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salesagility_SuiteCRM/modules/Charts/code/Chart_pipeline_by_lead_source.php
2023-07-18 15:53:09 +01:00

438 lines
20 KiB
PHP
Executable File

<?php
/**
*
* SugarCRM Community Edition is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004-2013 SugarCRM Inc.
*
* SuiteCRM is an extension to SugarCRM Community Edition developed by SalesAgility Ltd.
* Copyright (C) 2011 - 2018 SalesAgility Ltd.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU Affero General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* This program is distributed in the hope that it will be useful, but WITHOUT
* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
* FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more
* details.
*
* You should have received a copy of the GNU Affero General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU Affero General Public License version 3.
*
* In accordance with Section 7(b) of the GNU Affero General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo and "Supercharged by SuiteCRM" logo. If the display of the logos is not
* reasonably feasible for technical reasons, the Appropriate Legal Notices must
* display the words "Powered by SugarCRM" and "Supercharged by SuiteCRM".
*/
if (!defined('sugarEntry') || !sugarEntry) {
die('Not A Valid Entry Point');
}
require_once('include/charts/Charts.php');
#[\AllowDynamicProperties]
class Chart_pipeline_by_lead_source
{
public $order = 0;
public $modules = array('Opportunities');
public function __construct()
{
}
public function draw($extra_tools)
{
global $app_list_strings, $current_language, $ids, $sugar_config ,$theme;
$current_module_strings = return_module_language($current_language, 'Charts');
if (isset($_REQUEST['pbls_refresh'])) {
$refresh = $_REQUEST['pbls_refresh'];
} else {
$refresh = false;
}
$tempx = array();
$datax = array();
$selected_datax = array();
//get list of sales stage keys to display
global $current_user;
$user_tempx = $current_user->getPreference('pbls_lead_sources');
if (!empty($user_tempx) && (is_countable($user_tempx) ? count($user_tempx) : 0) > 0 && !isset($_REQUEST['pbls_lead_sources'])) {
$tempx = $user_tempx;
$GLOBALS['log']->debug("USER PREFERENCES['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($user_tempx);
} elseif (isset($_REQUEST['pbls_lead_sources']) && (is_countable($_REQUEST['pbls_lead_sources']) ? count($_REQUEST['pbls_lead_sources']) : 0) > 0) {
$tempx = $_REQUEST['pbls_lead_sources'];
$current_user->setPreference('pbls_lead_sources', $_REQUEST['pbls_lead_sources']);
$GLOBALS['log']->debug("_REQUEST['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($_REQUEST['pbls_lead_sources']);
$GLOBALS['log']->debug("USER PREFERENCES['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($current_user->getPreference('pbls_lead_sources'));
}
//set $datax using selected sales stage keys
if ((is_countable($tempx) ? count($tempx) : 0) > 0) {
foreach ($tempx as $key) {
$datax[$key] = $app_list_strings['lead_source_dom'][$key];
array_push($selected_datax, $key);
}
} else {
$datax = $app_list_strings['lead_source_dom'];
$selected_datax = array_keys($app_list_strings['lead_source_dom']);
}
$GLOBALS['log']->debug("datax is:");
$GLOBALS['log']->debug($datax);
$ids = array();
$user_ids = $current_user->getPreference('pbls_ids');
