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feat: new Report "Lost Quotations" #38309

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merged 7 commits into from
Nov 24, 2023

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@barredterra barredterra commented Nov 23, 2023

  • Add new Report "Lost Quotations"

    Bildschirmfoto 2023-11-23 um 19 36 42

  • Enable drilldown to individual Quotations

    • add connections to Quotation in Quotation Lost Reason
    • add connections to Quotation in Competitor

no-docs

Add connection to Quotation
@github-actions github-actions bot added the needs-tests This PR needs automated unit-tests. label Nov 23, 2023
@barredterra barredterra changed the title report lost quotations feat: new Report "Lost Quotations" Nov 23, 2023
@barredterra barredterra added backport version-14-hotfix backport to version 14 backport version-15-hotfix and removed needs-tests This PR needs automated unit-tests. labels Nov 23, 2023
@barredterra barredterra force-pushed the report-lost-quotations branch from 7585265 to 7324341 Compare November 23, 2023 18:47
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codecov bot commented Nov 23, 2023

Codecov Report

Merging #38309 (73ed72f) into develop (1efff26) will decrease coverage by 0.04%.
Report is 26 commits behind head on develop.
The diff coverage is 5.71%.

Additional details and impacted files
@@             Coverage Diff             @@
##           develop   #38309      +/-   ##
===========================================
- Coverage    67.27%   67.24%   -0.04%     
===========================================
  Files          757      758       +1     
  Lines        60546    60603      +57     
===========================================
+ Hits         40730    40750      +20     
- Misses       19816    19853      +37     
Files Coverage Δ
erpnext/assets/doctype/asset/depreciation.py 83.28% <50.00%> (ø)
erpnext/buying/doctype/supplier/supplier.py 68.57% <0.00%> (ø)
.../selling/report/lost_quotations/lost_quotations.py 0.00% <0.00%> (ø)

... and 11 files with indirect coverage changes

@barredterra barredterra enabled auto-merge (squash) November 24, 2023 13:18
@barredterra barredterra disabled auto-merge November 24, 2023 13:19
@barredterra barredterra merged commit 477d9fa into frappe:develop Nov 24, 2023
13 checks passed
@barredterra barredterra deleted the report-lost-quotations branch November 24, 2023 21:27
mergify bot pushed a commit that referenced this pull request Nov 24, 2023
mergify bot pushed a commit that referenced this pull request Nov 24, 2023
deepeshgarg007 added a commit that referenced this pull request Nov 25, 2023
…-38309

feat: new Report "Lost Quotations" (#38309)
deepeshgarg007 added a commit that referenced this pull request Nov 25, 2023
…-38309

feat: new Report "Lost Quotations" (#38309)
frappe-pr-bot pushed a commit that referenced this pull request Nov 28, 2023
# [15.4.0](v15.3.0...v15.4.0) (2023-11-28)

### Bug Fixes

* allow on submit for child table fields ([ac7615a](ac7615a))
* annual income and expenses in digest ([ca2ad17](ca2ad17))
* check reposting settings before allowing editable si ([25bf475](25bf475))
* condition in other bundle utils ([e4d9ef1](e4d9ef1))
* create contact if existing customer doesn't have contact ([b1b065d](b1b065d))
* display all item rate stop messages (backport [#38289](#38289)) ([#38307](#38307)) ([99c1fbf](99c1fbf))
* do not set repost flag without validating voucher ([6a3c3b4](6a3c3b4))
* don't depreciate assets with no schedule on scrapping (backport [#38276](#38276)) ([#38293](#38293)) ([18613c5](18613c5))
* filter bundle items based on disabled check ([fb517e8](fb517e8))
* fiscal year using future date ([b9a1fac](b9a1fac))
* has_product_bundle util to only check for enabled bundles ([5c12872](5c12872))
* job card overlap validation (backport [#38345](#38345)) ([#38348](#38348)) ([d6fe7eb](d6fe7eb))
* make parameters of `create_subscription_process` optional (and other minor fixes) ([#38360](#38360)) ([721b429](721b429))
* Negative Qty and Rates in SO/PO (backport [#38252](#38252)) ([#38357](#38357)) ([14174df](14174df))
* no fstring in translation (backport [#38381](#38381)) ([#38387](#38387)) ([c101855](c101855))
* patch - Duplicate entry quality inspection parameter (backport [#38262](#38262)) ([#38264](#38264)) ([4c9890a](4c9890a))
* Payment Reco Issue and chart of account importer ([4699887](4699887))
* serial no status (backport [#38391](#38391)) ([#38397](#38397)) ([b65c225](b65c225))
* Server Error while creating Product Bundle (backport [#38377](#38377)) ([#38380](#38380)) ([922aef6](922aef6))
* skip disabled bundles for non-report utils ([3d46b32](3d46b32))
* skip fixed assets in parent ([314a91a](314a91a))
* Supplier `Primary Contact` (backport [#38268](#38268)) ([#38286](#38286)) ([37d1f1a](37d1f1a))
* **ux:** Sales Order Stock Reservation Dialog (backport [#38261](#38261)) ([#38344](#38344)) ([3cbe599](3cbe599))
* validation for existing bundles ([c0de9c0](c0de9c0))

### Features

* add Bank Transaction to connections in Journal and Payment Entry (backport [#38297](#38297)) ([#38301](#38301)) ([72647b8](72647b8))
* add disabled field in product bundle ([fcd53be](fcd53be))
* new Report "Lost Quotations" ([#38309](#38309)) ([ea2c348](ea2c348))

### Performance Improvements

* optimize total_purchase_cost update ([deed9f5](deed9f5))
frappe-pr-bot pushed a commit that referenced this pull request Nov 28, 2023
# [14.51.0](v14.50.0...v14.51.0) (2023-11-28)

### Bug Fixes

* Alert message and make sure invoice due dates are different for effective test ([0813f02](0813f02))
* allow on submit for child table fields ([d72fbe9](d72fbe9))
* annual income and expenses in digest ([7dce68b](7dce68b))
* check reposting settings before allowing editable si ([f777d24](f777d24))
* condition in other bundle utils ([e96ef73](e96ef73))
* create contact if existing customer doesn't have contact ([bb2aa90](bb2aa90))
* do not set repost flag without validating voucher ([3ad6d08](3ad6d08))
* filter bundle items based on disabled check ([8a3a068](8a3a068))
* fiscal year using future date ([b0aa4ef](b0aa4ef))
* has_product_bundle util to only check for enabled bundles ([fd19ac5](fd19ac5))
* job card overlap validation (backport [#38345](#38345)) ([#38347](#38347)) ([9cf8955](9cf8955))
* Merge conflicts ([e7183e3](e7183e3))
* Negative Qty and Rates in SO/PO ([#38253](#38253)) ([50f3b01](50f3b01))
* Payment Reco Issue and chart of account importer ([730a3bb](730a3bb))
* Re-add no.of rows split in alert message ([fb19e7f](fb19e7f))
* **regional:** item wise tax calc issue ([0448d56](0448d56))
* Server Error while creating Product Bundle (backport [#38377](#38377)) ([#38379](#38379)) ([ca6a788](ca6a788))
* skip disabled bundles for non-report utils ([445e9c9](445e9c9))
* skip fixed assets in parent ([5dcd806](5dcd806))
* stock availability not showing ([#38382](#38382)) ([3929cc3](3929cc3))
* validation for existing bundles ([ae960e7](ae960e7))

### Features

* add disabled field in product bundle ([8d5efc9](8d5efc9))
* new Report "Lost Quotations" ([#38309](#38309)) ([1773e31](1773e31))
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