added dashboard
diff --git a/home/page/dashboard/__init__.py b/home/page/dashboard/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/home/page/dashboard/__init__.py
diff --git a/home/page/dashboard/dashboard.css b/home/page/dashboard/dashboard.css
new file mode 100644
index 0000000..d8e8b54
--- /dev/null
+++ b/home/page/dashboard/dashboard.css
@@ -0,0 +1,12 @@
+div.dashboard_table td {
+ width: 50%;
+}
+
+div.dashboard-title {
+ font-weight: bold;
+ padding: '3px 0px';
+}
+
+div.dashboard-graph {
+ height: 180px;
+}
\ No newline at end of file
diff --git a/home/page/dashboard/dashboard.html b/home/page/dashboard/dashboard.html
new file mode 100644
index 0000000..5ffef2f
--- /dev/null
+++ b/home/page/dashboard/dashboard.html
@@ -0,0 +1,8 @@
+<div class="layout_wrapper dashboard">
+ <div class="header"></div>
+ <div class="body">
+ <!-- 4x2 table to show the dashboards-->
+ <div class="help_box">Loading...</div>
+ <div class="dashboard_table"></div>
+ </div>
+</div>
\ No newline at end of file
diff --git a/home/page/dashboard/dashboard.js b/home/page/dashboard/dashboard.js
new file mode 100644
index 0000000..c5dd361
--- /dev/null
+++ b/home/page/dashboard/dashboard.js
@@ -0,0 +1,139 @@
+pscript.onload_dashboard = function() {
+ // load jqplot
+ $.scriptPath = 'js/'
+ $.require(['jquery/jquery.jqplot.min.js',
+ 'jquery/jqplot-plugins/jqplot.barRenderer.js',
+ 'jquery/jqplot-plugins/jqplot.canvasAxisTickRenderer.min.js',
+ 'jquery/jqplot-plugins/jqplot.canvasTextRenderer.min.js',
+ 'jquery/jqplot-plugins/jqplot.categoryAxisRenderer.min.js']);
+
+
+ pscript.dashboard_settings = {
+ company: sys_defaults.company,
+ start: dateutil.obj_to_str(dateutil.add_days(new Date(), -60)),
+ end: dateutil.obj_to_str(new Date()),
+ interval: 7
+ }
+
+ var ph = new PageHeader($('.dashboard .header').get(0), 'Dashboards');
+ var db = new Dashboard();
+
+ ph.add_button('Settings', db.show_settings);
+
+ db.refresh();
+
+}
+
+Dashboard = function() {
+ var me = this;
+ $.extend(me, {
+ refresh: function() {
+ $('.dashboard .help_box').css('display', 'block');
+ $c_page('home', 'dashboard', 'load_dashboard', JSON.stringify(pscript.dashboard_settings), function(r,rt) {
+ $('.dashboard .help_box').css('display', 'none');
+ me.render(r.message);
+ })
+ },
+
+ render: function(data) {
+ $('.dashboard_table').html('');
+ var t = make_table($('.dashboard_table').get(0), 4, 2, '100%', ['50%', '50%'], {padding: '5px'});
+ var ridx=0; var cidx=0;
+ for(var i=0; i< data.length; i++) {
+ // switch columns and rows
+ if(cidx==2) { cidx=0; ridx++}
+
+ // give an id!
+ var cell = $td(t,ridx,cidx);
+ var title = $a(cell, 'div', 'dashboard-title', '', data[i][0].title);
+ var parent = $a(cell, 'div', 'dashboard-graph')
+
+ parent.id = '_dashboard' + ridx + '-' + cidx;
+
+ // render graph
+ me.render_graph(parent.id, data[i][1]);
+ cidx++;
+ }
+ },
+
+ render_graph: function(parent, values) {
+ var vl = [];
+ $.each(values, function(i,v) {
+ vl.push([dateutil.str_to_user(v[0]), v[1]]);
+ });
+ $.jqplot(parent, [vl], {
+ seriesDefaults:{
+ renderer:$.jqplot.BarRenderer,
+ rendererOptions: {fillToZero: true},
+ },
+ axes: {
+ // Use a category axis on the x axis and use our custom ticks.
+ xaxis: {
+ min: 0,
+ renderer: $.jqplot.CategoryAxisRenderer,
+ tickRenderer: $.jqplot.CanvasAxisTickRenderer,
+ tickOptions: {
+ angle: -30,
+ fontSize: '8pt'
+ }
+ },
+ // Pad the y axis just a little so bars can get close to, but
+ // not touch, the grid boundaries. 1.2 is the default padding.
