Sales Goal by Company (#9723)

* [sales goal] in company; dashboard, graph, notifs, wiz

* [test] target notifications

* cache past year monthly sales of every company daily, patch

* [minor] query fixes

* update sales goal docs

erpnext/setup/doctype/company/company.py

@@ -147,7 +147,7 @@ class Company(Document):
 	def validate_perpetual_inventory(self):
 		if not self.get("__islocal"):
 			if cint(self.enable_perpetual_inventory) == 1 and not self.default_inventory_account:
-				frappe.msgprint(_("Set default inventory account for perpetual inventory"), 
+				frappe.msgprint(_("Set default inventory account for perpetual inventory"),
 					alert=True, indicator='orange')
 
 	def set_default_accounts(self):
@@ -310,3 +310,45 @@ def get_name_with_abbr(name, company):
 		parts.append(company_abbr)
 
 	return " - ".join(parts)
+
+def update_company_current_month_sales(company):
+	from frappe.utils import today, formatdate
+	current_month_year = formatdate(today(), "MM-yyyy")
+
+	results = frappe.db.sql(('''
+		select
+			sum(grand_total) as total, date_format(posting_date, '%m-%Y') as month_year
+		from
+			`tabSales Invoice`
+		where
+			date_format(posting_date, '%m-%Y')="{0}" and
+			company = "{1}"
+		group by
+			month_year;
+	''').format(current_month_year, frappe.db.escape(company)), as_dict = True)
+
+	monthly_total = results[0]['total'] if len(results) > 0 else 0
+
+	frappe.db.sql(('''
+		update tabCompany set total_monthly_sales = %s where name=%s
+	'''), (monthly_total, frappe.db.escape(company)))
+	frappe.db.commit()
+
+
+def update_company_monthly_sales(company):
+	'''Cache past year monthly sales of every company based on sales invoices'''
+	from frappe.utils.goal import get_monthly_results
+	import json
+	filter_str = 'company = "'+ company +'" and status != "Draft"'
+	month_to_value_dict = get_monthly_results("Sales Invoice", "grand_total", "posting_date", filter_str, "sum")
+
+	frappe.db.sql(('''
+		update tabCompany set sales_monthly_history = %s where name=%s
+	'''), (json.dumps(month_to_value_dict), frappe.db.escape(company)))
+	frappe.db.commit()
+
+def cache_companies_monthly_sales_history():
+	companies = [d['name'] for d in frappe.get_list("Company")]
+	for company in companies:
+		update_company_monthly_sales(company)
+	frappe.db.commit()

erpnext/setup/doctype/company/company_dashboard.py

@@ -0,0 +1,42 @@
+from frappe import _
+
+def get_data():
+	return {
+		'heatmap': True,
+		'heatmap_message': _('This is based on transactions against this Company. See timeline below for details'),
+
+		'graph': True,
+		'graph_method': "frappe.utils.goal.get_monthly_goal_graph_data",
+		'graph_method_args': {
+			'title': 'Sales',
+			'goal_value_field': 'sales_target',
+			'goal_total_field': 'total_monthly_sales',
+			'goal_history_field': 'sales_monthly_history',
+			'goal_doctype': 'Sales Invoice',
+			'goal_doctype_link': 'company',
+			'goal_field': 'grand_total',
+			'date_field': 'posting_date',
+			'filter_str': 'status != "Draft"',
+			'aggregation': 'sum'
+		},
+
+		'fieldname': 'company',
+		'transactions': [
+			{
+				'label': _('Pre Sales'),
+				'items': ['Quotation']
+			},
+			{
+				'label': _('Orders'),
+				'items': ['Sales Order', 'Delivery Note', 'Sales Invoice']
+			},
+			{
+				'label': _('Support'),
+				'items': ['Issue']
+			},
+			{
+				'label': _('Projects'),
+				'items': ['Project']
+			}
+		]
+	}

erpnext/setup/setup_wizard/setup_wizard.py

@@ -91,7 +91,8 @@ def create_fiscal_year_and_company(args):
 			'country': args.get('country'),
 			'create_chart_of_accounts_based_on': 'Standard Template',
 			'chart_of_accounts': args.get('chart_of_accounts'),
-			'domain': args.get('domain')
+			'domain': args.get('domain'),
+			'sales_target': args.get('sales_target')
 		}).insert()
 
 		#Enable shopping cart