Merge branch 'anupamvs-crm-onboarding' into develop

erpnext/crm/dashboard_fixtures.py

@@ -0,0 +1,202 @@
+# 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": "Territory Wise Sales", "width": "Half"},
+                { "chart": "Opportunities via Campaigns", "width": "Half" },
+                { "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([["Opportunity", "company", "=", company, False]]),
+        "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"
+    },
+    {
+        "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"
+    },
+    {
+        "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": "Donut"
+    },
+    {
+        "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"
+    }]
+
+def get_number_cards():
+	return [{
+        "doctype": "Number Card",
+        "document_type": "Lead",
+        "name": "New Lead (Last 1 Month)",
+        "filters_json": json.dumps([["Lead","creation","Previous","1 month",False]]),
+        "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","Previous","1 month",False]]),
+        "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","creation","Previous","1 month",False]]),
+        "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/desk_page/crm/crm.json

@@ -27,21 +27,26 @@
   }
  ],
  "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": "",
+ "hide_custom": 0,
  "idx": 0,
  "is_standard": 1,
  "label": "CRM",
- "modified": "2020-04-27 22:32:26.682911",
+ "modified": "2020-05-20 12:11:36.250491",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM",
+ "onboarding": "CRM",
  "owner": "Administrator",
  "pin_to_bottom": 0,
  "pin_to_top": 0,
@@ -69,6 +74,11 @@
    "label": "Sales Analytics",
    "link_to": "Sales Analytics",
    "type": "Report"
+  },
+  {
+   "label": "CRM Dashboard",
+   "link_to": "CRM",
+   "type": "Dashboard"
   }
  ]
 }

erpnext/crm/module_onboarding/crm/crm.json

@@ -0,0 +1,42 @@
+{
+ "allow_roles": [
+  {
+   "role": "Sales Master Manager"
+  },
+  {
+   "role": "Sales Manager"
+  },
+  {
+   "role": "Sales User"
+  }
+ ],
+ "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": "2020-05-20 12:53:47.029412",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM",
+ "owner": "Administrator",
+ "steps": [
+  {
+   "step": "Introduction to CRM"
+  },
+  {
+   "step": "Create Lead"
+  },
+  {
+   "step": "Create Opportunity"
+  },
+  {
+   "step": "Create and Send Quotation"
+  }
+ ],
+ "subtitle": "Lead, Opportunity, Customer and more",
+ "success_message": "CRM Module is all setup!",
+ "title": "Let's Setup Your CRM",
+ "user_can_dismiss": 1
+}

erpnext/crm/onboarding/crm/crm.json

@@ -0,0 +1,45 @@
+{
+ "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
+}

erpnext/crm/onboarding_step/create_and_send_quotation/create_and_send_quotation.json

@@ -0,0 +1,19 @@
+{
+ "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",
+ "show_full_form": 0,
+ "title": "Create and Send Quotation",
+ "validate_action": 0
+}

erpnext/crm/onboarding_step/create_lead/create_lead.json

@@ -0,0 +1,19 @@
+{
+ "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",
+ "show_full_form": 0,
+ "title": "Create Lead",
+ "validate_action": 0
+}

erpnext/crm/onboarding_step/create_opportunity/create_opportunity.json

@@ -0,0 +1,19 @@
+{
+ "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",
+ "show_full_form": 0,
+ "title": "Create Opportunity",
+ "validate_action": 0
+}

erpnext/crm/onboarding_step/introduction_to_crm/introduction_to_crm.json

@@ -0,0 +1,19 @@
+{
+ "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",
+ "show_full_form": 0,
+ "title": "Introduction to CRM",
+ "validate_action": 0,
+ "video_url": "https://www.youtube.com/watch?v=o9XCSZHJfpA"
+}