Merge branch 'develop' into sla-enhancements

This commit is contained in:
Rucha Mahabal 2020-05-29 11:43:49 +05:30 committed by GitHub
commit 43d4397003
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GPG Key ID: 4AEE18F83AFDEB23
31 changed files with 545 additions and 1396 deletions

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@ -60,9 +60,9 @@ def get_charts():
"report_name": "Profit and Loss Statement", "report_name": "Profit and Loss Statement",
"filters_json": json.dumps({ "filters_json": json.dumps({
"company": company.name, "company": company.name,
"filter_based_on": "Date Range", "filter_based_on": "Fiscal Year",
"period_start_date": get_date_str(fiscal_year[1]), "from_fiscal_year": fiscal_year[0],
"period_end_date": get_date_str(fiscal_year[2]), "to_fiscal_year": fiscal_year[0],
"periodicity": "Monthly", "periodicity": "Monthly",
"include_default_book_entries": 1 "include_default_book_entries": 1
}), }),

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@ -385,6 +385,50 @@ class TestPricingRule(unittest.TestCase):
so.load_from_db() so.load_from_db()
self.assertEqual(so.items[1].is_free_item, 1) self.assertEqual(so.items[1].is_free_item, 1)
self.assertEqual(so.items[1].item_code, "_Test Item 2") self.assertEqual(so.items[1].item_code, "_Test Item 2")
def test_cumulative_pricing_rule(self):
frappe.delete_doc_if_exists('Pricing Rule', '_Test Cumulative Pricing Rule')
test_record = {
"doctype": "Pricing Rule",
"title": "_Test Cumulative Pricing Rule",
"apply_on": "Item Code",
"currency": "USD",
"items": [{
"item_code": "_Test Item",
}],
"is_cumulative": 1,
"selling": 1,
"applicable_for": "Customer",
"customer": "_Test Customer",
"rate_or_discount": "Discount Percentage",
"rate": 0,
"min_amt": 0,
"max_amt": 10000,
"discount_percentage": 17.5,
"price_or_product_discount": "Price",
"company": "_Test Company",
"valid_from": frappe.utils.nowdate(),
"valid_upto": frappe.utils.nowdate()
}
frappe.get_doc(test_record.copy()).insert()
args = frappe._dict({
"item_code": "_Test Item",
"company": "_Test Company",
"price_list": "_Test Price List",
"currency": "_Test Currency",
"doctype": "Sales Invoice",
"conversion_rate": 1,
"price_list_currency": "_Test Currency",
"plc_conversion_rate": 1,
"order_type": "Sales",
"customer": "_Test Customer",
"name": None,
"transaction_date": frappe.utils.nowdate()
})
details = get_item_details(args)
self.assertTrue(details)
def make_pricing_rule(**args): def make_pricing_rule(**args):
args = frappe._dict(args) args = frappe._dict(args)

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@ -366,8 +366,7 @@ def get_qty_amount_data_for_cumulative(pr_doc, doc, items=[]):
sum_qty, sum_amt = [0, 0] sum_qty, sum_amt = [0, 0]
doctype = doc.get('parenttype') or doc.doctype doctype = doc.get('parenttype') or doc.doctype
date_field = ('transaction_date' date_field = 'transaction_date' if frappe.get_meta(doctype).has_field('transaction_date') else 'posting_date'
if doc.get('transaction_date') else 'posting_date')
child_doctype = '{0} Item'.format(doctype) child_doctype = '{0} Item'.format(doctype)
apply_on = frappe.scrub(pr_doc.get('apply_on')) apply_on = frappe.scrub(pr_doc.get('apply_on'))

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@ -93,7 +93,7 @@ def get_assets(filters):
sum(results.depreciation_eliminated_during_the_period) as depreciation_eliminated_during_the_period, sum(results.depreciation_eliminated_during_the_period) as depreciation_eliminated_during_the_period,
sum(results.depreciation_amount_during_the_period) as depreciation_amount_during_the_period sum(results.depreciation_amount_during_the_period) as depreciation_amount_during_the_period
from (SELECT a.asset_category, from (SELECT a.asset_category,
ifnull(sum(case when ds.schedule_date < %(from_date)s then ifnull(sum(case when ds.schedule_date < %(from_date)s and (ifnull(a.disposal_date, 0) = 0 or a.disposal_date >= %(from_date)s) then
ds.depreciation_amount ds.depreciation_amount
else else
0 0
@ -115,9 +115,7 @@ def get_assets(filters):
group by a.asset_category group by a.asset_category
union union
SELECT a.asset_category, SELECT a.asset_category,
ifnull(sum(case when ifnull(a.disposal_date, 0) != 0 ifnull(sum(case when ifnull(a.disposal_date, 0) != 0 and (a.disposal_date < %(from_date)s or a.disposal_date > %(to_date)s) then
and (a.disposal_date < %(from_date)s or a.disposal_date > %(to_date)s)
then
0 0
else else
a.opening_accumulated_depreciation a.opening_accumulated_depreciation

