yashdave182 commited on
Commit Β·
839b88c
1
Parent(s): dfe5873
Refactor demo management page for clarity and usability
Browse files- pages/demos.py +515 -219
pages/demos.py
CHANGED
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@@ -3,95 +3,165 @@ import streamlit as st
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import pandas as pd
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import plotly.express as px
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from datetime import datetime, timedelta
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def show_demos_page(db, whatsapp_manager=None):
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"""Show demo management and tracking page"""
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st.title("π― Demo Management Center")
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if not db:
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st.error("Database not available. Please check initialization.")
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return
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# Tabs for different demo functions
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tab1, tab2, tab3, tab4 = st.tabs(
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with tab1:
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show_schedule_demo_tab(db, whatsapp_manager)
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with tab2:
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show_demo_calendar_tab(db)
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with tab3:
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show_demo_analytics_tab(db)
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with tab4:
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show_follow_ups_tab(db, whatsapp_manager)
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def show_schedule_demo_tab(db, whatsapp_manager):
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"""Show form to schedule new demos"""
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st.subheader("β Schedule New Demo")
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with st.form("schedule_demo_form"):
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st.markdown("### π₯ Demo Information")
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col1, col2 = st.columns(2)
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with col1:
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# Customer selection
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customers = db.get_dataframe(
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if not customers.empty:
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customer_options = {
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else:
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st.warning("No customers found. Please add customers first.")
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customer_id = None
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# Distributor selection
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distributors = db.get_dataframe(
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if not distributors.empty:
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distributor_options = {
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else:
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distributor_id = None
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with col2:
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# Product selection
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products = db.get_dataframe(
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if not products.empty:
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product_options = {
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else:
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st.warning("No products found. Please add products first.")
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product_id = None
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# Demo details
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demo_date = st.date_input("Demo Date*", datetime.now())
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demo_time = st.time_input("Demo Time", datetime.now().time())
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st.markdown("### π Demo Details")
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col1, col2 = st.columns(2)
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with col1:
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quantity_provided = st.number_input(
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with col2:
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follow_up_date = st.date_input(
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# Submit button
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submitted = st.form_submit_button(
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if
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# Validation
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errors = []
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if not customer_id:
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@@ -100,92 +170,175 @@ def show_schedule_demo_tab(db, whatsapp_manager):
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errors.append("Product selection is required")
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if not demo_date:
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errors.append("Demo date is required")
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if errors:
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for error in errors:
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st.error(f"β {error}")
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else:
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try:
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if demo_id and demo_id > 0:
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# Send notification if WhatsApp available
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if whatsapp_manager and customer_id:
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send_demo_notification(
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else:
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st.error("β Failed to schedule demo. Please try again.")
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except Exception as e:
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st.error(f"β Error scheduling demo: {e}")
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def add_demo_to_database(db, demo_data):
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"""Add demo record to database"""
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try:
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quantity_provided, follow_up_date, conversion_status, notes, demo_location)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
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#
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return result[0][0] if result else -1
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except Exception as e:
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st.error(f"Database error: {e}")
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return -1
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"""Send demo notification to customer"""
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try:
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# Get customer and product details
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customer = db.get_dataframe(
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if not customer.empty and not product.empty:
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customer_data = customer.iloc[0]
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product_data = product.iloc[0]
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if customer_data.get(
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We're excited to confirm your product demo!
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-
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Date: {demo_datetime.strftime(
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β° Time: {
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π¦ Product: {product_data[
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Our team will demonstrate the product features and answer any questions you may have.
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Best regards,
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Sales Team"""
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success = whatsapp_manager.send_message(
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if success:
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st.success("π± Demo notification sent to customer!")
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else:
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st.warning("β οΈ Could not send demo notification")
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except Exception as e:
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st.warning(f"Could not send demo notification: {e}")
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def show_demo_summary(db, demo_id):
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"""Show summary of scheduled demo"""
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try:
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demo_data = db.get_dataframe(
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dist.name as distributor_name
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FROM demos d
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LEFT JOIN customers c ON d.customer_id = c.customer_id
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LEFT JOIN products p ON d.product_id = p.product_id
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LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
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WHERE d.demo_id = {demo_id}
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if not demo_data.empty:
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demo = demo_data.iloc[0]
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st.markdown("## π Demo Scheduled Successfully!")
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col1, col2 = st.columns(2)
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with col1:
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st.subheader("π₯ Demo Details")
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st.write(f"**Demo ID:** {demo_id}")
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st.write(f"**Customer:** {demo['customer_name']}")
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st.write(f"**Village:** {demo['village']}")
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st.write(f"**Product:** {demo['product_name']}")
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if demo
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st.write(f"**Distributor:** {demo['distributor_name']}")
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with col2:
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st.subheader("π
Schedule")
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st.write(f"**Demo Date:** {demo['demo_date']}")
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if demo
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st.write(f"**Demo Time:** {demo['demo_time']}")
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st.write(f"**Follow-up Date:** {demo['follow_up_date']}")
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st.write(f"**Status:** {demo['conversion_status']}")
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# Quick actions
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st.markdown("### β‘ Quick Actions")
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col1, col2, col3 = st.columns(
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with col1:
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if st.button("π View All Demos"):
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st.session_state.current_tab = "π Demo Calendar"
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with col2:
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if st.button("β Schedule Another"):
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st.rerun()
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with col3:
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if st.button("π View Analytics"):
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st.session_state.current_tab = "π Demo Analytics"
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except Exception as e:
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st.error(f"Error displaying demo summary: {e}")
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def show_demo_calendar_tab(db):
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"""Show demo calendar and upcoming demos"""
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st.subheader("π Demo Calendar & Schedule")
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try:
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# Date range filter
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col1, col2 = st.columns(2)
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with col1:
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start_date = st.date_input("Start Date", datetime.now())
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with col2:
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end_date = st.date_input("End Date", datetime.now() + timedelta(days=30))
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# Status filter
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status_filter = st.multiselect(
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# Get demos data
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demos_data = get_demos_data(db, start_date, end_date, status_filter)
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if not demos_data.empty:
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st.write(f"**π
Showing {len(demos_data)} demos**")
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# Upcoming demos (next 7 days)
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upcoming_demos = demos_data[
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(demos_data[
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(demos_data[
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]
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if not upcoming_demos.empty:
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st.subheader("π Upcoming Demos (Next 7 Days)")
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display_upcoming = upcoming_demos[
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st.dataframe(display_upcoming, use_container_width=True)
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# All demos in date range
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st.subheader("π All Demos")
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display_all = demos_data[
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st.dataframe(display_all, use_container_width=True)
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# Demo statistics
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st.subheader("π Demo Statistics")
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col1, col2, col3, col4 = st.columns(4)
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with col1:
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total_demos = len(demos_data)
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st.metric("Total Demos", total_demos)
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with col2:
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scheduled = len(
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st.metric("Scheduled", scheduled)
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with col3:
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completed = len(
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st.metric("Completed", completed)
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with col4:
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converted = len(
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st.metric("Converted", converted)
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else:
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st.info("No demos found for the selected criteria.")
