Sales person Commission Report and more (#15431)

* Commission For Sales Person

* Changes Made

* Changes made in sales person dashboard and commission report

* Update sales_person_commission_summary.py

erpnext/selling/doctype/sales_team/sales_team.json

@@ -1,5 +1,6 @@
 {
  "allow_copy": 0, 
+ "allow_guest_to_view": 0, 
  "allow_import": 0, 
  "allow_rename": 0, 
  "beta": 0, 
@@ -9,18 +10,24 @@
  "doctype": "DocType", 
  "document_type": "Setup", 
  "editable_grid": 1, 
+ "engine": "InnoDB", 
  "fields": [
   {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 1, 
    "bold": 0, 
    "collapsible": 0, 
+   "columns": 0, 
    "fieldname": "sales_person", 
    "fieldtype": "Link", 
    "hidden": 0, 
    "ignore_user_permissions": 0, 
    "ignore_xss_filter": 0, 
-   "in_filter": 1, 
+   "in_filter": 0, 
+   "in_global_search": 0, 
    "in_list_view": 1, 
+   "in_standard_filter": 0, 
    "label": "Sales Person", 
    "length": 0, 
    "no_copy": 0, 
@@ -32,24 +39,31 @@
    "print_hide_if_no_value": 0, 
    "print_width": "200px", 
    "read_only": 0, 
+   "remember_last_selected_value": 0, 
    "report_hide": 0, 
    "reqd": 1, 
    "search_index": 1, 
    "set_only_once": 0, 
+   "translatable": 0, 
    "unique": 0, 
    "width": "200px"
   }, 
   {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 1, 
    "bold": 0, 
    "collapsible": 0, 
+   "columns": 0, 
    "fieldname": "contact_no", 
    "fieldtype": "Data", 
    "hidden": 1, 
    "ignore_user_permissions": 0, 
    "ignore_xss_filter": 0, 
    "in_filter": 0, 
+   "in_global_search": 0, 
    "in_list_view": 1, 
+   "in_standard_filter": 0, 
    "label": "Contact No.", 
    "length": 0, 
    "no_copy": 0, 
@@ -60,24 +74,31 @@
    "print_hide_if_no_value": 0, 
    "print_width": "100px", 
    "read_only": 0, 
+   "remember_last_selected_value": 0, 
    "report_hide": 0, 
    "reqd": 0, 
    "search_index": 0, 
    "set_only_once": 0, 
+   "translatable": 0, 
    "unique": 0, 
    "width": "100px"
   }, 
   {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 1, 
    "bold": 0, 
    "collapsible": 0, 
+   "columns": 0, 
    "fieldname": "allocated_percentage", 
    "fieldtype": "Float", 
    "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": "Contribution (%)", 
    "length": 0, 
    "no_copy": 0, 
@@ -88,24 +109,31 @@
    "print_hide_if_no_value": 0, 
    "print_width": "100px", 
    "read_only": 0, 
+   "remember_last_selected_value": 0, 
    "report_hide": 0, 
    "reqd": 0, 
    "search_index": 0, 
    "set_only_once": 0, 
+   "translatable": 0, 
    "unique": 0, 
    "width": "100px"
   }, 
   {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 1, 
    "bold": 0, 
    "collapsible": 0, 
+   "columns": 0, 
    "fieldname": "allocated_amount", 
    "fieldtype": "Currency", 
    "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": "Contribution to Net Total", 
    "length": 0, 
    "no_copy": 0, 
@@ -117,24 +145,63 @@
    "print_hide_if_no_value": 0, 
    "print_width": "120px", 
    "read_only": 1, 
+   "remember_last_selected_value": 0, 
    "report_hide": 0, 
    "reqd": 0, 
    "search_index": 0, 
    "set_only_once": 0, 
+   "translatable": 0, 
    "unique": 0, 
    "width": "120px"
   }, 
   {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "fieldname": "commission_rate", 
+   "fieldtype": "Data", 
+   "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": "Commission Rate", 
+   "length": 0, 
+   "no_copy": 0, 
+   "permlevel": 0, 
+   "precision": "", 
+   "print_hide": 0, 
+   "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
+  }, 
+  {
+   "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 1, 
    "bold": 0, 
    "collapsible": 0, 
+   "columns": 0, 
    "fieldname": "incentives", 
    "fieldtype": "Currency", 
    "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": "Incentives", 
    "length": 0, 
    "no_copy": 0, 
@@ -145,24 +212,26 @@
    "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
   }
  ], 
+ "has_web_view": 0, 
  "hide_heading": 0, 
  "hide_toolbar": 0, 
  "idx": 1, 
  "image_view": 0, 
  "in_create": 0, 
-
  "is_submittable": 0, 
  "issingle": 0, 
  "istable": 1, 
  "max_attachments": 0, 
- "modified": "2016-07-11 03:28:08.421297", 
+ "modified": "2018-09-17 13:03:14.755974", 
  "modified_by": "Administrator", 
  "module": "Selling", 
  "name": "Sales Team", 
@@ -171,5 +240,8 @@
  "quick_entry": 1, 
  "read_only": 0, 
  "read_only_onload": 0, 
- "track_seen": 0
+ "show_name_in_global_search": 0, 
+ "track_changes": 1, 
+ "track_seen": 0, 
+ "track_views": 0
 }

erpnext/selling/report/sales_person_commission_summary/sales_person_commission_summary.js