//get list of user ids for which to display data
if (!empty($user_ids) && (is_countable($user_ids) ? count($user_ids) : 0) != 0 && !isset($_REQUEST['pbls_ids'])) {
if (isset($_SESSION['pbls_ids'])) {
$ids = $_SESSION['pbls_ids'];
}
$GLOBALS['log']->debug("USER PREFERENCES['pbls_ids'] is:");
$GLOBALS['log']->debug($user_ids);
} elseif (isset($_REQUEST['pbls_ids']) && (is_countable($_REQUEST['pbls_ids']) ? count($_REQUEST['pbls_ids']) : 0) > 0) {
$ids = $_REQUEST['pbls_ids'];
$current_user->setPreference('pbls_ids', $ids);
$GLOBALS['log']->debug("_REQUEST['pbls_ids'] is:");
$GLOBALS['log']->debug($_REQUEST['pbls_ids']);
$GLOBALS['log']->debug("USER PREFERENCES['pbls_ids'] is:");
$GLOBALS['log']->debug($current_user->getPreference('pbls_ids'));
} else {
$ids = get_user_array(false);
$ids = array_keys($ids);
}
//create unique prefix based on selected users for image files
$id_hash = '1';
if (isset($ids) && is_array($ids)) {
sort($ids);
$id_hash = crc32(implode('', $ids));
if ($id_hash < 0) {
$id_hash = $id_hash * -1;
}
}
$GLOBALS['log']->debug("ids is:");
$GLOBALS['log']->debug($ids);
$id_md5 = substr(md5($current_user->id), 0, 9);
$seps = array("-", "/");
$dates = array(date($GLOBALS['timedate']->dbDayFormat), $GLOBALS['timedate']->dbDayFormat);
$dateFileNameSafe = str_replace($seps, "_", $dates);
$cache_file_name = sugar_cached("xml/").$current_user->getUserPrivGuid()."_pipeline_by_lead_source_".$dateFileNameSafe[0]."_".$dateFileNameSafe[1].".xml";
$GLOBALS['log']->debug("cache file name is: $cache_file_name");
global $currentModule,$action;
$tools='<div align="right"><a href="index.php?module='.$currentModule.'&action='. $action .'&pbls_refresh=true" class="tabFormAdvLink">'.SugarThemeRegistry::current()->getImage('refresh', 'border="0" align="absmiddle"', null, null, '.gif', $mod_strings['LBL_REFRESH']).'&nbsp;'.$current_module_strings['LBL_REFRESH'].'</a>&nbsp;&nbsp;<a href="javascript: toggleDisplay(\'pbls_edit\');" class="tabFormAdvLink">'.SugarThemeRegistry::current()->getImage('edit', 'border="0" align="absmiddle"', null, null, '.gif', $mod_strings['LBL_EDIT']).'&nbsp;'. $current_module_strings['LBL_EDIT'].'</a>&nbsp;&nbsp;'.$extra_tools.'</div>'; ?>
<?php
echo '<span onmouseover="this.style.cursor=\'move\'" id="chart_handle_' . $this->order . '">' . get_form_header($current_module_strings['LBL_LEAD_SOURCE_FORM_TITLE'], $tools, false) . '</span>';
if (empty($_SESSION['pbls_lead_sources'])) {
$_SESSION['pbls_lead_sources'] = "";
}
if (empty($_SESSION['pbls_ids'])) {
$_SESSION['pbls_ids'] = "";
} ?>
<p>
<div id='pbls_edit' style='display: none;'>
<form action="index.php" method="post" >
<input type="hidden" name="module" value="<?php echo $currentModule; ?>">
<input type="hidden" name="action" value="<?php echo $action; ?>">
<input type="hidden" name="pbls_refresh" value="true">
<table cellpadding="0" cellspacing="0" border="0" class="edit view" align="center">
<tr>
<td valign='top' nowrap><b><?php echo $current_module_strings['LBL_LEAD_SOURCES']; ?></b></td>
<td valign='top'><select name="pbls_lead_sources[]" multiple size='3'><?php echo get_select_options_with_id($app_list_strings['lead_source_dom'], $selected_datax); ?></select></td>
<td valign='top' nowrap><b><?php echo $current_module_strings['LBL_USERS']; ?></b></td>
