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

(cherry picked from commit 477d9fa87e)

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

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+{
+ "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

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+# 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()