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CRM Onboarding

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This commit is contained in:
Anupam K 2020-05-10 23:36:33 +05:30
parent 8b31b3ba00
commit 79a8bd1cdf
9 changed files with 385 additions and 3 deletions
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203
erpnext/crm/dashboard_fixtures.py Normal file
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# 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"
}]

10
erpnext/crm/desk_page/crm/crm.json
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}
],
"category": "Modules",
"charts": [],
"charts": [
{
"chart_name": "Territory Wise Sales"
}
],
"creation": "2020-01-23 14:48:30.183272",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "CRM",
"modified": "2020-04-27 22:32:26.682911",
"modified": "2020-05-14 17:20:07.636751",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"onboarding": "CRM",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,

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erpnext/crm/module_onboarding/crm/crm.json Normal file
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{
"allow_roles": [
{
"role": "Sales Master Manager"
},
{
"role": "Administrator"
},
{
"role": "Sales Manager"
}
],
"creation": "2020-05-09 23:42:50.901548",
"docstatus": 0,
"doctype": "Module Onboarding",
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
"idx": 0,
"is_complete": 0,
"modified": "2020-05-14 17:41:11.083917",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"owner": "Administrator",
"steps": [
{
"step": "Introduction to CRM"
},
{
"step": "Start Campaign"
},
{
"step": "Create Lead"
},
{
"step": "Create Opportunity"
},
{
"step": "Create and Send Quotation"
}
],
"subtitle": "Campaign, Lead, Opportunity, Customer and more",
"success_message": "CRM Module is all setup!",
"title": "Let's Setup Your CRM",
"user_can_dismiss": 1
}

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erpnext/crm/onboarding/crm/crm.json Normal file
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{
"allow_roles": [
{
"role": "Sales Master Manager"
},
{
"role": "Administrator"
},
{
"role": "Sales Manager"
}
],
"creation": "2020-05-09 23:42:50.901548",
"docstatus": 0,
"doctype": "Onboarding",
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
"idx": 0,
"is_complete": 0,
"modified": "2020-05-09 23:42:50.901548",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"owner": "Administrator",
"steps": [
{
"step": "Introduction to CRM"
},
{
"step": "Start Campaign"
},
{
"step": "Create Lead"
},
{
"step": "Convert Lead to Customer"
},
{
"step": "Create and Send Quotation"
}
],
"subtitle": "Campaign, Lead, Opportunity, Customer and more",
"success_message": "CRM Module is all setup!",
"title": "Let's Setup Your CRM",
"user_can_dismiss": 1
}

17
erpnext/crm/onboarding_step/create_and_send_quotation/create_and_send_quotation.json Normal file
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{
"action": "Create Entry",
"creation": "2020-05-09 23:42:46.592075",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-14 17:30:07.887411",
"modified_by": "Administrator",
"name": "Create and Send Quotation",
"owner": "Administrator",
"reference_document": "Quotation",
"title": "Create and Send Quotation"
}

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erpnext/crm/onboarding_step/create_lead/create_lead.json Normal file
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@ -0,0 +1,17 @@
{
"action": "Create Entry",
"creation": "2020-05-09 23:40:25.192503",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-14 17:28:36.441387",
"modified_by": "Administrator",
"name": "Create Lead",
"owner": "Administrator",
"reference_document": "Lead",
"title": "Create Lead"
}

17
erpnext/crm/onboarding_step/create_opportunity/create_opportunity.json Normal file
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@ -0,0 +1,17 @@
{
"action": "Create Entry",
"creation": "2020-05-14 17:38:27.496696",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-14 17:38:27.496696",
"modified_by": "Administrator",
"name": "Create Opportunity",
"owner": "Administrator",
"reference_document": "Opportunity",
"title": "Create Opportunity"
}

17
erpnext/crm/onboarding_step/introduction_to_crm/introduction_to_crm.json Normal file
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{
"action": "Watch Video",
"creation": "2020-05-09 23:37:08.926812",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-14 17:28:16.448676",
"modified_by": "Administrator",
"name": "Introduction to CRM",
"owner": "Administrator",
"title": "Introduction to CRM",
"video_url": "https://www.youtube.com/watch?v=o9XCSZHJfpA"
}

17
erpnext/crm/onboarding_step/start_campaign/start_campaign.json Normal file
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@ -0,0 +1,17 @@
{
"action": "Create Entry",
"creation": "2020-05-09 23:38:10.284957",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-14 17:28:54.285958",
"modified_by": "Administrator",
"name": "Start Campaign",
"owner": "Administrator",
"reference_document": "Campaign",
"title": "Start Campaign"
}