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[forms] cleanup, fixing usability and added form dashboard

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This commit is contained in:
Rushabh Mehta
2013-07-02 18:13:26 +05:30
parent d420401ba3
commit 2eb7ceabda
9 changed files with 116 additions and 18 deletions
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35
selling/doctype/customer/customer.js
View File

@@ -32,6 +32,7 @@ cur_frm.add_fetch('lead_name', 'company_name', 'customer_name');
cur_frm.add_fetch('default_sales_partner','commission_rate','default_commission_rate');
cur_frm.cscript.refresh = function(doc,dt,dn) {
cur_frm.layout.clear_dashboard();
if(sys_defaults.cust_master_name == 'Customer Name')
hide_field('naming_series');
else
@@ -39,7 +40,8 @@ cur_frm.cscript.refresh = function(doc,dt,dn) {
if(doc.__islocal){
hide_field(['address_html','contact_html']);
}else{
}else{
cur_frm.cscript.setup_dashboard(doc);
unhide_field(['address_html','contact_html']);
// make lists
cur_frm.cscript.make_address(doc,dt,dn);
@@ -53,6 +55,35 @@ cur_frm.cscript.refresh = function(doc,dt,dn) {
}
}
cur_frm.cscript.setup_dashboard = function(doc) {
cur_frm.layout.dashboard.toggle(true);
var headline = $('<div class="form-headline col col-lg-12">\
<span class="text-muted">Loading...</span></div>')
.appendTo(cur_frm.layout.dashboard);
cur_frm.layout.add_doctype_badge(wn._("Opportunities"), "Opportunity", "customer");
cur_frm.layout.add_doctype_badge(wn._("Quotations"), "Quotation", "customer");
cur_frm.layout.add_doctype_badge(wn._("Sales Orders"), "Sales Order", "customer");
cur_frm.layout.add_doctype_badge(wn._("Delivery Notes"), "Delivery Note", "customer");
cur_frm.layout.add_doctype_badge(wn._("Sales Invoices"), "Sales Invoice", "customer");
wn.call({
type: "GET",
method:"selling.doctype.customer.customer.get_dashboard_info",
args: {
customer: cur_frm.doc.name
},
callback: function(r) {
cur_frm.layout.dashboard.find(".form-headline")
.html(wn._("Total Billing This Year: ") + "<b>"
+ format_currency(r.message.total_billing, cur_frm.doc.default_currency)
+ '</b> / <span class="text-muted">' + wn._("Unpaid") + ": <b>" +
format_currency(r.message.total_unpaid, cur_frm.doc.default_currency) + '</b></span>');
cur_frm.layout.set_badge_count(r.message);
}
})
}
cur_frm.cscript.make_address = function() {
if(!cur_frm.address_list) {
cur_frm.address_list = new wn.ui.Listing({
@@ -95,4 +126,4 @@ cur_frm.fields_dict['customer_group'].get_query = function(doc,dt,dn) {
}
cur_frm.fields_dict.lead_name.get_query = erpnext.utils.lead_query;
cur_frm.fields_dict.lead_name.get_query = erpnext.utils.lead_query;

23
selling/doctype/customer/customer.py
View File

@@ -173,4 +173,25 @@ class DocType(TransactionBase):
#update master_name in doctype account
webnotes.conn.sql("""update `tabAccount` set master_name = %s,
master_type = 'Customer' where master_name = %s""", (new,old))
master_type = 'Customer' where master_name = %s""", (new,old))
@webnotes.whitelist()
def get_dashboard_info(customer):
if not webnotes.has_permission("Customer", customer):
webnotes.msgprint("No Permission", raise_exception=True)
out = {}
for doctype in ["Opportunity", "Quotation", "Sales Order", "Delivery Note", "Sales Invoice"]:
out[doctype] = webnotes.conn.get_value(doctype,
{"customer": customer, "docstatus": ["!=", 2] }, "count(*)")
billing = webnotes.conn.sql("""select sum(grand_total), sum(outstanding_amount)
from `tabSales Invoice`
where customer=%s
and docstatus = 1
and fiscal_year = %s""", (customer, webnotes.conn.get_default("fiscal_year")))
out["total_billing"] = billing[0][0]
out["total_unpaid"] = billing[0][1]
return out