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@ -33,7 +33,6 @@ frappe.query_reports["Consolidated Financial Statement"] = {
"fieldname":"period_start_date", "fieldname":"period_start_date",
"label": __("Start Date"), "label": __("Start Date"),
"fieldtype": "Date", "fieldtype": "Date",
"default": frappe.datetime.nowdate(),
"hidden": 1, "hidden": 1,
"reqd": 1 "reqd": 1
}, },
@ -41,7 +40,6 @@ frappe.query_reports["Consolidated Financial Statement"] = {
"fieldname":"period_end_date", "fieldname":"period_end_date",
"label": __("End Date"), "label": __("End Date"),
"fieldtype": "Date", "fieldtype": "Date",
"default": frappe.datetime.add_months(frappe.datetime.nowdate(), 12),
"hidden": 1, "hidden": 1,
"reqd": 1 "reqd": 1
}, },
@ -106,5 +104,16 @@ frappe.query_reports["Consolidated Financial Statement"] = {
value = $value.wrap("<p></p>").parent().html(); value = $value.wrap("<p></p>").parent().html();
} }
return value; return value;
},
onload: function() {
let fiscal_year = frappe.defaults.get_user_default("fiscal_year")
frappe.model.with_doc("Fiscal Year", fiscal_year, function(r) {
var fy = frappe.model.get_doc("Fiscal Year", fiscal_year);
frappe.query_report.set_filter_value({
period_start_date: fy.year_start_date,
period_end_date: fy.year_end_date
});
});
} }
} }

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@ -1,559 +1,140 @@
{ {
"allow_copy": 0, "actions": [],
"allow_guest_to_view": 0, "autoname": "field:asset_name",
"allow_import": 0, "creation": "2017-10-19 16:50:22.879545",
"allow_rename": 0, "doctype": "DocType",
"autoname": "field:asset_name", "editable_grid": 1,
"beta": 0, "engine": "InnoDB",
"creation": "2017-10-19 16:50:22.879545", "field_order": [
"custom": 0, "asset_name",
"docstatus": 0, "asset_category",
"doctype": "DocType", "company",
"document_type": "", "column_break_3",
"editable_grid": 1, "item_code",
"engine": "InnoDB", "item_name",
"section_break_6",
"maintenance_team",
"column_break_9",
"maintenance_manager",
"maintenance_manager_name",
"section_break_8",
"asset_maintenance_tasks"
],
"fields": [ "fields": [
{ {
"allow_bulk_edit": 0, "fieldname": "asset_name",
"allow_on_submit": 0, "fieldtype": "Link",
"bold": 0, "in_list_view": 1,
"collapsible": 0, "label": "Asset Name",
"columns": 0, "options": "Asset",
"fieldname": "asset_name", "reqd": 1,
"fieldtype": "Link", "unique": 1
"hidden": 0, },
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Asset Name",
"length": 0,
"no_copy": 0,
"options": "Asset",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "asset_name.asset_category", "fetch_from": "asset_name.asset_category",
"fieldname": "asset_category", "fieldname": "asset_category",
"fieldtype": "Read Only", "fieldtype": "Read Only",
"hidden": 0, "label": "Asset Category"
"ignore_user_permissions": 0, },
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Asset Category",
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},
{ {
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"allow_on_submit": 0,
"bold": 0,
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"columns": 0,
"fetch_from": "asset_name.item_code", "fetch_from": "asset_name.item_code",
"fieldname": "item_code", "fieldname": "item_code",
"fieldtype": "Read Only", "fieldtype": "Read Only",
"hidden": 0, "label": "Item Code"
"ignore_user_permissions": 0, },
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Item Code",
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},
{ {
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"bold": 0,
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"fetch_from": "asset_name.item_name", "fetch_from": "asset_name.item_name",
"fieldname": "item_name", "fieldname": "item_name",
"fieldtype": "Read Only", "fieldtype": "Read Only",
"hidden": 0, "label": "Item Name"
"ignore_user_permissions": 0, },
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"label": "Item Name",
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},
{ {
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"allow_on_submit": 0, "fieldtype": "Column Break"
"bold": 0, },
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"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
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},
{ {
"allow_bulk_edit": 0, "fieldname": "company",
"allow_on_submit": 0, "fieldtype": "Link",
"bold": 0, "label": "Company",
"collapsible": 0, "options": "Company",
"columns": 0, "reqd": 1
"fieldname": "company", },
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Company",
"length": 0,
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"options": "Company",
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},
{ {
"allow_bulk_edit": 0, "fieldname": "section_break_6",
"allow_on_submit": 0, "fieldtype": "Section Break"
"bold": 0, },
"collapsible": 0,
"columns": 0,
"fieldname": "select_serial_no",
"fieldtype": "Link",
"hidden": 0,
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"in_filter": 0,
"in_global_search": 0,
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"label": "Select Serial No",
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"options": "Serial No",
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},
{ {
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"bold": 0, "in_list_view": 1,
"collapsible": 0, "label": "Maintenance Team",
"columns": 0, "options": "Asset Maintenance Team",
"fieldname": "serial_no", "reqd": 1
"fieldtype": "Small Text", },
"hidden": 0,
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},
{ {
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"allow_on_submit": 0, "fieldtype": "Column Break"
"bold": 0, },
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_6",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"in_standard_filter": 0,
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},
{ {
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "maintenance_team",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Maintenance Team",
"length": 0,
"no_copy": 0,
"options": "Asset Maintenance Team",
"permlevel": 0,
"precision": "",
"print_hide": 0,
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"report_hide": 0,
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},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
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"fieldname": "column_break_9",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
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"in_global_search": 0,
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},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "maintenance_team.maintenance_manager", "fetch_from": "maintenance_team.maintenance_manager",
"fieldname": "maintenance_manager", "fieldname": "maintenance_manager",
"fieldtype": "Data", "fieldtype": "Data",
"hidden": 1, "hidden": 1,
"ignore_user_permissions": 0, "label": "Maintenance Manager",
"ignore_xss_filter": 0, "read_only": 1
"in_filter": 0, },
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Maintenance Manager",
"length": 0,
"no_copy": 0,
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"precision": "",
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},
{ {
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "maintenance_team.maintenance_manager_name", "fetch_from": "maintenance_team.maintenance_manager_name",
"fieldname": "maintenance_manager_name", "fieldname": "maintenance_manager_name",
"fieldtype": "Read Only", "fieldtype": "Read Only",
"hidden": 0, "label": "Maintenance Manager Name"
"ignore_user_permissions": 0, },
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"in_standard_filter": 0,
"label": "Maintenance Manager Name",
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},
{ {
"allow_bulk_edit": 0, "fieldname": "section_break_8",
"allow_on_submit": 0, "fieldtype": "Section Break",
"bold": 0, "label": "Tasks"
"collapsible": 0, },
"columns": 0,
"fieldname": "section_break_8",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
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"in_global_search": 0,
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"label": "Tasks",
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},
{ {
"allow_bulk_edit": 0, "fieldname": "asset_maintenance_tasks",
"allow_on_submit": 0, "fieldtype": "Table",
"bold": 0, "label": "Maintenance Tasks",
"collapsible": 0, "options": "Asset Maintenance Task",
"columns": 0, "reqd": 1
"fieldname": "asset_maintenance_tasks",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Maintenance Tasks",
"length": 0,
"no_copy": 0,
"options": "Asset Maintenance Task",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
} }
], ],
"has_web_view": 0, "links": [],
"hide_heading": 0, "modified": "2020-05-28 20:28:32.993823",
"hide_toolbar": 0, "modified_by": "Administrator",
"idx": 0, "module": "Assets",
"image_view": 0, "name": "Asset Maintenance",
"in_create": 0, "owner": "Administrator",
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-05-22 17:20:54.711885",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Maintenance",
"name_case": "",
"owner": "Administrator",
"permissions": [ "permissions": [
{ {
"amend": 0, "create": 1,
"cancel": 0, "delete": 1,
"create": 1, "email": 1,
"delete": 1, "export": 1,
"email": 1, "print": 1,
"export": 1, "read": 1,
"if_owner": 0, "report": 1,
"import": 0, "role": "Quality Manager",
"permlevel": 0, "share": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Quality Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1 "write": 1
}, },
{ {
"amend": 0, "create": 1,
"cancel": 0, "delete": 1,
"create": 1, "email": 1,
"delete": 1, "export": 1,
"email": 1, "print": 1,
"export": 1, "read": 1,
"if_owner": 0, "report": 1,
"import": 0, "role": "Manufacturing User",
"permlevel": 0, "share": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Manufacturing User",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1 "write": 1
} }
], ],
"quick_entry": 0, "sort_field": "modified",
"read_only": 0, "sort_order": "DESC",
"read_only_onload": 0, "track_changes": 1
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
} }