+ yaxis: {
+ min: 0,
+ pad: 1.05,
+ tickOptions: {formatString: '%d'}
+ }
+ }
+ });
+ },
+
+ show_settings: function() {
+ var d = new wn.widgets.Dialog({
+ title: 'Set Company Settings',
+ width: 500,
+ fields: [
+ {
+ label:'Company',
+ reqd: 1,
+ fieldname:'company',
+ fieldtype:'Link',
+ options: 'Company'
+ },
+ {
+ label:'Start Date',
+ reqd: 1,
+ fieldname:'start',
+ fieldtype:'Date',
+ },
+ {
+ label:'End Date',
+ reqd: 1,
+ fieldname:'end',
+ fieldtype:'Date',
+ },
+ {
+ label:'Interval',
+ reqd: 1,
+ fieldname:'interval',
+ fieldtype:'Int'
+ },
+ {
+ label:'Regenerate',
+ fieldname:'refresh',
+ fieldtype:'Button'
+ }
+ ]
+ });
+ d.onshow = function() {
+ d.set_values(pscript.dashboard_settings);
+ }
+ d.fields_dict.refresh.input.onclick = function() {
+ pscript.dashboard_settings = d.get_values();
+ me.refresh();
+ d.hide();
+ }
+ d.show();
+ }
+ })
+}
diff --git a/home/page/dashboard/dashboard.py b/home/page/dashboard/dashboard.py
new file mode 100644
index 0000000..3ce3b0c
--- /dev/null
+++ b/home/page/dashboard/dashboard.py
@@ -0,0 +1,216 @@
+dashboards = [
+ {
+ 'type': 'account',
+ 'account': 'Income',
+ 'title': 'Income'
+ },
+
+ {
+ 'type': 'account',
+ 'account': 'Expenses',
+ 'title': 'Expenses'
+ },
+
+ {
+ 'type': 'from_company',
+ 'account': 'receivables_group',
+ 'title': 'Receivables'
+ },
+
+ {
+ 'type': 'from_company',
+ 'account': 'payables_group',
+ 'title': 'Payables'
+ },
+
+ {
+ 'type': 'cash',
+ 'debit_or_credit': 'Debit',
+ 'title': 'Cash Inflow'
+ },
+
+ {
+ 'type': 'cash',
+ 'debit_or_credit': 'Credit',
+ 'title': 'Cash Outflow'
+ },
+
+ {
+ 'type': 'creation',
+ 'doctype': 'Quotation',
+ 'title': 'New Quotations'
+ },
+
+ {
+ 'type': 'creation',
+ 'doctype': 'Sales Order',
+ 'title': 'New Orders'
+ }
+]
+
+
+class DashboardWidget:
+ def __init__(self, company, start, end, interval):
+ import webnotes
+ from webnotes.utils import getdate
+ from webnotes.model.code import get_obj
+
+ self.company = company
+ self.abbr = webnotes.conn.get_value('Company', company, 'abbr')
+ self.start = getdate(start)
+ self.end = getdate(end)
+
+ self.interval = interval
+ self.fiscal_year = webnotes.conn.sql("""
+ select name from `tabFiscal Year`
+ where year_start_date <= %s and
+ DATE_ADD(year_start_date, INTERVAL 1 YEAR) >= %s
+ """, (start, start))[0][0]
+ self.glc = get_obj('GL Control')
+ self.cash_accounts = [d[0] for d in webnotes.conn.sql("""
+ select name from tabAccount
+ where account_type='Bank or Cash'
+ and company = %s and docstatus = 0
+ """, company)]
+
+ def timeline(self):
+ """
+ get the timeline for the dashboard
+ """
+ import webnotes
+ from webnotes.utils import add_days
+ tl = []
+
+ if self.start > self.end:
+ webnotes.msgprint("Start must be before end", raise_exception=1)
+
+ curr = self.start
+ tl.append(curr)
+
+ while curr < self.end:
+ curr = add_days(curr, self.interval, 'date')
+ tl.append(curr)
+
+ tl.append(self.end)
+
+ return tl
+
+ def generate(self, opts):
+ """
+ Generate the dasboard
+ """
+ tl = self.timeline()
+ self.out = []
+
+ for i in range(len(tl)-1):
+ self.out.append([tl[i+1].strftime('%Y-%m-%d'), self.value(opts, tl[i], tl[i+1]) or 0])
+
+ return self.out
+
+ def get_account_balance(self, acc, start):
+ """
+ Get as on account balance
+ """
+ import webnotes
+ # add abbreviation to company
+
+ if not acc.endswith(self.abbr):
+ acc += ' - ' + self.abbr
+
+ # get other reqd parameters
+ try:
+ globals().update(webnotes.conn.sql('select debit_or_credit, lft, rgt from tabAccount where name=%s', acc, as_dict=1)[0])
+ except Exception,e:
+ webnotes.msgprint('Wrongly defined account: ' + acc)
+ print acc
+ raise e
+
