feat: added dashboard fixtures (#18812)
* feat: add dashboard charts fixture
* fix: remove return statement
* feat: added patch for creating default dashboards
* chore: renamed dashboard charts
* feat: add add_dashboard function to install fixtures
* fix: reload doctype issue in patches
* fix (travis): reloaded dashboard chart source
* fix (travis): reloaded dashboard chart source
* fix (travis): reloaded dashboard doctype
* fix (travis): reloaded dashboard chart link doctype
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index dc6c6da..07b8ee6 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -625,5 +625,10 @@
erpnext.patches.v12_0.update_ewaybill_field_position
erpnext.patches.v12_0.create_accounting_dimensions_in_missing_doctypes
erpnext.patches.v11_1.set_status_for_material_request_type_manufacture
+execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_link')
+execute:frappe.reload_doc('desk', 'doctype','dashboard')
+execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_source')
+execute:frappe.reload_doc('desk', 'doctype','dashboard_chart')
+erpnext.patches.v12_0.add_default_dashboards
erpnext.patches.v12_0.remove_bank_remittance_custom_fields
erpnext.patches.v12_0.generate_leave_ledger_entries
diff --git a/erpnext/patches/v12_0/add_default_dashboards.py b/erpnext/patches/v12_0/add_default_dashboards.py
new file mode 100644
index 0000000..ab92fba
--- /dev/null
+++ b/erpnext/patches/v12_0/add_default_dashboards.py
@@ -0,0 +1,8 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from erpnext.setup.setup_wizard.operations.install_fixtures import add_dashboards
+
+def execute():
+ add_dashboards()
diff --git a/erpnext/setup/setup_wizard/data/dashboard_charts.py b/erpnext/setup/setup_wizard/data/dashboard_charts.py
new file mode 100644
index 0000000..41cfcb5
--- /dev/null
+++ b/erpnext/setup/setup_wizard/data/dashboard_charts.py
@@ -0,0 +1,107 @@
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+import json
+
+def get_default_dashboards():
+ company = frappe.get_doc("Company", frappe.defaults.get_defaults().company)
+ income_account = company.default_income_account or get_account("Income Account", company.name)
+ expense_account = company.default_expense_account or get_account("Expense Account", company.name)
+ bank_account = company.default_bank_account or get_account("Bank", company.name)
+
+ return {
+ "Dashboards": [
+ {
+ "doctype": "Dashboard",
+ "dashboard_name": "Accounts",
+ "charts": [
+ { "chart": "Outgoing Bills (Sales Invoice)" },
+ { "chart": "Incoming Bills (Purchase Invoice)" },
+ { "chart": "Bank Balance" },
+ { "chart": "Income" },
+ { "chart": "Expenses" }
+ ]
+ }
+ ],
+ "Charts": [
+ {
+ "doctype": "Dashboard Chart",
+ "time_interval": "Quarterly",
+ "chart_name": "Income",
+ "timespan": "Last Year",
+ "color": None,
+ "filters_json": json.dumps({"company": company.name, "account": income_account}),
+ "source": "Account Balance Timeline",
+ "chart_type": "Custom",
+ "timeseries": 1,
+ "owner": "Administrator",
+ "type": "Line",
+ "width": "Half"
+ },
+ {
+ "doctype": "Dashboard Chart",
+ "time_interval": "Quarterly",
+ "chart_name": "Expenses",
+ "timespan": "Last Year",
+ "color": None,
+ "filters_json": json.dumps({"company": company.name, "account": expense_account}),
+ "source": "Account Balance Timeline",
+ "chart_type": "Custom",
+ "timeseries": 1,
+ "owner": "Administrator",
+ "type": "Line",
+ "width": "Half"
+ },
+ {
+ "doctype": "Dashboard Chart",
+ "time_interval": "Quarterly",
+ "chart_name": "Bank Balance",
+ "timespan": "Last Year",
+ "color": "#ffb868",
+ "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"
+ },
+ {
+ "doctype": "Dashboard Chart",
+ "time_interval": "Monthly",
+ "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",
+ "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"
+ }
+ ]
+ }
+
+def get_account(account_type, company):
+ accounts = frappe.get_list("Account", filters={"account_type": account_type, "company": company})
+ if accounts:
+ return accounts[0].name
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
index 4b734df..7123021 100644
--- a/erpnext/setup/setup_wizard/operations/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -475,13 +475,14 @@
frappe.db.set_value("Company", args.company_name, "default_bank_account", bank_account.name, update_modified=False)
- return doc
except RootNotEditable:
frappe.throw(_("Bank account cannot be named as {0}").format(args.bank_account))
except frappe.DuplicateEntryError:
# bank account same as a CoA entry
pass
+ add_dashboards()
+
# Now, with fixtures out of the way, onto concrete stuff
records = [
@@ -499,6 +500,13 @@
make_records(records)
+def add_dashboards():
+ from erpnext.setup.setup_wizard.data.dashboard_charts import get_default_dashboards
+ dashboard_data = get_default_dashboards()
+
+ make_records(dashboard_data["Charts"])
+ make_records(dashboard_data["Dashboards"])
+
def get_fy_details(fy_start_date, fy_end_date):
start_year = getdate(fy_start_date).year