@@ -0,0 +1,54 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Sales Person Commission Summary"] = {
+	"filters": [
+
+		{
+			fieldname: "sales_person",
+			label: __("Sales Person"),
+			fieldtype: "Link",
+			options: "Sales Person"
+		},
+		{
+			fieldname: "doc_type",
+			label: __("Document Type"),
+			fieldtype: "Select",
+			options: "Sales Order\nDelivery Note\nSales Invoice",
+			default: "Sales Order"
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date",
+			default: frappe.defaults.get_user_default("year_start_date"),
+		},
+		{
+			fieldname:"to_date",
+			label: __("To Date"),
+			fieldtype: "Date",
+			default: frappe.datetime.get_today()
+		},
+		{
+			fieldname:"company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		},
+		{
+			fieldname:"customer",
+			label: __("Customer"),
+			fieldtype: "Link",
+			options: "Customer",
+		},
+		{
+			fieldname:"territory",
+			label: __("Territory"),
+			fieldtype: "Link",
+			options: "Territory",
+		},
+
+	]
+}

erpnext/selling/report/sales_person_commission_summary/sales_person_commission_summary.json

@@ -0,0 +1,26 @@
+{
+ "add_total_row": 1, 
+ "creation": "2018-09-11 17:49:27.256304", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "modified": "2018-09-11 17:49:27.256304", 
+ "modified_by": "Administrator", 
+ "module": "Selling", 
+ "name": "Sales Person Commission Summary", 
+ "owner": "Administrator", 
+ "prepared_report": 0, 
+ "ref_doctype": "Sales Order", 
+ "report_name": "Sales Person Commission Summary", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "Maintenance User"
+  }
+ ]
+}

erpnext/selling/report/sales_person_commission_summary/sales_person_commission_summary.py

@@ -0,0 +1,142 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import msgprint, _
+from frappe.utils import flt
+
+
+def execute(filters=None):
+	if not filters: filters = {}
+
+	columns = get_columns(filters)
+	entries = get_entries(filters)
+	data = []
+
+	for d in entries:
+		data.append([
+			d.name, d.customer, d.territory, d.posting_date,
+			d.base_net_amount, d.sales_person, d.allocated_percentage, d.commission_rate, d.allocated_amount,d.incentives
+		])
+
+	if data:
+		total_row = [""]*len(data[0])
+		data.append(total_row)
+
+	return columns, data
+
+def get_columns(filters):
+	if not filters.get("doc_type"):
+		msgprint(_("Please select the document type first"), raise_exception=1)
+
+	columns =[
+		{
+			"label": _(filters["doc_type"]),
+			"options": filters["doc_type"],
+			"fieldname": filters['doc_type'],
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Customer"),
+			"options": "Customer",
+			"fieldname": "customer",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Territory"),
+			"options": "Territory",
+			"fieldname": "territory",
+			"fieldtype": "Link",
+			"width": 100
+		},
+		{
+			"label": _("Posting Date"),
+			"fieldname": "posting_date",
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"label": _("Amount"),
+			"fieldname": "amount",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Sales Person"),
+			"options": "Sales Person",
+			"fieldname": "sales_person",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Contribution %"),
+			"fieldname": "contribution_percentage",
+			"fieldtype": "Data",
+			"width": 110
+		},
+		{
+			"label": _("Commission Rate %"),
+			"fieldname": "commission_rate",
+			"fieldtype": "Data",
+			"width": 100
+		},
+		{
+			"label": _("Contribution Amount"),
+			"fieldname": "contribution_amount",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Incentives"),
+			"fieldname": "incentives",
+			"fieldtype": "Currency",
+			"width": 120
+		}
+	]
+
+	return columns
+
+def get_entries(filters):
+	date_field = filters["doc_type"] == "Sales Order" and "transaction_date" or "posting_date"
+	
+	conditions, values = get_conditions(filters, date_field)
+	entries = frappe.db.sql("""
+		select
+			dt.name, dt.customer, dt.territory, dt.%s as posting_date,dt.base_net_total as base_net_amount,
+			st.commission_rate,st.sales_person, st.allocated_percentage, st.allocated_amount, st.incentives
+		from
+			`tab%s` dt, `tabSales Team` st
+		where
+			st.parent = dt.name and st.parenttype = %s
+			and dt.docstatus = 1 %s order by dt.name desc,st.sales_person 
+		""" %(date_field, filters["doc_type"], '%s', conditions),
+			tuple([filters["doc_type"]] + values), as_dict=1)
+
+	return entries
+
+def get_conditions(filters, date_field):
+	conditions = [""]
+	values = []
+
+	for field in ["company", "customer", "territory"]:
+		if filters.get(field):
+			conditions.append("dt.{0}=%s".format(field))
+			values.append(filters[field])
+
+	if filters.get("sales_person"):
+		conditions.append("st.sales_person = '{0}'".format(filters.get("sales_person")))
+
+	if filters.get("from_date"):
+		conditions.append("dt.{0}>=%s".format(date_field))
+		values.append(filters["from_date"])
+
+	if filters.get("to_date"):
+		conditions.append("dt.{0}<=%s".format(date_field))
+		values.append(filters["to_date"])
+
+	return " and ".join(conditions), values
+
+

