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fix: adapt to query builder

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Signed-off-by: Akhil Narang <me@akhilnarang.dev>
This commit is contained in:
Akhil Narang
2025-11-16 22:50:58 +05:30
parent d40e660a52
commit 1cf9f903e5
49 changed files with 225 additions and 132 deletions
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53
erpnext/crm/report/sales_pipeline_analytics/sales_pipeline_analytics.py
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@@ -8,6 +8,7 @@ from itertools import groupby
import frappe
from dateutil.relativedelta import relativedelta
from frappe import _
from frappe.query_builder.custom import Month, MonthName, Quarter
from frappe.utils import cint, flt, getdate
from erpnext.setup.utils import get_exchange_rate
@@ -82,40 +83,52 @@ class SalesPipelineAnalytics:
self.filters.get("pipeline_by")
]
self.group_by_period = {
"Monthly": "month(expected_closing)",
"Quarterly": "QUARTER(expected_closing)",
}[self.filters.get("range")]
opp = frappe.qb.DocType("Opportunity")
if self.filters.get("range") == "Monthly":
self.group_by_period = Month(opp.expected_closing)
self.duration = MonthName(opp.expected_closing).as_("month")
else:
self.group_by_period = Quarter(opp.expected_closing)
self.duration = Quarter(opp.expected_closing).as_("quarter")
self.pipeline_by = {"Owner": "opportunity_owner", "Sales Stage": "sales_stage"}[
self.filters.get("pipeline_by")
]
self.duration = {
"Monthly": "monthname(expected_closing) as month",
"Quarterly": "QUARTER(expected_closing) as quarter",
}[self.filters.get("range")]
self.period_by = {"Monthly": "month", "Quarterly": "quarter"}[self.filters.get("range")]
def get_data(self):
self.get_fields()
opp = frappe.qb.DocType("Opportunity")
query = frappe.qb.get_query(
"Opportunity",
filters=self.get_conditions(),
ignore_permissions=True,
)
pipeline_field = opp._assign if self.group_by_based_on == "_assign" else opp.sales_stage
if self.filters.get("based_on") == "Number":
self.query_result = frappe.db.get_list(
"Opportunity",
filters=self.get_conditions(),
fields=[self.based_on, self.data_based_on, self.duration],
group_by=f"{self.group_by_based_on},{self.group_by_period}",
order_by=self.group_by_period,
self.query_result = (
query.select(
pipeline_field.as_(self.pipeline_by),
frappe.query_builder.functions.Count("*").as_("count"),
self.duration,
)
.groupby(pipeline_field, self.group_by_period)
.orderby(self.group_by_period)
.run(as_dict=True)
)
if self.filters.get("based_on") == "Amount":
self.query_result = frappe.db.get_list(
"Opportunity",
filters=self.get_conditions(),
fields=[self.based_on, self.data_based_on, self.duration, "currency"],
)
self.query_result = query.select(
pipeline_field.as_(self.pipeline_by),
opp.opportunity_amount.as_("amount"),
self.duration,
opp.currency,
).run(as_dict=True)
self.convert_to_base_currency()