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ELSE NULL
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END) as prev_month_avg
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FROM `tabCRM Deal` d
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LEFT JOIN `tabCRM Currency Exchange` e ON d.currency_exchange = e.name
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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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current_month_avg = result[0].current_month_avg or 0
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prev_month_avg = result[0].prev_month_avg or 0
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delta = current_month_avg - prev_month_avg if prev_month_avg else 0
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return {
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"title": _("Avg Deal Value"),
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"value": current_month_avg,
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"tooltip": _("Average deal value of ongoing & won deals"),
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"prefix": get_base_currency_symbol(),
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# "suffix": "K",
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"delta": delta,
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"deltaSuffix": "%",
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}
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def get_average_time_to_close(from_date, to_date, user="", conds="", return_result=False):
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"""
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Get average time to close deals for the dashboard.
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"""
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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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if user:
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conds += f" AND d.deal_owner = '{user}'"
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prev_from_date = frappe.utils.add_days(from_date, -diff)
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prev_to_date = from_date
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result = frappe.db.sql(
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f"""
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SELECT
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AVG(CASE WHEN d.closed_on >= %(from_date)s AND d.closed_on < DATE_ADD(%(to_date)s, INTERVAL 1 DAY)
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THEN TIMESTAMPDIFF(DAY, COALESCE(l.creation, d.creation), d.closed_on) END) as current_avg,
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AVG(CASE WHEN d.closed_on >= %(prev_from_date)s AND d.closed_on < %(prev_to_date)s
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THEN TIMESTAMPDIFF(DAY, COALESCE(l.creation, d.creation), d.closed_on) END) as prev_avg
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FROM `tabCRM Deal` d
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LEFT JOIN `tabCRM Lead` l ON d.lead = l.name
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WHERE d.status = 'Won' AND d.closed_on IS NOT NULL
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{conds}
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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": prev_from_date,
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"prev_to_date": prev_to_date,
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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_avg = result[0].current_avg or 0
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prev_avg = result[0].prev_avg or 0
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delta = current_avg - prev_avg if prev_avg else 0
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return {
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"title": _("Avg Time to Close"),
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"value": current_avg,
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"tooltip": _("Average time taken to close deals"),
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"suffix": " days",
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"delta": delta,
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"deltaSuffix": " days",
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"negativeIsBetter": True,
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}
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@frappe.whitelist()
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def get_sales_trend_data(from_date="", to_date="", user="", lead_conds="", deal_conds=""):
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"""
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Get sales trend data for the dashboard.
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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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"""
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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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if user:
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lead_conds += f" AND lead_owner = '{user}'"
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deal_conds += f" AND deal_owner = '{user}'"
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result = frappe.db.sql(
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f"""
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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}
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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}
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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},
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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="", user="", 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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if user:
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deal_conds += f" AND d.deal_owner = '{user}'"
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result = frappe.db.sql(
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f"""
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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) * IFNULL(e.exchange_rate, 1)) 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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LEFT JOIN `tabCRM Currency Exchange` AS e ON d.currency_exchange = e.name
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WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
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{deal_conds}
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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},
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as_dict=True,
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)
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return {
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"data": result or [],
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"currency_symbol": get_base_currency_symbol(),
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}
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@frappe.whitelist()
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def get_deals_by_territory(from_date="", to_date="", user="", 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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if user:
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deal_conds += f" AND d.deal_owner = '{user}'"
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result = frappe.db.sql(
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f"""
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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) * IFNULL(e.exchange_rate, 1)) AS value
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FROM `tabCRM Deal` AS d
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LEFT JOIN `tabCRM Currency Exchange` AS e ON d.currency_exchange = e.name
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WHERE DATE(d.creation) BETWEEN %(from)s AND %(to)s
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{deal_conds}
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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},
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as_dict=True,
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)
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return {
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"data": result or [],
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"currency_symbol": get_base_currency_symbol(),
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}
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@frappe.whitelist()
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def get_lost_deal_reasons(from_date="", to_date="", user="", deal_conds=""):
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"""
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Get lost deal reasons for the dashboard.
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[
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{ reason: 'Price too high', count: 20 },
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{ reason: 'Competitor won', count: 15 },
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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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if user:
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deal_conds += f" AND d.deal_owner = '{user}'"
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result = frappe.db.sql(
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f"""
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SELECT
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d.lost_reason AS reason,
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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 AND d.status = 'Lost'
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{deal_conds}
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GROUP BY d.lost_reason
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HAVING reason IS NOT NULL AND reason != ''
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ORDER BY count DESC
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""",
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{"from": from_date, "to": to_date},
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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_forecasted_revenue(user="", deal_conds=""):
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"""
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Get forecasted revenue for the dashboard.
