From 28436d2bc104a7b01dd9f3311ed9ff1a93aebc9a Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Wed, 6 May 2020 15:19:10 +0530 Subject: [PATCH] feat: added dashboard fixtures for accounts --- erpnext/accounts/dashboard_fixtures.py | 119 +++++++++++++++++++++++++ 1 file changed, 119 insertions(+) create mode 100644 erpnext/accounts/dashboard_fixtures.py diff --git a/erpnext/accounts/dashboard_fixtures.py b/erpnext/accounts/dashboard_fixtures.py new file mode 100644 index 00000000000..30eb5e31156 --- /dev/null +++ b/erpnext/accounts/dashboard_fixtures.py @@ -0,0 +1,119 @@ +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# License: GNU General Public License v3. See license.txt + +import frappe +import json + + +def get_data(): + return frappe._dict({ + "dashboards": get_dashboards(), + "charts": get_charts(), + }) + +def get_dashboards(): + return [{ + "name": "Accounts", + "dashboard_name": "Accounts", + "charts": [ + { "chart": "Outgoing Bills (Sales Invoice)" }, + { "chart": "Incoming Bills (Purchase Invoice)" }, + { "chart": "Bank Balance" }, + { "chart": "Income" }, + { "chart": "Expenses" } + ] + }] + +def get_charts(): + company = frappe.get_doc("Company", get_company_for_dashboards()) + income_account = company.default_income_account or get_account("Income Account", company.name) + expense_account = company.default_expense_account or get_account("Expense Account", company.name) + bank_account = company.default_bank_account or get_account("Bank", company.name) + + return [ + { + "doctype": "Dashboard Chart", + "time_interval": "Quarterly", + "name": "Income", + "chart_name": "Income", + "timespan": "Last Year", + "color": None, + "filters_json": json.dumps({"company": company.name, "account": income_account}), + "source": "Account Balance Timeline", + "chart_type": "Custom", + "timeseries": 1, + "owner": "Administrator", + "type": "Line" + }, + { + "doctype": "Dashboard Chart", + "time_interval": "Quarterly", + "name": "Expenses", + "chart_name": "Expenses", + "timespan": "Last Year", + "color": None, + "filters_json": json.dumps({"company": company.name, "account": expense_account}), + "source": "Account Balance Timeline", + "chart_type": "Custom", + "timeseries": 1, + "owner": "Administrator", + "type": "Line" + }, + { + "doctype": "Dashboard Chart", + "time_interval": "Quarterly", + "name": "Bank Balance", + "chart_name": "Bank Balance", + "timespan": "Last Year", + "color": "#ffb868", + "filters_json": json.dumps({"company": company.name, "account": bank_account}), + "source": "Account Balance Timeline", + "chart_type": "Custom", + "timeseries": 1, + "owner": "Administrator", + "type": "Line" + }, + { + "doctype": "Dashboard Chart", + "time_interval": "Monthly", + "name": "Incoming Bills (Purchase Invoice)", + "chart_name": "Incoming Bills (Purchase Invoice)", + "timespan": "Last Year", + "color": "#a83333", + "value_based_on": "base_grand_total", + "filters_json": json.dumps({}), + "chart_type": "Sum", + "timeseries": 1, + "based_on": "posting_date", + "owner": "Administrator", + "document_type": "Purchase Invoice", + "type": "Bar" + }, + { + "doctype": "Dashboard Chart", + "time_interval": "Monthly", + "name": "Outgoing Bills (Sales Invoice)", + "chart_name": "Outgoing Bills (Sales Invoice)", + "timespan": "Last Year", + "color": "#7b933d", + "value_based_on": "base_grand_total", + "filters_json": json.dumps({}), + "chart_type": "Sum", + "timeseries": 1, + "based_on": "posting_date", + "owner": "Administrator", + "document_type": "Sales Invoice", + "type": "Bar" + } + ] + + +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 \ No newline at end of file