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except Exception as e:
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st.error(f"Error loading demo calendar: {e}")
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def get_demos_data(db, start_date, end_date, status_filter):
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"""Get demos data with filters"""
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try:
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query =
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SELECT d.*, c.name as customer_name, c.village, c.mobile,
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p.product_name, dist.name as distributor_name
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FROM demos d
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LEFT JOIN products p ON d.product_id = p.product_id
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LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
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WHERE d.demo_date BETWEEN ? AND ?
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params = [start_date, end_date]
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if status_filter:
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placeholders =
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query += f
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params.extend(status_filter)
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query +=
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return db.get_dataframe(
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except Exception as e:
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st.error(f"Error getting demos data: {e}")
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return pd.DataFrame()
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def show_demo_analytics_tab(db):
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"""Show demo analytics and conversion rates"""
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st.subheader("π Demo Analytics")
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try:
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# Get demo conversion data
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demos_data = db.get_dataframe(
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SELECT d.*, c.name as customer_name, c.village,
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p.product_name, dist.name as distributor_name
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FROM demos d
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LEFT JOIN products p ON d.product_id = p.product_id
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LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
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ORDER BY d.demo_date DESC
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-
|
| 373 |
-
|
|
|
|
| 374 |
if not demos_data.empty:
|
|
|
|
|
|
|
|
|
|
| 375 |
# Conversion statistics
|
| 376 |
st.subheader("π― Conversion Analytics")
|
| 377 |
-
|
| 378 |
col1, col2, col3, col4 = st.columns(4)
|
| 379 |
-
|
| 380 |
with col1:
|
| 381 |
total_demos = len(demos_data)
|
| 382 |
st.metric("Total Demos", total_demos)
|
| 383 |
-
|
| 384 |
with col2:
|
| 385 |
-
converted = len(
|
|
|
|
|
|
|
| 386 |
st.metric("Converted", converted)
|
| 387 |
-
|
| 388 |
with col3:
|
| 389 |
-
not_converted = len(
|
|
|
|
|
|
|
| 390 |
st.metric("Not Converted", not_converted)
|
| 391 |
-
|
| 392 |
with col4:
|
| 393 |
-
conversion_rate = (
|
|
|
|
|
|
|
| 394 |
st.metric("Conversion Rate", f"{conversion_rate:.1f}%")
|
| 395 |
-
|
| 396 |
# Product-wise conversion
|
| 397 |
st.subheader("π¦ Product Performance")
|
| 398 |
-
if
|
| 399 |
-
product_stats =
|
| 400 |
-
|
| 401 |
-
|
| 402 |
-
|
| 403 |
-
|
| 404 |
-
|
| 405 |
-
|
| 406 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 407 |
st.dataframe(product_stats, use_container_width=True)
|
| 408 |
-
|
| 409 |
# Monthly trend
|
| 410 |
st.subheader("π Monthly Demo Trend")
|
| 411 |
try:
|
| 412 |
-
demos_data[
|
| 413 |
-
monthly_trend = demos_data.groupby(
|
|
|
|
|
|
|
| 414 |
monthly_trend.index = monthly_trend.index.astype(str)
|
| 415 |
-
|
| 416 |
if not monthly_trend.empty:
|
| 417 |
-
fig = px.line(
|
| 418 |
-
|
| 419 |
-
|
|
|
|
|
|
|
|
|
|
| 420 |
st.plotly_chart(fig, use_container_width=True)
|
| 421 |
except:
|
| 422 |
st.info("Could not generate monthly trend chart")
|
| 423 |
-
|
| 424 |
else:
|
| 425 |
st.info("No demo data available for analytics.")
|
| 426 |
-
|
| 427 |
except Exception as e:
|
| 428 |
st.error(f"Error loading demo analytics: {e}")
|
| 429 |
|
|
|
|
| 430 |
def show_follow_ups_tab(db, whatsapp_manager):
|
| 431 |
"""Show demo follow-ups and conversion tracking"""
|
| 432 |
st.subheader("π Demo Follow-ups")
|
| 433 |
-
|
| 434 |
try:
|
| 435 |
# Get demos needing follow-up
|
| 436 |
-
follow_up_data = db.get_dataframe(
|
|
|
|
|
|
|
| 437 |
SELECT d.*, c.name as customer_name, c.mobile, c.village,
|
| 438 |
p.product_name, dist.name as distributor_name
|
| 439 |
FROM demos d
|
|
@@ -443,75 +685,129 @@ def show_follow_ups_tab(db, whatsapp_manager):
|
|
| 443 |
WHERE d.follow_up_date <= date('now', '+7 days')
|
| 444 |
AND d.conversion_status IN ('Completed', 'Not Converted')
|
| 445 |
ORDER BY d.follow_up_date ASC
|
| 446 |
-
|
| 447 |
-
|
|
|
|
| 448 |
if not follow_up_data.empty:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 449 |
# Overdue follow-ups
|
| 450 |
-
overdue = follow_up_data[
|
|
|
|
|
|
|
| 451 |
if not overdue.empty:
|
| 452 |
st.warning(f"π¨ {len(overdue)} Overdue Follow-ups!")
|
| 453 |
-
display_overdue = overdue[
|
| 454 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 455 |
st.dataframe(display_overdue, use_container_width=True)
|
| 456 |
-
|
| 457 |
# Upcoming follow-ups
|
| 458 |
-
upcoming = follow_up_data[
|
|
|
|
|
|
|
| 459 |
if not upcoming.empty:
|
| 460 |
st.subheader("π
Upcoming Follow-ups")
|
| 461 |
-
display_upcoming = upcoming[
|
| 462 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 463 |
st.dataframe(display_upcoming, use_container_width=True)
|
| 464 |
-
|
| 465 |
# Follow-up actions
|
| 466 |
st.subheader("π Follow-up Actions")
|
| 467 |
-
selected_demo = st.selectbox(
|
| 468 |
-
|
| 469 |
-
|
| 470 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
| 471 |
if selected_demo:
|
| 472 |
-
demo_index = [
|
| 473 |
-
|
|
|
|
|
|
|
| 474 |
selected_demo_data = follow_up_data.iloc[demo_index]
|
| 475 |
-
|
| 476 |
col1, col2 = st.columns(2)
|
| 477 |
-
|
| 478 |
with col1:
|
| 479 |
-
new_status = st.selectbox(
|
| 480 |
-
|
| 481 |
-
|
|
|
|
|
|
|
| 482 |
if st.button("π Update Status"):
|
| 483 |
-
update_demo_status(
|
|
|
|
|
|
|
| 484 |
st.success("β
Status updated successfully!")
|
| 485 |
st.rerun()
|
| 486 |
-
|
| 487 |
with col2:
|
| 488 |
if whatsapp_manager and st.button("π± Send Follow-up Message"):
|
| 489 |
send_follow_up_message(whatsapp_manager, selected_demo_data)
|
| 490 |
st.success("β
Follow-up message sent!")
