CRM Onboarding

2020-05-10 23:36:33 +05:30
parent 8b31b3ba00
commit 79a8bd1cdf
9 changed files with 385 additions and 3 deletions
--- a/erpnext/crm/dashboard_fixtures.py
+++ b/erpnext/crm/dashboard_fixtures.py
@@ -0,0 +1,203 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe, erpnext, json
+
+def get_data():
+	return frappe._dict({
+        "dashboards": get_dashboards(),
+        "charts": get_charts(),
+        "number_cards": get_number_cards()
+	})
+
+def get_dashboards():
+	return [{
+            "doctype": "Dashboard",
+            "name": "CRM",
+            "dashboard_name": "CRM",
+            "charts": [
+                { "chart": "Lead", "width": "Full" },
+                { "chart": "Opportunity", "width": "Full"},
+                { "chart": "Campaign", "width": "Half" },
+                { "chart": "Opportunities Won", "width": "Half" },
+                { "chart": "Territory Wise Opportunity", "width": "Half"},
+                { "chart": "Territory Wise Sales", "width": "Half"},
+                { "chart": "Qualified For Call", "width": "Full"},
+                { "chart": "Lead Source", "width": "Half"}
+            ],
+            "cards": [
+                { "card": "New Lead" },
+                { "card": "New Opportunity" },
+                { "card": "Won Opportunity" },
+            ]
+        }]
+
+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
+
+def get_charts():
+	company = get_company_for_dashboards()
+
+	return [{
+        "name": "Lead",
+        "doctype": "Dashboard Chart",
+        "time_interval": "Yearly",
+        "chart_type": "Count",
+        "chart_name": "Lead",
+        "timespan": "Last Quarter",
+        "time_interval": "Weekly",
+        "document_type": "Lead",
+        "based_on": "creation",
+        'is_public': 1,
+        'timeseries': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+        "type": "Bar"
+    },
+    {
+        "name": "Opportunity",
+        "doctype": "Dashboard Chart",
+        "time_interval": "Yearly",
+        "chart_type": "Count",
+        "chart_name": "Opportunity",
+        "timespan": "Last Quarter",
+        "time_interval": "Weekly",
+        "document_type": "Opportunity",
+        "based_on": "creation",
+        'is_public': 1,
+        'timeseries': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+        "type": "Bar"
+    },
+    {
+        "name": "Campaign",
+        "doctype": "Dashboard Chart",
+        "time_interval": "Yearly",
+        "chart_type": "Count",
+        "chart_name": "Campaign",
+        "timespan": "Last Year",
+        "time_interval": "Monthly",
+        "document_type": "Campaign",
+        "based_on": "creation",
+        'is_public': 1,
+        'timeseries': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+        "type": "Line",
+        "color": "#428b46"
+    },
+    {
+        "name": "Opportunities Won",
+        "doctype": "Dashboard Chart",
+        "time_interval": "Yearly",
+        "chart_type": "Count",
+        "chart_name": "Opportunities Won",
+        "timespan": "Last Year",
+        "time_interval": "Monthly",
+        "document_type": "Opportunity",
+        "based_on": "modified",
+        'is_public': 1,
+        'timeseries': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
+        "type": "Bar"
+    },
+    {
+        "name": "Territory Wise Opportunity",
+        "doctype": "Dashboard Chart",
+        "chart_type": "Group By",
+        "group_by_type": "Count",
+        "group_by_based_on": "territory",
+        "chart_name": "Territory Wise Opportunity",
+        "document_type": "Opportunity",
+        'is_public': 1,
+        "owner": "Administrator",
+        "type": "Line"
+    },
+    {
+        "name": "Territory Wise Sales",
+        "doctype": "Dashboard Chart",
+        "chart_type": "Group By",
+        "group_by_type": "Sum",
+        "group_by_based_on": "territory",
+        "chart_name": "Territory Wise Sales",
+        "aggregate_function_based_on": "opportunity_amount",
+        "document_type": "Opportunity",
+        'is_public': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
+        "type": "Bar",
+        "color": "#7575ff"
+    },
+    {
+        "name": "Qualified For Call",
+        "doctype": "Dashboard Chart",
+        "time_interval": "Yearly",
+        "chart_type": "Count",
+        "chart_name": "Qualified For Call",
+        "timespan": "Last Quarter",
+        "time_interval": "Weekly",
+        "document_type": "Opportunity",
+        "based_on": "modified",
+        'is_public': 1,
+        'timeseries': 1,
+        "owner": "Administrator",
+        "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Qualification", False]]),
+        "type": "Line",
+        "color": "#fff168"
+    },
+    {
+        "name": "Lead Source",
+        "doctype": "Dashboard Chart",
+        "chart_type": "Group By",
+        "group_by_type": "Count",
+        "group_by_based_on": "source",
+        "chart_name": "Lead Source",
+        "document_type": "Lead",
+        'is_public': 1,
+        "owner": "Administrator",
+        "type": "Donut"
+    }]
+
+def get_number_cards():
+	return [{
+        "doctype": "Number Card",
+        "document_type": "Lead",
+        "name": "New Lead",
+        "filters_json": json.dumps([["Lead","status","=","Lead",False]]),
+        "function": "Count",
+        "is_public": 1,
+        "label": "New Lead",
+        "show_percentage_stats": 1,
+        "stats_time_interval": "Daily"
+    },
+    {
+        "doctype": "Number Card",
+        "document_type": "Opportunity",
+        "name": "New Opportunity",
+        "filters_json": json.dumps([["Opportunity","status","=","Open",False]]),
+        "function": "Count",
+        "is_public": 1,
+        "label": "New Opportunity",
+        "show_percentage_stats": 1,
+        "stats_time_interval": "Daily"
+    },
+    {
+        "doctype": "Number Card",
+        "document_type": "Opportunity",
+        "name": "Won Opportunity",
+        "filters_json": json.dumps([["Opportunity","status","=","Converted",False]]),
+        "function": "Count",
+        "is_public": 1,
+        "label": "Won Opportunity",
+        "show_percentage_stats": 1,
+        "stats_time_interval": "Daily"
+    }]