erpnext/selling/sales_common.js

@@ -12,6 +12,8 @@ frappe.provide("erpnext.selling");
 erpnext.selling.SellingController = erpnext.TransactionController.extend({
 	setup: function() {
 		this._super();
+		this.frm.add_fetch("sales_partner", "commission_rate", "commission_rate");
+		this.frm.add_fetch("sales_person", "commission_rate", "commission_rate");
 	},
 
 	onload: function() {
@@ -29,8 +31,6 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
 	setup_queries: function() {
 		var me = this;
 
-		this.frm.add_fetch("sales_partner", "commission_rate", "commission_rate");
-
 		$.each([["customer", "customer"],
 			["lead", "lead"]],
 			function(i, opts) {
@@ -171,19 +171,28 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
 
 	allocated_percentage: function(doc, cdt, cdn) {
 		var sales_person = frappe.get_doc(cdt, cdn);
-
 		if(sales_person.allocated_percentage) {
+
 			sales_person.allocated_percentage = flt(sales_person.allocated_percentage,
 				precision("allocated_percentage", sales_person));
+
 			sales_person.allocated_amount = flt(this.frm.doc.base_net_total *
 				sales_person.allocated_percentage / 100.0,
 				precision("allocated_amount", sales_person));
+				refresh_field(["allocated_amount"], sales_person);
 
-			refresh_field(["allocated_percentage", "allocated_amount"], sales_person.name,
+			this.calculate_incentive(sales_person);
+			refresh_field(["allocated_percentage", "allocated_amount", "commission_rate","incentives"], sales_person.name,
 				sales_person.parentfield);
 		}	
 	},
 
+	sales_person: function(doc, cdt, cdn) {
+		var row = frappe.get_doc(cdt, cdn);
+		this.calculate_incentive(row);
+		refresh_field("incentives",row.name,row.parentfield);
+	},
+
 	warehouse: function(doc, cdt, cdn) {
 		var me = this;
 		var item = frappe.get_doc(cdt, cdn);
@@ -250,6 +259,15 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({
 		});
 	},
 
+	calculate_incentive: function(row) {
+		if(row.allocated_amount)
+		{
+			row.incentives = flt(
+					row.allocated_amount * row.commission_rate / 100.0,
+					precision("incentives", sales_person));
+		}
+	},
+
 	batch_no: function(doc, cdt, cdn) {
 		var me = this;
 		var item = frappe.get_doc(cdt, cdn);

erpnext/setup/doctype/sales_person/sales_person.js

@@ -1,6 +1,15 @@
 // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 // License: GNU General Public License v3. See license.txt
 
+frappe.ui.form.on('Sales Person', {
+	refresh: function(frm) {
+		if(frm.doc.__onload && frm.doc.__onload.dashboard_info) {
+			var info = frm.doc.__onload.dashboard_info;
+			frm.dashboard.add_indicator(__('Total Contribution Amount: {0}',
+				[format_currency(info.allocated_amount, info.currency)]), 'blue');
+		}
+	}
+});
 
 cur_frm.cscript.refresh = function(doc, cdt, cdn) {
 	cur_frm.cscript.set_root_readonly(doc);

