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fix: Added pos links in Selling workspace

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This commit is contained in:
Nabin Hait 2023-05-26 17:25:20 +05:30
parent 0b28f641ad
commit 86f88817a9
5 changed files with 210 additions and 293 deletions
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8
erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
View File

@ -5,7 +5,7 @@ frappe.ui.form.on('LinkedIn Settings', {
onload: function(frm) {
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret) {
frappe.confirm(
__('Session not valid, Do you want to login?'),
__('Session not valid. Do you want to login?'),
function(){
frm.trigger("login");
},
@ -14,11 +14,11 @@ frappe.ui.form.on('LinkedIn Settings', {
}
);
}
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('Click here')}</a>`]));
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('click here')}</a>`]));
},
refresh: function(frm) {
if (frm.doc.session_status=="Expired"){
let msg = __("Session Not Active. Save doc to login.");
let msg = __("Session not active. Save document to login.");
frm.dashboard.set_headline_alert(
`<div class="row">
<div class="col-xs-12">
@ -37,7 +37,7 @@ frappe.ui.form.on('LinkedIn Settings', {
let msg,color;
if (days>0){
msg = __("Your Session will be expire in {0} days.", [days]);
msg = __("Your session will be expire in {0} days.", [days]);
color = "green";
}
else {

2
erpnext/crm/doctype/twitter_settings/twitter_settings.js
View File

@ -14,7 +14,7 @@ frappe.ui.form.on('Twitter Settings', {
}
);
}
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('Click here')}</a>`]));
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('click here')}</a>`]));
},
refresh: function(frm) {
let msg, color, flag=false;

328
erpnext/crm/workspace/crm/crm.json
View File

@ -5,7 +5,7 @@
"label": "Territory Wise Sales"
}
],
"content": "[{\"type\":\"chart\",\"data\":{\"chart_name\":\"Territory Wise Sales\",\"col\":12}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Opportunity\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Sales Pipeline\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Campaign\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}}]",
"content": "[{\"id\":\"Cj2TyhgiWy\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Territory Wise Sales\",\"col\":12}},{\"id\":\"LAKRmpYMRA\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"XGIwEUStw_\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"id\":\"69RN0XsiJK\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead\",\"col\":3}},{\"id\":\"t6PQ0vY-Iw\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Opportunity\",\"col\":3}},{\"id\":\"VOFE0hqXRD\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"id\":\"0ik53fuemG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"wdROEmB_XG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"-I9HhcgUKE\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"ttpROKW9vk\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"-76QPdbBHy\",\"type\":\"card\",\"data\":{\"card_name\":\"Sales Pipeline\",\"col\":4}},{\"id\":\"_YmGwzVWRr\",\"type\":\"card\",\"data\":{\"card_name\":\"Masters\",\"col\":4}},{\"id\":\"Bma1PxoXk3\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}},{\"id\":\"80viA0R83a\",\"type\":\"card\",\"data\":{\"card_name\":\"Campaign\",\"col\":4}},{\"id\":\"Buo5HtKRFN\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"sLS_x4FMK2\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}}]",
"creation": "2020-01-23 14:48:30.183272",
"custom_blocks": [],
"docstatus": 0,
@ -17,167 +17,6 @@
"is_hidden": 0,
"label": "CRM",
"links": [
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Pipeline",
"link_count": 0,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead",
"link_count": 0,
"link_to": "Lead",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Opportunity",
"link_count": 0,
"link_to": "Opportunity",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Prospect",
"link_count": 0,
"link_to": "Prospect",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer",
"link_count": 0,
"link_to": "Customer",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contact",
"link_count": 0,
"link_to": "Contact",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Communication",
"link_count": 0,
"link_to": "Communication",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contract",
"link_count": 0,
"link_to": "Contract",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Appointment",
"link_count": 0,
"link_to": "Appointment",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Newsletter",
"link_count": 0,
"link_to": "Newsletter",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead Source",
"link_count": 0,
"link_to": "Lead Source",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Territory",
"link_count": 0,
"link_to": "Territory",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer Group",
"link_count": 0,
"link_to": "Customer Group",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Sales Person",
"link_count": 0,
"link_to": "Sales Person",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Stage",
"link_count": 0,
"link_to": "Sales Stage",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
@ -448,9 +287,172 @@
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Masters",
"link_count": 7,
"onboard": 0,
"type": "Card Break"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Territory",
"link_count": 0,
"link_to": "Territory",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Customer Group",
"link_count": 0,
"link_to": "Customer Group",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Contact",
"link_count": 0,
"link_to": "Contact",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Prospect",
"link_count": 0,
"link_to": "Prospect",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Person",
"link_count": 0,
"link_to": "Sales Person",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Stage",
"link_count": 0,
"link_to": "Sales Stage",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Lead Source",
"link_count": 0,
"link_to": "Lead Source",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Pipeline",
"link_count": 7,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead",
"link_count": 0,
"link_to": "Lead",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Opportunity",
"link_count": 0,
"link_to": "Opportunity",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer",
"link_count": 0,
"link_to": "Customer",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contract",
"link_count": 0,
"link_to": "Contract",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Appointment",
"link_count": 0,
"link_to": "Appointment",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Newsletter",
"link_count": 0,
"link_to": "Newsletter",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Communication",
"link_count": 0,
"link_to": "Communication",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
}
],
"modified": "2023-05-24 14:47:22.843912",
"modified": "2023-05-26 16:49:04.298122",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",

