feat: new Report "Lost Quotations" (#38309)
(cherry picked from commit 477d9fa87e3cd7476f19930d60d23e347e46e658)
This commit is contained in:
Raffael Meyer
Mergify
parent
64d9c5d61c
commit
ea2c3487a3
@ -29,8 +29,16 @@
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}
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],
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2021-10-21 12:43:59.106807",
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"links": [
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{
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"is_child_table": 1,
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"link_doctype": "Competitor Detail",
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"link_fieldname": "competitor",
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"parent_doctype": "Quotation",
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"table_fieldname": "competitors"
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}
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],
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"modified": "2023-11-23 19:33:54.284279",
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"modified_by": "Administrator",
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"module": "CRM",
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"name": "Competitor",
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@ -64,5 +72,6 @@
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"quick_entry": 1,
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"sort_field": "modified",
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"sort_order": "DESC",
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"states": [],
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"track_changes": 1
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}
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0
erpnext/selling/report/lost_quotations/__init__.py
Normal file
0
erpnext/selling/report/lost_quotations/__init__.py
Normal file
40
erpnext/selling/report/lost_quotations/lost_quotations.js
Normal file
40
erpnext/selling/report/lost_quotations/lost_quotations.js
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@ -0,0 +1,40 @@
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// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.query_reports["Lost Quotations"] = {
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filters: [
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{
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fieldname: "company",
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label: __("Company"),
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fieldtype: "Link",
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options: "Company",
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default: frappe.defaults.get_user_default("Company"),
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},
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{
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label: "Timespan",
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fieldtype: "Select",
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fieldname: "timespan",
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options: [
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"Last Week",
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"Last Month",
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"Last Quarter",
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"Last 6 months",
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"Last Year",
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"This Week",
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"This Month",
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"This Quarter",
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"This Year",
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],
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default: "This Year",
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reqd: 1,
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},
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{
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fieldname: "group_by",
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label: __("Group By"),
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fieldtype: "Select",
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options: ["Lost Reason", "Competitor"],
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default: "Lost Reason",
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reqd: 1,
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},
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],
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};
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30
erpnext/selling/report/lost_quotations/lost_quotations.json
Normal file
30
erpnext/selling/report/lost_quotations/lost_quotations.json
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@ -0,0 +1,30 @@
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{
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"add_total_row": 0,
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"columns": [],
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"creation": "2023-11-23 18:00:19.141922",
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"filters": [],
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": null,
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"letterhead": null,
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"modified": "2023-11-23 19:27:28.854108",
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"modified_by": "Administrator",
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"module": "Selling",
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"name": "Lost Quotations",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Quotation",
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"report_name": "Lost Quotations",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Sales User"
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},
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{
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"role": "Sales Manager"
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}
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]
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}
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98
erpnext/selling/report/lost_quotations/lost_quotations.py
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erpnext/selling/report/lost_quotations/lost_quotations.py
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@ -0,0 +1,98 @@
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# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from typing import Literal
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import frappe
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from frappe import _
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from frappe.model.docstatus import DocStatus
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from frappe.query_builder.functions import Coalesce, Count, Round, Sum
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from frappe.utils.data import get_timespan_date_range
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def execute(filters=None):
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columns = get_columns(filters.get("group_by"))
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from_date, to_date = get_timespan_date_range(filters.get("timespan").lower())
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data = get_data(filters.get("company"), from_date, to_date, filters.get("group_by"))
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return columns, data
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def get_columns(group_by: Literal["Lost Reason", "Competitor"]):
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return [
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{
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"fieldname": "lost_reason" if group_by == "Lost Reason" else "competitor",
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"label": _("Lost Reason") if group_by == "Lost Reason" else _("Competitor"),
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"fieldtype": "Link",
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"options": "Quotation Lost Reason" if group_by == "Lost Reason" else "Competitor",
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"width": 200,
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},
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{
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"filedname": "lost_quotations",
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"label": _("Lost Quotations"),
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"fieldtype": "Int",
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"width": 150,
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},
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{
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"filedname": "lost_quotations_pct",
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"label": _("Lost Quotations %"),
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"fieldtype": "Percent",
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"width": 200,
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},
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{
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"fieldname": "lost_value",
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"label": _("Lost Value"),
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"fieldtype": "Currency",
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"width": 150,
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},
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{
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"filedname": "lost_value_pct",
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"label": _("Lost Value %"),
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"fieldtype": "Percent",
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"width": 200,
