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feat: Export Selling Dashboard (#22776)

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* feat:Export Stock Dashboard

* Export Selling Dashboard

* Export Selling Dashboard
This commit is contained in:
Anupam Kumar
2020-07-22 18:07:39 +05:30
committed by GitHub
parent c7eadfceb0
commit 93afbe143b
10 changed files with 227 additions and 198 deletions
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24
erpnext/selling/dashboard_chart/item_wise_annual_sales/item_wise_annual_sales.json Normal file
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{
"chart_name": "Item-wise Annual Sales",
"chart_type": "Report",
"creation": "2020-07-20 20:17:16.474566",
"custom_options": "",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"to_date\":\"frappe.datetime.nowdate()\"}",
"filters_json": "{\"from_date\":\"2020-06-22\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 14:42:25.512675",
"modified_by": "Administrator",
"module": "Selling",
"name": "Item-wise Annual Sales",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Item-wise Sales History",
"timeseries": 0,
"type": "Bar",
"use_report_chart": 1,
"y_axis": []
}

24
erpnext/selling/dashboard_chart/sales_order_analysis/sales_order_analysis.json Normal file
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{
"chart_name": "Sales Order Analysis",
"chart_type": "Report",
"creation": "2020-07-20 20:17:16.440393",
"custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"to_date\":\"frappe.datetime.nowdate()\"}",
"filters_json": "{\"status\":[\"To Bill\",\"To Deliver\"],\"group_by_so\":0,\"from_date\":\"2020-06-22\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 17:06:05.750660",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Analysis",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Sales Order Analysis",
"timeseries": 0,
"type": "Donut",
"use_report_chart": 1,
"y_axis": []
}

24
erpnext/selling/dashboard_chart/sales_order_trends/sales_order_trends.json Normal file
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{
"chart_name": "Sales Order Trends",
"chart_type": "Report",
"creation": "2020-07-20 20:17:16.508240",
"custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"period\":\"Monthly\",\"based_on\":\"Item\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 16:24:45.726270",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Trends",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Sales Order Trends",
"timeseries": 0,
"type": "Line",
"use_report_chart": 1,
"y_axis": []
}

24
erpnext/selling/dashboard_chart/top_customers/top_customers.json Normal file
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{
"chart_name": "Top Customers",
"chart_type": "Report",
"creation": "2020-07-20 20:17:16.539281",
"custom_options": "",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"period\":\"Yearly\",\"based_on\":\"Customer\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 17:03:10.320147",
"modified_by": "Administrator",
"module": "Selling",
"name": "Top Customers",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Delivery Note Trends",
"timeseries": 0,
"type": "Bar",
"use_report_chart": 1,
"y_axis": []
}

198
erpnext/selling/dashboard_fixtures.py
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
import json
from frappe import _
from frappe.utils import nowdate
from erpnext.accounts.utils import get_fiscal_year
def get_data():
return frappe._dict({
"dashboards": get_dashboards(),
"charts": get_charts(),
"number_cards": get_number_cards(),
})
def get_company_for_dashboards():
company = frappe.defaults.get_defaults().company
if company:
return company
else:
company_list = frappe.get_list("Company")
if company_list:
return company_list[0].name
return None
company = frappe.get_doc("Company", get_company_for_dashboards())
fiscal_year = get_fiscal_year(nowdate(), as_dict=1)
fiscal_year_name = fiscal_year.get("name")
start_date = str(fiscal_year.get("year_start_date"))
end_date = str(fiscal_year.get("year_end_date"))
def get_dashboards():
return [{
"name": "Selling",
"dashboard_name": "Selling",
"charts": [
{ "chart": "Sales Order Trends", "width": "Full"},
{ "chart": "Top Customers", "width": "Half"},
{ "chart": "Sales Order Analysis", "width": "Half"},
{ "chart": "Item-wise Annual Sales", "width": "Full"}
],
"cards": [
{ "card": "Annual Sales"},
{ "card": "Sales Orders to Deliver"},
{ "card": "Sales Orders to Bill"},
{ "card": "Active Customers"}
]
}]
def get_charts():
return [
{
"name": "Sales Order Analysis",
"chart_name": _("Sales Order Analysis"),
"chart_type": "Report",
"custom_options": json.dumps({
"type": "donut",
"height": 300,
"axisOptions": {"shortenYAxisNumbers": 1}
}),
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"from_date": start_date,
"to_date": end_date
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Sales Order Analysis",
"type": "Donut"
},
{
"name": "Item-wise Annual Sales",
"chart_name": _("Item-wise Annual Sales"),
"chart_type": "Report",
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"from_date": start_date,
"to_date": end_date
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Item-wise Sales History",
"type": "Bar"
},
{
"name": "Sales Order Trends",
"chart_name": _("Sales Order Trends"),
"chart_type": "Report",
"custom_options": json.dumps({
"type": "line",
"axisOptions": {"shortenYAxisNumbers": 1},
"tooltipOptions": {},
"lineOptions": {
"regionFill": 1
}
}),
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"period": "Monthly",
"fiscal_year": fiscal_year_name,
"based_on": "Item"
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Sales Order Trends",
"type": "Line"
},
{
"name": "Top Customers",
"chart_name": _("Top Customers"),
"chart_type": "Report",
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"period": "Monthly",
"fiscal_year": fiscal_year_name,
"based_on": "Customer"
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Delivery Note Trends",
"type": "Bar"
}
]
def get_number_cards():
return [
{
"name": "Annual Sales",
"aggregate_function_based_on": "base_net_total",
"doctype": "Number Card",
"document_type": "Sales Order",
"filters_json": json.dumps([
["Sales Order", "transaction_date", "Between", [start_date, end_date], False],
["Sales Order", "status", "not in", ["Draft", "Cancelled", "Closed", None], False],
["Sales Order", "docstatus", "=", 1, False],
["Sales Order", "company", "=", company.name, False]
]),
"function": "Sum",
"is_public": 1,
"label": _("Annual Sales"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
},
{
"name": "Sales Orders to Deliver",
"doctype": "Number Card",
"document_type": "Sales Order",
"filters_json": json.dumps([
["Sales Order", "status", "in", ["To Deliver and Bill", "To Deliver", None], False],
["Sales Order", "docstatus", "=", 1, False],
["Sales Order", "company", "=", company.name, False]
]),
"function": "Count",
"is_public": 1,
"label": _("Sales Orders to Deliver"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly"
},
{
"name": "Sales Orders to Bill",
"doctype": "Number Card",
"document_type": "Sales Order",
"filters_json": json.dumps([
["Sales Order", "status", "in", ["To Deliver and Bill", "To Bill", None], False],
["Sales Order", "docstatus", "=", 1, False],
["Sales Order", "company", "=", company.name, False]
]),
"function": "Count",
"is_public": 1,
"label": _("Sales Orders to Bill"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly"
},
{
"name": "Active Customers",
"doctype": "Number Card",
"document_type": "Customer",
"filters_json": json.dumps([["Customer", "disabled", "=", "0"]]),
"function": "Count",
"is_public": 1,
"label": "Active Customers",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
}
]

