108 lines
3.7 KiB
Python
108 lines
3.7 KiB
Python
import pandas as pd
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from typing import List
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from openpyxl import Workbook
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df = pd.read_excel('./data_src/pingcap_pipeline.xlsx')
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# unique_values = df['Sales stage'].unique()
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# print("Unique values using unique():")
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# print(unique_values)
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crm_mandatory_fields = {
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"1-prospecting": [
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"联系人姓名", "部门", "职务", "手机",
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"预估整体项目节点数或vCPU数", "现用数据库痛点", "主要数据库", "客户业务场景", "数据量"
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],
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"2-evaluation": [
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"客户预算情况", "是否是独立预算", "预算是否完成审批","是否进PcC", "PcC是否已审批", "PcC状态", "测试类型",
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"测试项（用飞书链接）","参与友商", "poc开始日期", "poc预计结束日期", "MBO评审结果",
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],
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"3-qualification": [
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"立项批复", "立项时间", "立项贡献（立项报告的内容）", "招标方式"
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],
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"4-bidding/negotiating": [
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"是否投标", "发标时间", "投标时间", "竞争对手", "对手产配置", "对手投标金额",
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"标书/谈判文件（最大100M，考虑链接方式）", "中标结果", "丢标原因"
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],
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"5-contract review": [],
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"6A-cancel": [
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"取消原因", "leader审批结果"
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],
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"6B-closed lost": [
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"输单原因", "leader审批结果"
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],
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"6C-closed won": [
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"生成销售订单并关联商机", "商机字段更新到赢单"
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]
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}
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crm_mandatory_fields_list = list(crm_mandatory_fields.keys())
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stage_mapping = {
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# "prospecting": "1-prospecting",
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"Evaluation": "2-evaluation",
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"Qualification": "3-qualification",
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"PoC Won/Bidding+Negotiation": "4-bidding/negotiating",
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# "contract review": "5-contract review",
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# "cancel": "6A-cancel",
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# "closed lost": "6B-closed lost",
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"Closed Won": "6C-closed won"
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}
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def get_stages_up_to(crm_stage, stages_list):
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if crm_stage.startswith('6'):
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# Find the element starting with '5'
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index_5 = stages_list.index("5-contract review")
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if index_5 is not None:
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result_list = stages_list[:index_5 + 1]
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result_list.append(crm_stage)
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return result_list
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else:
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return stages_list # Return all stages if no '5' is found
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else:
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index = stages_list.index(crm_stage)
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return stages_list[:index + 1]
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def check_mandatory_fields(row, crm_stage):
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mandatory_fields = crm_mandatory_fields[crm_stage]
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sales_stage = row['Sales stage']
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print(f"Sales stage: {sales_stage}, CRM stage: {crm_stage}")
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result = {
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"fields_filled": [],
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"fields_not_filled": []
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}
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for field in mandatory_fields:
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if field in row and pd.notna(row[field]) and row[field] != '':
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print(f"Field: {field}, Value: {row[field]}")
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data = {
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"field": field,
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"value": row[field]
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}
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result["fields_filled"].append(data)
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else:
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result["fields_not_filled"].append(field)
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return result
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for index, row in df.iterrows():
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print("-" * 20,index ,"-" * 20)
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sales_stage = row['Sales stage']
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crm_stage = stage_mapping.get(sales_stage, "unknown")
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if crm_stage == "unknown":
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print(f"Sales stage: {sales_stage}, CRM stage: {crm_stage}")
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continue
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else:
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print(f"Sales stage: {sales_stage}, CRM stage: {crm_stage}")
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crm_stages = get_stages_up_to(crm_stage, crm_mandatory_fields_list)
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df.at[index, "crm_stage"] = crm_stage
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for stage in crm_stages:
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result = check_mandatory_fields(row, stage)
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df.at[index, stage] = ', '.join(result["fields_not_filled"])
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print("-"*10, stage, "-"*10)
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print(result)
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df.to_excel("./data_output/pingcap_pipeline_mandatory.xlsx")
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