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

chore: Export Buying Dashboard (#22767)

Browse Source 
* chore: Export Buying Dashboard

* fix: Use Timespan instead of Between for static filters
This commit is contained in:
Marica 2020-07-23 11:08:49 +05:30 committed by GitHub
parent 4a5fc23d5c
commit 43b4b1cb55
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
10 changed files with 228 additions and 211 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

46
erpnext/buying/buying_dashboard/buying/buying.json Normal file
View File

@ -0,0 +1,46 @@
{
"cards": [
{
"card": "Annual Purchase"
},
{
"card": "Purchase Orders to Receive"
},
{
"card": "Purchase Orders to Bill"
},
{
"card": "Active Suppliers"
}
],
"charts": [
{
"chart": "Purchase Order Trends",
"width": "Full"
},
{
"chart": "Material Request Analysis",
"width": "Half"
},
{
"chart": "Purchase Order Analysis",
"width": "Half"
},
{
"chart": "Top Suppliers",
"width": "Full"
}
],
"creation": "2020-07-20 21:01:02.541065",
"dashboard_name": "Buying",
"docstatus": 0,
"doctype": "Dashboard",
"idx": 0,
"is_default": 1,
"is_standard": 1,
"modified": "2020-07-22 12:48:38.112744",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying",
"owner": "Administrator"
}

27
erpnext/buying/dashboard_chart/material_request_analysis/material_request_analysis.json Normal file
View File

@ -0,0 +1,27 @@
{
"chart_name": "Material Request Analysis",
"chart_type": "Group By",
"creation": "2020-07-20 21:01:02.242563",
"custom_options": "{\"height\": 300}",
"docstatus": 0,
"doctype": "Dashboard Chart",
"document_type": "Material Request",
"dynamic_filters_json": "[[\"Material Request\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Material Request\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Stopped\",null],false],[\"Material Request\",\"material_request_type\",\"=\",\"Purchase\",false],[\"Material Request\",\"docstatus\",\"=\",\"1\",false],[\"Material Request\",\"transaction_date\",\"Timespan\",\"last quarter\",false]]",
"group_by_based_on": "status",
"group_by_type": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"last_synced_on": "2020-07-22 12:43:56.961250",
"modified": "2020-07-22 21:20:51.840194",
"modified_by": "Administrator",
"module": "Buying",
"name": "Material Request Analysis",
"number_of_groups": 0,
"owner": "Administrator",
"timeseries": 0,
"type": "Donut",
"use_report_chart": 0,
"y_axis": []
}

24
erpnext/buying/dashboard_chart/purchase_order_analysis/purchase_order_analysis.json Normal file
View File

@ -0,0 +1,24 @@
{
"chart_name": "Purchase Order Analysis",
"chart_type": "Report",
"creation": "2020-07-20 21:01:02.203880",
"custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.datetime.add_months(frappe.datetime.nowdate(), -1)\",\"to_date\":\"frappe.datetime.nowdate()\"}",
"filters_json": "{\"group_by_po\":0}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:44:35.754973",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Analysis",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Purchase Order Analysis",
"timeseries": 0,
"type": "Donut",
"use_report_chart": 1,
"y_axis": []
}

24
erpnext/buying/dashboard_chart/purchase_order_trends/purchase_order_trends.json Normal file
View File

@ -0,0 +1,24 @@
{
"chart_name": "Purchase Order Trends",
"chart_type": "Report",
"creation": "2020-07-20 21:01:02.295012",
"custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"period\":\"Monthly\",\"period_based_on\":\"posting_date\",\"based_on\":\"Item\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-21 16:13:25.092287",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Trends",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Purchase Order Trends",
"timeseries": 0,
"type": "Line",
"use_report_chart": 1,
"y_axis": []
}

23
erpnext/buying/dashboard_chart/top_suppliers/top_suppliers.json Normal file
View File

