feat: added dashboard fixtures for accounts

2020-05-06 15:19:10 +05:30 · 2020-05-06 15:19:10 +05:30 · 28436d2bc1
commit 28436d2bc1
parent b2103f5470
1 changed files with 119 additions and 0 deletions
--- a/erpnext/accounts/dashboard_fixtures.py
+++ 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