[freeside-commits] branch master updated. 0a5b2467d57cf94a2786bb76a106b14596e30916
Mark Wells
mark at 420.am
Wed Nov 12 17:18:44 PST 2014
The branch, master has been updated
via 0a5b2467d57cf94a2786bb76a106b14596e30916 (commit)
from 3a41a6e8016f62a1f46830c4fce3fe583b275229 (commit)
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- Log -----------------------------------------------------------------
commit 0a5b2467d57cf94a2786bb76a106b14596e30916
Author: Mark Wells <mark at freeside.biz>
Date: Wed Nov 12 17:18:18 2014 -0800
customer churn report, #30132
diff --git a/httemplate/elements/menu.html b/httemplate/elements/menu.html
index d349045..f26882b 100644
--- a/httemplate/elements/menu.html
+++ b/httemplate/elements/menu.html
@@ -114,6 +114,7 @@ $report_customers{'List customers'} = [ \%report_customers_lists, 'List customer
if $curuser->access_right('List all customers');
$report_customers{'Zip code distribution'} = [ $fsurl. 'search/report_cust_main-zip.html', 'Zip codes by number of customers' ];
$report_customers{'Customer signup report'} = [ $fsurl. 'graph/report_cust_signup.html', 'New customer signups by date' ];
+$report_customers{'Customer churn report'} = [ $fsurl.'graph/report_cust_churn.html', 'New customers, suspensions, and cancellations summary' ];
$report_customers{'Signup date report'} = [ $fsurl. 'graph/report_signupdate.html', 'Signup date report (by date of signup)' ];
$report_customers{'Advanced customer reports'} = [ $fsurl. 'search/report_cust_main.html', 'by status, signup date, agent, etc.' ]
if $curuser->access_right('Advanced customer search');
diff --git a/httemplate/graph/cust_churn.html b/httemplate/graph/cust_churn.html
new file mode 100644
index 0000000..07193c7
--- /dev/null
+++ b/httemplate/graph/cust_churn.html
@@ -0,0 +1,70 @@
+<& elements/monthly.html,
+ 'title' => $agentname. 'Customer Churn',
+ 'items' => \@items,
+ 'labels' => \@labels,
+ 'graph_labels' => \@labels,
+ 'colors' => \@colors,
+ 'links' => \@links,
+ #'params' => \@params,
+ 'agentnum' => $agentnum,
+ 'sprintf' => ( $normalize ? '%0.1f%%' : '%u'),
+ 'normalize' => ( $normalize ? 0 : undef ),
+ 'disable_money' => 1,
+ 'remove_empty' => 0,
+ 'nototal' => 1,
+ 'no_graph' => [ 1, 0, 0, 0, 0 ], # don't graph 'active'
+&>
+<%init>
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+die "access denied"
+ unless $curuser->access_right('List customers');
+
+my( $agentnum, $agent ) = ('', '');
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ $agentnum = $1;
+ $agent = qsearchs('agent', { 'agentnum' => $agentnum } );
+} else {
+ die "agentnum required"; # UI prevents this
+}
+
+my $agentname = $agent ? $agent->agent.' ' : '';
+
+my @base_items = qw(active_cust
+ started_cust
+ suspended_cust
+ resumed_cust
+ cancelled_cust );
+
+my %base_labels = (
+ active_cust => 'Active customers',
+ started_cust => 'New',
+ suspended_cust => 'Suspended',
+ resumed_cust => 'Resumed',
+ cancelled_cust => 'Cancelled',
+);
+
+my %base_colors = (
+ active_cust => '000000', #black
+ started_cust => '00cc00', #green
+ suspended_cust => 'ff9900', #yellow
+ resumed_cust => '4444ff', #light blue for some reason
+ cancelled_cust => 'cc0000', #red
+);
+
+my %base_links;
+foreach my $status (qw(active started suspended resumed cancelled)) {
+ $base_links{$status.'_cust'} =
+ "${p}search/cust_main_churn.html?agentnum=$agentnum;status=$status;";
+}
+
+# indirection in case at some point we need to add breakdown options
+my (@items, @labels, @colors, @links, @params);
+ at items = @base_items;
+ at labels = @base_labels{@base_items};
+ at colors = @base_colors{@base_items};
+ at links = @base_links{@base_items};
+
+my $normalize = $cgi->param('normalize');
+
+</%init>
diff --git a/httemplate/graph/report_cust_churn.html b/httemplate/graph/report_cust_churn.html
new file mode 100644
index 0000000..3f94277
--- /dev/null
+++ b/httemplate/graph/report_cust_churn.html
@@ -0,0 +1,32 @@
+<% include('/elements/header.html', 'Customer Churn Summary' ) %>
+
+<FORM ACTION="cust_churn.html" METHOD="GET">
+
+<TABLE BGCOLOR="#cccccc" CELLSPACING=0>
+
+<& /elements/tr-select-from_to.html &>
+
+<& /elements/tr-select-agent.html,