@ -0,0 +1,23 @@
{
"chart_name": "Top Suppliers",
"chart_type": "Report",
"creation": "2020-07-20 21:01:02.329519",
"docstatus": 0,
"doctype": "Dashboard Chart",
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
"filters_json": "{\"period\":\"Monthly\",\"period_based_on\":\"posting_date\",\"based_on\":\"Supplier\"}",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"modified": "2020-07-22 12:43:40.829652",
"modified_by": "Administrator",
"module": "Buying",
"name": "Top Suppliers",
"number_of_groups": 0,
"owner": "Administrator",
"report_name": "Purchase Receipt Trends",
"timeseries": 0,
"type": "Bar",
"use_report_chart": 1,
"y_axis": []
}

211
erpnext/buying/dashboard_fixtures.py
View File

@ -1,211 +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 import _
from frappe.utils import nowdate
from erpnext.accounts.dashboard_fixtures import _get_fiscal_year
def get_data():
fiscal_year = _get_fiscal_year(nowdate())
if not fiscal_year:
return frappe._dict()
company = frappe.get_doc("Company", get_company_for_dashboards())
fiscal_year_name = fiscal_year.get("name")
start_date = str(fiscal_year.get("year_start_date"))
end_date = str(fiscal_year.get("year_end_date"))
return frappe._dict({
"dashboards": get_dashboards(),
"charts": get_charts(company, fiscal_year_name, start_date, end_date),
"number_cards": get_number_cards(company, fiscal_year_name, start_date, end_date),
})
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_dashboards():
return [{
"name": "Buying",
"dashboard_name": "Buying",
"charts": [
{ "chart": "Purchase Order Trends", "width": "Full"},
{ "chart": "Material Request Analysis", "width": "Half"},
{ "chart": "Purchase Order Analysis", "width": "Half"},
{ "chart": "Top Suppliers", "width": "Full"}
],
"cards": [
{ "card": "Annual Purchase"},
{ "card": "Purchase Orders to Receive"},
{ "card": "Purchase Orders to Bill"},
{ "card": "Active Suppliers"}
]
}]
def get_charts(company, fiscal_year_name, start_date, end_date):
return [
{
"name": "Purchase Order Analysis",
"chart_name": _("Purchase Order Analysis"),
"chart_type": "Report",
"custom_options": json.dumps({
"type": "donut",
"height": 300,
"axisOptions": {"shortenYAxisNumbers": 1}
}),
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"from_date": start_date,
"to_date": end_date
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Purchase Order Analysis",
"type": "Donut"
},
{
"name": "Material Request Analysis",
"chart_name": _("Material Request Analysis"),
"chart_type": "Group By",
"custom_options": json.dumps({"height": 300}),
"doctype": "Dashboard Chart",
"document_type": "Material Request",
"filters_json": json.dumps(
[["Material Request", "status", "not in", ["Draft", "Cancelled", "Stopped", None], False],
["Material Request", "material_request_type", "=", "Purchase", False],
["Material Request", "company", "=", company.name, False],
["Material Request", "docstatus", "=", 1, False],
["Material Request", "transaction_date", "Between", [start_date, end_date], False]]
),
"group_by_based_on": "status",
"group_by_type": "Count",
"is_custom": 0,
"is_public": 1,
"number_of_groups": 0,
"owner": "Administrator",
"type": "Donut"
},
{
"name": "Purchase Order Trends",
"chart_name": _("Purchase Order Trends"),
"chart_type": "Report",
"custom_options": json.dumps({
"type": "line",
"axisOptions": {"shortenYAxisNumbers": 1},
"tooltipOptions": {},
"lineOptions": {
"regionFill": 1
}
}),
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"period": "Monthly",
"fiscal_year": fiscal_year_name,
"period_based_on": "posting_date",
"based_on": "Item"
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Purchase Order Trends",
"type": "Line"
},
{
"name": "Top Suppliers",
"chart_name": _("Top Suppliers"),
"chart_type": "Report",
"doctype": "Dashboard Chart",
"filters_json": json.dumps({
"company": company.name,
"period": "Monthly",
"fiscal_year": fiscal_year_name,
"period_based_on": "posting_date",
"based_on": "Supplier"
}),
"is_custom": 1,
"is_public": 1,
"owner": "Administrator",
"report_name": "Purchase Receipt Trends",
"type": "Bar"
}
]
def get_number_cards(company, fiscal_year_name, start_date, end_date):
return [
{
"name": "Annual Purchase",
"aggregate_function_based_on": "base_net_total",
"doctype": "Number Card",
"document_type": "Purchase Order",
"filters_json": json.dumps([
["Purchase Order", "transaction_date", "Between", [start_date, end_date], False],
["Purchase Order", "status", "not in", ["Draft", "Cancelled", "Closed", None], False],
["Purchase Order", "docstatus", "=", 1, False],
["Purchase Order", "company", "=", company.name, False]
]),
"function": "Sum",
"is_public": 1,
"label": _("Annual Purchase"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
},
{
"name": "Purchase Orders to Receive",
"doctype": "Number Card",
"document_type": "Purchase Order",
"filters_json": json.dumps([
["Purchase Order", "status", "in", ["To Receive and Bill", "To Receive", None], False],
["Purchase Order", "docstatus", "=", 1, False],
["Purchase Order", "company", "=", company.name, False]
]),
"function": "Count",
"is_public": 1,
"label": _("Purchase Orders to Receive"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly"
},
{
"name": "Purchase Orders to Bill",
"doctype": "Number Card",
"document_type": "Purchase Order",
"filters_json": json.dumps([
["Purchase Order", "status", "in", ["To Receive and Bill", "To Bill", None], False],
["Purchase Order", "docstatus", "=", 1, False],
["Purchase Order", "company", "=", company.name, False]
]),
"function": "Count",
"is_public": 1,
"label": _("Purchase Orders to Bill"),
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly"
},
{
"name": "Active Suppliers",
"doctype": "Number Card",
"document_type": "Supplier",
"filters_json": json.dumps([["Supplier", "disabled", "=", "0"]]),
"function": "Count",
"is_public": 1,
"label": "Active Suppliers",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly"
}
]

