livrare website cu erp si crm

erp_crm/scripts/setup/07-reports.py

@@ -0,0 +1,92 @@
+"""Create 3 Script Reports in ERPNext for DiDi."""
+import sys, io, json, requests
+sys.stdout = io.TextIOWrapper(sys.stdout.buffer, encoding="utf-8")
+
+URL = "http://localhost:8080"
+s = requests.Session()
+s.post(f"{URL}/api/method/login", data={"usr": "Administrator", "pwd": "admin"})
+print("Logged in")
+
+REPORTS = [
+    {
+        "report_name": "DiDi Dashboard Financiar",
+        "ref_doctype": "Sales Invoice",
+        "report_type": "Script Report",
+        "is_standard": "No",
+        "module": "Accounts",
+        "report_script": """result = []
+total = frappe.db.sql("SELECT COALESCE(SUM(grand_total),0) FROM `tabSales Invoice` WHERE docstatus=1 AND status!='Cancelled'")[0][0]
+result.append({"indicator": "Total Venituri (RON)", "valoare": total})
+
+luna = frappe.db.sql("SELECT COALESCE(SUM(grand_total),0) FROM `tabSales Invoice` WHERE docstatus=1 AND status!='Cancelled' AND MONTH(posting_date)=MONTH(CURDATE()) AND YEAR(posting_date)=YEAR(CURDATE())")[0][0]
+result.append({"indicator": "Venituri Luna Curenta (RON)", "valoare": luna})
+
+nr_facturi = frappe.db.sql("SELECT COUNT(*) FROM `tabSales Invoice` WHERE docstatus=1 AND status!='Cancelled'")[0][0]
+result.append({"indicator": "Nr. Facturi Emise", "valoare": nr_facturi})
+
+nr_platite = frappe.db.sql("SELECT COUNT(*) FROM `tabSales Invoice` WHERE docstatus=1 AND status='Paid'")[0][0]
+result.append({"indicator": "Nr. Facturi Platite", "valoare": nr_platite})
+
+nr_clienti = frappe.db.sql("SELECT COUNT(DISTINCT customer) FROM `tabSales Invoice` WHERE docstatus=1")[0][0]
+result.append({"indicator": "Clienti Activi", "valoare": nr_clienti})
+
+columns = [{"fieldname":"indicator","label":"Indicator","fieldtype":"Data","width":300},{"fieldname":"valoare","label":"Valoare","fieldtype":"Currency","width":200}]
+data = result""",
+    },
+    {
+        "report_name": "DiDi Raport CRM",
+        "ref_doctype": "Lead",
+        "report_type": "Script Report",
+        "is_standard": "No",
+        "module": "CRM",
+        "report_script": """result = []
+total = frappe.db.sql("SELECT COUNT(*) FROM `tabLead`")[0][0]
+result.append({"metric": "Total Lead-uri", "numar": total})
+
+surse = frappe.db.sql("SELECT IFNULL(source,'Necunoscut') as s, COUNT(*) as c FROM `tabLead` GROUP BY source ORDER BY c DESC")
+for row in surse:
+    result.append({"metric": f"Sursa: {row[0]}", "numar": row[1]})
+
+statusuri = frappe.db.sql("SELECT status, COUNT(*) as c FROM `tabLead` GROUP BY status ORDER BY c DESC")
+for row in statusuri:
+    result.append({"metric": f"Status: {row[0]}", "numar": row[1]})
+
+columns = [{"fieldname":"metric","label":"Metric","fieldtype":"Data","width":350},{"fieldname":"numar","label":"Numar","fieldtype":"Int","width":150}]
+data = result""",
+    },
+    {
+        "report_name": "DiDi Clienti per Plan",
+        "ref_doctype": "Customer",
+        "report_type": "Script Report",
+        "is_standard": "No",
+        "module": "CRM",
+        "report_script": """result = []
+total = frappe.db.sql("SELECT COUNT(*) FROM `tabCustomer`")[0][0]
+result.append({"plan": "Total Clienti", "numar": total})
+
+roluri = frappe.db.sql("SELECT IFNULL(NULLIF(iam_role,''),'fara_rol') as r, COUNT(*) as c FROM `tabCustomer` GROUP BY iam_role ORDER BY c DESC")
+for row in roluri:
+    result.append({"plan": f"Rol: {row[0]}", "numar": row[1]})
+
+planuri = frappe.db.sql("SELECT IFNULL(NULLIF(active_plan,''),'fara_plan') as p, COUNT(*) as c FROM `tabCustomer` GROUP BY active_plan ORDER BY c DESC")
+for row in planuri:
+    result.append({"plan": f"Plan: {row[0]}", "numar": row[1]})
+
+columns = [{"fieldname":"plan","label":"Plan / Rol","fieldtype":"Data","width":350},{"fieldname":"numar","label":"Numar","fieldtype":"Int","width":150}]
+data = result""",
+    },
+]
+
+for rpt in REPORTS:
+    name = rpt["report_name"]
+    check = s.get(f"{URL}/api/resource/Report/{requests.utils.quote(name)}")
+    if check.status_code == 200:
+        print(f"  Exists: {name}")
+        continue
+    r = s.post(f"{URL}/api/resource/Report", json=rpt)
+    if r.status_code in (200, 201):
+        print(f"  Created: {name}")
+    else:
+        print(f"  Error {name}: {r.status_code} {r.text[:200]}")
+
+print("Done!")