196 lines
5.0 KiB
Python
196 lines
5.0 KiB
Python
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
|
|
# License: GNU General Public License v3. See license.txt
|
|
|
|
import frappe
|
|
import json
|
|
from frappe.utils import nowdate, add_months
|
|
from frappe import _
|
|
from erpnext.accounts.utils import get_fiscal_year
|
|
|
|
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_data():
|
|
return frappe._dict({
|
|
"dashboards": get_dashboards(),
|
|
"charts": get_charts(),
|
|
"number_cards": get_number_cards()
|
|
})
|
|
|
|
def get_dashboards():
|
|
return [{
|
|
"name": "Accounts Dashboard",
|
|
"dashboard_name": "Accounts",
|
|
"doctype": "Dashboard",
|
|
"charts": [
|
|
{ "chart": "Profit and Loss" , "width": "Full"},
|
|
{ "chart": "Incoming Bills"},
|
|
{ "chart": "Outgoing Bills"},
|
|
{ "chart": "Accounts Receivable Ageing"},
|
|
{ "chart": "Accounts Payable Ageing"},
|
|
{ "chart": "Budget Variance", "width": "Full"},
|
|
{ "chart": "Bank Balance", "width": "Full"},
|
|
],
|
|
"cards": [
|
|
{"card": "Total Payment Received"}
|
|
]
|
|
}]
|
|
|
|
def get_charts():
|
|
company = frappe.get_doc("Company", get_company_for_dashboards())
|
|
bank_account = company.default_bank_account or get_account("Bank", company.name)
|
|
fiscal_year = get_fiscal_year(date=nowdate())
|
|
default_cost_center = company.cost_center
|
|
|
|
return [
|
|
{
|
|
"doctype": "Dashboard Charts",
|
|
"name": "Profit and Loss",
|
|
"owner": "Administrator",
|
|
"report_name": "Profit and Loss Statement",
|
|
"filters_json": json.dumps({
|
|
"company": company.name,
|
|
"filter_based_on": "Date Range",
|
|
"period_start_date": add_months(nowdate(), -4),
|
|
"period_end_date": nowdate(),
|
|
"periodicity": "Monthly",
|
|
"include_default_book_entries": 1
|
|
}),
|
|
"type": "Bar",
|
|
'timeseries': 0,
|
|
"chart_type": "Report",
|
|
"chart_name": _("Profit and Loss"),
|
|
"is_custom": 1
|
|
},
|
|
{
|
|
"doctype": "Dashboard Chart",
|
|
"time_interval": "Monthly",
|
|
"name": "Incoming Bills",
|
|
"chart_name": _("Incoming Bills (Purchase Invoice)"),
|
|
"timespan": "Last Year",
|
|
"color": "#a83333",
|
|
"value_based_on": "base_grand_total",
|
|
"filters_json": json.dumps({}),
|
|
"chart_type": "Sum",
|
|
"timeseries": 1,
|
|
"based_on": "posting_date",
|
|
"owner": "Administrator",
|
|
"document_type": "Purchase Invoice",
|
|
"type": "Bar",
|
|
"width": "Half"
|
|
},
|
|
{
|
|
"doctype": "Dashboard Chart",
|
|
"name": "Outgoing Bills",
|
|
"time_interval": "Monthly",
|
|
"chart_name": _("Outgoing Bills (Sales Invoice)"),
|
|
"timespan": "Last Year",
|
|
"color": "#7b933d",
|
|
"value_based_on": "base_grand_total",
|
|
"filters_json": json.dumps({}),
|
|
"chart_type": "Sum",
|
|
"timeseries": 1,
|
|
"based_on": "posting_date",
|
|
"owner": "Administrator",
|
|
"document_type": "Sales Invoice",
|
|
"type": "Bar",
|
|
"width": "Half"
|
|
},
|
|
{
|
|
"doctype": "Dashboard Charts",
|
|
"name": "Accounts Receivable Ageing",
|
|
"owner": "Administrator",
|
|
"report_name": "Accounts Receivable",
|
|
"filters_json": json.dumps({
|
|
"company": company.name,
|
|
"report_date": nowdate(),
|
|
"ageing_based_on": "Due Date",
|
|
"range1": 30,
|
|
"range2": 60,
|
|
"range3": 90,
|
|
"range4": 120
|
|
}),
|
|
"type": "Donut",
|
|
'timeseries': 0,
|
|
"chart_type": "Report",
|
|
"chart_name": _("Accounts Receivable Ageing"),
|
|
"is_custom": 1
|
|
},
|
|
{
|
|
"doctype": "Dashboard Charts",
|
|
"name": "Accounts Payable Ageing",
|
|
"owner": "Administrator",
|
|
"report_name": "Accounts Payable",
|
|
"filters_json": json.dumps({
|
|
"company": company.name,
|
|
"report_date": nowdate(),
|
|
"ageing_based_on": "Due Date",
|
|
"range1": 30,
|
|
"range2": 60,
|
|
"range3": 90,
|
|
"range4": 120
|
|
}),
|
|
"type": "Donut",
|
|
'timeseries': 0,
|
|
"chart_type": "Report",
|
|
"chart_name": _("Accounts Payable Ageing"),
|
|
"is_custom": 1
|
|
},
|
|
{
|
|
"doctype": "Dashboard Charts",
|
|
"name": "Budget Variance",
|
|
"owner": "Administrator",
|
|
"report_name": "Budget Variance Report",
|
|
"filters_json": json.dumps({
|
|
"company": company.name,
|
|
"from_fiscal_year": fiscal_year[0],
|
|
"to_fiscal_year": fiscal_year[0],
|
|
"period": "Monthly",
|
|
"budget_against": "Cost Center"
|
|
}),
|
|
"type": "Bar",
|
|
"timeseries": 0,
|
|
"chart_type": "Report",
|
|
"chart_name": _("Budget Variance"),
|
|
"is_custom": 1
|
|
},
|
|
{
|
|
"doctype": "Dashboard Charts",
|
|
"name": "Bank Balance",
|
|
"time_interval": "Quarterly",
|
|
"chart_name": "Bank Balance",
|
|
"timespan": "Last Year",
|
|
"filters_json": json.dumps({"company": company.name, "account": bank_account}),
|
|
"source": "Account Balance Timeline",
|
|
"chart_type": "Custom",
|
|
"timeseries": 1,
|
|
"owner": "Administrator",
|
|
"type": "Line",
|
|
"width": "Half"
|
|
},
|
|
]
|
|
|
|
def get_number_cards():
|
|
return [
|
|
{
|
|
"doctype": "Number Card",
|
|
"document_type": "Payment Entry",
|
|
"name": "Total Payment Received",
|
|
"filters_json": json.dumps([]),
|
|
"label": _("Total Payment Received"),
|
|
"function": "Sum",
|
|
"aggregate_function_based_on": "base_received_amount",
|
|
"is_public": 1,
|
|
"is_custom": 1,
|
|
"show_percentage_stats": 1,
|
|
"stats_time_interval": "Daily"
|
|
}
|
|
]
|