161
erpnext/selling/workspace/selling/selling.json
View File

@ -5,7 +5,7 @@
"label": "Sales Order Trends"
}
],
"content": "[{\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Selling\",\"col\":12}},{\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order Analysis\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
"content": "[{\"id\":\"ow595dYDrI\",\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Selling\",\"col\":12}},{\"id\":\"vBSf8Vi9U8\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"id\":\"aW2i5R5GRP\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"1it3dCOnm6\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"id\":\"x7pLl-spS4\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"SSGrXWmY-H\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"-5J_yLxDaS\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"6YEYpnIBKV\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Point of Sale\",\"col\":3}},{\"id\":\"c_GjZuZ2oN\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"oNjjNbnUHp\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"0BcePLg0g1\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"uze5dJ1ipL\",\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"id\":\"3j2fYwMAkq\",\"type\":\"card\",\"data\":{\"card_name\":\"Point of Sale\",\"col\":4}},{\"id\":\"xImm8NepFt\",\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"id\":\"6MjIe7KCQo\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"lBu2EKgmJF\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"1ARHrjg4kI\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
"creation": "2020-01-28 11:49:12.092882",
"custom_blocks": [],
"docstatus": 0,
@ -319,140 +319,68 @@
{
"hidden": 0,
"is_query_report": 0,
"label": "Other Reports",
"link_count": 12,
"label": "Point of Sale",
"link_count": 6,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Lead Details",
"is_query_report": 0,
"label": "Point-of-Sale Profile",
"link_count": 0,
"link_to": "Lead Details",
"link_type": "Report",
"link_to": "POS Profile",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Address",
"hidden": 0,
"is_query_report": 1,
"label": "Customer Addresses And Contacts",
"is_query_report": 0,
"label": "POS Settings",
"link_count": 0,
"link_to": "Address And Contacts",
"link_type": "Report",
"link_to": "POS Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Item",
"hidden": 0,
"is_query_report": 1,
"label": "Available Stock for Packing Items",
"is_query_report": 0,
"label": "POS Opening Entry",
"link_count": 0,
"link_to": "Available Stock for Packing Items",
"link_type": "Report",
"link_to": "POS Opening Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Pending SO Items For Purchase Request",
"is_query_report": 0,
"label": "POS Closing Entry",
"link_count": 0,
"link_to": "Pending SO Items For Purchase Request",
"link_type": "Report",
"link_to": "POS Closing Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Delivery Note",
"hidden": 0,
"is_query_report": 1,
"label": "Delivery Note Trends",
"is_query_report": 0,
"label": "Loyalty Program",
"link_count": 0,
"link_to": "Delivery Note Trends",
"link_type": "Report",
"link_to": "Loyalty Program",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Invoice",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Invoice Trends",
"is_query_report": 0,
"label": "Loyalty Point Entry",
"link_count": 0,
"link_to": "Sales Invoice Trends",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Customer Credit Balance",
"link_count": 0,
"link_to": "Customer Credit Balance",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Customers Without Any Sales Transactions",
"link_count": 0,
"link_to": "Customers Without Any Sales Transactions",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Partners Commission",
"link_count": 0,
"link_to": "Sales Partners Commission",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Territory Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Territory Target Variance Based On Item Group",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Person Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Sales Person Target Variance Based On Item Group",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Partner Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Sales Partner Target Variance based on Item Group",
"link_type": "Report",
"link_to": "Loyalty Point Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
@ -460,7 +388,7 @@
"hidden": 0,
"is_query_report": 0,
"label": "Key Reports",
"link_count": 22,
"link_count": 9,
"onboard": 0,
"type": "Card Break"
},
@ -564,15 +492,12 @@
"type": "Link"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Lead Details",
"link_count": 0,
"link_to": "Lead Details",
"link_type": "Report",
"is_query_report": 0,
"label": "Other Reports",
"link_count": 11,
"onboard": 0,
"type": "Link"
"type": "Card Break"
},
{
"dependencies": "Address",
@ -694,19 +619,9 @@
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Payment Terms Status for Sales Order",
"link_count": 0,
"link_to": "Payment Terms Status for Sales Order",
"link_type": "Report",
"onboard": 0,
"type": "Link"
}
],
"modified": "2023-05-24 14:47:21.021289",
"modified": "2023-05-26 16:31:53.634851",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
@ -719,6 +634,11 @@
"roles": [],
"sequence_id": 6.0,
"shortcuts": [
{
"label": "Point of Sale",
"link_to": "point-of-sale",
"type": "Page"
},
{
"color": "Grey",
"format": "{} Available",
@ -743,11 +663,6 @@
"stats_filter": "{ \"Status\": \"Open\" }",
"type": "Report"
},
{
"label": "Sales Order Analysis",
"link_to": "Sales Order Analysis",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "Selling",

4
erpnext/setup/install.py
View File

@ -209,5 +209,5 @@ def setup_log_settings():
def hide_workspaces():
frappe.db.set_value("Workspace", "Settings", "public", 0)
frappe.db.set_value("Workspace", "Integrations", "public", 0)
for ws in ["Integration", "Settings"]:
frappe.db.set_value("Workspace", ws, "public", 0)