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feat: new Report "Lost Quotations" (#38309)
(cherry picked from commit 477d9fa)
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -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, | ||
| }, | ||
| ], | ||
| }; |
30 changes: 30 additions & 0 deletions
30
erpnext/selling/report/lost_quotations/lost_quotations.json
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|---|---|---|
| @@ -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" | ||
| } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -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 | ||
|
|
||
|
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| 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 | ||
|
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|
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| 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, | ||
| }, | ||
| ] | ||
|
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|
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| 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")) | ||
|
|
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| q = frappe.qb.DocType("Quotation") | ||
|
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| lost_quotation_condition = ( | ||
| (q.status == "Lost") | ||
| & (q.docstatus == DocStatus.submitted()) | ||
| & (q.transaction_date >= from_date) | ||
| & (q.transaction_date <= to_date) | ||
| & (q.company == company) | ||
| ) | ||
|
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| 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)) | ||
|
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||
| 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() |
123 changes: 49 additions & 74 deletions
123
erpnext/setup/doctype/quotation_lost_reason/quotation_lost_reason.json
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -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": [] | ||
| } |