View File

@ -38,7 +38,7 @@ class AssetMaintenance(Document):
@frappe.whitelist() @frappe.whitelist()
def assign_tasks(asset_maintenance_name, assign_to_member, maintenance_task, next_due_date): def assign_tasks(asset_maintenance_name, assign_to_member, maintenance_task, next_due_date):
team_member = frappe.get_doc('User', assign_to_member).email team_member = frappe.db.get_value('User', assign_to_member, "email")
args = { args = {
'doctype' : 'Asset Maintenance', 'doctype' : 'Asset Maintenance',
'assign_to' : team_member, 'assign_to' : team_member,
@ -77,7 +77,7 @@ def calculate_next_due_date(periodicity, start_date = None, end_date = None, las
def update_maintenance_log(asset_maintenance, item_code, item_name, task): def update_maintenance_log(asset_maintenance, item_code, item_name, task):
asset_maintenance_log = frappe.get_value("Asset Maintenance Log", {"asset_maintenance": asset_maintenance, asset_maintenance_log = frappe.get_value("Asset Maintenance Log", {"asset_maintenance": asset_maintenance,
"task": task.maintenance_task, "maintenance_status": ('in',['Planned','Overdue'])}) "task": task.name, "maintenance_status": ('in',['Planned','Overdue'])})
if not asset_maintenance_log: if not asset_maintenance_log:
asset_maintenance_log = frappe.get_doc({ asset_maintenance_log = frappe.get_doc({
@ -86,7 +86,7 @@ def update_maintenance_log(asset_maintenance, item_code, item_name, task):
"asset_name": asset_maintenance, "asset_name": asset_maintenance,
"item_code": item_code, "item_code": item_code,
"item_name": item_name, "item_name": item_name,
"task": task.maintenance_task, "task": task.name,
"has_certificate": task.certificate_required, "has_certificate": task.certificate_required,
"description": task.description, "description": task.description,
"assign_to_name": task.assign_to_name, "assign_to_name": task.assign_to_name,

