Shiloh/brotherton-erpnext
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

chore: Exported Accounts Module Dashboard (#22769)

Browse Source 
* chore: Exported Accounts Module Dashboards

* chore: deleted dashboard fixtures for Accounts module
This commit is contained in:
Rucha Mahabal 2020-07-22 16:11:06 +05:30 committed by GitHub
parent 8d28eacb09
commit 1fddc6d126
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
13 changed files with 317 additions and 284 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

58
erpnext/accounts/accounts_dashboard/accounts/accounts.json Normal file
View File

@ -0,0 +1,58 @@
{
"cards": [
{
"card": "Total Outgoing Bills"
},
{
"card": "Total Incoming Bills"
},
{
"card": "Total Incoming Payment"
},
{
"card": "Total Outgoing Payment"
}
],
"charts": [
{
"chart": "Profit and Loss",
"width": "Full"
},
{
"chart": "Incoming Bills (Purchase Invoice)",
"width": "Half"
},
{
"chart": "Outgoing Bills (Sales Invoice)",
"width": "Half"
},
{
"chart": "Accounts Receivable Ageing",
"width": "Half"
},
{
"chart": "Accounts Payable Ageing",
"width": "Half"
},
{
"chart": "Budget Variance",
"width": "Full"
},
{
"chart": "Bank Balance",
"width": "Full"
}
],
"creation": "2020-07-17 11:25:34.796608",
"dashboard_name": "Accounts",
"docstatus": 0,
"doctype": "Dashboard",
"idx": 0,
"is_default": 0,
"is_standard": 1,
"modified": "2020-07-22 13:07:34.540574",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts",
"owner": "Administrator"
}

23
erpnext/accounts/dashboard_chart/accounts_payable_ageing/accounts_payable_ageing.json Normal file
View File

@ -0,0 +1,23 @@
{
"chart_name": "Accounts Payable Ageing",
"chart_type": "Report",
"creation": "2020-07-17 11:25:34.564015",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"report_date\":\"frappe.datetime.now_date()\"}",
"filters_json": "{\"ageing_based_on\":\"Due Date\",\"range1\":30,\"range2\":60,\"range3\":90,\"range4\":120,\"group_by_party\":0,\"based_on_payment_terms\":0}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:29:33.584419",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Payable Ageing",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Accounts Payable",
"timeseries": 0,
"type": "Donut",
"use_report_chart": 1,
"y_axis": []
}

23
erpnext/accounts/dashboard_chart/accounts_receivable_ageing/accounts_receivable_ageing.json Normal file
View File

@ -0,0 +1,23 @@
{
"chart_name": "Accounts Receivable Ageing",
"chart_type": "Report",
"creation": "2020-07-17 11:25:34.535388",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"report_date\":\"frappe.datetime.now_date()\"}",
"filters_json": "{\"ageing_based_on\":\"Due Date\",\"range1\":30,\"range2\":60,\"range3\":90,\"range4\":120,\"group_by_party\":0,\"based_on_payment_terms\":0,\"show_future_payments\":0,\"show_delivery_notes\":0,\"show_sales_person\":0}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:28:42.743551",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Receivable Ageing",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Accounts Receivable",
"timeseries": 0,
"type": "Donut",
"use_report_chart": 1,
"y_axis": []
}

26
erpnext/accounts/dashboard_chart/bank_balance/bank_balance.json Normal file
View File

@ -0,0 +1,26 @@
{
"chart_name": "Bank Balance",
"chart_type": "Custom",
"creation": "2020-07-17 11:25:34.620221",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"account\":\"locals[\\\":Company\\\"][frappe.defaults.get_user_default(\\\"Company\\\")][\\\"default_bank_account\\\"]\"}",
"filters_json": "{}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"last_synced_on": "2020-07-22 12:19:59.879476",
"modified": "2020-07-22 12:21:48.780513",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Bank Balance",
"number_of_groups": 0,
"owner": "Administrator",
"source": "Account Balance Timeline",
"time_interval": "Quarterly",
"timeseries": 0,
"timespan": "Last Year",
"type": "Line",
"use_report_chart": 0,
"y_axis": []
}

23
erpnext/accounts/dashboard_chart/budget_variance/budget_variance.json Normal file
View File