|
| 491 |
-
|
| 492 |
else:
|
| 493 |
st.success("π No pending follow-ups! All demos are up to date.")
|
| 494 |
-
|
| 495 |
except Exception as e:
|
| 496 |
st.error(f"Error loading follow-ups: {e}")
|
| 497 |
|
|
|
|
| 498 |
def update_demo_status(db, demo_id, new_status):
|
| 499 |
"""Update demo conversion status"""
|
| 500 |
try:
|
| 501 |
-
db.execute_query(
|
|
|
|
| 502 |
UPDATE demos SET conversion_status = ?, updated_date = CURRENT_TIMESTAMP
|
| 503 |
WHERE demo_id = ?
|
| 504 |
-
|
|
|
|
|
|
|
|
|
|
| 505 |
except Exception as e:
|
| 506 |
st.error(f"Error updating demo status: {e}")
|
| 507 |
|
|
|
|
| 508 |
def send_follow_up_message(whatsapp_manager, demo_data):
|
| 509 |
"""Send follow-up message for demo"""
|
| 510 |
try:
|
| 511 |
-
if demo_data.get(
|
| 512 |
-
message = f"""Hello {demo_data[
|
| 513 |
|
| 514 |
-
Following up on your {demo_data[
|
| 515 |
|
| 516 |
We'd love to hear about your experience and answer any questions you may have.
|
| 517 |
|
|
@@ -519,10 +815,10 @@ Would you be interested in placing an order or scheduling another demo?
|
|
| 519 |
|
| 520 |
Best regards,
|
| 521 |
Sales Team"""
|
| 522 |
-
|
| 523 |
-
success = whatsapp_manager.send_message(demo_data[
|
| 524 |
return success
|
| 525 |
return False
|
| 526 |
except Exception as e:
|
| 527 |
st.error(f"Error sending follow-up message: {e}")
|
| 528 |
-
return False
|
|
|
|
| 3 |
import pandas as pd
|
| 4 |
import plotly.express as px
|
| 5 |
from datetime import datetime, timedelta
|
| 6 |
+
import time
|
| 7 |
+
|
| 8 |
|
| 9 |
def show_demos_page(db, whatsapp_manager=None):
|
| 10 |
"""Show demo management and tracking page"""
|
| 11 |
st.title("π― Demo Management Center")
|
| 12 |
+
|
| 13 |
if not db:
|
| 14 |
st.error("Database not available. Please check initialization.")
|
| 15 |
return
|
| 16 |
+
|
| 17 |
# Tabs for different demo functions
|
| 18 |
+
tab1, tab2, tab3, tab4 = st.tabs(
|
| 19 |
+
["β Schedule Demo", "π Demo Calendar", "π Demo Analytics", "π Follow-ups"]
|
| 20 |
+
)
|
| 21 |
+
|
| 22 |
with tab1:
|
| 23 |
show_schedule_demo_tab(db, whatsapp_manager)
|
| 24 |
+
|
| 25 |
with tab2:
|
| 26 |
show_demo_calendar_tab(db)
|
| 27 |
+
|
| 28 |
with tab3:
|
| 29 |
show_demo_analytics_tab(db)
|
| 30 |
+
|
| 31 |
with tab4:
|
| 32 |
show_follow_ups_tab(db, whatsapp_manager)
|
| 33 |
|
| 34 |
+
|
| 35 |
def show_schedule_demo_tab(db, whatsapp_manager):
|
| 36 |
"""Show form to schedule new demos"""
|
| 37 |
st.subheader("β Schedule New Demo")
|
| 38 |
+
|
| 39 |
+
# Show demo summary if we just created one
|
| 40 |
+
if "last_demo_id" in st.session_state and st.session_state.last_demo_id:
|
| 41 |
+
show_demo_summary(db, st.session_state.last_demo_id)
|
| 42 |
+
st.session_state.last_demo_id = None # Clear after showing
|
| 43 |
+
st.divider()
|
| 44 |
+
|
| 45 |
with st.form("schedule_demo_form"):
|
| 46 |
st.markdown("### π₯ Demo Information")
|
| 47 |
+
|
| 48 |
col1, col2 = st.columns(2)
|
| 49 |
+
|
| 50 |
with col1:
|
| 51 |
# Customer selection
|
| 52 |
+
customers = db.get_dataframe(
|
| 53 |
+
"customers", "SELECT customer_id, name, village FROM customers"
|
| 54 |
+
)
|
| 55 |
if not customers.empty:
|
| 56 |
+
customer_options = {
|
| 57 |
+
f"{row['name']} ({row['village']})": row["customer_id"]
|
| 58 |
+
for _, row in customers.iterrows()
|
| 59 |
+
}
|
| 60 |
+
selected_customer = st.selectbox(
|
| 61 |
+
"Select Customer*", options=list(customer_options.keys())
|
| 62 |
+
)
|
| 63 |
+
customer_id = (
|
| 64 |
+
customer_options[selected_customer] if selected_customer else None
|
| 65 |
+
)
|
| 66 |
else:
|
| 67 |
st.warning("No customers found. Please add customers first.")
|
| 68 |
customer_id = None
|
| 69 |
+
|
| 70 |
# Distributor selection
|
| 71 |
+
distributors = db.get_dataframe(
|
| 72 |
+
"distributors", "SELECT distributor_id, name, village FROM distributors"
|
| 73 |
+
)
|
| 74 |
if not distributors.empty:
|
| 75 |
+
distributor_options = {
|
| 76 |
+
f"{row['name']} ({row['village']})": row["distributor_id"]
|
| 77 |
+
for _, row in distributors.iterrows()
|
| 78 |
+
}
|
| 79 |
+
selected_distributor = st.selectbox(
|
| 80 |
+
"Assign Distributor",
|
| 81 |
+
options=[""] + list(distributor_options.keys()),
|
| 82 |
+
)
|
| 83 |
+
distributor_id = (
|
| 84 |
+
distributor_options[selected_distributor]
|
| 85 |
+
if selected_distributor
|
| 86 |
+
else None
|
| 87 |
+
)
|
| 88 |
else:
|
| 89 |
distributor_id = None
|
| 90 |
+
|
| 91 |
with col2:
|
| 92 |
# Product selection
|
| 93 |
+
products = db.get_dataframe(
|
| 94 |
+
"products",
|
| 95 |
+
"SELECT product_id, product_name FROM products WHERE is_active = 1",
|
| 96 |
+
)
|
| 97 |
if not products.empty:
|
| 98 |
+
product_options = {
|
| 99 |
+
row["product_name"]: row["product_id"]
|
| 100 |
+
for _, row in products.iterrows()
|
| 101 |
+
}
|
| 102 |
+
selected_product = st.selectbox(
|
| 103 |
+
"Product to Demo*", options=list(product_options.keys())
|
| 104 |
+
)
|
| 105 |
+
product_id = (
|
| 106 |
+
product_options[selected_product] if selected_product else None
|
| 107 |
+
)
|
| 108 |
else:
|
| 109 |
st.warning("No products found. Please add products first.")
