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Code Issues Packages Projects Releases Wiki Activity

CRM dashboard fixes (#21989)

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This commit is contained in:
Anupam Kumar
2020-05-28 13:34:55 +05:30
committed by GitHub
parent 706524f1ae
commit f10771029a
2 changed files with 20 additions and 8 deletions
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24
erpnext/crm/dashboard_fixtures.py
View File

@@ -21,8 +21,8 @@ def get_dashboards():
{ "chart": "Opportunity Trends", "width": "Full"},
{ "chart": "Won Opportunities", "width": "Full" },
{ "chart": "Territory Wise Opportunity Count", "width": "Half"},
{ "chart": "Territory Wise Sales", "width": "Half"},
{ "chart": "Opportunities via Campaigns", "width": "Half" },
{ "chart": "Territory Wise Sales", "width": "Full"},
{ "chart": "Lead Source", "width": "Half"}
],
"cards": [
@@ -59,7 +59,7 @@ def get_charts():
'is_public': 1,
'timeseries': 1,
"owner": "Administrator",
"filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
"filters_json": json.dumps([]),
"type": "Bar"
},
{
@@ -90,7 +90,11 @@ def get_charts():
'timeseries': 1,
"owner": "Administrator",
"filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
"type": "Pie"
"type": "Pie",
"custom_options": json.dumps({
"truncateLegends": 1,
"maxSlices": 8
})
},
{
"name": "Won Opportunities",
@@ -123,7 +127,11 @@ def get_charts():
["Opportunity", "company", "=", company, False]
]),
"owner": "Administrator",
"type": "Donut"
"type": "Donut",
"custom_options": json.dumps({
"truncateLegends": 1,
"maxSlices": 8
})
},
{
"name": "Territory Wise Sales",
@@ -140,7 +148,7 @@ def get_charts():
["Opportunity", "company", "=", company, False],
["Opportunity", "status", "=", "Converted", False]
]),
"type": "Donut"
"type": "Bar"
},
{
"name": "Lead Source",
@@ -152,7 +160,11 @@ def get_charts():
"document_type": "Lead",
'is_public': 1,
"owner": "Administrator",
"type": "Pie"
"type": "Pie",
"custom_options": json.dumps({
"truncateLegends": 1,
"maxSlices": 8
})
}]
def get_number_cards():

4
erpnext/crm/desk_page/crm/crm.json
View File

@@ -42,7 +42,7 @@
"idx": 0,
"is_standard": 1,
"label": "CRM",
"modified": "2020-05-20 12:11:36.250491",
"modified": "2020-05-28 13:29:28.253749",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
@@ -76,7 +76,7 @@
"type": "Report"
},
{
"label": "CRM Dashboard",
"label": "Dashboard",
"link_to": "CRM",
"type": "Dashboard"
}