@ -0,0 +1,23 @@
{
"chart_name": "Budget Variance",
"chart_type": "Report",
"creation": "2020-07-17 11:25:34.593061",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"frappe.sys_defaults.fiscal_year\",\"to_fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"period\":\"Monthly\",\"budget_against\":\"Cost Center\",\"show_cumulative\":0}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:24:49.144210",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Budget Variance",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Budget Variance Report",
"timeseries": 0,
"type": "Bar",
"use_report_chart": 1,
"y_axis": []
}

29
erpnext/accounts/dashboard_chart/incoming_bills_(purchase_invoice)/incoming_bills_(purchase_invoice).json Normal file
View File

@ -0,0 +1,29 @@
{
"based_on": "posting_date",
"chart_name": "Incoming Bills (Purchase Invoice)",
"chart_type": "Sum",
"color": "#a83333",
"creation": "2020-07-17 11:25:34.479703",
"docstatus": 0,
"doctype": "Dashboard Chart",
"document_type": "Purchase Invoice",
"dynamic_filters_json": "",
"filters_json": "[[\"Purchase Invoice\",\"docstatus\",\"=\",1]]",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"last_synced_on": "2020-07-21 17:37:30.727306",
"modified": "2020-07-21 17:51:07.374917",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Incoming Bills (Purchase Invoice)",
"number_of_groups": 0,
"owner": "Administrator",
"time_interval": "Monthly",
"timeseries": 1,
"timespan": "Last Year",
"type": "Bar",
"use_report_chart": 0,
"value_based_on": "base_net_total",
"y_axis": []
}

28
erpnext/accounts/dashboard_chart/outgoing_bills_(sales_invoice)/outgoing_bills_(sales_invoice).json Normal file
View File

@ -0,0 +1,28 @@
{
"based_on": "posting_date",
"chart_name": "Outgoing Bills (Sales Invoice)",
"chart_type": "Sum",
"color": "#7b933d",
"creation": "2020-07-17 11:25:34.507547",
"docstatus": 0,
"doctype": "Dashboard Chart",
"document_type": "Sales Invoice",
"filters_json": "[[\"Sales Invoice\",\"docstatus\",\"=\",1]]",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"last_synced_on": "2020-07-21 17:37:31.574666",
"modified": "2020-07-21 17:52:03.970530",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Outgoing Bills (Sales Invoice)",
"number_of_groups": 0,
"owner": "Administrator",
"time_interval": "Monthly",
"timeseries": 1,
"timespan": "Last Year",
"type": "Bar",
"use_report_chart": 0,
"value_based_on": "base_net_total",
"y_axis": []
}

23
erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json Normal file
View File

@ -0,0 +1,23 @@
{
"chart_name": "Profit and Loss",
"chart_type": "Report",
"creation": "2020-07-17 11:25:34.448572",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"frappe.sys_defaults.fiscal_year\",\"to_fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"filter_based_on\":\"Fiscal Year\",\"period_start_date\":\"2020-04-01\",\"period_end_date\":\"2021-03-31\",\"periodicity\":\"Yearly\",\"include_default_book_entries\":1}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:33:48.888943",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Profit and Loss",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Profit and Loss Statement",
"timeseries": 0,
"type": "Bar",
"use_report_chart": 1,
"y_axis": []
}