|
| 110 |
product_id = None
|
| 111 |
+
|
| 112 |
# Demo details
|
| 113 |
+
demo_date = st.date_input("Demo Date*", datetime.now().date())
|
| 114 |
demo_time = st.time_input("Demo Time", datetime.now().time())
|
| 115 |
+
|
| 116 |
st.markdown("### π Demo Details")
|
| 117 |
+
|
| 118 |
col1, col2 = st.columns(2)
|
| 119 |
+
|
| 120 |
with col1:
|
| 121 |
+
quantity_provided = st.number_input(
|
| 122 |
+
"Quantity Provided",
|
| 123 |
+
min_value=0,
|
| 124 |
+
value=1,
|
| 125 |
+
help="Number of units provided for demo",
|
| 126 |
+
)
|
| 127 |
+
demo_location = st.selectbox(
|
| 128 |
+
"Demo Location",
|
| 129 |
+
["Customer Home", "Distributor Office", "Public Place", "Other"],
|
| 130 |
+
)
|
| 131 |
+
|
| 132 |
with col2:
|
| 133 |
+
follow_up_date = st.date_input(
|
| 134 |
+
"Follow-up Date", datetime.now().date() + timedelta(days=7)
|
| 135 |
+
)
|
| 136 |
+
conversion_status = st.selectbox(
|
| 137 |
+
"Initial Status", ["Scheduled", "Completed", "Cancelled"]
|
| 138 |
+
)
|
| 139 |
+
|
| 140 |
+
notes = st.text_area(
|
| 141 |
+
"Demo Notes",
|
| 142 |
+
placeholder="Any special instructions, customer requirements, or observations...",
|
| 143 |
+
)
|
| 144 |
+
|
| 145 |
# Submit button
|
| 146 |
+
submitted = st.form_submit_button(
|
| 147 |
+
"π― Schedule Demo",
|
| 148 |
+
type="primary",
|
| 149 |
+
)
|
| 150 |
+
|
| 151 |
+
# Handle form submission OUTSIDE the form to prevent resubmission
|
| 152 |
+
if submitted:
|
| 153 |
+
# Create unique submission ID to prevent duplicates
|
| 154 |
+
submission_id = f"{customer_id}_{product_id}_{demo_date}_{demo_time}_{int(time.time())}"
|
| 155 |
+
|
| 156 |
+
# Initialize submission tracking if not exists
|
| 157 |
+
if "processed_submissions" not in st.session_state:
|
| 158 |
+
st.session_state.processed_submissions = set()
|
| 159 |
|
| 160 |
+
# Check if this exact submission was already processed in this session
|
| 161 |
+
if submission_id in st.session_state.processed_submissions:
|
| 162 |
+
st.warning("β οΈ This demo was already submitted. Showing previously created demo.")
|
| 163 |
+
# Don't rerun, just show the existing demo
|
| 164 |
+
else:
|
| 165 |
# Validation
|
| 166 |
errors = []
|
| 167 |
if not customer_id:
|
|
|
|
| 170 |
errors.append("Product selection is required")
|
| 171 |
if not demo_date:
|
| 172 |
errors.append("Demo date is required")
|
| 173 |
+
|
| 174 |
if errors:
|
| 175 |
for error in errors:
|
| 176 |
st.error(f"β {error}")
|
| 177 |
else:
|
| 178 |
+
# Check if a similar demo already exists in database (within last 5 minutes)
|
| 179 |
try:
|
| 180 |
+
recent_demos = db.get_dataframe(
|
| 181 |
+
"demos",
|
| 182 |
+
"""
|
| 183 |
+
SELECT demo_id FROM demos
|
| 184 |
+
WHERE customer_id = ?
|
| 185 |
+
AND product_id = ?
|
| 186 |
+
AND demo_date = ?
|
| 187 |
+
AND created_date >= datetime('now', '-5 minutes')
|
| 188 |
+
ORDER BY demo_id DESC LIMIT 1
|
| 189 |
+
""",
|
| 190 |
+
params=(customer_id, product_id, demo_date)
|
| 191 |
+
)
|
| 192 |
|
| 193 |
+
if not recent_demos.empty:
|
| 194 |
+
existing_demo_id = recent_demos.iloc[0]['demo_id']
|
| 195 |
+
st.warning(f"β οΈ A similar demo (ID: {existing_demo_id}) was already created recently. Showing that demo instead.")
|
| 196 |
+
st.session_state.last_demo_id = existing_demo_id
|
| 197 |
+
st.session_state.processed_submissions.add(submission_id)
|
| 198 |
+
st.rerun()
|
| 199 |
+
return
|
| 200 |
+
except Exception as check_error:
|
| 201 |
+
st.warning(f"Could not check for existing demos: {check_error}")
|
| 202 |
+
|
| 203 |
+
try:
|
| 204 |
+
# Ensure demo_date is a single date object (not tuple)
|
| 205 |
+
if isinstance(demo_date, tuple):
|
| 206 |
+
demo_date = demo_date[0] if demo_date else datetime.now().date()
|
| 207 |
|
| 208 |
+
# Ensure follow_up_date is a single date object
|
| 209 |
+
if isinstance(follow_up_date, tuple):
|
| 210 |
+
follow_up_date = follow_up_date[0] if follow_up_date else datetime.now().date() + timedelta(days=7)
|
| 211 |
+
|
| 212 |
+
# Combine date and time for notification
|
| 213 |
+
demo_datetime = datetime.combine(demo_date, demo_time)
|
| 214 |
+
|
| 215 |
+
# Add demo to database
|
| 216 |
+
demo_id = add_demo_to_database(
|
| 217 |
+
db,
|
| 218 |
+
{
|
| 219 |
+
"customer_id": customer_id,
|
| 220 |
+
"distributor_id": distributor_id,
|
| 221 |
+
"product_id": product_id,
|
| 222 |
+
"demo_date": demo_date,
|
| 223 |
+
"demo_time": demo_time,
|
| 224 |
+
"quantity_provided": quantity_provided,
|
| 225 |
+
"follow_up_date": follow_up_date,
|
| 226 |
+
"conversion_status": conversion_status,
|
| 227 |
+
"notes": notes,
|
| 228 |
+
"demo_location": demo_location,
|
| 229 |
+
},
|
| 230 |
+
)
|
| 231 |
+
|
| 232 |
if demo_id and demo_id > 0:
|
| 233 |
+
# Mark this submission as processed
|
| 234 |
+
st.session_state.processed_submissions.add(submission_id)
|
| 235 |
|
| 236 |
+
st.success(
|
| 237 |
+
f"β
Demo scheduled successfully! Demo ID: {demo_id}"
|
| 238 |
+
)
|
| 239 |
+
|
| 240 |
# Send notification if WhatsApp available
|
| 241 |
if whatsapp_manager and customer_id:
|
| 242 |
+
send_demo_notification(
|
| 243 |
+
whatsapp_manager,
|
| 244 |
+
db,
|
| 245 |
+
customer_id,
|
| 246 |
+
demo_datetime,
|
| 247 |
+
product_id,
|
| 248 |
+
)
|
| 249 |
+
|
| 250 |
+
# Store demo_id in session state to show summary outside form
|
| 251 |
+
st.session_state.last_demo_id = demo_id
|
| 252 |
+
|
| 253 |
+
# Set flag for dashboard notification
|
| 254 |
+
st.session_state.demo_created_notification = demo_id
|
| 255 |
+
|
| 256 |
+
# Update refresh time to ensure dashboard shows latest demos
|
| 257 |
+
st.session_state.demo_refresh_time = time.time()
|
| 258 |
+
|
| 259 |
+
# Rerun to show summary
|
| 260 |
+
st.rerun()
|
| 261 |
+
|
| 262 |
else:
|
| 263 |
st.error("β Failed to schedule demo. Please try again.")
