CRM Onboarding
diff --git a/erpnext/crm/dashboard_fixtures.py b/erpnext/crm/dashboard_fixtures.py
new file mode 100644
index 0000000..5b1ac9b
--- /dev/null
+++ b/erpnext/crm/dashboard_fixtures.py
@@ -0,0 +1,203 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe, erpnext, json
+
+def get_data():
+ return frappe._dict({
+ "dashboards": get_dashboards(),
+ "charts": get_charts(),
+ "number_cards": get_number_cards()
+ })
+
+def get_dashboards():
+ return [{
+ "doctype": "Dashboard",
+ "name": "CRM",
+ "dashboard_name": "CRM",
+ "charts": [
+ { "chart": "Lead", "width": "Full" },
+ { "chart": "Opportunity", "width": "Full"},
+ { "chart": "Campaign", "width": "Half" },
+ { "chart": "Opportunities Won", "width": "Half" },
+ { "chart": "Territory Wise Opportunity", "width": "Half"},
+ { "chart": "Territory Wise Sales", "width": "Half"},
+ { "chart": "Qualified For Call", "width": "Full"},
+ { "chart": "Lead Source", "width": "Half"}
+ ],
+ "cards": [
+ { "card": "New Lead" },
+ { "card": "New Opportunity" },
+ { "card": "Won Opportunity" },
+ ]
+ }]
+
+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_charts():
+ company = get_company_for_dashboards()
+
+ return [{
+ "name": "Lead",
+ "doctype": "Dashboard Chart",
+ "time_interval": "Yearly",
+ "chart_type": "Count",
+ "chart_name": "Lead",
+ "timespan": "Last Quarter",
+ "time_interval": "Weekly",
+ "document_type": "Lead",
+ "based_on": "creation",
+ 'is_public': 1,
+ 'timeseries': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+ "type": "Bar"
+ },
+ {
+ "name": "Opportunity",
+ "doctype": "Dashboard Chart",
+ "time_interval": "Yearly",
+ "chart_type": "Count",
+ "chart_name": "Opportunity",
+ "timespan": "Last Quarter",
+ "time_interval": "Weekly",
+ "document_type": "Opportunity",
+ "based_on": "creation",
+ 'is_public': 1,
+ 'timeseries': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+ "type": "Bar"
+ },
+ {
+ "name": "Campaign",
+ "doctype": "Dashboard Chart",
+ "time_interval": "Yearly",
+ "chart_type": "Count",
+ "chart_name": "Campaign",
+ "timespan": "Last Year",
+ "time_interval": "Monthly",
+ "document_type": "Campaign",
+ "based_on": "creation",
+ 'is_public': 1,
+ 'timeseries': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
+ "type": "Line",
+ "color": "#428b46"
+ },
+ {
+ "name": "Opportunities Won",
+ "doctype": "Dashboard Chart",
+ "time_interval": "Yearly",
+ "chart_type": "Count",
+ "chart_name": "Opportunities Won",
+ "timespan": "Last Year",
+ "time_interval": "Monthly",
+ "document_type": "Opportunity",
+ "based_on": "modified",
+ 'is_public': 1,
+ 'timeseries': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
+ "type": "Bar"
+ },
+ {
+ "name": "Territory Wise Opportunity",
+ "doctype": "Dashboard Chart",
+ "chart_type": "Group By",
+ "group_by_type": "Count",
+ "group_by_based_on": "territory",
+ "chart_name": "Territory Wise Opportunity",
+ "document_type": "Opportunity",
+ 'is_public': 1,
+ "owner": "Administrator",
+ "type": "Line"
+ },
+ {
+ "name": "Territory Wise Sales",
+ "doctype": "Dashboard Chart",
+ "chart_type": "Group By",
+ "group_by_type": "Sum",
+ "group_by_based_on": "territory",
+ "chart_name": "Territory Wise Sales",
+ "aggregate_function_based_on": "opportunity_amount",
+ "document_type": "Opportunity",
+ 'is_public': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Converted", False]]),
+ "type": "Bar",
+ "color": "#7575ff"
+ },
+ {
+ "name": "Qualified For Call",
+ "doctype": "Dashboard Chart",
+ "time_interval": "Yearly",
+ "chart_type": "Count",
+ "chart_name": "Qualified For Call",
+ "timespan": "Last Quarter",
+ "time_interval": "Weekly",
+ "document_type": "Opportunity",
+ "based_on": "modified",
+ 'is_public': 1,
+ 'timeseries': 1,
+ "owner": "Administrator",
+ "filters_json": json.dumps([["Opportunity", "company", "=", company, False],["Opportunity", "sales_stage", "=", "Qualification", False]]),
+ "type": "Line",
+ "color": "#fff168"
+ },
+ {
+ "name": "Lead Source",
+ "doctype": "Dashboard Chart",
+ "chart_type": "Group By",
+ "group_by_type": "Count",
+ "group_by_based_on": "source",
+ "chart_name": "Lead Source",
+ "document_type": "Lead",
+ 'is_public': 1,
+ "owner": "Administrator",
+ "type": "Donut"
+ }]
+
+def get_number_cards():
+ return [{
+ "doctype": "Number Card",
+ "document_type": "Lead",
+ "name": "New Lead",
+ "filters_json": json.dumps([["Lead","status","=","Lead",False]]),
+ "function": "Count",
+ "is_public": 1,
+ "label": "New Lead",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily"
+ },
+ {
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "name": "New Opportunity",
+ "filters_json": json.dumps([["Opportunity","status","=","Open",False]]),
+ "function": "Count",
+ "is_public": 1,
+ "label": "New Opportunity",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily"
+ },
+ {
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "name": "Won Opportunity",
+ "filters_json": json.dumps([["Opportunity","status","=","Converted",False]]),
+ "function": "Count",
+ "is_public": 1,
+ "label": "Won Opportunity",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily"
+ }]
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