284
erpnext/accounts/dashboard_fixtures.py
View File

@ -1,284 +0,0 @@
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
import json
from frappe.utils import nowdate, add_months, get_date_str
from frappe import _
from erpnext.accounts.utils import get_fiscal_year, get_account_name, FiscalYearError
def _get_fiscal_year(date=None):
try:
fiscal_year = get_fiscal_year(date=nowdate(), as_dict=True)
return fiscal_year
except FiscalYearError:
#if no fiscal year for current date then get default fiscal year
try:
fiscal_year = get_fiscal_year(as_dict=True)
return fiscal_year
except FiscalYearError:
#if still no fiscal year found then no accounting data created, return
return None
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_data():
fiscal_year = _get_fiscal_year(nowdate())
if not fiscal_year:
return frappe._dict()
return frappe._dict({
"dashboards": get_dashboards(),
"charts": get_charts(fiscal_year),
"number_cards": get_number_cards(fiscal_year)
})
def get_dashboards():
return [{
"name": "Accounts",
"dashboard_name": "Accounts",
"doctype": "Dashboard",
"charts": [
{ "chart": "Profit and Loss" , "width": "Full"},
{ "chart": "Incoming Bills (Purchase Invoice)", "width": "Half"},
{ "chart": "Outgoing Bills (Sales Invoice)", "width": "Half"},
{ "chart": "Accounts Receivable Ageing", "width": "Half"},
{ "chart": "Accounts Payable Ageing", "width": "Half"},
{ "chart": "Budget Variance", "width": "Full"},
{ "chart": "Bank Balance", "width": "Full"}
],
"cards": [
{"card": "Total Outgoing Bills"},
{"card": "Total Incoming Bills"},
{"card": "Total Incoming Payment"},
{"card": "Total Outgoing Payment"}
]
}]
def get_charts(fiscal_year):
company = frappe.get_doc("Company", get_company_for_dashboards())
bank_account = company.default_bank_account or get_account_name("Bank", company=company.name)
default_cost_center = company.cost_center
return [
{
"doctype": "Dashboard Charts",
"name": "Profit and Loss",
"owner": "Administrator",
"report_name": "Profit and Loss Statement",
"filters_json": json.dumps({
"company": company.name,
"filter_based_on": "Fiscal Year",
"from_fiscal_year": fiscal_year.get('name'),
"to_fiscal_year": fiscal_year.get('name'),
"periodicity": "Monthly",
"include_default_book_entries": 1
}),
"type": "Bar",
'timeseries': 0,
"chart_type": "Report",
"chart_name": _("Profit and Loss"),
"is_custom": 1,
"is_public": 1
},
{
"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_net_total",
"filters_json": json.dumps([["Purchase Invoice", "docstatus", "=", 1]]),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Purchase Invoice",
"type": "Bar",
"width": "Half",
"is_public": 1
},
{
"doctype": "Dashboard Chart",
"name": "Outgoing Bills (Sales Invoice)",
"time_interval": "Monthly",
"chart_name": _("Outgoing Bills (Sales Invoice)"),
"timespan": "Last Year",
"color": "#7b933d",
"value_based_on": "base_net_total",
"filters_json": json.dumps([["Sales Invoice", "docstatus", "=", 1]]),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Sales Invoice",
"type": "Bar",
"width": "Half",
"is_public": 1
},
{
"doctype": "Dashboard Charts",
"name": "Accounts Receivable Ageing",
"owner": "Administrator",
"report_name": "Accounts Receivable",
"filters_json": json.dumps({
"company": company.name,
"report_date": nowdate(),
"ageing_based_on": "Due Date",
"range1": 30,
"range2": 60,
"range3": 90,
"range4": 120
}),
"type": "Donut",
'timeseries': 0,
"chart_type": "Report",
"chart_name": _("Accounts Receivable Ageing"),
"is_custom": 1,
"is_public": 1
},
{
"doctype": "Dashboard Charts",
"name": "Accounts Payable Ageing",
"owner": "Administrator",
"report_name": "Accounts Payable",
"filters_json": json.dumps({
"company": company.name,
"report_date": nowdate(),
"ageing_based_on": "Due Date",
"range1": 30,
"range2": 60,
"range3": 90,
"range4": 120
}),
"type": "Donut",
'timeseries': 0,
"chart_type": "Report",
"chart_name": _("Accounts Payable Ageing"),
"is_custom": 1,
"is_public": 1
},
{
"doctype": "Dashboard Charts",
"name": "Budget Variance",
"owner": "Administrator",
"report_name": "Budget Variance Report",
"filters_json": json.dumps({
"company": company.name,
"from_fiscal_year": fiscal_year.get('name'),
"to_fiscal_year": fiscal_year.get('name'),
"period": "Monthly",
"budget_against": "Cost Center"
}),
"type": "Bar",
"timeseries": 0,
"chart_type": "Report",
"chart_name": _("Budget Variance"),
"is_custom": 1,
"is_public": 1
},
{
"doctype": "Dashboard Charts",
"name": "Bank Balance",
"time_interval": "Quarterly",
"chart_name": "Bank Balance",
"timespan": "Last Year",
"filters_json": json.dumps({
"company": company.name,
"account": bank_account
}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line",
"width": "Half",
"is_public": 1
},
]
def get_number_cards(fiscal_year):
year_start_date = get_date_str(fiscal_year.get("year_start_date"))
year_end_date = get_date_str(fiscal_year.get("year_end_date"))
return [
{
"doctype": "Number Card",
"document_type": "Payment Entry",
"name": "Total Incoming Payment",
"filters_json": json.dumps([
['Payment Entry', 'docstatus', '=', 1],
['Payment Entry', 'posting_date', 'between', [year_start_date, year_end_date]],
['Payment Entry', 'payment_type', '=', 'Receive']
]),
"label": _("Total Incoming Payment"),
"function": "Sum",
"aggregate_function_based_on": "base_received_amount",
"is_public": 1,
"is_custom": 1,
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
},
{
"doctype": "Number Card",
"document_type": "Payment Entry",
"name": "Total Outgoing Payment",
"filters_json": json.dumps([
['Payment Entry', 'docstatus', '=', 1],
['Payment Entry', 'posting_date', 'between', [year_start_date, year_end_date]],
['Payment Entry', 'payment_type', '=', 'Pay']
]),
"label": _("Total Outgoing Payment"),
"function": "Sum",
"aggregate_function_based_on": "base_paid_amount",
"is_public": 1,
"is_custom": 1,
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
},
{
"doctype": "Number Card",
"document_type": "Sales Invoice",
"name": "Total Outgoing Bills",
"filters_json": json.dumps([
['Sales Invoice', 'docstatus', '=', 1],
['Sales Invoice', 'posting_date', 'between', [year_start_date, year_end_date]]
]),
"label": _("Total Outgoing Bills"),
"function": "Sum",
"aggregate_function_based_on": "base_net_total",
"is_public": 1,
"is_custom": 1,
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
},
{
"doctype": "Number Card",
"document_type": "Purchase Invoice",
"name": "Total Incoming Bills",
"filters_json": json.dumps([
['Purchase Invoice', 'docstatus', '=', 1],
['Purchase Invoice', 'posting_date', 'between', [year_start_date, year_end_date]]
]),
"label": _("Total Incoming Bills"),
"function": "Sum",
"aggregate_function_based_on": "base_net_total",
"is_public": 1,
"is_custom": 1,
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
}
]