View File

@ -1,819 +1,210 @@
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"autoname": "naming_series:", "document_type": "Document",
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"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_in_quick_entry": 0, "fieldname": "actions_performed",
"allow_on_submit": 1, "fieldtype": "Text Editor",
"bold": 0, "label": "Actions performed"
"collapsible": 0, },
"columns": 0,
"fieldname": "actions_performed",
"fieldtype": "Text Editor",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Actions performed",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "fieldname": "amended_from",
"allow_in_quick_entry": 0, "fieldtype": "Link",
"allow_on_submit": 0, "label": "Amended From",
"bold": 0, "no_copy": 1,
"collapsible": 0, "options": "Asset Maintenance Log",
"columns": 0, "print_hide": 1,
"fieldname": "amended_from", "read_only": 1
"fieldtype": "Link", },
"hidden": 0, {
"ignore_user_permissions": 0, "fetch_from": "task.maintenance_task",
"ignore_xss_filter": 0, "fieldname": "task_name",
"in_filter": 0, "fieldtype": "Data",
"in_global_search": 0, "in_preview": 1,
"in_list_view": 0, "label": "Task Name",
"in_standard_filter": 0, "read_only": 1
"label": "Amended From",
"length": 0,
"no_copy": 1,
"options": "Asset Maintenance Log",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
} }
], ],
"has_web_view": 0, "is_submittable": 1,
"hide_heading": 0, "links": [],
"hide_toolbar": 0, "modified": "2020-05-28 20:51:48.238397",
"idx": 0, "modified_by": "Administrator",
"image_view": 0, "module": "Assets",
"in_create": 0, "name": "Asset Maintenance Log",
"is_submittable": 1, "owner": "Administrator",
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 14:44:51.457835",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Maintenance Log",
"name_case": "",
"owner": "Administrator",
"permissions": [ "permissions": [
{ {
"amend": 1, "amend": 1,
"cancel": 1, "cancel": 1,
"create": 1, "create": 1,
"delete": 1, "delete": 1,
"email": 1, "email": 1,
"export": 1, "export": 1,
"if_owner": 0, "print": 1,
"import": 0, "read": 1,
"permlevel": 0, "report": 1,
"print": 1, "role": "Manufacturing User",
"read": 1, "share": 1,
"report": 1, "submit": 1,
"role": "Manufacturing User",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"write": 1 "write": 1
} }
], ],
"quick_entry": 0, "sort_field": "modified",
"read_only": 0, "sort_order": "DESC",
"read_only_onload": 0, "track_changes": 1,
"show_name_in_global_search": 0, "track_seen": 1
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "",
"track_changes": 1,
"track_seen": 1,
"track_views": 0
} }

View File

@ -7,5 +7,4 @@ import frappe
from frappe.model.document import Document from frappe.model.document import Document
class AssetMaintenanceTask(Document): class AssetMaintenanceTask(Document):
def autoname(self): pass
self.name = self.maintenance_task

View File

@ -41,7 +41,7 @@
"links": "[\n {\n \"description\": \"Import Italian Purchase Invoices\",\n \"label\": \"Import Supplier Invoice\",\n \"name\": \"Import Supplier Invoice\",\n \"type\": \"doctype\"\n } \n]" "links": "[\n {\n \"description\": \"Import Italian Purchase Invoices\",\n \"label\": \"Import Supplier Invoice\",\n \"name\": \"Import Supplier Invoice\",\n \"type\": \"doctype\"\n } \n]"
} }
], ],
"cards_label": "Masters & Reports ", "cards_label": "",
"category": "Modules", "category": "Modules",
"charts": [ "charts": [
{ {
@ -49,7 +49,7 @@
"label": "Purchase Order Trends" "label": "Purchase Order Trends"
} }
], ],
"charts_label": "Buying Dashboard", "charts_label": "",
"creation": "2020-01-28 11:50:26.195467", "creation": "2020-01-28 11:50:26.195467",
"developer_mode_only": 0, "developer_mode_only": 0,
"disable_user_customization": 0, "disable_user_customization": 0,
@ -60,7 +60,7 @@
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Buying", "label": "Buying",
"modified": "2020-05-27 22:23:38.529720", "modified": "2020-05-28 13:32:49.960574",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Buying", "module": "Buying",
"name": "Buying", "name": "Buying",
@ -109,5 +109,5 @@
"type": "Dashboard" "type": "Dashboard"
} }
], ],
"shortcuts_label": "Quick Access" "shortcuts_label": ""
} }

View File

@ -42,7 +42,7 @@
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "CRM", "label": "CRM",
"modified": "2020-05-28 13:29:28.253749", "modified": "2020-05-28 13:33:52.906750",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "CRM", "module": "CRM",
"name": "CRM", "name": "CRM",
@ -52,6 +52,7 @@
"pin_to_top": 0, "pin_to_top": 0,
"shortcuts": [ "shortcuts": [
{ {
"color": "#ffe8cd",
"format": "{} Open", "format": "{} Open",
"label": "Lead", "label": "Lead",
"link_to": "Lead", "link_to": "Lead",
@ -59,6 +60,7 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"color": "#cef6d1",
"format": "{} Assigned", "format": "{} Assigned",
"label": "Opportunity", "label": "Opportunity",
"link_to": "Opportunity", "link_to": "Opportunity",

View File

@ -16,7 +16,7 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM", "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
"idx": 0, "idx": 0,
"is_complete": 0, "is_complete": 0,
"modified": "2020-05-27 11:33:09.941263", "modified": "2020-05-28 21:07:41.278784",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "CRM", "module": "CRM",
"name": "CRM", "name": "CRM",
@ -35,8 +35,8 @@
"step": "Create and Send Quotation" "step": "Create and Send Quotation"
} }
], ],
"subtitle": "Lead, Opportunity, Customer and more", "subtitle": "Lead, Opportunity, Customer and more.",
"success_message": "CRM Module is all setup!", "success_message": "CRM Module is all Set Up!",
"title": "Let's Setup Your CRM", "title": "Let's Set Up Your CRM.",
"user_can_dismiss": 1 "user_can_dismiss": 1
} }