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},
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]
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def get_data(
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company: str, from_date: str, to_date: str, group_by: Literal["Lost Reason", "Competitor"]
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):
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"""Return quotation value grouped by lost reason or competitor"""
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if group_by == "Lost Reason":
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fieldname = "lost_reason"
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dimension = frappe.qb.DocType("Quotation Lost Reason Detail")
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elif group_by == "Competitor":
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fieldname = "competitor"
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dimension = frappe.qb.DocType("Competitor Detail")
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else:
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frappe.throw(_("Invalid Group By"))
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q = frappe.qb.DocType("Quotation")
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lost_quotation_condition = (
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(q.status == "Lost")
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& (q.docstatus == DocStatus.submitted())
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& (q.transaction_date >= from_date)
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& (q.transaction_date <= to_date)
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& (q.company == company)
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)
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from_lost_quotations = frappe.qb.from_(q).where(lost_quotation_condition)
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total_quotations = from_lost_quotations.select(Count(q.name))
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total_value = from_lost_quotations.select(Sum(q.base_net_total))
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query = (
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frappe.qb.from_(q)
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.select(
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Coalesce(dimension[fieldname], _("Not Specified")),
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Count(q.name).distinct(),
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Round((Count(q.name).distinct() / total_quotations * 100), 2),
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Sum(q.base_net_total),
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Round((Sum(q.base_net_total) / total_value * 100), 2),
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)
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.left_join(dimension)
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.on(dimension.parent == q.name)
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.where(lost_quotation_condition)
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.groupby(dimension[fieldname])
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)
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return query.run()
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@ -1,83 +1,58 @@
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{
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"allow_copy": 0,
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"allow_import": 1,
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"allow_rename": 0,
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"autoname": "field:order_lost_reason",
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"beta": 0,
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"creation": "2013-01-10 16:34:24",
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"custom": 0,
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "Setup",
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"editable_grid": 0,
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"actions": [],
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"allow_import": 1,
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"autoname": "field:order_lost_reason",
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"creation": "2013-01-10 16:34:24",
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"doctype": "DocType",
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"document_type": "Setup",
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"engine": "InnoDB",
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"field_order": [
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"order_lost_reason"
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],
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"fields": [
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{
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"fieldname": "order_lost_reason",
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"fieldtype": "Data",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_list_view": 1,
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"label": "Quotation Lost Reason",
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"length": 0,
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"no_copy": 0,
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"oldfieldname": "order_lost_reason",
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"oldfieldtype": "Data",
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"report_hide": 0,
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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"fieldname": "order_lost_reason",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Quotation Lost Reason",
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"oldfieldname": "order_lost_reason",
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"oldfieldtype": "Data",
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"reqd": 1,
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"unique": 1
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}
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],
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"hide_heading": 0,
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"hide_toolbar": 0,
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"icon": "fa fa-flag",
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"idx": 1,
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"image_view": 0,
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"in_create": 0,
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"is_submittable": 0,
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2016-07-25 05:24:25.533953",
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"modified_by": "Administrator",
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"module": "Setup",
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"name": "Quotation Lost Reason",
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"owner": "Administrator",
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],
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"icon": "fa fa-flag",
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"idx": 1,
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"links": [
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{
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"is_child_table": 1,
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"link_doctype": "Quotation Lost Reason Detail",
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"link_fieldname": "lost_reason",
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"parent_doctype": "Quotation",
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"table_fieldname": "lost_reasons"
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}
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],
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"modified": "2023-11-23 19:31:02.743353",
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"modified_by": "Administrator",
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"module": "Setup",
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"name": "Quotation Lost Reason",
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"naming_rule": "By fieldname",
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"owner": "Administrator",
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"permissions": [
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{
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"amend": 0,
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"apply_user_permissions": 0,
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"cancel": 0,
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales Master Manager",
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"set_user_permissions": 0,
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"share": 1,
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"submit": 0,
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"create": 1,
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"delete": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales Master Manager",
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"share": 1,
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"write": 1
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}
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],
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"quick_entry": 1,
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"read_only": 0,
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"read_only_onload": 0,
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"track_seen": 0
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],
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"quick_entry": 1,
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"sort_field": "modified",
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"sort_order": "DESC",
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"states": []
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}
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