20
erpnext/buying/number_card/active_suppliers/active_suppliers.json Normal file
View File

@ -0,0 +1,20 @@
{
"creation": "2020-07-20 21:01:02.499689",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Supplier",
"filters_json": "[[\"Supplier\",\"disabled\",\"=\",\"0\"]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Active Suppliers",
"modified": "2020-07-22 12:48:23.295193",
"modified_by": "Administrator",
"module": "Buying",
"name": "Active Suppliers",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

22
erpnext/buying/number_card/annual_purchase/annual_purchase.json Normal file
View File

@ -0,0 +1,22 @@
{
"aggregate_function_based_on": "base_net_total",
"creation": "2020-07-20 21:01:02.367127",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Purchase Order",
"dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Purchase Order\",\"transaction_date\",\"Timespan\",\"this year\",false],[\"Purchase Order\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Closed\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",\"1\",false]]",
"function": "Sum",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Annual Purchase",
"modified": "2020-07-22 21:21:58.755188",
"modified_by": "Administrator",
"module": "Buying",
"name": "Annual Purchase",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Monthly",
"type": "Document Type"
}

21
erpnext/buying/number_card/purchase_orders_to_bill/purchase_orders_to_bill.json Normal file
View File

@ -0,0 +1,21 @@
{
"creation": "2020-07-20 21:01:02.468514",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Purchase Order",
"dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Purchase Order\",\"status\",\"in\",[\"To Receive and Bill\",\"To Bill\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",1,false]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Purchase Orders to Bill",
"modified": "2020-07-22 12:48:10.300711",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Orders to Bill",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly",
"type": "Document Type"
}

21
erpnext/buying/number_card/purchase_orders_to_receive/purchase_orders_to_receive.json Normal file
View File

@ -0,0 +1,21 @@
{
"creation": "2020-07-20 21:01:02.438012",
"docstatus": 0,
"doctype": "Number Card",
"document_type": "Purchase Order",
"dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
"filters_json": "[[\"Purchase Order\",\"status\",\"in\",[\"To Receive and Bill\",\"To Receive\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",1,false]]",
"function": "Count",
"idx": 0,
"is_public": 1,
"is_standard": 1,
"label": "Purchase Orders to Receive",
"modified": "2020-07-22 12:47:47.460080",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Orders to Receive",
"owner": "Administrator",
"show_percentage_stats": 1,
"stats_time_interval": "Weekly",
"type": "Document Type"
}