View File

@ -8,7 +8,7 @@
"is_mandatory": 0, "is_mandatory": 0,
"is_single": 0, "is_single": 0,
"is_skipped": 0, "is_skipped": 0,
"modified": "2020-05-27 11:30:28.237263", "modified": "2020-05-28 21:07:11.461172",
"modified_by": "Administrator", "modified_by": "Administrator",
"name": "Create and Send Quotation", "name": "Create and Send Quotation",
"owner": "Administrator", "owner": "Administrator",

View File

@ -8,7 +8,7 @@
"is_mandatory": 0, "is_mandatory": 0,
"is_single": 0, "is_single": 0,
"is_skipped": 0, "is_skipped": 0,
"modified": "2020-05-27 11:30:59.493720", "modified": "2020-05-28 21:07:01.373403",
"modified_by": "Administrator", "modified_by": "Administrator",
"name": "Create Lead", "name": "Create Lead",
"owner": "Administrator", "owner": "Administrator",

View File

@ -8,7 +8,7 @@
"is_mandatory": 0, "is_mandatory": 0,
"is_single": 0, "is_single": 0,
"is_skipped": 0, "is_skipped": 0,
"modified": "2020-05-27 11:28:07.452857", "modified": "2020-05-14 17:28:16.448676",
"modified_by": "Administrator", "modified_by": "Administrator",
"name": "Introduction to CRM", "name": "Introduction to CRM",
"owner": "Administrator", "owner": "Administrator",

View File

@ -141,12 +141,12 @@ def sync_transactions(bank, bank_account):
result += new_bank_transaction(transaction) result += new_bank_transaction(transaction)
if result: if result:
end_date = frappe.db.get_value('Bank Transaction', result.pop(), 'date') last_transaction_date = frappe.db.get_value('Bank Transaction', result.pop(), 'date')
frappe.logger().info("Plaid added {} new Bank Transactions from '{}' between {} and {}".format( frappe.logger().info("Plaid added {} new Bank Transactions from '{}' between {} and {}".format(
len(result), bank_account, start_date, end_date)) len(result), bank_account, start_date, end_date))
frappe.db.set_value("Bank Account", bank_account, "last_integration_date", end_date) frappe.db.set_value("Bank Account", bank_account, "last_integration_date", last_transaction_date)
except Exception: except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error")) frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))

View File

@ -71,7 +71,7 @@ def get_charts():
"chart_name": _("Department wise Patient Appointments"), "chart_name": _("Department wise Patient Appointments"),
"chart_type": "Custom", "chart_type": "Custom",
"source": "Department wise Patient Appointments", "source": "Department wise Patient Appointments",
"filters_json": json.dumps({}), "filters_json": json.dumps([]),
'is_public': 1, 'is_public': 1,
"owner": "Administrator", "owner": "Administrator",
"type": "Bar", "type": "Bar",
@ -159,7 +159,7 @@ def get_charts():
"document_type": "Patient Encounter Symptom", "document_type": "Patient Encounter Symptom",
"group_by_type": "Count", "group_by_type": "Count",
"group_by_based_on": "complaint", "group_by_based_on": "complaint",
"filters_json": json.dumps({}), "filters_json": json.dumps([]),
'is_public': 1, 'is_public': 1,
"owner": "Administrator", "owner": "Administrator",
"type": "Percentage", "type": "Percentage",
@ -173,7 +173,7 @@ def get_charts():
"document_type": "Patient Encounter Diagnosis", "document_type": "Patient Encounter Diagnosis",
"group_by_type": "Count", "group_by_type": "Count",
"group_by_based_on": "diagnosis", "group_by_based_on": "diagnosis",
"filters_json": json.dumps({}), "filters_json": json.dumps([]),
'is_public': 1, 'is_public': 1,
"owner": "Administrator", "owner": "Administrator",
"type": "Percentage", "type": "Percentage",
@ -229,7 +229,7 @@ def get_number_cards():
}, },
{ {
"name": "Appointments to Bill", "name": "Appointments to Bill",
"label": _("Appointments to Bill"), "label": _("Appointments To Bill"),
"function": "Count", "function": "Count",
"doctype": "Number Card", "doctype": "Number Card",
"document_type": "Patient Appointment", "document_type": "Patient Appointment",

View File

@ -64,7 +64,7 @@
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Healthcare", "label": "Healthcare",
"modified": "2020-05-19 20:57:22.797267", "modified": "2020-05-28 19:02:28.824995",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Healthcare", "module": "Healthcare",
"name": "Healthcare", "name": "Healthcare",
@ -109,7 +109,7 @@
"type": "Page" "type": "Page"
}, },
{ {
"label": "Healthcare Dashboard", "label": "Dashboard",
"link_to": "Healthcare", "link_to": "Healthcare",
"type": "Dashboard" "type": "Dashboard"
} }

View File

@ -143,7 +143,7 @@ def get_number_cards():
number_cards.append( number_cards.append(
get_number_cards_doc("Employee", "Employees Left (Last year)", filters_json = json.dumps([ get_number_cards_doc("Employee", "Employees Left (Last year)", filters_json = json.dumps([
["Employee", "modified", "Previous", "1 year"], ["Employee", "relieving_date", "Previous", "1 year"],
["Employee", "status", "=", "Left"] ["Employee", "status", "=", "Left"]
]) ])
) )

