[company][dashboard] implement heatmap with linked doctypes (#14185)
* [company][dashboard] implement heatmap with linked doctypes
* [company][dashboard] cache transaction history data, schedule query daily
diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json
index 8501dc2..694a840 100644
--- a/erpnext/setup/doctype/company/company.json
+++ b/erpnext/setup/doctype/company/company.json
@@ -1,2711 +1,2741 @@
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- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-building",
- "idx": 1,
- "image_field": "company_logo",
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "menu_index": 0,
- "modified": "2018-05-17 21:59:33.594245",
- "modified_by": "Administrator",
- "module": "Setup",
- "name": "Company",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-building",
+ "idx": 1,
+ "image_field": "company_logo",
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2018-05-23 03:25:15.872138",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Company",
+ "owner": "Administrator",
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\ No newline at end of file
diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py
index 9e9ac55..aebd2ee 100644
--- a/erpnext/setup/doctype/company/company.py
+++ b/erpnext/setup/doctype/company/company.py
@@ -2,8 +2,9 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
-import frappe, os
+import frappe, os, json
from frappe import _
+from frappe.utils import get_timestamp
from frappe.utils import cint, today, formatdate
import frappe.defaults
@@ -407,10 +408,18 @@
frappe.db.set_value("Company", company, "sales_monthly_history", json.dumps(month_to_value_dict))
+def update_transactions_annual_history(company, commit=False):
+ transactions_history = get_all_transactions_annual_history(company)
+ frappe.db.set_value("Company", company, "transactions_annual_history", json.dumps(transactions_history))
+
+ if commit:
+ frappe.db.commit()
+
def cache_companies_monthly_sales_history():
companies = [d['name'] for d in frappe.get_list("Company")]
for company in companies:
update_company_monthly_sales(company)
+ update_transactions_annual_history(company)
frappe.db.commit()
@frappe.whitelist()
@@ -441,3 +450,73 @@
args.parent_company = None
frappe.get_doc(args).insert()
+
+def get_all_transactions_annual_history(company):
+ out = {}
+
+ items = frappe.db.sql('''
+ select transaction_date, count(*) as count
+
+ from (
+ select name, transaction_date, company
+ from `tabQuotation`
+
+ UNION ALL
+
+ select name, transaction_date, company
+ from `tabSales Order`
+
+ UNION ALL
+
+ select name, posting_date as transaction_date, company
+ from `tabDelivery Note`
+
+ UNION ALL
+
+ select name, posting_date as transaction_date, company
+ from `tabSales Invoice`
+
+ UNION ALL
+
+ select name, creation as transaction_date, company
+ from `tabIssue`
+
+ UNION ALL
+
+ select name, creation as transaction_date, company
+ from `tabProject`
+ ) t
+
+ where
+ company=%s
+ and
+ transaction_date > date_sub(curdate(), interval 1 year)
+
+ group by
+ transaction_date
+ ''', (company), as_dict=True)
+
+ for d in items:
+ timestamp = get_timestamp(d["transaction_date"])
+ out.update({ timestamp: d["count"] })
+
+ return out
+
+def get_timeline_data(doctype, name):
+ '''returns timeline data based on linked records in dashboard'''
+ out = {}
+ date_to_value_dict = {}
+
+ history = frappe.db.get_value("Company", name, "transactions_annual_history")
+
+ try:
+ date_to_value_dict = json.loads(history) if history and '{' in history else None
+ except ValueError:
+ date_to_value_dict = None
+
+ if date_to_value_dict is None:
+ update_transactions_annual_history(name, True)
+ history = frappe.db.get_value("Company", name, "transactions_annual_history")
+ return json.loads(history) if history and '{' in history else {}
+
+ return date_to_value_dict