<td valign='top'><select name="pbls_ids[]" multiple size='3'><?php $allUsers = get_user_array(false);
echo get_select_options_with_id($allUsers, $ids); ?></select></td>
<?php
global $app_strings; ?>
<td align="right" valign="top"><input class="button" type="submit" title="<?php echo $app_strings['LBL_SELECT_BUTTON_TITLE']; ?>" value="<?php echo $app_strings['LBL_SELECT_BUTTON_LABEL']?>" /><input class="button" onClick="javascript: toggleDisplay('pbls_edit');" type="button" title="<?php echo $app_strings['LBL_CANCEL_BUTTON_TITLE']; ?>" accessKey="<?php echo $app_strings['LBL_CANCEL_BUTTON_KEY']; ?>" value="<?php echo $app_strings['LBL_CANCEL_BUTTON_LABEL']?>"/></td>
</tr>
</table>
</form>
</div>
</p>
<?php
// draw table
echo "<p align='center'>".$this->gen_xml($datax, $ids, $cache_file_name, $refresh, $current_module_strings)."</p>";
echo "<P align='center'><span class='chartFootnote'>".$current_module_strings['LBL_LEAD_SOURCE_FORM_DESC']."</span></P>";
if (file_exists($cache_file_name)) {
global $timedate;
$file_date = $timedate->asUser($timedate->fromTimestamp(filemtime($cache_file_name)));
} else {
$file_date = '';
} ?>
<span class='chartFootnote'>
<p align="right"><i><?php echo $current_module_strings['LBL_CREATED_ON'].' '.$file_date; ?></i></p>
</span>
<?php
}
/**
* Creates PIE CHART image of opportunities by lead_source.
* param $datax- the sales stage data to display in the x-axis
* param $datay- the sum of opportunity amounts for each opportunity in each sales stage
* to display in the y-axis
* Portions created by SugarCRM are Copyright (C) SugarCRM, Inc..
* All Rights Reserved..
* Contributor(s): ______________________________________..
*/
public function gen_xml(
$legends = array('foo', 'bar'),
$user_id = array('1'),
$cache_file_name = 'a_file',
$refresh = true,
$current_module_strings = null
) {
global $app_strings, $charset, $lang, $pieChartColors, $current_user, $current_language;
// set $current_module_strings to 'Charts' module strings by default
if (empty($current_module_strings)) {
$current_module_strings = return_module_language($current_language, 'Charts');
}
$kDelim = $current_user->getPreference('num_grp_sep');
if (!file_exists($cache_file_name) || $refresh == true) {
;
$GLOBALS['log']->debug("starting pipeline chart");
$GLOBALS['log']->debug("legends is:");
$GLOBALS['log']->debug($legends);
$GLOBALS['log']->debug("user_id is: ");
$GLOBALS['log']->debug($user_id);
$GLOBALS['log']->debug("cache_file_name is: $cache_file_name");
$opp = new Opportunity;
//Now do the db queries
//query for opportunity data that matches $legends and $user
$where="";
//build the where clause for the query that matches $user
$count = is_countable($user_id) ? count($user_id) : 0;
$id = array();
if ($count > 0 && !empty($user_id)) {
foreach ($user_id as $the_id) {
$id[] = "'".$the_id."'";
}
$ids = implode(",", $id);
$where .= "opportunities.assigned_user_id IN ($ids) ";
}
if (!empty($where)) {
$where .= 'AND';
}
//build the where clause for the query that matches $datax
$count = is_countable($legends) ? count($legends) : 0;
$legendItem = array();
if ($count > 0 && !empty($legends)) {
foreach ($legends as $key=>$value) {
$legendItem[] = "'".$key."'";
}
$legendItems = implode(",", $legendItem);
$where .= " opportunities.lead_source IN ($legendItems) ";
}
$query = "SELECT lead_source,sum(amount_usdollar/1000) as total,count(*) as opp_count FROM opportunities ";