|
| 264 |
+
|
| 265 |
except Exception as e:
|
| 266 |
st.error(f"β Error scheduling demo: {e}")
|
| 267 |
+
import traceback
|
| 268 |
+
st.code(traceback.format_exc())
|
| 269 |
+
|
| 270 |
|
| 271 |
def add_demo_to_database(db, demo_data):
|
| 272 |
"""Add demo record to database"""
|
| 273 |
try:
|
| 274 |
+
# Insert the demo - execute_query returns [(lastrowid,)] for INSERT
|
| 275 |
+
result = db.execute_query(
|
| 276 |
+
"""
|
| 277 |
+
INSERT INTO demos (customer_id, distributor_id, product_id, demo_date, demo_time,
|
| 278 |
quantity_provided, follow_up_date, conversion_status, notes, demo_location)
|
| 279 |
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
|
| 280 |
+
""",
|
| 281 |
+
(
|
| 282 |
+
demo_data["customer_id"],
|
| 283 |
+
demo_data["distributor_id"],
|
| 284 |
+
demo_data["product_id"],
|
| 285 |
+
demo_data["demo_date"],
|
| 286 |
+
demo_data["demo_time"].strftime("%H:%M:%S")
|
| 287 |
+
if demo_data.get("demo_time")
|
| 288 |
+
else None,
|
| 289 |
+
demo_data["quantity_provided"],
|
| 290 |
+
demo_data["follow_up_date"],
|
| 291 |
+
demo_data["conversion_status"],
|
| 292 |
+
demo_data["notes"],
|
| 293 |
+
demo_data["demo_location"],
|
| 294 |
+
),
|
| 295 |
+
log_action=False,
|
| 296 |
+
)
|
| 297 |
|
| 298 |
+
# The execute_query method returns [(lastrowid,)] for INSERT queries
|
| 299 |
+
demo_id = result[0][0] if result and len(result) > 0 and result[0][0] else None
|
|
|
|
| 300 |
|
| 301 |
+
if demo_id:
|
| 302 |
+
return demo_id
|
| 303 |
+
else:
|
| 304 |
+
st.error("β Failed to get demo_id after insertion")
|
| 305 |
+
return -1
|
| 306 |
+
|
| 307 |
except Exception as e:
|
| 308 |
st.error(f"Database error: {e}")
|
| 309 |
+
import traceback
|
| 310 |
+
st.code(traceback.format_exc())
|
| 311 |
return -1
|
| 312 |
|
| 313 |
+
|
| 314 |
+
def send_demo_notification(
|
| 315 |
+
whatsapp_manager, db, customer_id, demo_datetime, product_id
|
| 316 |
+
):
|
| 317 |
"""Send demo notification to customer"""
|
| 318 |
try:
|
| 319 |
# Get customer and product details
|
| 320 |
+
customer = db.get_dataframe(
|
| 321 |
+
"customers", f"SELECT * FROM customers WHERE customer_id = {customer_id}"
|
| 322 |
+
)
|
| 323 |
+
product = db.get_dataframe(
|
| 324 |
+
"products", f"SELECT * FROM products WHERE product_id = {product_id}"
|
| 325 |
+
)
|
| 326 |
+
|
| 327 |
if not customer.empty and not product.empty:
|
| 328 |
customer_data = customer.iloc[0]
|
| 329 |
product_data = product.iloc[0]
|
| 330 |
+
|
| 331 |
+
if customer_data.get("mobile"):
|
| 332 |
+
# Format time safely
|
| 333 |
+
time_str = demo_datetime.strftime("%I:%M %p")
|
| 334 |
+
|
| 335 |
+
message = f"""Hello {customer_data["name"]}! π
|
| 336 |
|
| 337 |
We're excited to confirm your product demo!
|
| 338 |
|
| 339 |
+
π
Date: {demo_datetime.strftime("%d %b %Y")}
|
| 340 |
+
β° Time: {time_str}
|
| 341 |
+
π¦ Product: {product_data["product_name"]}
|
| 342 |
|
| 343 |
Our team will demonstrate the product features and answer any questions you may have.
|
| 344 |
|
|
|
|
| 346 |
|
| 347 |
Best regards,
|
| 348 |
Sales Team"""
|
| 349 |
+
|
| 350 |
+
success = whatsapp_manager.send_message(
|
| 351 |
+
customer_data["mobile"], message
|
| 352 |
+
)
|
| 353 |
if success:
|
| 354 |
st.success("π± Demo notification sent to customer!")
|
| 355 |
else:
|
| 356 |
st.warning("β οΈ Could not send demo notification")
|
| 357 |
+
|
| 358 |
except Exception as e:
|
| 359 |
st.warning(f"Could not send demo notification: {e}")
|
| 360 |
|
| 361 |
+
|
| 362 |
def show_demo_summary(db, demo_id):
|
| 363 |
"""Show summary of scheduled demo"""
|
| 364 |
try:
|
| 365 |
+
demo_data = db.get_dataframe(
|
| 366 |
+
"demos",
|
| 367 |
+
f"""
|
| 368 |
+
SELECT d.*, c.name as customer_name, c.village, p.product_name,
|
| 369 |
dist.name as distributor_name
|
| 370 |
FROM demos d
|
| 371 |
LEFT JOIN customers c ON d.customer_id = c.customer_id
|
| 372 |
LEFT JOIN products p ON d.product_id = p.product_id
|
| 373 |
LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
|
| 374 |
WHERE d.demo_id = {demo_id}
|
| 375 |
+
""",
|
| 376 |
+
)
|
| 377 |
+
|
| 378 |
if not demo_data.empty:
|
| 379 |
demo = demo_data.iloc[0]
|
| 380 |
+
|
| 381 |
st.markdown("## π Demo Scheduled Successfully!")