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[
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{ date: new Date('2024-05-01'), forecasted: 1200000, actual: 980000 },
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{ date: new Date('2024-06-01'), forecasted: 1350000, actual: 1120000 },
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{ date: new Date('2024-07-01'), forecasted: 1600000, actual: "" },
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{ date: new Date('2024-08-01'), forecasted: 1500000, actual: "" },
|
|
...
|
|
]
|
|
"""
|
|
|
|
if user:
|
|
deal_conds += f" AND d.deal_owner = '{user}'"
|
|
|
|
result = frappe.db.sql(
|
|
f"""
|
|
SELECT
|
|
DATE_FORMAT(d.close_date, '%Y-%m') AS month,
|
|
SUM(
|
|
CASE
|
|
WHEN d.status = 'Lost' THEN d.deal_value * IFNULL(e.exchange_rate, 1)
|
|
ELSE d.deal_value * IFNULL(d.probability, 0) / 100 * IFNULL(e.exchange_rate, 1) -- forecasted
|
|
END
|
|
) AS forecasted,
|
|
SUM(
|
|
CASE
|
|
WHEN d.status = 'Won' THEN d.deal_value * IFNULL(e.exchange_rate, 1) -- actual
|
|
ELSE 0
|
|
END
|
|
) AS actual
|
|
FROM `tabCRM Deal` AS d
|
|
LEFT JOIN `tabCRM Currency Exchange` AS e ON d.currency_exchange = e.name
|
|
WHERE d.close_date >= DATE_SUB(CURDATE(), INTERVAL 12 MONTH)
|
|
{deal_conds}
|
|
GROUP BY DATE_FORMAT(d.close_date, '%Y-%m')
|
|
ORDER BY month
|
|
""",
|
|
as_dict=True,
|
|
)
|
|
if not result:
|
|
return []
|
|
|
|
for row in result:
|
|
row["month"] = frappe.utils.get_datetime(row["month"]).strftime("%Y-%m-01")
|
|
row["forecasted"] = row["forecasted"] or ""
|
|
row["actual"] = row["actual"] or ""
|
|
|
|
return {
|
|
"data": result or [],
|
|
"currency_symbol": get_base_currency_symbol(),
|
|
}
|
|
|
|
|
|
@frappe.whitelist()
|
|
def get_funnel_conversion_data(from_date="", to_date="", user="", lead_conds="", deal_conds=""):
|
|
"""
|
|
Get funnel conversion data for the dashboard.
|
|
[
|
|
{ stage: 'Leads', count: 120 },
|
|
{ stage: 'Qualification', count: 100 },
|
|
{ stage: 'Negotiation', count: 80 },
|
|
{ stage: 'Ready to Close', count: 60 },
|
|
{ stage: 'Won', count: 30 },
|
|
...
|
|
]
|
|
"""
|
|
|
|
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())
|
|
|
|
if user:
|
|
lead_conds += f" AND lead_owner = '{user}'"
|
|
deal_conds += f" AND deal_owner = '{user}'"
|
|
|
|
result = []
|
|
|
|
# Get total leads
|
|
total_leads = frappe.db.sql(
|
|
f""" SELECT COUNT(*) AS count
|
|
FROM `tabCRM Lead`
|
|
WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
|
|
{lead_conds}
|
|
""",
|
|
{"from": from_date, "to": to_date},
|
|
as_dict=True,
|
|
)
|
|
total_leads_count = total_leads[0].count if total_leads else 0
|
|
|
|
result.append({"stage": "Leads", "count": total_leads_count})
|
|
|
|
# Get deal stages
|
|
all_deal_stages = frappe.get_all(
|
|
"CRM Deal Status", filters={"name": ["!=", "Lost"]}, order_by="position", pluck="name"
|
|
)
|
|
|
|
# Get deal counts for each stage
|
|
for i, stage in enumerate(all_deal_stages):
|
|
stages_to_count = all_deal_stages[i:]
|
|
placeholders = ", ".join(["%s"] * len(stages_to_count))
|
|
query = f"""
|
|
SELECT COUNT(*) as count
|
|
FROM `tabCRM Deal`
|
|
WHERE DATE(creation) BETWEEN %s AND %s
|
|
AND status IN ({placeholders})
|
|
{deal_conds}
|
|
"""
|
|
params = [from_date, to_date, *stages_to_count]
|
|
row = frappe.db.sql(query, params, as_dict=True)
|
|
result.append({"stage": stage, "count": row[0]["count"] if row else 0})
|
|
|
|
return result or []
|
|
|
|
|
|
@frappe.whitelist()
|
|
def get_deals_by_stage(from_date="", to_date="", user="", 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())
|
|
|
|
if user:
|
|
deal_conds += f" AND d.deal_owner = '{user}'"
|
|
|
|
result = frappe.db.sql(
|
|
f"""
|
|
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}
|
|
GROUP BY d.status
|
|
ORDER BY count DESC
|
|
""",
|
|
{"from": from_date, "to": to_date},
|
|
as_dict=True,
|
|
)
|
|
|
|
return result or []
|
|
|
|
|
|
@frappe.whitelist()
|
|
def get_leads_by_source(from_date="", to_date="", user="", 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())
|
|
|
|
if user:
|
|
lead_conds += f" AND lead_owner = '{user}'"
|
|
|
|
result = frappe.db.sql(
|
|
f"""
|
|
SELECT
|
|
IFNULL(source, 'Empty') AS source,
|
|
COUNT(*) AS count
|
|
FROM `tabCRM Lead`
|
|
WHERE DATE(creation) BETWEEN %(from)s AND %(to)s
|
|
{lead_conds}
|
|
GROUP BY source
|
|
ORDER BY count DESC
|
|
""",
|
|
{"from": from_date, "to": to_date},
|
|
as_dict=True,
|
|
)
|
|
|
|
return result or []
|
|
|
|
|
|
def get_base_currency_symbol():
|
|
"""
|
|
Get the base currency symbol from the system settings.
|
|
"""
|
|
base_currency = frappe.db.get_single_value("System Settings", "currency") or "USD"
|
|
return frappe.db.get_value("Currency", base_currency, "symbol") or ""
|