erpnext/setup/doctype/sales_person/sales_person.json

@@ -16,6 +16,7 @@
  "fields": [
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -47,6 +48,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -75,10 +77,11 @@
    "search_index": 0, 
    "set_only_once": 0, 
    "translatable": 0, 
-   "unique": 0
+   "unique": 1
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -113,6 +116,39 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "fieldname": "commission_rate", 
+   "fieldtype": "Data", 
+   "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": "Commission Rate", 
+   "length": 0, 
+   "no_copy": 0, 
+   "permlevel": 0, 
+   "precision": "", 
+   "print_hide": 1, 
+   "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, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -146,6 +182,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -178,6 +215,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -207,6 +245,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -238,6 +277,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -271,6 +311,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -303,6 +344,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -335,6 +377,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -367,6 +410,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -400,6 +444,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -433,6 +478,7 @@
   }, 
   {
    "allow_bulk_edit": 0, 
+   "allow_in_quick_entry": 0, 
    "allow_on_submit": 0, 
    "bold": 0, 
    "collapsible": 0, 
@@ -477,7 +523,7 @@
  "issingle": 0, 
  "istable": 0, 
  "max_attachments": 0, 
- "modified": "2018-05-17 09:44:18.203325",
+ "modified": "2018-09-12 16:41:06.378899", 
  "modified_by": "Administrator", 
  "module": "Setup", 
  "name": "Sales Person", 
@@ -541,12 +587,13 @@
    "write": 1
   }
  ], 
- "quick_entry": 0, 
+ "quick_entry": 1, 
  "read_only": 0, 
  "read_only_onload": 0, 
  "search_fields": "parent_sales_person", 
  "show_name_in_global_search": 1, 
  "sort_order": "ASC", 
- "track_changes": 0, 
+ "track_changes": 1, 
- "track_seen": 0
+ "track_seen": 0, 
+ "track_views": 0
 }

erpnext/setup/doctype/sales_person/sales_person.py

@@ -6,9 +6,10 @@ import frappe
 from frappe import _
 from frappe.utils import flt
 from frappe.utils.nestedset import NestedSet
+from erpnext import get_default_currency
 
 class SalesPerson(NestedSet):
-	nsm_parent_field = 'parent_sales_person';
+	nsm_parent_field = 'parent_sales_person'
 
 	def validate(self):
 		for d in self.get('targets') or []:
@@ -16,6 +17,24 @@ class SalesPerson(NestedSet):
 				frappe.throw(_("Either target qty or target amount is mandatory."))
 		self.validate_employee_id()
 
+	def onload(self):
+		self.load_dashboard_info()
+
+	def load_dashboard_info(self):
+		company_default_currency = get_default_currency() 
+
+		allocated_amount = frappe.db.sql("""
+			select sum(allocated_amount)
+			from `tabSales Team` 
+			where sales_person = %s and docstatus=1 and parenttype = 'Sales Order'
+		""",(self.sales_person_name))
+
+		info = {}
+		info["allocated_amount"] = flt(allocated_amount[0][0]) if allocated_amount else 0
+		info["currency"] = company_default_currency
+		
+		self.set_onload('dashboard_info', info)
+
 	def on_update(self):
 		super(SalesPerson, self).on_update()
 		self.validate_one_root()
@@ -36,3 +55,47 @@ class SalesPerson(NestedSet):
 
 def on_doctype_update():
 	frappe.db.add_index("Sales Person", ["lft", "rgt"])
+
+def get_timeline_data(doctype, name):
+
+	out = {}
+
+	out.update(dict(frappe.db.sql('''select
+			unix_timestamp(dt.transaction_date), count(st.parenttype)
+		from
+			`tabSales Order` dt, `tabSales Team` st
+		where
+			st.sales_person = %s and st.parent = dt.name and dt.transaction_date > date_sub(curdate(), interval 1 year) 
+			group by dt.transaction_date ''', name)))
+
+	sales_invoice = dict(frappe.db.sql('''select
+			unix_timestamp(dt.posting_date), count(st.parenttype)
+		from
+			`tabSales Invoice` dt, `tabSales Team` st
+		where
+			st.sales_person = %s and st.parent = dt.name and dt.posting_date > date_sub(curdate(), interval 1 year)
+			group by dt.posting_date ''', name))
+	
+	for key in sales_invoice:
+		if out.get(key):
+			out[key] += sales_invoice[key]
+		else:
+			out[key] = sales_invoice[key]
+
+	delivery_note = dict(frappe.db.sql('''select
+			unix_timestamp(dt.posting_date), count(st.parenttype)
+		from
+			`tabDelivery Note` dt, `tabSales Team` st
+		where
+			st.sales_person = %s and st.parent = dt.name and dt.posting_date > date_sub(curdate(), interval 1 year)
+			group by dt.posting_date ''', name))
+
+	for key in delivery_note:
+		if out.get(key):
+			out[key] += delivery_note[key]
+		else:
+			out[key] = delivery_note[key]
+
+	return out
+
+	

erpnext/setup/doctype/sales_person/sales_person_dashboard.py

@@ -0,0 +1,14 @@
+from frappe import _
+
+def get_data():
+	return {
+		'heatmap': True,
+		'heatmap_message': _('This is based on transactions against this Sales Person. See timeline below for details'),
+		'fieldname': 'sales_person',
+		'transactions': [
+			{
+				'label': _('Sales'),
+				'items': ['Sales Order', 'Delivery Note', 'Sales Invoice']
+			},
+		]
+	}