|
| 382 |
+
|
| 383 |
col1, col2 = st.columns(2)
|
| 384 |
+
|
| 385 |
with col1:
|
| 386 |
st.subheader("π₯ Demo Details")
|
| 387 |
st.write(f"**Demo ID:** {demo_id}")
|
| 388 |
st.write(f"**Customer:** {demo['customer_name']}")
|
| 389 |
st.write(f"**Village:** {demo['village']}")
|
| 390 |
st.write(f"**Product:** {demo['product_name']}")
|
| 391 |
+
if demo.get("distributor_name"):
|
| 392 |
st.write(f"**Distributor:** {demo['distributor_name']}")
|
| 393 |
+
|
| 394 |
with col2:
|
| 395 |
st.subheader("π
Schedule")
|
| 396 |
st.write(f"**Demo Date:** {demo['demo_date']}")
|
| 397 |
+
if demo.get("demo_time"):
|
| 398 |
st.write(f"**Demo Time:** {demo['demo_time']}")
|
| 399 |
st.write(f"**Follow-up Date:** {demo['follow_up_date']}")
|
| 400 |
st.write(f"**Status:** {demo['conversion_status']}")
|
| 401 |
+
|
| 402 |
# Quick actions
|
| 403 |
st.markdown("### β‘ Quick Actions")
|
| 404 |
+
col1, col2, col3, col4 = st.columns(4)
|
| 405 |
+
|
| 406 |
with col1:
|
| 407 |
+
if st.button("π Go to Dashboard"):
|
| 408 |
+
st.session_state.current_page = "dashboard"
|
| 409 |
+
st.rerun()
|
| 410 |
+
|
| 411 |
+
with col2:
|
| 412 |
if st.button("π View All Demos"):
|
| 413 |
st.session_state.current_tab = "π Demo Calendar"
|
|
|
|
|
|
|
|
|
|
| 414 |
st.rerun()
|
| 415 |
+
|
| 416 |
with col3:
|
| 417 |
+
if st.button("β Schedule Another"):
|
| 418 |
+
st.rerun()
|
| 419 |
+
|
| 420 |
+
with col4:
|
| 421 |
if st.button("π View Analytics"):
|
| 422 |
st.session_state.current_tab = "π Demo Analytics"
|
| 423 |
+
st.rerun()
|
| 424 |
+
|
| 425 |
except Exception as e:
|
| 426 |
st.error(f"Error displaying demo summary: {e}")
|
| 427 |
|
| 428 |
+
|
| 429 |
def show_demo_calendar_tab(db):
|
| 430 |
"""Show demo calendar and upcoming demos"""
|
| 431 |
st.subheader("π Demo Calendar & Schedule")
|
| 432 |
+
|
| 433 |
try:
|
| 434 |
# Date range filter
|
| 435 |
col1, col2 = st.columns(2)
|
| 436 |
with col1:
|
| 437 |
+
start_date = st.date_input("Start Date", datetime.now().date())
|
| 438 |
with col2:
|
| 439 |
+
end_date = st.date_input("End Date", datetime.now().date() + timedelta(days=30))
|
| 440 |
+
|
| 441 |
# Status filter
|
| 442 |
+
status_filter = st.multiselect(
|
| 443 |
+
"Filter by Status",
|
| 444 |
+
["Scheduled", "Completed", "Cancelled", "Converted", "Not Converted"],
|
| 445 |
+
default=["Scheduled", "Completed"],
|
| 446 |
+
)
|
| 447 |
+
|
| 448 |
# Get demos data
|
| 449 |
demos_data = get_demos_data(db, start_date, end_date, status_filter)
|
| 450 |
+
|
| 451 |
if not demos_data.empty:
|
| 452 |
+
# Convert demo_date to datetime for comparison
|
| 453 |
+
demos_data["demo_date"] = pd.to_datetime(demos_data["demo_date"]).dt.date
|
| 454 |
+
|
| 455 |
st.write(f"**π
Showing {len(demos_data)} demos**")
|
| 456 |
+
|
| 457 |
# Upcoming demos (next 7 days)
|
| 458 |
upcoming_demos = demos_data[
|
| 459 |
+
(demos_data["demo_date"] <= datetime.now().date() + timedelta(days=7))
|
| 460 |
+
& (demos_data["conversion_status"] == "Scheduled")
|
| 461 |
]
|
| 462 |
+
|
| 463 |
if not upcoming_demos.empty:
|
| 464 |
st.subheader("π Upcoming Demos (Next 7 Days)")
|
| 465 |
+
display_upcoming = upcoming_demos[
|
| 466 |
+
[
|
| 467 |
+
"demo_date",
|
| 468 |
+
"customer_name",
|
| 469 |
+
"village",
|
| 470 |
+
"product_name",
|
| 471 |
+
"distributor_name",
|
| 472 |
+
]
|
| 473 |
+
].copy()
|
| 474 |
+
display_upcoming.columns = [
|
| 475 |
+
"Date",
|
| 476 |
+
"Customer",
|
| 477 |
+
"Village",
|
| 478 |
+
"Product",
|
| 479 |
+
"Distributor",
|
| 480 |
+
]
|
| 481 |
st.dataframe(display_upcoming, use_container_width=True)
|
| 482 |
+
|
| 483 |
# All demos in date range
|
| 484 |
st.subheader("π All Demos")
|
| 485 |
+
display_all = demos_data[
|
| 486 |
+
[
|
| 487 |
+
"demo_date",
|
| 488 |
+
"customer_name",
|
| 489 |
+
"village",
|
| 490 |
+
"product_name",
|
| 491 |
+
"conversion_status",
|
| 492 |
+
"distributor_name",
|
| 493 |
+
]
|
| 494 |
+
].copy()
|
| 495 |
+
display_all.columns = [
|
| 496 |
+
"Date",
|
| 497 |
+
"Customer",
|
| 498 |
+
"Village",
|
| 499 |
+
"Product",
|
| 500 |
+
"Status",
|
| 501 |
+
"Distributor",
|
| 502 |
+
]
|
| 503 |
+
display_all = display_all.sort_values("Date", ascending=False)
|
| 504 |
st.dataframe(display_all, use_container_width=True)
|
| 505 |
+
|
| 506 |
# Demo statistics
|
| 507 |
st.subheader("π Demo Statistics")
|
| 508 |
col1, col2, col3, col4 = st.columns(4)
|
| 509 |
+
|
| 510 |
with col1:
|
| 511 |
total_demos = len(demos_data)
|
| 512 |
st.metric("Total Demos", total_demos)
|
| 513 |
+
|
| 514 |
with col2:
|
| 515 |
+
scheduled = len(
|
| 516 |
+
demos_data[demos_data["conversion_status"] == "Scheduled"]
|
| 517 |
+
)
|
| 518 |
st.metric("Scheduled", scheduled)
|
| 519 |
+
|
| 520 |
with col3:
|
| 521 |
+
completed = len(
|
| 522 |
+
demos_data[demos_data["conversion_status"] == "Completed"]
|
| 523 |
+
)
|
| 524 |
st.metric("Completed", completed)
|
| 525 |
+
|
| 526 |
with col4:
|
| 527 |
+
converted = len(
|
| 528 |
+
demos_data[demos_data["conversion_status"] == "Converted"]
|
| 529 |
+
)
|
| 530 |
st.metric("Converted", converted)
|
| 531 |
+
|
| 532 |
else:
|
| 533 |
st.info("No demos found for the selected criteria.")