21
erpnext/accounts/number_card/total_incoming_bills/total_incoming_bills.json Normal file
View File

@ -0,0 +1,21 @@
{
"aggregate_function_based_on": "base_net_total",
"creation": "2020-07-17 11:25:34.748329",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Purchase Invoice",
"filters_json": "[[\"Purchase Invoice\",\"docstatus\",\"=\",\"1\",false],[\"Purchase Invoice\",\"posting_date\",\"Timespan\",\"this year\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Total Incoming Bills",
"modified": "2020-07-22 13:06:46.045344",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Total Incoming Bills",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

21
erpnext/accounts/number_card/total_incoming_payment/total_incoming_payment.json Normal file
View File

@ -0,0 +1,21 @@
{
"aggregate_function_based_on": "base_received_amount",
"creation": "2020-07-17 11:25:34.673195",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Payment Entry",
"filters_json": "[[\"Payment Entry\",\"docstatus\",\"=\",\"1\",false],[\"Payment Entry\",\"posting_date\",\"Timespan\",\"this year\",false],[\"Payment Entry\",\"payment_type\",\"=\",\"Receive\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Total Incoming Payment",
"modified": "2020-07-22 13:06:20.237689",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Total Incoming Payment",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

21
erpnext/accounts/number_card/total_outgoing_bills/total_outgoing_bills.json Normal file
View File

@ -0,0 +1,21 @@
{
"aggregate_function_based_on": "base_net_total",
"creation": "2020-07-17 11:25:34.725416",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Sales Invoice",
"filters_json": "[[\"Sales Invoice\",\"docstatus\",\"=\",\"1\",false],[\"Sales Invoice\",\"posting_date\",\"Timespan\",\"this year\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Total Outgoing Bills",
"modified": "2020-07-22 13:07:19.633101",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Total Outgoing Bills",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

21
erpnext/accounts/number_card/total_outgoing_payment/total_outgoing_payment.json Normal file
View File

@ -0,0 +1,21 @@
{
"aggregate_function_based_on": "base_paid_amount",
"creation": "2020-07-17 11:25:34.700137",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Payment Entry",
"filters_json": "[[\"Payment Entry\",\"docstatus\",\"=\",\"1\",false],[\"Payment Entry\",\"posting_date\",\"Timespan\",\"this year\",false],[\"Payment Entry\",\"payment_type\",\"=\",\"Pay\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Total Outgoing Payment",
"modified": "2020-07-22 12:49:34.942896",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Total Outgoing Payment",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}