$query .= "WHERE ".$where." AND opportunities.deleted=0 ";
$query .= "GROUP BY lead_source ORDER BY total DESC";
//build pipeline by lead source data
$total = 0;
$div = 1;
global $sugar_config;
$symbol = $sugar_config['default_currency_symbol'];
global $current_user;
if ($current_user->getPreference('currency')) {
$currency = BeanFactory::newBean('Currencies');
$currency->retrieve($current_user->getPreference('currency'));
$div = $currency->conversion_rate;
$symbol = $currency->symbol;
}
$subtitle = $current_module_strings['LBL_OPP_SIZE'].' '.$symbol.'1'.$current_module_strings['LBL_OPP_THOUSANDS'];
$fileContents = '';
$fileContents .= ' <pie defaultAltText="'.$current_module_strings['LBL_ROLLOVER_WEDGE_DETAILS'].'" legendStatus="on">'."\n";
$result = $opp->db->query($query, true);
$leadSourceArr = array();
while ($row = $opp->db->fetchByAssoc($result, false)) {
if ($row['lead_source'] == '') {
$leadSource = $current_module_strings['NTC_NO_LEGENDS'];
} else {
$leadSource = $row['lead_source'];
}
if ($row['total']*$div<=100) {
$sum = round($row['total']*$div, 2);
} else {
$sum = round($row['total']*$div);
}
$leadSourceArr[$leadSource]['opp_count'] = $row['opp_count'];
$leadSourceArr[$leadSource]['sum'] = $sum;
}
$i=0;
foreach ($legends as $lead_source_key=>$translation) {
if ($lead_source_key == '') {
$lead_source_key = $current_module_strings['NTC_NO_LEGENDS'];
$translation = $current_module_strings['NTC_NO_LEGENDS'];
}
if (!isset($leadSourceArr[$lead_source_key])) {
$leadSourceArr[$lead_source_key] = $lead_source_key;
$leadSourceArr[$lead_source_key]['sum'] = 0;
}
$color = generate_graphcolor($lead_source_key, $i);
$fileContents .= ' <wedge title="'.$translation.'" kDelim="'.$kDelim.'" value="'.$leadSourceArr[$lead_source_key]['sum'].'" color="'.$color.'" labelText="'.currency_format_number($leadSourceArr[$lead_source_key]['sum'], array('currency_symbol' => true)).'" url="index.php?module=Opportunities&action=index&lead_source='.urlencode($lead_source_key).'&query=true&searchFormTab=advanced_search" altText="'.format_number($leadSourceArr[$lead_source_key]['opp_count'], 0, 0).' '.$current_module_strings['LBL_OPPS_IN_LEAD_SOURCE'].' '.$translation.'"/>'."\n";
if (isset($leadSourceArr[$lead_source_key])) {
$total += $leadSourceArr[$lead_source_key]['sum'];
}
$i++;
}
$fileContents .= ' </pie>'."\n";
$fileContents .= ' <graphInfo>'."\n";
$fileContents .= ' <![CDATA[]]>'."\n";
$fileContents .= ' </graphInfo>'."\n";
$fileContents .= ' <chartColors ';
foreach ($pieChartColors as $key => $value) {
$fileContents .= ' '.$key.'='.'"'.$value.'" ';
}
$fileContents .= ' />'."\n";
$fileContents .= '</graphData>'."\n";
$total = round($total, 2);
$title = $current_module_strings['LBL_TOTAL_PIPELINE'].currency_format_number($total, array('currency_symbol' => true)).$app_strings['LBL_THOUSANDS_SYMBOL'];
$fileContents = '<graphData title="'.$title.'" subtitle="'.$subtitle.'">'."\n" . $fileContents;
$GLOBALS['log']->debug("total is: $total");
if ($total == 0) {
return ($current_module_strings['ERR_NO_OPPS']);
}
save_xml_file($cache_file_name, $fileContents);
}
$return = create_chart('pieF', $cache_file_name);
return $return;
}
public function constructQuery()
{
global $current_user;
global $app_list_strings;
$tempx = array();
$datax = array();
$selected_datax = array();
