gigafibre-fsm/patches/add_churn_fields.py

"""
Add churn/cancel reason tracking fields to Customer and Issue doctypes.
Enables AI-powered retention intelligence and win-back campaigns.

Run: docker cp add_churn_fields.py erpnext-backend-1:/tmp/
     docker exec erpnext-backend-1 bench --site erp.gigafibre.ca execute "exec(open('/tmp/add_churn_fields.py').read())"
"""
import frappe

def add_custom_fields(doctype, fields):
    count = 0
    for f in fields:
        fieldname = f["fieldname"]
        exists = frappe.db.exists("Custom Field", {"dt": doctype, "fieldname": fieldname})
        if exists:
            print(f"  EXISTS: {doctype}.{fieldname}")
            continue
        doc = frappe.get_doc({"doctype": "Custom Field", "dt": doctype, **f})
        doc.insert(ignore_permissions=True)
        count += 1
        print(f"  ADDED: {doctype}.{fieldname}")
    return count

# ── Customer: Churn/Retention fields ─────────────────────────────────────────

customer_fields = [
    # Section break for churn tracking
    {"fieldname": "churn_section", "fieldtype": "Section Break",
     "label": "Rétention / Désabonnement", "insert_after": "notes_internal",
     "collapsible": 1},

    # Cancel status
    {"fieldname": "churn_status", "fieldtype": "Select",
     "label": "Statut rétention",
     "options": "\nActif\nÀ risque\nDésabonné\nRécupéré",
     "insert_after": "churn_section"},

    {"fieldname": "churn_cb1", "fieldtype": "Column Break",
     "insert_after": "churn_status"},

    # Cancel date
    {"fieldname": "cancel_date", "fieldtype": "Date",
     "label": "Date désabonnement",
     "insert_after": "churn_cb1"},

    # Cancel reason
    {"fieldname": "cancel_reason", "fieldtype": "Select",
     "label": "Raison désabonnement",
     "options": "\nCompétiteur - Promotion\nCompétiteur - Prix\nCompétiteur - Service\nPrix trop élevé\nQualité WiFi\nPannes fréquentes\nService client\nDéménagement hors zone\nDéménagement dans zone\nDécès\nAutre",
     "insert_after": "cancel_date"},

    {"fieldname": "churn_cb2", "fieldtype": "Column Break",
     "insert_after": "cancel_reason"},

    # Competitor info
    {"fieldname": "cancel_competitor", "fieldtype": "Data",
     "label": "Compétiteur",
     "description": "Bell, Vidéotron, Fizz, etc.",
     "insert_after": "churn_cb2",
     "depends_on": "eval:['Compétiteur - Promotion','Compétiteur - Prix','Compétiteur - Service'].includes(doc.cancel_reason)"},

    {"fieldname": "cancel_competitor_offer", "fieldtype": "Small Text",
     "label": "Offre compétiteur",
     "description": "Ex: 6 mois gratuit, 49.99$/mois fibre 1Gbps",
     "insert_after": "cancel_competitor",
     "depends_on": "eval:['Compétiteur - Promotion','Compétiteur - Prix','Compétiteur - Service'].includes(doc.cancel_reason)"},

    # Notes
    {"fieldname": "cancel_notes", "fieldtype": "Small Text",
     "label": "Notes rétention",
     "description": "Contexte: ce que le client a dit, offre proposée, etc.",
     "insert_after": "cancel_competitor_offer"},

    # Win-back tracking
    {"fieldname": "winback_section", "fieldtype": "Section Break",
     "label": "Récupération", "insert_after": "cancel_notes",
     "collapsible": 1,
     "depends_on": "eval:doc.churn_status=='Désabonné'"},

    {"fieldname": "winback_attempts", "fieldtype": "Int",
     "label": "Tentatives récupération", "default": "0",
     "insert_after": "winback_section"},

    {"fieldname": "winback_last_date", "fieldtype": "Date",
     "label": "Dernière tentative",
     "insert_after": "winback_attempts"},

    {"fieldname": "winback_cb", "fieldtype": "Column Break",
     "insert_after": "winback_last_date"},

    {"fieldname": "winback_date", "fieldtype": "Date",
     "label": "Date récupération",
     "insert_after": "winback_cb",
     "depends_on": "eval:doc.churn_status=='Récupéré'"},

    {"fieldname": "winback_offer", "fieldtype": "Small Text",
     "label": "Offre accordée",
     "description": "Offre qui a convaincu le client de revenir",
     "insert_after": "winback_date",
     "depends_on": "eval:doc.churn_status=='Récupéré'"},

    # Risk score (AI-populated)
    {"fieldname": "churn_risk_score", "fieldtype": "Int",
     "label": "Score risque désabonnement",
     "description": "0-100, calculé par l'IA basé sur le comportement",
     "insert_after": "winback_offer", "read_only": 1},
]

# ── Issue: Enhanced categorization ───────────────────────────────────────────

issue_fields = [
    # Customer link (if not already present)
    {"fieldname": "customer", "fieldtype": "Link",
     "label": "Client", "options": "Customer",
     "insert_after": "naming_series"},

    # Outage tracking
    {"fieldname": "outage_section", "fieldtype": "Section Break",
     "label": "Panne / Outage", "insert_after": "resolution_details",
     "collapsible": 1},

    {"fieldname": "outage_type", "fieldtype": "Select",
     "label": "Type de panne",
     "options": "\nPanne isolée\nPanne secteur\nCoupure fibre\nPanne OLT\nPanne backbone\nPanne courant",
     "insert_after": "outage_section"},

    {"fieldname": "outage_cb", "fieldtype": "Column Break",
     "insert_after": "outage_type"},

    {"fieldname": "affected_count", "fieldtype": "Int",
     "label": "Clients affectés",
     "insert_after": "outage_cb"},

    {"fieldname": "olt_name", "fieldtype": "Data",
     "label": "OLT",
     "insert_after": "affected_count"},

    {"fieldname": "olt_port", "fieldtype": "Data",
     "label": "Port OLT",
     "insert_after": "olt_name"},

    # AI diagnosis
    {"fieldname": "ai_diagnosis", "fieldtype": "Small Text",
     "label": "Diagnostic IA",
     "insert_after": "olt_port", "read_only": 1},

    # Cancel reason (for support tickets about cancellation)
    {"fieldname": "cancel_intent", "fieldtype": "Check",
     "label": "Intention de désabonnement",
     "insert_after": "ai_diagnosis"},
]

# ── Apply ────────────────────────────────────────────────────────────────────

print("Adding churn/retention fields to Customer...")
c1 = add_custom_fields("Customer", customer_fields)

print("\nAdding outage/categorization fields to Issue...")
c2 = add_custom_fields("Issue", issue_fields)

frappe.db.commit()
print(f"\nDone: {c1} Customer fields + {c2} Issue fields added")