[enhance] Report for prospects engaged but not converted

erpnext/config/crm.py

@@ -44,6 +44,12 @@ def get_data():
 					"doctype": "Opportunity",
 					"is_query_report": True
 				},
+				{
+					"type": "report",
+					"name": "Prospects Engaged But Not Converted",
+					"doctype": "Lead",
+					"is_query_report": True
+				},
 				{
 					"type": "report",
 					"is_query_report": True,

erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.js

@@ -0,0 +1,25 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.query_reports["Prospects Engaged But Not Converted"] = {
+	"filters": [
+		{
+			"fieldname": "lead",
+			"label": __("Lead"),
+			"fieldtype": "Link",
+			"options": "Lead"
+		},
+		{
+			"fieldname": "no_of_interaction",
+			"label": __("Number of Interaction"),
+			"fieldtype": "Int",
+			"default": 1
+		},
+		{
+			"fieldname": "lead_age",
+			"label": __("Minimum Lead Age (Days)"),
+			"fieldtype": "Int",
+			"default": 60
+		},
+	]
+}

erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.json

@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0, 
+ "apply_user_permissions": 1, 
+ "creation": "2017-04-04 08:25:40.491063", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "modified": "2017-04-04 10:00:10.253224", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Prospects Engaged But Not Converted", 
+ "owner": "Administrator", 
+ "ref_doctype": "Lead", 
+ "report_name": "Prospects Engaged But Not Converted", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "System Manager"
+  }
+ ]
+}

erpnext/crm/report/prospects_engaged_but_not_converted/prospects_engaged_but_not_converted.py

@@ -0,0 +1,74 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import add_days, now
+
+def execute(filters=None):
+	columns, data = [], []
+	set_defaut_value_for_filters(filters)
+	columns = get_columns()
+	data = get_data(filters)
+
+	return columns, data
+
+def set_defaut_value_for_filters(filters):
+	if not filters.get('no_of_interaction'): filters["no_of_interaction"] = 1
+	if not filters.get('lead_age'): filters["lead_age"] = 60
+
+def get_columns():
+	return [
+		_("Lead") + ":Link/Lead:100",
+		_("Name") + "::100",
+		_("Organization") + "::100",
+		_("Reference Document") + "::150",
+		_("Reference Name") + ":Dynamic Link/"+_("Reference Document")+":120",
+		_("Last Communication") + ":Data:200",
+		_("Last Communication Date") + ":Date:180"
+	]
+
+def get_data(filters):
+	lead_details = []
+	lead_filters = get_lead_filters(filters)
+
+	for lead in frappe.get_all('Lead', fields = ['name', 'lead_name', 'company_name'], filters=lead_filters):
+		data = frappe.db.sql("""
+			select 
+				`tabCommunication`.reference_doctype, `tabCommunication`.reference_name, 
+				`tabCommunication`.content, `tabCommunication`.communication_date
+			from 
+				(
+					(select name, lead from `tabOpportunity` where lead = %(lead)s)
+				union 
+					(select name, lead from `tabQuotation` where lead = %(lead)s)
+				union
+					(select name, lead from `tabIssue` where lead = %(lead)s and status!='Closed')
+				union
+					(select %(lead)s, %(lead)s)
+				)
+				as ref_document, `tabCommunication`
+			where
+				`tabCommunication`.reference_name = ref_document.name and
+				`tabCommunication`.sent_or_received = 'Received'
+			order by
+				ref_document.lead, `tabCommunication`.creation desc limit %(limit)s""",
+			{'lead': lead.name, 'limit': filters.get('no_of_interaction')})
+
+		for lead_info in data:
+			lead_data = [lead.name, lead.lead_name, lead.company_name] + list(lead_info)
+			lead_details.append(lead_data)
+
+	return lead_details
+
+def get_lead_filters(filters):
+	lead_creation_date = get_creation_date_based_on_lead_age(filters)
+	lead_filters = [["status", "!=", "Converted"], ["creation", ">", lead_creation_date]]
+
+	if filters.get('lead'):
+		lead_filters.append(["name", "=", filters.get('lead')])
+	return lead_filters
+
+def get_creation_date_based_on_lead_age(filters):
+	return add_days(now(), (filters.get('lead_age') * -1))