30f26b4457
* fix: do not setup charts if not setup_complete or no company found Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com> * chore: remove check for setup_complete moved the check for setup_complete to frappe Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com> * chore: return an empty dict from get_data if company not set Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com>
128 lines
3.5 KiB
Python
128 lines
3.5 KiB
Python
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from erpnext import get_default_company
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import frappe
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import json
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def get_data():
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data = frappe._dict({
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"dashboards": [],
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"charts": []
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})
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company = get_company_for_dashboards()
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if company:
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company_doc = frappe.get_doc("Company", company)
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data.dashboards = get_dashboards()
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data.charts = get_charts(company_doc)
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return data
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def get_dashboards():
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return [{
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"name": "Accounts",
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"dashboard_name": "Accounts",
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"charts": [
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{ "chart": "Outgoing Bills (Sales Invoice)" },
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{ "chart": "Incoming Bills (Purchase Invoice)" },
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{ "chart": "Bank Balance" },
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{ "chart": "Income" },
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{ "chart": "Expenses" }
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]
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}]
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def get_charts(company):
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income_account = company.default_income_account or get_account("Income Account", company.name)
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expense_account = company.default_expense_account or get_account("Expense Account", company.name)
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bank_account = company.default_bank_account or get_account("Bank", company.name)
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return [
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{
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"doctype": "Dashboard Chart",
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"time_interval": "Quarterly",
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"name": "Income",
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"chart_name": "Income",
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"timespan": "Last Year",
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"color": None,
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"filters_json": json.dumps({"company": company.name, "account": income_account}),
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"source": "Account Balance Timeline",
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"chart_type": "Custom",
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"timeseries": 1,
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"owner": "Administrator",
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"type": "Line"
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},
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{
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"doctype": "Dashboard Chart",
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"time_interval": "Quarterly",
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"name": "Expenses",
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"chart_name": "Expenses",
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"timespan": "Last Year",
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"color": None,
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"filters_json": json.dumps({"company": company.name, "account": expense_account}),
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"source": "Account Balance Timeline",
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"chart_type": "Custom",
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"timeseries": 1,
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"owner": "Administrator",
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"type": "Line"
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},
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{
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"doctype": "Dashboard Chart",
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"time_interval": "Quarterly",
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"name": "Bank Balance",
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"chart_name": "Bank Balance",
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"timespan": "Last Year",
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"color": "#ffb868",
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"filters_json": json.dumps({"company": company.name, "account": bank_account}),
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"source": "Account Balance Timeline",
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"chart_type": "Custom",
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"timeseries": 1,
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"owner": "Administrator",
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"type": "Line"
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},
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{
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"doctype": "Dashboard Chart",
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"time_interval": "Monthly",
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"name": "Incoming Bills (Purchase Invoice)",
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"chart_name": "Incoming Bills (Purchase Invoice)",
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"timespan": "Last Year",
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"color": "#a83333",
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"value_based_on": "base_grand_total",
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"filters_json": json.dumps({}),
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"chart_type": "Sum",
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"timeseries": 1,
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"based_on": "posting_date",
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"owner": "Administrator",
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"document_type": "Purchase Invoice",
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"type": "Bar"
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},
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{
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"doctype": "Dashboard Chart",
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"time_interval": "Monthly",
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"name": "Outgoing Bills (Sales Invoice)",
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"chart_name": "Outgoing Bills (Sales Invoice)",
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"timespan": "Last Year",
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"color": "#7b933d",
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"value_based_on": "base_grand_total",
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"filters_json": json.dumps({}),
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"chart_type": "Sum",
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"timeseries": 1,
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"based_on": "posting_date",
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"owner": "Administrator",
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"document_type": "Sales Invoice",
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"type": "Bar"
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}
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]
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def get_account(account_type, company):
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accounts = frappe.get_list("Account", filters={"account_type": account_type, "company": company})
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if accounts:
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return accounts[0].name
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def get_company_for_dashboards():
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company = get_default_company()
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if not company:
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company_list = frappe.get_list("Company")
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if company_list:
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company = company_list[0].name
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return company
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