+ 'curr_value' => scalar($cgi->param('agentnum')),
+ 'label' => 'For agent: ',
+ 'disable_empty' => 1,
+&>
+
+<& /elements/tr-checkbox.html,
+ 'field' => 'normalize',
+ 'value' => 1,
+ 'label' => 'Show percentages'
+&>
+
+</TABLE>
+
+<BR><INPUT TYPE="submit" VALUE="Display">
+</FORM>
+
+<% include('/elements/footer.html') %>
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('List customers');
+
+</%init>
diff --git a/httemplate/search/cust_main_churn.html b/httemplate/search/cust_main_churn.html
new file mode 100644
index 0000000..59f92cb
--- /dev/null
+++ b/httemplate/search/cust_main_churn.html
@@ -0,0 +1,120 @@
+<& elements/search.html,
+ 'title' => $title,
+ 'name' => 'customers',
+ 'query' => $query,
+ 'count_query' => $count_query,
+ 'header' => [ emt('#'),
+ FS::UI::Web::cust_header(
+ $cgi->param('cust_fields')
+ ),
+ { label => "Packages on $start_date", colspan => 3 },
+ '',
+ '',
+ { label => "Packages on $end_date", colspan => 3 },
+ '',
+ '',
+ ],
+ 'header2' => [ '',
+ map({ '' } (FS::UI::Web::cust_header())),
+ 'Active',
+ 'Suspended',
+ 'Cancelled',
+ 'Active',
+ 'Suspended',
+ 'Cancelled',
+ ],
+ 'fields' => [
+ 'custnum',
+ \&FS::UI::Web::cust_fields,
+ 's_active',
+ 's_suspended',
+ 's_cancelled',
+ 'e_active',
+ 'e_suspended',
+ 'e_cancelled',
+ ],
+ 'color' => [
+ '',
+ FS::UI::Web::cust_colors(),
+ # package colors here
+ '00CC00',
+ 'FF9900',
+ 'FF0000',
+
+ '00CC00',
+ 'FF9900',
+ 'FF0000',
+ ],
+ 'style' => [ '',
+ FS::UI::Web::cust_styles(),
+ '' ],
+ 'align' => 'r'. FS::UI::Web::cust_aligns(). 'rrrrrr',
+ 'links' => [
+ '',
+ ( map { $_ ne 'Cust. Status' ? $clink : '' }
+ FS::UI::Web::cust_header(
+ $cgi->param('cust_fields')
+ )
+ ),
+ '',
+ ],
+&>
+<%init>
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+
+die "access denied"
+ unless $curuser->access_right('List customers');
+
+my($speriod, $eperiod) = FS::UI::Web::parse_beginning_ending($cgi);
+my $start_date = time2str('%b %o, %Y', $speriod);
+my $end_date = time2str('%b %o, %Y', $eperiod);
+
+my $agentnum;
+if ($cgi->param('agentnum') =~ /^(\d+)$/) {
+ $agentnum = $1;
+}
+
+# can't use this directly as it doesn't have any cust_main fields.
+my $churn = FS::cust_main::Status->churn_sql($speriod, $eperiod);
+
+my $query = {
+ 'table' => 'cust_main',
+ 'select' => 'cust_main.*, churn.*',
+ 'addl_from' => " JOIN ($churn) AS churn USING (custnum) ",
+};
+my $count_query = "SELECT COUNT(*) FROM cust_main JOIN ($churn) AS churn USING (custnum)";
+my @where;
+
+my $status = $cgi->param('status');
+my $title;
+if ( $status eq 'active' ) {
+ $title = "Customers active on $start_date";
+ push @where, "s_active > 0";
+} elsif ( $status eq 'started' ) {
+ $title = "Customers starting service, $start_date - $end_date";
+ push @where, "s_active = 0 and e_active > 0";
+} elsif ( $status eq 'suspended' ) {
+ $title = "Customers suspended, $start_date - $end_date";
+ push @where, "s_active > 0 and e_active = 0 and e_suspended > 0";
+} elsif ( $status eq 'resumed' ) {
+ $title = "Customers resuming service, $start_date - $end_date";
+ push @where, "s_active = 0 and s_suspended > 0 and e_active > 0";
+} elsif ( $status eq 'cancelled' ) {
+ $title = "Customers cancelled, $start_date - $end_date";
+ push @where, "s_active > 0 and e_active = 0 and e_suspended = 0";
+}
+
+if ($agentnum) {
+ push @where, "agentnum = $agentnum";
+}
+
+if ( @where ) {
+ my $where = " WHERE ". join(' AND ', @where);
+ $query->{extra_sql} = $where;
+ $count_query .= $where;
+}
+
+my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
+
+</%init>
-----------------------------------------------------------------------
Summary of changes:
httemplate/elements/menu.html | 1 +
httemplate/graph/cust_churn.html | 70 ++++++++++++++++++
httemplate/graph/report_cust_churn.html | 32 +++++++++
httemplate/search/cust_main_churn.html | 120 +++++++++++++++++++++++++++++++
4 files changed, 223 insertions(+)
create mode 100644 httemplate/graph/cust_churn.html
create mode 100644 httemplate/graph/report_cust_churn.html
create mode 100644 httemplate/search/cust_main_churn.html
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