feat: new Report "Lost Quotations" (backport #38309)

erpnext/crm/doctype/competitor/competitor.json

@@ -29,8 +29,16 @@
   }
  ],
  "index_web_pages_for_search": 1,
- "links": [],
- "modified": "2021-10-21 12:43:59.106807",
+ "links": [
+  {
+   "is_child_table": 1,
+   "link_doctype": "Competitor Detail",
+   "link_fieldname": "competitor",
+   "parent_doctype": "Quotation",
+   "table_fieldname": "competitors"
+  }
+ ],
+ "modified": "2023-11-23 19:33:54.284279",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Competitor",
@@ -64,5 +72,6 @@
  "quick_entry": 1,
  "sort_field": "modified",
  "sort_order": "DESC",
+ "states": [],
  "track_changes": 1
 }

erpnext/selling/report/lost_quotations/lost_quotations.js

@@ -0,0 +1,40 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.query_reports["Lost Quotations"] = {
+	filters: [
+		{
+			fieldname: "company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company"),
+		},
+		{
+			label: "Timespan",
+			fieldtype: "Select",
+			fieldname: "timespan",
+			options: [
+				"Last Week",
+				"Last Month",
+				"Last Quarter",
+				"Last 6 months",
+				"Last Year",
+				"This Week",
+				"This Month",
+				"This Quarter",
+				"This Year",
+			],
+			default: "This Year",
+			reqd: 1,
+		},
+		{
+			fieldname: "group_by",
+			label: __("Group By"),
+			fieldtype: "Select",
+			options: ["Lost Reason", "Competitor"],
+			default: "Lost Reason",
+			reqd: 1,
+		},
+	],
+};

erpnext/selling/report/lost_quotations/lost_quotations.json

@@ -0,0 +1,30 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2023-11-23 18:00:19.141922",
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "letter_head": null,
+ "letterhead": null,
+ "modified": "2023-11-23 19:27:28.854108",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Lost Quotations",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Quotation",
+ "report_name": "Lost Quotations",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  }
+ ]
+}

erpnext/selling/report/lost_quotations/lost_quotations.py

@@ -0,0 +1,98 @@
+# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from typing import Literal
+
+import frappe
+from frappe import _
+from frappe.model.docstatus import DocStatus
+from frappe.query_builder.functions import Coalesce, Count, Round, Sum
+from frappe.utils.data import get_timespan_date_range
+
+
+def execute(filters=None):
+	columns = get_columns(filters.get("group_by"))
+	from_date, to_date = get_timespan_date_range(filters.get("timespan").lower())
+	data = get_data(filters.get("company"), from_date, to_date, filters.get("group_by"))
+	return columns, data
+
+
+def get_columns(group_by: Literal["Lost Reason", "Competitor"]):
+	return [
+		{
+			"fieldname": "lost_reason" if group_by == "Lost Reason" else "competitor",
+			"label": _("Lost Reason") if group_by == "Lost Reason" else _("Competitor"),
+			"fieldtype": "Link",
+			"options": "Quotation Lost Reason" if group_by == "Lost Reason" else "Competitor",
+			"width": 200,
+		},
+		{
+			"filedname": "lost_quotations",
+			"label": _("Lost Quotations"),
+			"fieldtype": "Int",
+			"width": 150,
+		},
+		{
+			"filedname": "lost_quotations_pct",
+			"label": _("Lost Quotations %"),
+			"fieldtype": "Percent",
+			"width": 200,
+		},
+		{
+			"fieldname": "lost_value",
+			"label": _("Lost Value"),
+			"fieldtype": "Currency",
+			"width": 150,
+		},
+		{
+			"filedname": "lost_value_pct",
+			"label": _("Lost Value %"),
+			"fieldtype": "Percent",
+			"width": 200,
+		},
+	]
+
+
+def get_data(
+	company: str, from_date: str, to_date: str, group_by: Literal["Lost Reason", "Competitor"]
+):
+	"""Return quotation value grouped by lost reason or competitor"""
+	if group_by == "Lost Reason":
+		fieldname = "lost_reason"
+		dimension = frappe.qb.DocType("Quotation Lost Reason Detail")
+	elif group_by == "Competitor":
+		fieldname = "competitor"
+		dimension = frappe.qb.DocType("Competitor Detail")
+	else:
+		frappe.throw(_("Invalid Group By"))
+
+	q = frappe.qb.DocType("Quotation")
+
+	lost_quotation_condition = (
+		(q.status == "Lost")
+		& (q.docstatus == DocStatus.submitted())
+		& (q.transaction_date >= from_date)
+		& (q.transaction_date <= to_date)
+		& (q.company == company)
+	)
+
+	from_lost_quotations = frappe.qb.from_(q).where(lost_quotation_condition)
+	total_quotations = from_lost_quotations.select(Count(q.name))
+	total_value = from_lost_quotations.select(Sum(q.base_net_total))
+
+	query = (
+		frappe.qb.from_(q)
+		.select(
+			Coalesce(dimension[fieldname], _("Not Specified")),
+			Count(q.name).distinct(),
+			Round((Count(q.name).distinct() / total_quotations * 100), 2),
+			Sum(q.base_net_total),
+			Round((Sum(q.base_net_total) / total_value * 100), 2),
+		)
+		.left_join(dimension)
+		.on(dimension.parent == q.name)
+		.where(lost_quotation_condition)
+		.groupby(dimension[fieldname])
+	)
+
+	return query.run()