View File

@ -89,10 +89,11 @@
"docstatus": 0, "docstatus": 0,
"doctype": "Desk Page", "doctype": "Desk Page",
"extends_another_page": 0, "extends_another_page": 0,
"hide_custom": 0,
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "HR", "label": "HR",
"modified": "2020-05-23 12:41:52.543438", "modified": "2020-05-28 13:36:07.710600",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "HR", "module": "HR",
"name": "HR", "name": "HR",
@ -102,6 +103,7 @@
"pin_to_top": 0, "pin_to_top": 0,
"shortcuts": [ "shortcuts": [
{ {
"color": "#cef6d1",
"format": "{} Active", "format": "{} Active",
"label": "Employee", "label": "Employee",
"link_to": "Employee", "link_to": "Employee",
@ -109,17 +111,19 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"label": "Attendance", "color": "#ffe8cd",
"link_to": "Attendance", "format": "{} Open",
"stats_filter": "",
"type": "DocType"
},
{
"label": "Leave Application", "label": "Leave Application",
"link_to": "Leave Application", "link_to": "Leave Application",
"stats_filter": "{\"status\":\"Open\"}", "stats_filter": "{\"status\":\"Open\"}",
"type": "DocType" "type": "DocType"
}, },
{
"label": "Attendance",
"link_to": "Attendance",
"stats_filter": "",
"type": "DocType"
},
{ {
"label": "Salary Structure", "label": "Salary Structure",
"link_to": "Payroll Entry", "link_to": "Payroll Entry",
@ -132,7 +136,7 @@
}, },
{ {
"format": "{} Open", "format": "{} Open",
"label": "HR Dashboard", "label": "Dashboard",
"link_to": "Human Resource", "link_to": "Human Resource",
"stats_filter": "{\n \"status\": \"Open\"\n}", "stats_filter": "{\n \"status\": \"Open\"\n}",
"type": "Dashboard" "type": "Dashboard"

View File

@ -1,6 +1,6 @@
{ {
"action": "Create Entry", "action": "Create Entry",
"creation": "2020-05-27 11:47:34.700174", "creation": "2020-05-28 11:47:34.700174",
"docstatus": 0, "docstatus": 0,
"doctype": "Onboarding Step", "doctype": "Onboarding Step",
"idx": 0, "idx": 0,
@ -14,6 +14,6 @@
"owner": "Administrator", "owner": "Administrator",
"reference_document": "Holiday List", "reference_document": "Holiday List",
"show_full_form": 1, "show_full_form": 1,
"title": "Create Holiday list", "title": "Create Holiday List",
"validate_action": 0 "validate_action": 0
} }

View File

@ -1,6 +1,6 @@
{ {
"action": "Update Settings", "action": "Update Settings",
"creation": "2020-05-14 13:13:52.427711", "creation": "2020-05-28 13:13:52.427711",
"docstatus": 0, "docstatus": 0,
"doctype": "Onboarding Step", "doctype": "Onboarding Step",
"idx": 0, "idx": 0,
@ -14,6 +14,6 @@
"owner": "Administrator", "owner": "Administrator",
"reference_document": "HR Settings", "reference_document": "HR Settings",
"show_full_form": 0, "show_full_form": 0,
"title": "HR settings", "title": "HR Settings",
"validate_action": 0 "validate_action": 0
} }

View File

@ -34,10 +34,11 @@
"docstatus": 0, "docstatus": 0,
"doctype": "Desk Page", "doctype": "Desk Page",
"extends_another_page": 0, "extends_another_page": 0,
"hide_custom": 0,
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Loan", "label": "Loan",
"modified": "2020-05-22 11:28:51.380509", "modified": "2020-05-28 13:37:42.017709",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Loan Management", "module": "Loan Management",
"name": "Loan", "name": "Loan",
@ -46,8 +47,11 @@
"pin_to_top": 0, "pin_to_top": 0,
"shortcuts": [ "shortcuts": [
{ {
"color": "#ffe8cd",
"format": "{} Open",
"label": "Loan Application", "label": "Loan Application",
"link_to": "Loan Application", "link_to": "Loan Application",
"stats_filter": "{ \"status\": \"Open\" }",
"type": "DocType" "type": "DocType"
}, },
{ {

View File

@ -47,7 +47,7 @@
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Manufacturing", "label": "Manufacturing",
"modified": "2020-05-20 11:50:20.029056", "modified": "2020-05-28 13:54:02.048419",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Manufacturing", "module": "Manufacturing",
"name": "Manufacturing", "name": "Manufacturing",
@ -58,6 +58,7 @@
"restrict_to_domain": "Manufacturing", "restrict_to_domain": "Manufacturing",
"shortcuts": [ "shortcuts": [
{ {
"color": "#cef6d1",
"format": "{} Active", "format": "{} Active",
"label": "Item", "label": "Item",
"link_to": "Item", "link_to": "Item",
@ -66,6 +67,7 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"color": "#cef6d1",
"format": "{} Active", "format": "{} Active",
"label": "BOM", "label": "BOM",
"link_to": "BOM", "link_to": "BOM",
@ -74,6 +76,7 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"color": "#ffe8cd",
"format": "{} Open", "format": "{} Open",
"label": "Work Order", "label": "Work Order",
"link_to": "Work Order", "link_to": "Work Order",
@ -82,6 +85,7 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"color": "#ffe8cd",
"format": "{} Open", "format": "{} Open",
"label": "Production Plan", "label": "Production Plan",
"link_to": "Production Plan", "link_to": "Production Plan",