|
| 534 |
+
|
| 535 |
except Exception as e:
|
| 536 |
st.error(f"Error loading demo calendar: {e}")
|
| 537 |
+
import traceback
|
| 538 |
+
st.code(traceback.format_exc())
|
| 539 |
+
|
| 540 |
|
| 541 |
def get_demos_data(db, start_date, end_date, status_filter):
|
| 542 |
"""Get demos data with filters"""
|
| 543 |
try:
|
| 544 |
+
query = """
|
| 545 |
SELECT d.*, c.name as customer_name, c.village, c.mobile,
|
| 546 |
p.product_name, dist.name as distributor_name
|
| 547 |
FROM demos d
|
|
|
|
| 549 |
LEFT JOIN products p ON d.product_id = p.product_id
|
| 550 |
LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
|
| 551 |
WHERE d.demo_date BETWEEN ? AND ?
|
| 552 |
+
"""
|
| 553 |
+
|
| 554 |
params = [start_date, end_date]
|
| 555 |
+
|
| 556 |
if status_filter:
|
| 557 |
+
placeholders = ",".join(["?" for _ in status_filter])
|
| 558 |
+
query += f" AND d.conversion_status IN ({placeholders})"
|
| 559 |
params.extend(status_filter)
|
| 560 |
+
|
| 561 |
+
query += " ORDER BY d.demo_date, d.demo_time"
|
| 562 |
+
|
| 563 |
+
return db.get_dataframe("demos", query, params=params)
|
| 564 |
+
|
| 565 |
except Exception as e:
|
| 566 |
st.error(f"Error getting demos data: {e}")
|
| 567 |
return pd.DataFrame()
|
| 568 |
|
| 569 |
+
|
| 570 |
def show_demo_analytics_tab(db):
|
| 571 |
"""Show demo analytics and conversion rates"""
|
| 572 |
st.subheader("π Demo Analytics")
|
| 573 |
+
|
| 574 |
try:
|
| 575 |
# Get demo conversion data
|
| 576 |
+
demos_data = db.get_dataframe(
|
| 577 |
+
"demos",
|
| 578 |
+
"""
|
| 579 |
SELECT d.*, c.name as customer_name, c.village,
|
| 580 |
p.product_name, dist.name as distributor_name
|
| 581 |
FROM demos d
|
|
|
|
| 583 |
LEFT JOIN products p ON d.product_id = p.product_id
|
| 584 |
LEFT JOIN distributors dist ON d.distributor_id = dist.distributor_id
|
| 585 |
ORDER BY d.demo_date DESC
|
| 586 |
+
""",
|
| 587 |
+
)
|
| 588 |
+
|
| 589 |
if not demos_data.empty:
|
| 590 |
+
# Convert demo_date to datetime for proper handling
|
| 591 |
+
demos_data["demo_date"] = pd.to_datetime(demos_data["demo_date"])
|
| 592 |
+
|
| 593 |
# Conversion statistics
|
| 594 |
st.subheader("π― Conversion Analytics")
|
| 595 |
+
|
| 596 |
col1, col2, col3, col4 = st.columns(4)
|
| 597 |
+
|
| 598 |
with col1:
|
| 599 |
total_demos = len(demos_data)
|
| 600 |
st.metric("Total Demos", total_demos)
|
| 601 |
+
|
| 602 |
with col2:
|
| 603 |
+
converted = len(
|
| 604 |
+
demos_data[demos_data["conversion_status"] == "Converted"]
|
| 605 |
+
)
|
| 606 |
st.metric("Converted", converted)
|
| 607 |
+
|
| 608 |
with col3:
|
| 609 |
+
not_converted = len(
|
| 610 |
+
demos_data[demos_data["conversion_status"] == "Not Converted"]
|
| 611 |
+
)
|
| 612 |
st.metric("Not Converted", not_converted)
|
| 613 |
+
|
| 614 |
with col4:
|
| 615 |
+
conversion_rate = (
|
| 616 |
+
(converted / total_demos * 100) if total_demos > 0 else 0
|
| 617 |
+
)
|
| 618 |
st.metric("Conversion Rate", f"{conversion_rate:.1f}%")
|
| 619 |
+
|
| 620 |
# Product-wise conversion
|
| 621 |
st.subheader("π¦ Product Performance")
|
| 622 |
+
if "product_name" in demos_data.columns:
|
| 623 |
+
product_stats = (
|
| 624 |
+
demos_data.groupby("product_name")
|
| 625 |
+
.agg(
|
| 626 |
+
{
|
| 627 |
+
"demo_id": "count",
|
| 628 |
+
"conversion_status": lambda x: (x == "Converted").sum(),
|
| 629 |
+
}
|
| 630 |
+
)
|
| 631 |
+
.reset_index()
|
| 632 |
+
)
|
| 633 |
+
product_stats.columns = ["Product", "Total Demos", "Converted"]
|
| 634 |
+
product_stats["Conversion Rate"] = (
|
| 635 |
+
product_stats["Converted"] / product_stats["Total Demos"] * 100
|
| 636 |
+
).round(1)
|
| 637 |
+
product_stats = product_stats.sort_values(
|
| 638 |
+
"Total Demos", ascending=False
|
| 639 |
+
)
|
| 640 |
+
|
| 641 |
st.dataframe(product_stats, use_container_width=True)
|
| 642 |
+
|
| 643 |
# Monthly trend
|
| 644 |
st.subheader("π Monthly Demo Trend")
|
| 645 |
try:
|
| 646 |
+
demos_data["demo_date"] = pd.to_datetime(demos_data["demo_date"])
|
| 647 |
+
monthly_trend = demos_data.groupby(
|
| 648 |
+
demos_data["demo_date"].dt.to_period("M")
|
| 649 |
+
).size()
|
| 650 |
monthly_trend.index = monthly_trend.index.astype(str)
|
| 651 |
+
|
| 652 |
if not monthly_trend.empty:
|
| 653 |
+
fig = px.line(
|
| 654 |
+
x=monthly_trend.index,
|
| 655 |
+
y=monthly_trend.values,
|
| 656 |
+
title="Monthly Demo Trend",
|
| 657 |
+
labels={"x": "Month", "y": "Number of Demos"},
|
| 658 |
+
)
|
| 659 |
st.plotly_chart(fig, use_container_width=True)
|
| 660 |
except:
|
| 661 |
st.info("Could not generate monthly trend chart")
|
| 662 |
+
|
| 663 |
else:
|
| 664 |
st.info("No demo data available for analytics.")