//get list of sales stage keys to display
global $current_user;
$user_tempx = $current_user->getPreference('pbls_lead_sources');
if (!empty($user_tempx) && (is_countable($user_tempx) ? count($user_tempx) : 0) > 0 && !isset($_REQUEST['pbls_lead_sources'])) {
$tempx = $user_tempx;
$GLOBALS['log']->debug("USER PREFERENCES['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($user_tempx);
} elseif (isset($_REQUEST['pbls_lead_sources']) && (is_countable($_REQUEST['pbls_lead_sources']) ? count($_REQUEST['pbls_lead_sources']) : 0) > 0) {
$tempx = $_REQUEST['pbls_lead_sources'];
$current_user->setPreference('pbls_lead_sources', $_REQUEST['pbls_lead_sources']);
$GLOBALS['log']->debug("_REQUEST['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($_REQUEST['pbls_lead_sources']);
$GLOBALS['log']->debug("USER PREFERENCES['pbls_lead_sources'] is:");
$GLOBALS['log']->debug($current_user->getPreference('pbls_lead_sources'));
}
//set $datax using selected sales stage keys
if ((is_countable($tempx) ? count($tempx) : 0) > 0) {
foreach ($tempx as $key) {
$datax[$key] = $app_list_strings['lead_source_dom'][$key];
array_push($selected_datax, $key);
}
} else {
$datax = $app_list_strings['lead_source_dom'];
$selected_datax = array_keys($app_list_strings['lead_source_dom']);
}
$legends = $datax;
$ids = array();
$user_ids = $current_user->getPreference('pbls_ids');
//get list of user ids for which to display data
if (!empty($user_ids) && (is_countable($user_ids) ? count($user_ids) : 0) != 0 && !isset($_REQUEST['pbls_ids'])) {
if (isset($_SESSION['pbls_ids'])) {
$ids = $_SESSION['pbls_ids'];
}
$GLOBALS['log']->debug("USER PREFERENCES['pbls_ids'] is:");
$GLOBALS['log']->debug($user_ids);
} elseif (isset($_REQUEST['pbls_ids']) && (is_countable($_REQUEST['pbls_ids']) ? count($_REQUEST['pbls_ids']) : 0) > 0) {
$ids = $_REQUEST['pbls_ids'];
$current_user->setPreference('pbls_ids', $ids);
$GLOBALS['log']->debug("_REQUEST['pbls_ids'] is:");
$GLOBALS['log']->debug($_REQUEST['pbls_ids']);
$GLOBALS['log']->debug("USER PREFERENCES['pbls_ids'] is:");
$GLOBALS['log']->debug($current_user->getPreference('pbls_ids'));
} else {
$ids = get_user_array(false);
$ids = array_keys($ids);
}
$user_id = $ids;
$opp = new Opportunity;
//Now do the db queries
//query for opportunity data that matches $legends and $user
$where="";
//build the where clause for the query that matches $user
$count = is_countable($user_id) ? count($user_id) : 0;
$id = array();
if ($count > 0 && !empty($user_id)) {
foreach ($user_id as $the_id) {
$id[] = "'".$the_id."'";
}
$ids = implode(",", $id);
$where .= "opportunities.assigned_user_id IN ($ids) ";
}
if (!empty($where)) {
$where .= 'AND';
}
//build the where clause for the query that matches $datax
$count = is_countable($legends) ? count($legends) : 0;
$legendItem = array();
if ($count > 0 && !empty($legends)) {
foreach ($legends as $key=>$value) {
$legendItem[] = "'".$key."'";
}
$legendItems = implode(",", $legendItem);
$where .= " opportunities.lead_source IN ($legendItems) ";
}
$query = "SELECT lead_source,sum(amount_usdollar/1000) as total,count(*) as opp_count FROM opportunities ";
$query .= "WHERE ".$where." AND opportunities.deleted=0 ";
$query .= "GROUP BY lead_source ORDER BY total DESC";
return $query;
}
public function constructGroupBy()
{
return array( 'lead_source', );
}
}