+ return self.glc.get_as_on_balance(acc, self.fiscal_year, start, debit_or_credit, lft, rgt)
+
+ def get_creation_trend(self, doctype, start, end):
+ """
+ Get creation # of creations in period
+ """
+ import webnotes
+ return int(webnotes.conn.sql("""
+ select count(*) from `tab%s` where creation between %s and %s and docstatus=1
+ """ % (doctype, '%s','%s'), (start, end))[0][0])
+
+ def get_account_amt(self, acc, start, end):
+ """
+ Get debit, credit over a period
+ """
+ import webnotes
+ # add abbreviation to company
+
+ if not acc.endswith(self.abbr):
+ acc += ' - ' + self.abbr
+
+ ret = webnotes.conn.sql("""
+ select ifnull(sum(ifnull(t1.debit,0)),0), ifnull(sum(ifnull(t1.credit,0)),0)
+ from `tabGL Entry` t1, tabAccount t2
+ where t1.account = t2.name
+ and t2.is_pl_account = 'Yes'
+ and t2.debit_or_credit=%s
+ and ifnull(t1.is_cancelled, 'No')='No'
+ and t1.posting_date between %s and %s
+ """, (acc=='Income' and 'Credit' or 'Debit', start, end))[0]
+
+ return acc=='Income' and (ret[1]-ret[0]) or (ret[0]-ret[1])
+
+ def value(self, opts, start, end):
+ """
+ Value of the series on a particular date
+ """
+ import webnotes
+ if opts['type']=='account':
+ bal = self.get_account_amt(opts['account'], start, end)
+
+ elif opts['type']=='from_company':
+ acc = webnotes.conn.get_value('Company', self.company, \
+ opts['account'].split('.')[-1])
+
+ return self.get_account_balance(acc, start)[2]
+
+ elif opts['type']=='cash':
+ if type=='Credit':
+ return sum([self.get_account_balance(acc, start)[1] for acc in self.cash_accounts]) or 0
+ if type=='Debit':
+ return sum([self.get_account_balance(acc, start)[0] for acc in self.cash_accounts]) or 0
+
+ elif opts['type']=='creation':
+ return self.get_creation_trend(opts['doctype'], start, end)
+
+
+def load_dashboard(args):
+ """
+ Get dashboard based on
+ 1. Company (default company)
+ 2. Start Date (last 3 months)
+ 3. End Date (today)
+ 4. Interval (7 days)
+ """
+ dl = []
+ import json
+ args = json.loads(args)
+ dw = DashboardWidget(args['company'], args['start'], args['end'], int(args['interval']))
+
+ # render the dashboards
+ for d in dashboards:
+ dl.append([d, dw.generate(d)])
+
+ return dl
+
+if __name__=='__main__':
+ import sys
+ sys.path.append('/var/www/webnotes/wnframework/cgi-bin')
+ from webnotes.db import Database
+ import webnotes
+ webnotes.conn = Database(use_default=1)
+ webnotes.session = {'user':'Administrator'}
+ print load_dashboard("""{
+ "company": "My Test",
+ "start": "2011-05-01",
+ "end": "2011-08-01",
+ "interval": "7"
+ }""")
\ No newline at end of file
diff --git a/home/page/dashboard/dashboard.txt b/home/page/dashboard/dashboard.txt
new file mode 100644
index 0000000..46bc2bc
--- /dev/null
+++ b/home/page/dashboard/dashboard.txt
@@ -0,0 +1,49 @@
+# Page, dashboard
+[
+
+ # These values are common in all dictionaries
+ {
+ 'creation': '2011-08-25 16:22:44',
+ 'docstatus': 0,
+ 'modified': '2011-08-25 16:22:54',
+ 'modified_by': 'Administrator',
+ 'owner': 'Administrator'
+ },
+
+ # These values are common for all Page
+ {
+ 'category': 'Standard',
+ 'doctype': 'Page',
+ 'module': 'Home',
+ 'name': '__common__',
+ 'page_name': 'Dashboard',
+ 'standard': 'Yes'
+ },
+
+ # These values are common for all Page Role
+ {
+ 'doctype': 'Page Role',
+ 'name': '__common__',
+ 'parent': 'dashboard',
+ 'parentfield': 'roles',
+ 'parenttype': 'Page'
+ },
+
+ # Page, dashboard
+ {
+ 'doctype': 'Page',
+ 'name': 'dashboard'
+ },
+
+ # Page Role
+ {
+ 'doctype': 'Page Role',
+ 'role': 'System Manager'
+ },
+
+ # Page Role
+ {
+ 'doctype': 'Page Role',
+ 'role': 'Accounts Manager'
+ }
+]
\ No newline at end of file