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erpnext/selling/number_card/active_customers/active_customers.json Normal file
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{
"creation": "2020-07-20 20:17:16.653866",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Customer",
"dynamic_filters_json": "",
"filters_json": "[[\"Customer\",\"disabled\",\"=\",\"0\"]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Active Customers",
"modified": "2020-07-22 14:20:32.268103",
"modified_by": "Administrator",
"module": "Selling",
"name": "Active Customers",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

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erpnext/selling/number_card/annual_sales/annual_sales.json Normal file
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{
"aggregate_function_based_on": "base_net_total",
"creation": "2020-07-20 20:17:16.568132",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Sales Order",
"dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Sales Order\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Closed\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false],[\"Sales Order\",\"modified\",\"Timespan\",\"this year\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Annual Sales",
"modified": "2020-07-22 16:56:33.747156",
"modified_by": "Administrator",
"module": "Selling",
"name": "Annual Sales",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

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erpnext/selling/number_card/sales_orders_to_bill/sales_orders_to_bill.json Normal file
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{
"creation": "2020-07-20 20:17:16.625001",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Sales Order",
"dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Sales Order\",\"status\",\"in\",[\"To Deliver and Bill\",\"To Bill\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Sales Orders to Bill",
"modified": "2020-07-22 14:20:09.918626",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Orders to Bill",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly",
"type": "Document Type"
}

21
erpnext/selling/number_card/sales_orders_to_deliver/sales_orders_to_deliver.json Normal file
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{
"creation": "2020-07-20 20:17:16.596857",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Sales Order",
"dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Sales Order\",\"status\",\"in\",[\"To Deliver and Bill\",\"To Deliver\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Sales Orders to Deliver",
"modified": "2020-07-22 14:19:28.833784",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Orders to Deliver",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly",
"type": "Document Type"
}

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erpnext/selling/selling_dashboard/selling/selling.json Normal file
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{
"cards": [
{
"card": "Annual Sales"
},
{
"card": "Sales Orders to Deliver"
},
{
"card": "Sales Orders to Bill"
},
{
"card": "Active Customers"
}
],
"charts": [
{
"chart": "Sales Order Trends",
"width": "Full"
},
{
"chart": "Top Customers",
"width": "Half"
},
{
"chart": "Sales Order Analysis",
"width": "Half"
},
{
"chart": "Item-wise Annual Sales",
"width": "Full"
}
],
"creation": "2020-07-20 20:17:16.688162",
"dashboard_name": "Selling",
"docstatus": 0,
"doctype": "Dashboard",
"idx": 0,
"is_default": 0,
"is_standard": 1,
"modified": "2020-07-22 15:31:22.299903",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
"owner": "Administrator"
}