feat: Export CRM dashboard (#22778)

* feat: Exported CRM dashboard

* feat: Export CRM Dashboard

* fix: adding company in all dashboard and number card

erpnext/crm/crm_dashboard/crm/crm.json

@@ -0,0 +1,58 @@
+{
+ "cards": [
+  {
+   "card": "New Lead (Last 1 Month)"
+  },
+  {
+   "card": "New Opportunity (Last 1 Month)"
+  },
+  {
+   "card": "Won Opportunity (Last 1 Month)"
+  },
+  {
+   "card": "Open Opportunity"
+  }
+ ],
+ "charts": [
+  {
+   "chart": "Incoming Leads",
+   "width": "Full"
+  },
+  {
+   "chart": "Opportunity Trends",
+   "width": "Full"
+  },
+  {
+   "chart": "Won Opportunities",
+   "width": "Full"
+  },
+  {
+   "chart": "Territory Wise Opportunity Count",
+   "width": "Half"
+  },
+  {
+   "chart": "Opportunities via Campaigns",
+   "width": "Half"
+  },
+  {
+   "chart": "Territory Wise Sales",
+   "width": "Full"
+  },
+  {
+   "chart": "Lead Source",
+   "width": "Half"
+  }
+ ],
+ "creation": "2020-07-20 20:17:15.985657",
+ "dashboard_name": "CRM",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2020-07-21 18:56:47.230053",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM",
+ "owner": "Administrator"
+}

erpnext/crm/dashboard_chart/incoming_leads/incoming_leads.json

@@ -0,0 +1,28 @@
+{
+ "based_on": "creation",
+ "chart_name": "Incoming Leads",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.639164",
+ "custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:49:19.896501",
+ "modified": "2020-07-22 16:06:34.941729",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Incoming Leads",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Weekly",
+ "timeseries": 1,
+ "timespan": "Last Quarter",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/lead_source/lead_source.json

@@ -0,0 +1,27 @@
+{
+ "chart_name": "Lead Source",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.842106",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "source",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 16:11:14.170636",
+ "modified": "2020-07-22 16:13:38.696710",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Lead Source",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/opportunities_via_campaigns/opportunities_via_campaigns.json

@@ -0,0 +1,27 @@
+{
+ "chart_name": "Opportunities via Campaigns",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.705402",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "campaign",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.572011",
+ "modified": "2020-07-22 16:10:02.497726",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunities via Campaigns",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/opportunity_trends/opportunity_trends.json

@@ -0,0 +1,28 @@
+{
+ "based_on": "creation",
+ "chart_name": "Opportunity Trends",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.672124",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.590967",
+ "modified": "2020-07-22 16:08:33.100532",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity Trends",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Weekly",
+ "timeseries": 1,
+ "timespan": "Last Quarter",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/territory_wise_opportunity_count/territory_wise_opportunity_count.json

@@ -0,0 +1,27 @@
+{
+ "chart_name": "Territory Wise Opportunity Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.774176",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "territory",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.134026",
+ "modified": "2020-07-22 16:09:42.921547",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Territory Wise Opportunity Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/territory_wise_sales/territory_wise_sales.json

@@ -0,0 +1,28 @@
+{
+ "aggregate_function_based_on": "opportunity_amount",
+ "chart_name": "Territory Wise Sales",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.809008",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"status\",\"=\",\"Converted\",false]]",
+ "group_by_based_on": "territory",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.501313",
+ "modified": "2020-07-22 16:10:28.308110",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Territory Wise Sales",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_chart/won_opportunities/won_opportunities.json

@@ -0,0 +1,27 @@
+{
+ "based_on": "modified",
+ "chart_name": "Won Opportunities",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.738889",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"status\",\"=\",\"Converted\",false]]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.575964",
+ "modified": "2020-07-22 16:09:14.265231",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Won Opportunities",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}