View File

@ -8,9 +8,6 @@ def execute():
if frappe.db.table_exists("Bank Reconciliation"): if frappe.db.table_exists("Bank Reconciliation"):
frappe.rename_doc('DocType', 'Bank Reconciliation', 'Bank Clearance', force=True) frappe.rename_doc('DocType', 'Bank Reconciliation', 'Bank Clearance', force=True)
frappe.reload_doc('Accounts', 'doctype', 'Bank Clearance') frappe.reload_doc('Accounts', 'doctype', 'Bank Clearance')
frappe.rename_doc('DocType', 'Bank Reconciliation Detail', 'Bank Clearance Detail', force=True) frappe.rename_doc('DocType', 'Bank Reconciliation Detail', 'Bank Clearance Detail', force=True)
frappe.reload_doc('Accounts', 'doctype', 'Bank Clearance Detail') frappe.reload_doc('Accounts', 'doctype', 'Bank Clearance Detail')
frappe.delete_doc("DocType", "Bank Reconciliation")
frappe.delete_doc("DocType", "Bank Reconciliation Detail")

View File

@ -64,11 +64,13 @@ def execute():
return_document_map = make_return_document_map(doctype, return_document_map) return_document_map = make_return_document_map(doctype, return_document_map)
count = 0
#iterate through original documents and its return documents #iterate through original documents and its return documents
for docname in return_document_map: for docname in return_document_map:
doc_items = frappe.get_doc(doctype, docname).get("items") doc_items = frappe.get_cached_doc(doctype, docname).get("items")
for return_doc in return_document_map[docname]: for return_doc in return_document_map[docname]:
return_doc_items = frappe.get_doc(doctype, return_doc).get("items") return_doc_items = frappe.get_cached_doc(doctype, return_doc).get("items")
#iterate through return document items and original document items for mapping #iterate through return document items and original document items for mapping
for return_item in return_doc_items: for return_item in return_doc_items:
@ -80,9 +82,11 @@ def execute():
else: else:
continue continue
# commit after every 100 sql updates
count += 1
if count%100 == 0:
frappe.db.commit()
set_document_detail_in_return_document("Purchase Receipt") set_document_detail_in_return_document("Purchase Receipt")
set_document_detail_in_return_document("Delivery Note") set_document_detail_in_return_document("Delivery Note")
frappe.db.commit() frappe.db.commit()

View File

@ -12,4 +12,12 @@ def execute():
for report in reports_to_delete: for report in reports_to_delete:
if frappe.db.exists("Report", report): if frappe.db.exists("Report", report):
frappe.delete_doc("Report", report) delete_auto_email_reports(report)
frappe.delete_doc("Report", report)
def delete_auto_email_reports(report):
""" Check for one or multiple Auto Email Reports and delete """
auto_email_reports = frappe.db.get_values("Auto Email Report", {"report": report}, ["name"])
for auto_email_report in auto_email_reports:
frappe.delete_doc("Auto Email Report", auto_email_report[0])

View File

@ -33,7 +33,7 @@
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Projects", "label": "Projects",
"modified": "2020-05-19 21:09:52.031828", "modified": "2020-05-28 13:38:19.934937",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Projects", "module": "Projects",
"name": "Projects", "name": "Projects",
@ -42,7 +42,7 @@
"pin_to_top": 0, "pin_to_top": 0,
"shortcuts": [ "shortcuts": [
{ {
"color": "#4d4da8", "color": "#cef6d1",
"format": "{} Assigned", "format": "{} Assigned",
"label": "Task", "label": "Task",
"link_to": "Task", "link_to": "Task",
@ -50,7 +50,7 @@
"type": "DocType" "type": "DocType"
}, },
{ {
"color": "#4d4da8", "color": "#ffe8cd",
"format": "{} Open", "format": "{} Open",
"label": "Project", "label": "Project",
"link_to": "Project", "link_to": "Project",

View File

@ -47,6 +47,16 @@ erpnext.financial_statements = {
// dropdown for links to other financial statements // dropdown for links to other financial statements
erpnext.financial_statements.filters = get_filters() erpnext.financial_statements.filters = get_filters()
let fiscal_year = frappe.defaults.get_user_default("fiscal_year")
frappe.model.with_doc("Fiscal Year", fiscal_year, function(r) {
var fy = frappe.model.get_doc("Fiscal Year", fiscal_year);
frappe.query_report.set_filter_value({
period_start_date: fy.year_start_date,
period_end_date: fy.year_end_date
});
});
report.page.add_inner_button(__("Balance Sheet"), function() { report.page.add_inner_button(__("Balance Sheet"), function() {
var filters = report.get_values(); var filters = report.get_values();
frappe.set_route('query-report', 'Balance Sheet', {company: filters.company}); frappe.set_route('query-report', 'Balance Sheet', {company: filters.company});
@ -99,7 +109,6 @@ function get_filters() {
"fieldname":"period_start_date", "fieldname":"period_start_date",
"label": __("Start Date"), "label": __("Start Date"),
"fieldtype": "Date", "fieldtype": "Date",
"default": frappe.datetime.nowdate(),
"hidden": 1, "hidden": 1,
"reqd": 1 "reqd": 1
}, },
@ -107,7 +116,6 @@ function get_filters() {
"fieldname":"period_end_date", "fieldname":"period_end_date",
"label": __("End Date"), "label": __("End Date"),
"fieldtype": "Date", "fieldtype": "Date",
"default": frappe.datetime.add_months(frappe.datetime.nowdate(), 12),
"hidden": 1, "hidden": 1,
"reqd": 1 "reqd": 1
}, },

