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@ -8,179 +8,180 @@ from frappe import _ |
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from frappe.utils import cint, cstr |
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def execute(filters=None): |
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common_columns = [ |
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{ |
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'label': _('New Customers'), |
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'fieldname': 'new_customers', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 125 |
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}, |
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{ |
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'label': _('Repeat Customers'), |
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'fieldname': 'repeat_customers', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 125 |
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}, |
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{ |
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'label': _('Total'), |
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'fieldname': 'total', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 100 |
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}, |
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{ |
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'label': _('New Customer Revenue'), |
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'fieldname': 'new_customer_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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}, |
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{ |
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'label': _('Repeat Customer Revenue'), |
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'fieldname': 'repeat_customer_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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}, |
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{ |
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'label': _('Total Revenue'), |
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'fieldname': 'total_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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} |
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] |
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if filters.get('view_type') == 'Monthly': |
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return get_data_by_time(filters, common_columns) |
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else: |
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return get_data_by_territory(filters, common_columns) |
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common_columns = [ |
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{ |
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'label': _('New Customers'), |
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'fieldname': 'new_customers', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 125 |
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}, |
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{ |
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'label': _('Repeat Customers'), |
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'fieldname': 'repeat_customers', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 125 |
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}, |
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{ |
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'label': _('Total'), |
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'fieldname': 'total', |
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'fieldtype': 'Int', |
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'default': 0, |
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'width': 100 |
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}, |
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{ |
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'label': _('New Customer Revenue'), |
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'fieldname': 'new_customer_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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}, |
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{ |
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'label': _('Repeat Customer Revenue'), |
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'fieldname': 'repeat_customer_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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}, |
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{ |
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'label': _('Total Revenue'), |
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'fieldname': 'total_revenue', |
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'fieldtype': 'Currency', |
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'default': 0.0, |
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'width': 175 |
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} |
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] |
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if filters.get('view_type') == 'Monthly': |
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return get_data_by_time(filters, common_columns) |
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else: |
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return get_data_by_territory(filters, common_columns) |
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def get_data_by_time(filters, common_columns): |
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# key yyyy-mm |
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columns = [ |
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{ |
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'label': _('Year'), |
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'fieldname': 'year', |
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'fieldtype': 'Data', |
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'width': 100 |
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}, |
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{ |
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'label': _('Month'), |
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'fieldname': 'month', |
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'fieldtype': 'Data', |
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'width': 100 |
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}, |
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] |
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columns += common_columns |
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customers_in = get_customer_stats(filters) |
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# time series |
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from_year, from_month, temp = filters.get('from_date').split('-') |
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to_year, to_month, temp = filters.get('to_date').split('-') |
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from_year, from_month, to_year, to_month = \ |
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cint(from_year), cint(from_month), cint(to_year), cint(to_month) |
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out = [] |
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for year in range(from_year, to_year+1): |
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for month in range(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13): |
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key = '{year}-{month:02d}'.format(year=year, month=month) |
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data = customers_in.get(key) |
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new = data['new'] if data else [0, 0.0] |
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repeat = data['repeat'] if data else [0, 0.0] |
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out.append({ |
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'year': cstr(year), |
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'month': calendar.month_name[month], |
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'new_customers': new[0], |
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'repeat_customers': repeat[0], |
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'total': new[0] + repeat[0], |
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'new_customer_revenue': new[1], |
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'repeat_customer_revenue': repeat[1], |
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'total_revenue': new[1] + repeat[1] |
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}) |
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return columns, out |
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# key yyyy-mm |
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columns = [ |
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{ |
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'label': _('Year'), |
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'fieldname': 'year', |
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'fieldtype': 'Data', |
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'width': 100 |
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}, |
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{ |
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'label': _('Month'), |
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'fieldname': 'month', |
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'fieldtype': 'Data', |
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'width': 100 |
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}, |
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] |
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columns += common_columns |
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customers_in = get_customer_stats(filters) |
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# time series |
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from_year, from_month, temp = filters.get('from_date').split('-') |
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to_year, to_month, temp = filters.get('to_date').split('-') |
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from_year, from_month, to_year, to_month = \ |
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cint(from_year), cint(from_month), cint(to_year), cint(to_month) |
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out = [] |
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for year in range(from_year, to_year+1): |
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for month in range(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13): |
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key = '{year}-{month:02d}'.format(year=year, month=month) |
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data = customers_in.get(key) |
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new = data['new'] if data else [0, 0.0] |
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repeat = data['repeat'] if data else [0, 0.0] |
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out.append({ |
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'year': cstr(year), |
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'month': calendar.month_name[month], |
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'new_customers': new[0], |
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'repeat_customers': repeat[0], |
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'total': new[0] + repeat[0], |
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'new_customer_revenue': new[1], |
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'repeat_customer_revenue': repeat[1], |
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'total_revenue': new[1] + repeat[1] |
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}) |
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return columns, out |