erpnext/setup/doctype/quotation_lost_reason/quotation_lost_reason.json

@@ -1,83 +1,58 @@
 {
- "allow_copy": 0, 
- "allow_import": 1, 
- "allow_rename": 0, 
- "autoname": "field:order_lost_reason", 
- "beta": 0, 
- "creation": "2013-01-10 16:34:24", 
- "custom": 0, 
- "docstatus": 0, 
- "doctype": "DocType", 
- "document_type": "Setup", 
- "editable_grid": 0, 
+ "actions": [],
+ "allow_import": 1,
+ "autoname": "field:order_lost_reason",
+ "creation": "2013-01-10 16:34:24",
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "engine": "InnoDB",
+ "field_order": [
+  "order_lost_reason"
+ ],
  "fields": [
   {
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "fieldname": "order_lost_reason", 
-   "fieldtype": "Data", 
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_list_view": 1, 
-   "label": "Quotation Lost Reason", 
-   "length": 0, 
-   "no_copy": 0, 
-   "oldfieldname": "order_lost_reason", 
-   "oldfieldtype": "Data", 
-   "permlevel": 0, 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "report_hide": 0, 
-   "reqd": 1, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "unique": 0
+   "fieldname": "order_lost_reason",
+   "fieldtype": "Data",
+   "in_list_view": 1,
+   "label": "Quotation Lost Reason",
+   "oldfieldname": "order_lost_reason",
+   "oldfieldtype": "Data",
+   "reqd": 1,
+   "unique": 1
   }
- ], 
- "hide_heading": 0, 
- "hide_toolbar": 0, 
- "icon": "fa fa-flag", 
- "idx": 1, 
- "image_view": 0, 
- "in_create": 0, 
-
- "is_submittable": 0, 
- "issingle": 0, 
- "istable": 0, 
- "max_attachments": 0, 
- "modified": "2016-07-25 05:24:25.533953", 
- "modified_by": "Administrator", 
- "module": "Setup", 
- "name": "Quotation Lost Reason", 
- "owner": "Administrator", 
+ ],
+ "icon": "fa fa-flag",
+ "idx": 1,
+ "links": [
+  {
+   "is_child_table": 1,
+   "link_doctype": "Quotation Lost Reason Detail",
+   "link_fieldname": "lost_reason",
+   "parent_doctype": "Quotation",
+   "table_fieldname": "lost_reasons"
+  }
+ ],
+ "modified": "2023-11-23 19:31:02.743353",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Quotation Lost Reason",
+ "naming_rule": "By fieldname",
+ "owner": "Administrator",
  "permissions": [
   {
-   "amend": 0, 
-   "apply_user_permissions": 0, 
-   "cancel": 0, 
-   "create": 1, 
-   "delete": 1, 
-   "email": 1, 
-   "export": 0, 
-   "if_owner": 0, 
-   "import": 0, 
-   "permlevel": 0, 
-   "print": 1, 
-   "read": 1, 
-   "report": 1, 
-   "role": "Sales Master Manager", 
-   "set_user_permissions": 0, 
-   "share": 1, 
-   "submit": 0, 
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "Sales Master Manager",
+   "share": 1,
    "write": 1
   }
- ], 
- "quick_entry": 1, 
- "read_only": 0, 
- "read_only_onload": 0, 
- "track_seen": 0
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
 }