View File

@ -0,0 +1,94 @@
{
"cards": [
{
"hidden": 0,
"label": "Items and Pricing",
"links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Price List\"\n ],\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for adding shipping costs.\",\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define coupon codes.\",\n \"label\": \"Coupon Code\",\n \"name\": \"Coupon Code\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Settings",
"links": "[\n {\n \"description\": \"Default settings for selling transactions.\",\n \"label\": \"Selling Settings\",\n \"name\": \"Selling Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Other Reports",
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Customer Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"route_options\": {\n \"party_type\": \"Customer\"\n },\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Available Stock for Packing Items\",\n \"name\": \"Available Stock for Packing Items\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Pending SO Items For Purchase Request\",\n \"name\": \"Pending SO Items For Purchase Request\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customers Without Any Sales Transactions\",\n \"name\": \"Customers Without Any Sales Transactions\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
"label": "Sales",
"links": "[\n {\n \"description\": \"Customer Database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Quotes to Leads or Customers.\",\n \"label\": \"Quotation\",\n \"name\": \"Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Confirmed orders from Customers.\",\n \"label\": \"Sales Order\",\n \"name\": \"Sales Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Invoices for Costumers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Blanket Orders from Costumers.\",\n \"label\": \"Blanket Order\",\n \"name\": \"Blanket Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Manage Sales Partners.\",\n \"label\": \"Sales Partner\",\n \"name\": \"Sales Partner\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Key Reports",
"links": "[\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n }\n]"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Income",
"label": "Income"
}
],
"creation": "2020-01-28 11:49:12.092882",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"hide_custom": 1,
"idx": 0,
"is_standard": 1,
"label": "Selling",
"modified": "2020-05-28 13:46:08.314240",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "#ffe8cd",
"format": "{} Draft",
"label": "Sales Invoice",
"link_to": "Sales Invoice",
"stats_filter": "{ \"status\": \"Draft\" }",
"type": "DocType"
},
{
"color": "#ffe8cd",
"format": "{} To Deliver",
"label": "Sales Order",
"link_to": "Sales Order",
"stats_filter": "{\"Status\": \"To Deliver and Bill\"}",
"type": "DocType"
},
{
"color": "#cef6d1",
"format": "{} Open",
"label": "Quotation",
"link_to": "Quotation",
"stats_filter": "{ \"Status\": \"Open\" }",
"type": "DocType"
},
{
"label": "Delivery Note",
"link_to": "Delivery Note",
"type": "DocType"
},
{
"label": "Accounts Receivable",
"link_to": "Accounts Receivable",
"type": "Report"
},
{
"label": "Sales Register",
"link_to": "Sales Register",
"type": "Report"
}
]
}

View File

@ -2,8 +2,8 @@
"cards": [ "cards": [
{ {
"hidden": 0, "hidden": 0,
"label": "Service Level Agreement", "label": "Issues",
"links": "[\n {\n \"description\": \"Service Level.\",\n \"label\": \"Service Level\",\n \"name\": \"Service Level\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Service Level Agreement.\",\n \"label\": \"Service Level Agreement\",\n \"name\": \"Service Level Agreement\",\n \"type\": \"doctype\"\n }\n]" "links": "[\n {\n \"description\": \"Support queries from customers.\",\n \"label\": \"Issue\",\n \"name\": \"Issue\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Type.\",\n \"label\": \"Issue Type\",\n \"name\": \"Issue Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Priority.\",\n \"label\": \"Issue Priority\",\n \"name\": \"Issue Priority\",\n \"type\": \"doctype\"\n }\n]"
}, },
{ {
"hidden": 0, "hidden": 0,
@ -12,8 +12,8 @@
}, },
{ {
"hidden": 0, "hidden": 0,
"label": "Issues", "label": "Service Level Agreement",
"links": "[\n {\n \"description\": \"Support queries from customers.\",\n \"label\": \"Issue\",\n \"name\": \"Issue\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Type.\",\n \"label\": \"Issue Type\",\n \"name\": \"Issue Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Priority.\",\n \"label\": \"Issue Priority\",\n \"name\": \"Issue Priority\",\n \"type\": \"doctype\"\n }\n]" "links": "[\n {\n \"description\": \"Service Level.\",\n \"label\": \"Service Level\",\n \"name\": \"Service Level\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Service Level Agreement.\",\n \"label\": \"Service Level Agreement\",\n \"name\": \"Service Level Agreement\",\n \"type\": \"doctype\"\n }\n]"
}, },
{ {
"hidden": 0, "hidden": 0,
@ -39,11 +39,11 @@
"docstatus": 0, "docstatus": 0,
"doctype": "Desk Page", "doctype": "Desk Page",
"extends_another_page": 0, "extends_another_page": 0,
"icon": "", "hide_custom": 0,
"idx": 0, "idx": 0,
"is_standard": 1, "is_standard": 1,
"label": "Support", "label": "Support",
"modified": "2020-04-01 11:28:51.120583", "modified": "2020-05-28 13:51:23.869954",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Support", "module": "Support",
"name": "Support", "name": "Support",
@ -52,19 +52,22 @@
"pin_to_top": 0, "pin_to_top": 0,
"shortcuts": [ "shortcuts": [
{ {
"color": "#ffc4c4",
"format": "{} Assigned",
"label": "Issue", "label": "Issue",
"link_to": "Issue", "link_to": "Issue",
"type": "DocType" "stats_filter": "{\n \"_assign\": [\"like\", '%' + frappe.session.user + '%'],\n \"status\": \"Open\"\n}",
},
{
"label": "Service Level",
"link_to": "Service Level",
"type": "DocType" "type": "DocType"
}, },
{ {
"label": "Maintenance Visit", "label": "Maintenance Visit",
"link_to": "Maintenance Visit", "link_to": "Maintenance Visit",
"type": "DocType" "type": "DocType"
},
{
"label": "Service Level",
"link_to": "Service Level",
"type": "DocType"
} }
] ]
} }