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def get_data_by_territory(filters, common_columns): |
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columns = [{ |
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'label': 'Territory', |
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'fieldname': 'territory', |
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'fieldtype': 'Link', |
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'options': 'Territory', |
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'width': 150 |
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}] |
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columns += common_columns |
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customers_in = get_customer_stats(filters, tree_view=True) |
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territory_dict = {} |
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for t in frappe.db.sql('''SELECT name, lft, parent_territory, is_group FROM `tabTerritory` ORDER BY lft''', as_dict=1): |
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territory_dict.update({ |
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t.name: { |
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'parent': t.parent_territory, |
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'is_group': t.is_group |
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} |
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}) |
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depth_map = frappe._dict() |
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for name, info in territory_dict.items(): |
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default = depth_map.get(info['parent']) + 1 if info['parent'] else 0 |
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depth_map.setdefault(name, default) |
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data = [] |
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for name, indent in depth_map.items(): |
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condition = customers_in.get(name) |
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new = customers_in[name]['new'] if condition else [0, 0.0] |
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repeat = customers_in[name]['repeat'] if condition else [0, 0.0] |
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temp = { |
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'territory': name, |
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'parent_territory': territory_dict[name]['parent'], |
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'indent': indent, |
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'new_customers': new[0], |
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'repeat_customers': repeat[0], |
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'total': new[0] + repeat[0], |
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'new_customer_revenue': new[1], |
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'repeat_customer_revenue': repeat[1], |
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'total_revenue': new[1] + repeat[1], |
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'bold': 0 if indent else 1 |
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} |
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data.append(temp) |
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loop_data = sorted(data, key=lambda k: k['indent'], reverse=True) |
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for ld in loop_data: |
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if ld['parent_territory']: |
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parent_data = [x for x in data if x['territory'] == ld['parent_territory']][0] |
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for key in parent_data.keys(): |
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if key not in ['indent', 'territory', 'parent_territory', 'bold']: |
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parent_data[key] += ld[key] |
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return columns, data, None, None, None, 1 |
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columns = [{ |
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'label': 'Territory', |
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'fieldname': 'territory', |
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'fieldtype': 'Link', |
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'options': 'Territory', |
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'width': 150 |
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}] |
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columns += common_columns |
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customers_in = get_customer_stats(filters, tree_view=True) |
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territory_dict = {} |
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for t in frappe.db.sql('''SELECT name, lft, parent_territory, is_group FROM `tabTerritory` ORDER BY lft''', as_dict=1): |
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territory_dict.update({ |
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t.name: { |
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'parent': t.parent_territory, |
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'is_group': t.is_group |
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} |
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}) |
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depth_map = frappe._dict() |
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for name, info in territory_dict.items(): |
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default = depth_map.get(info['parent']) + 1 if info['parent'] else 0 |
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depth_map.setdefault(name, default) |
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data = [] |
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for name, indent in depth_map.items(): |
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condition = customers_in.get(name) |
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new = customers_in[name]['new'] if condition else [0, 0.0] |
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repeat = customers_in[name]['repeat'] if condition else [0, 0.0] |
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temp = { |
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'territory': name, |
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'parent_territory': territory_dict[name]['parent'], |
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'indent': indent, |
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'new_customers': new[0], |
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'repeat_customers': repeat[0], |
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'total': new[0] + repeat[0], |
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'new_customer_revenue': new[1], |
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'repeat_customer_revenue': repeat[1], |
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'total_revenue': new[1] + repeat[1], |
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'bold': 0 if indent else 1 |
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} |
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data.append(temp) |
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loop_data = sorted(data, key=lambda k: k['indent'], reverse=True) |
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for ld in loop_data: |
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if ld['parent_territory']: |
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parent_data = [x for x in data if x['territory'] == ld['parent_territory']][0] |
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for key in parent_data.keys(): |
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if key not in ['indent', 'territory', 'parent_territory', 'bold']: |
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parent_data[key] += ld[key] |
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return columns, data, None, None, None, 1 |
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def get_customer_stats(filters, tree_view=False): |
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""" Calculates number of new and repeated customers. """ |
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company_condition = '' |
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if filters.get('company'): |
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company_condition = ' and company=%(company)s' |
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customers = [] |
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customers_in = {} |
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for si in frappe.db.sql('''select territory, posting_date, customer, base_grand_total from `tabSales Invoice` |
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where docstatus=1 and posting_date <= %(to_date)s {company_condition} order by posting_date'''.format(company_condition=company_condition), |
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filters, as_dict=1): |
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key = si.territory if tree_view else si.posting_date.strftime('%Y-%m') |
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customers_in.setdefault(key, {'new': [0, 0.0], 'repeat': [0, 0.0]}) |
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if not si.customer in customers: |
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customers_in[key]['new'][0] += 1 |
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customers_in[key]['new'][1] += si.base_grand_total |
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customers.append(si.customer) |
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else: |
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customers_in[key]['repeat'][0] += 1 |
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customers_in[key]['repeat'][1] += si.base_grand_total |
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return customers_in |
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""" Calculates number of new and repeated customers. """ |
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company_condition = '' |
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if filters.get('company'): |
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company_condition = ' and company=%(company)s' |
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customers = [] |
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customers_in = {} |
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for si in frappe.db.sql('''select territory, posting_date, customer, base_grand_total from `tabSales Invoice` |
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where docstatus=1 and posting_date <= %(to_date)s |
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{company_condition} order by posting_date'''.format(company_condition=company_condition), |
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filters, as_dict=1): |
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key = si.territory if tree_view else si.posting_date.strftime('%Y-%m') |
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customers_in.setdefault(key, {'new': [0, 0.0], 'repeat': [0, 0.0]}) |
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if not si.customer in customers: |
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customers_in[key]['new'][0] += 1 |
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customers_in[key]['new'][1] += si.base_grand_total |
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customers.append(si.customer) |
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else: |
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customers_in[key]['repeat'][0] += 1 |
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customers_in[key]['repeat'][1] += si.base_grand_total |
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return customers_in |
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Abhishek Balam
4 years ago