|
| 665 |
+
|
| 666 |
except Exception as e:
|
| 667 |
st.error(f"Error loading demo analytics: {e}")
|
| 668 |
|
| 669 |
+
|
| 670 |
def show_follow_ups_tab(db, whatsapp_manager):
|
| 671 |
"""Show demo follow-ups and conversion tracking"""
|
| 672 |
st.subheader("π Demo Follow-ups")
|
| 673 |
+
|
| 674 |
try:
|
| 675 |
# Get demos needing follow-up
|
| 676 |
+
follow_up_data = db.get_dataframe(
|
| 677 |
+
"demos",
|
| 678 |
+
"""
|
| 679 |
SELECT d.*, c.name as customer_name, c.mobile, c.village,
|
| 680 |
p.product_name, dist.name as distributor_name
|
| 681 |
FROM demos d
|
|
|
|
| 685 |
WHERE d.follow_up_date <= date('now', '+7 days')
|
| 686 |
AND d.conversion_status IN ('Completed', 'Not Converted')
|
| 687 |
ORDER BY d.follow_up_date ASC
|
| 688 |
+
""",
|
| 689 |
+
)
|
| 690 |
+
|
| 691 |
if not follow_up_data.empty:
|
| 692 |
+
# Convert dates to datetime for comparison
|
| 693 |
+
follow_up_data["follow_up_date"] = pd.to_datetime(
|
| 694 |
+
follow_up_data["follow_up_date"]
|
| 695 |
+
).dt.date
|
| 696 |
+
|
| 697 |
# Overdue follow-ups
|
| 698 |
+
overdue = follow_up_data[
|
| 699 |
+
follow_up_data["follow_up_date"] < datetime.now().date()
|
| 700 |
+
]
|
| 701 |
if not overdue.empty:
|
| 702 |
st.warning(f"π¨ {len(overdue)} Overdue Follow-ups!")
|
| 703 |
+
display_overdue = overdue[
|
| 704 |
+
[
|
| 705 |
+
"follow_up_date",
|
| 706 |
+
"customer_name",
|
| 707 |
+
"village",
|
| 708 |
+
"product_name",
|
| 709 |
+
"conversion_status",
|
| 710 |
+
]
|
| 711 |
+
].copy()
|
| 712 |
+
display_overdue.columns = [
|
| 713 |
+
"Due Date",
|
| 714 |
+
"Customer",
|
| 715 |
+
"Village",
|
| 716 |
+
"Product",
|
| 717 |
+
"Status",
|
| 718 |
+
]
|
| 719 |
st.dataframe(display_overdue, use_container_width=True)
|
| 720 |
+
|
| 721 |
# Upcoming follow-ups
|
| 722 |
+
upcoming = follow_up_data[
|
| 723 |
+
follow_up_data["follow_up_date"] >= datetime.now().date()
|
| 724 |
+
]
|
| 725 |
if not upcoming.empty:
|
| 726 |
st.subheader("π
Upcoming Follow-ups")
|
| 727 |
+
display_upcoming = upcoming[
|
| 728 |
+
[
|
| 729 |
+
"follow_up_date",
|
| 730 |
+
"customer_name",
|
| 731 |
+
"village",
|
| 732 |
+
"product_name",
|
| 733 |
+
"conversion_status",
|
| 734 |
+
]
|
| 735 |
+
].copy()
|
| 736 |
+
display_upcoming.columns = [
|
| 737 |
+
"Due Date",
|
| 738 |
+
"Customer",
|
| 739 |
+
"Village",
|
| 740 |
+
"Product",
|
| 741 |
+
"Status",
|
| 742 |
+
]
|
| 743 |
st.dataframe(display_upcoming, use_container_width=True)
|
| 744 |
+
|
| 745 |
# Follow-up actions
|
| 746 |
st.subheader("π Follow-up Actions")
|
| 747 |
+
selected_demo = st.selectbox(
|
| 748 |
+
"Select Demo for Follow-up",
|
| 749 |
+
options=[
|
| 750 |
+
f"{row['customer_name']} - {row['product_name']} ({row['follow_up_date']})"
|
| 751 |
+
for _, row in follow_up_data.iterrows()
|
| 752 |
+
],
|
| 753 |
+
)
|
| 754 |
+
|
| 755 |
if selected_demo:
|
| 756 |
+
demo_index = [
|
| 757 |
+
f"{row['customer_name']} - {row['product_name']} ({row['follow_up_date']})"
|
| 758 |
+
for _, row in follow_up_data.iterrows()
|
| 759 |
+
].index(selected_demo)
|
| 760 |
selected_demo_data = follow_up_data.iloc[demo_index]
|
| 761 |
+
|
| 762 |
col1, col2 = st.columns(2)
|
| 763 |
+
|
| 764 |
with col1:
|
| 765 |
+
new_status = st.selectbox(
|
| 766 |
+
"Update Conversion Status",
|
| 767 |
+
["Converted", "Not Converted", "Follow-up Required", "Lost"],
|
| 768 |
+
)
|
| 769 |
+
|
| 770 |
if st.button("π Update Status"):
|
| 771 |
+
update_demo_status(
|
| 772 |
+
db, selected_demo_data["demo_id"], new_status
|
| 773 |
+
)
|
| 774 |
st.success("β
Status updated successfully!")
|
| 775 |
st.rerun()
|
| 776 |
+
|
| 777 |
with col2:
|
| 778 |
if whatsapp_manager and st.button("π± Send Follow-up Message"):
|
| 779 |
send_follow_up_message(whatsapp_manager, selected_demo_data)
|
| 780 |
st.success("β
Follow-up message sent!")
|
| 781 |
+
|
| 782 |
else:
|
| 783 |
st.success("π No pending follow-ups! All demos are up to date.")
|
| 784 |
+
|
| 785 |
except Exception as e:
|
| 786 |
st.error(f"Error loading follow-ups: {e}")
|
| 787 |
|
| 788 |
+
|
| 789 |
def update_demo_status(db, demo_id, new_status):
|
| 790 |
"""Update demo conversion status"""
|
| 791 |
try:
|
| 792 |
+
db.execute_query(
|
| 793 |
+
"""
|
| 794 |
UPDATE demos SET conversion_status = ?, updated_date = CURRENT_TIMESTAMP
|
| 795 |
WHERE demo_id = ?
|
| 796 |
+
""",
|
| 797 |
+
(new_status, demo_id),
|
| 798 |
+
log_action=False,
|
| 799 |
+
)
|
| 800 |
except Exception as e:
|
| 801 |
st.error(f"Error updating demo status: {e}")
|
| 802 |
|
| 803 |
+
|
| 804 |
def send_follow_up_message(whatsapp_manager, demo_data):
|
| 805 |
"""Send follow-up message for demo"""
|
| 806 |
try:
|
| 807 |
+
if demo_data.get("mobile"):
|
| 808 |
+
message = f"""Hello {demo_data["customer_name"]}! π
|
| 809 |
|
| 810 |
+
Following up on your {demo_data["product_name"]} demo from {demo_data["demo_date"]}.
|
| 811 |
|
| 812 |
We'd love to hear about your experience and answer any questions you may have.
|
| 813 |
|
|
|
|
| 815 |
|
| 816 |
Best regards,
|
| 817 |
Sales Team"""
|
| 818 |
+
|
| 819 |
+
success = whatsapp_manager.send_message(demo_data["mobile"], message)
|
| 820 |
return success
|
| 821 |
return False
|
| 822 |
except Exception as e:
|
| 823 |
st.error(f"Error sending follow-up message: {e}")
|
| 824 |
+
return False
|