erpnext/crm/dashboard_fixtures.py

@@ -1,221 +0,0 @@
-# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-import frappe, erpnext, json
-from frappe import _
-
-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": "Incoming Leads", "width": "Full" },
-                { "chart": "Opportunity Trends", "width": "Full"},
-                { "chart": "Won Opportunities", "width": "Full" },
-                { "chart": "Territory Wise Opportunity Count", "width": "Half"},
-                { "chart": "Opportunities via Campaigns", "width": "Half" },
-                { "chart": "Territory Wise Sales", "width": "Full"},
-                { "chart": "Lead Source", "width": "Half"}
-            ],
-            "cards": [
-                { "card": "New Lead (Last 1 Month)" },
-                { "card": "New Opportunity (Last 1 Month)" },
-                { "card": "Won Opportunity (Last 1 Month)" },
-                { "card": "Open 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": "Incoming Leads",
-        "doctype": "Dashboard Chart",
-        "time_interval": "Yearly",
-        "chart_type": "Count",
-        "chart_name": _("Incoming Leads"),
-        "timespan": "Last Quarter",
-        "time_interval": "Weekly",
-        "document_type": "Lead",
-        "based_on": "creation",
-        'is_public': 1,
-        'timeseries': 1,
-        "owner": "Administrator",
-        "filters_json": json.dumps([]),
-        "type": "Bar"
-    },
-    {
-        "name": "Opportunity Trends",
-        "doctype": "Dashboard Chart",
-        "time_interval": "Yearly",
-        "chart_type": "Count",
-        "chart_name": _("Opportunity Trends"),
-        "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": "Opportunities via Campaigns",
-        "chart_name": _("Opportunities via Campaigns"),
-        "doctype": "Dashboard Chart",
-        "chart_type": "Group By",
-        "group_by_type": "Count",
-        "group_by_based_on": "campaign",
-        "document_type": "Opportunity",
-        'is_public': 1,
-        'timeseries': 1,
-        "owner": "Administrator",
-        "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
-        "type": "Pie",
-        "custom_options": json.dumps({
-            "truncateLegends": 1,
-            "maxSlices": 8
-        })
-    },
-    {
-        "name": "Won Opportunities",
-        "doctype": "Dashboard Chart",
-        "time_interval": "Yearly",
-        "chart_type": "Count",
-        "chart_name": _("Won Opportunities"),
-        "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", "status", "=", "Converted", False]]),
-        "type": "Bar"
-    },
-    {
-        "name": "Territory Wise Opportunity Count",
-        "doctype": "Dashboard Chart",
-        "chart_type": "Group By",
-        "group_by_type": "Count",
-        "group_by_based_on": "territory",
-        "chart_name": _("Territory Wise Opportunity Count"),
-        "document_type": "Opportunity",
-        'is_public': 1,
-        "filters_json": json.dumps([
-            ["Opportunity", "company", "=", company, False]
-        ]),
-        "owner": "Administrator",
-        "type": "Donut",
-        "custom_options": json.dumps({
-            "truncateLegends": 1,
-            "maxSlices": 8
-        })
-    },
-    {
-        "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", "status", "=", "Converted", False]
-        ]),
-        "type": "Bar"
-    },
-    {
-        "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": "Pie",
-        "custom_options": json.dumps({
-            "truncateLegends": 1,
-            "maxSlices": 8
-        })
-    }]
-
-def get_number_cards():
-	return [{
-        "doctype": "Number Card",
-        "document_type": "Lead",
-        "name": "New Lead (Last 1 Month)",
-        "filters_json": json.dumps([
-            ["Lead", "creation", "Timespan", "last month"]
-        ]),
-        "function": "Count",
-        "is_public": 1,
-        "label": _("New Lead (Last 1 Month)"),
-        "show_percentage_stats": 1,
-        "stats_time_interval": "Daily"
-    },
-    {
-        "doctype": "Number Card",
-        "document_type": "Opportunity",
-        "name": "New Opportunity (Last 1 Month)",
-        "filters_json": json.dumps([
-            ["Opportunity", "creation", "Timespan", "last month"]
-        ]),
-        "function": "Count",
-        "is_public": 1,
-        "label": _("New Opportunity (Last 1 Month)"),
-        "show_percentage_stats": 1,
-        "stats_time_interval": "Daily"
-    },
-    {
-        "doctype": "Number Card",
-        "document_type": "Opportunity",
-        "name": "Won Opportunity (Last 1 Month)",
-        "filters_json": json.dumps([
-            ["Opportunity", "status", "=", "Converted",False],
-            ["Opportunity", "creation", "Timespan", "last month"]
-        ]),
-        "function": "Count",
-        "is_public": 1,
-        "label": _("Won Opportunity (Last 1 Month)"),
-        "show_percentage_stats": 1,
-        "stats_time_interval": "Daily"
-    },
-    {
-        "doctype": "Number Card",
-        "document_type": "Opportunity",
-        "name": "Open Opportunity",
-        "filters_json": json.dumps([["Opportunity","status","=","Open",False]]),
-        "function": "Count",
-        "is_public": 1,
-        "label": _("Open Opportunity"),
-        "show_percentage_stats": 1,
-        "stats_time_interval": "Daily"
-    }] 

erpnext/crm/number_card/new_lead_(last_1_month)/new_lead_(last_1_month).json

@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.870736",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Lead\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "New Lead (Last 1 Month)",
+ "modified": "2020-07-22 16:15:17.274972",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "New Lead (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}

erpnext/crm/number_card/new_opportunity_(last_1_month)/new_opportunity_(last_1_month).json

@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.897112",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "New Opportunity (Last 1 Month)",
+ "modified": "2020-07-22 16:07:27.910432",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "New Opportunity (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}

erpnext/crm/number_card/open_opportunity/open_opportunity.json

@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.948113",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"status\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"company\",\"=\",null,false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Open Opportunity",
+ "modified": "2020-07-22 16:16:16.420446",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Open Opportunity",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}

erpnext/crm/number_card/won_opportunity_(last_1_month)/won_opportunity_(last_1_month).json

@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.922486",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Won Opportunity (Last 1 Month)",
+ "modified": "2020-07-22 16:15:53.088837",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Won Opportunity (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}