feat: Export Selling Dashboard (#22776)
* feat:Export Stock Dashboard
* Export Selling Dashboard
* Export Selling Dashboard
diff --git a/erpnext/selling/dashboard_chart/item_wise_annual_sales/item_wise_annual_sales.json b/erpnext/selling/dashboard_chart/item_wise_annual_sales/item_wise_annual_sales.json
new file mode 100644
index 0000000..290e526
--- /dev/null
+++ b/erpnext/selling/dashboard_chart/item_wise_annual_sales/item_wise_annual_sales.json
@@ -0,0 +1,24 @@
+{
+ "chart_name": "Item-wise Annual Sales",
+ "chart_type": "Report",
+ "creation": "2020-07-20 20:17:16.474566",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"to_date\":\"frappe.datetime.nowdate()\"}",
+ "filters_json": "{\"from_date\":\"2020-06-22\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 14:42:25.512675",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Item-wise Annual Sales",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Item-wise Sales History",
+ "timeseries": 0,
+ "type": "Bar",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/selling/dashboard_chart/sales_order_analysis/sales_order_analysis.json b/erpnext/selling/dashboard_chart/sales_order_analysis/sales_order_analysis.json
new file mode 100644
index 0000000..5e1a0d9
--- /dev/null
+++ b/erpnext/selling/dashboard_chart/sales_order_analysis/sales_order_analysis.json
@@ -0,0 +1,24 @@
+{
+ "chart_name": "Sales Order Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-20 20:17:16.440393",
+ "custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"to_date\":\"frappe.datetime.nowdate()\"}",
+ "filters_json": "{\"status\":[\"To Bill\",\"To Deliver\"],\"group_by_so\":0,\"from_date\":\"2020-06-22\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 17:06:05.750660",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Sales Order Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Sales Order Analysis",
+ "timeseries": 0,
+ "type": "Donut",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/selling/dashboard_chart/sales_order_trends/sales_order_trends.json b/erpnext/selling/dashboard_chart/sales_order_trends/sales_order_trends.json
new file mode 100644
index 0000000..914d915
--- /dev/null
+++ b/erpnext/selling/dashboard_chart/sales_order_trends/sales_order_trends.json
@@ -0,0 +1,24 @@
+{
+ "chart_name": "Sales Order Trends",
+ "chart_type": "Report",
+ "creation": "2020-07-20 20:17:16.508240",
+ "custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
+ "filters_json": "{\"period\":\"Monthly\",\"based_on\":\"Item\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 16:24:45.726270",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Sales Order Trends",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Sales Order Trends",
+ "timeseries": 0,
+ "type": "Line",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/selling/dashboard_chart/top_customers/top_customers.json b/erpnext/selling/dashboard_chart/top_customers/top_customers.json
new file mode 100644
index 0000000..59a2ba3
--- /dev/null
+++ b/erpnext/selling/dashboard_chart/top_customers/top_customers.json
@@ -0,0 +1,24 @@
+{
+ "chart_name": "Top Customers",
+ "chart_type": "Report",
+ "creation": "2020-07-20 20:17:16.539281",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}",
+ "filters_json": "{\"period\":\"Yearly\",\"based_on\":\"Customer\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 17:03:10.320147",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Top Customers",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Delivery Note Trends",
+ "timeseries": 0,
+ "type": "Bar",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/selling/dashboard_fixtures.py b/erpnext/selling/dashboard_fixtures.py
deleted file mode 100644
index 889cb88..0000000
--- a/erpnext/selling/dashboard_fixtures.py
+++ /dev/null
@@ -1,198 +0,0 @@
-# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-import frappe
-import json
-from frappe import _
-from frappe.utils import nowdate
-from erpnext.accounts.utils import get_fiscal_year
-
-def get_data():
- return frappe._dict({
- "dashboards": get_dashboards(),
- "charts": get_charts(),
- "number_cards": get_number_cards(),
- })
-
-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
-
-company = frappe.get_doc("Company", get_company_for_dashboards())
-fiscal_year = get_fiscal_year(nowdate(), as_dict=1)
-fiscal_year_name = fiscal_year.get("name")
-start_date = str(fiscal_year.get("year_start_date"))
-end_date = str(fiscal_year.get("year_end_date"))
-
-def get_dashboards():
- return [{
- "name": "Selling",
- "dashboard_name": "Selling",
- "charts": [
- { "chart": "Sales Order Trends", "width": "Full"},
- { "chart": "Top Customers", "width": "Half"},
- { "chart": "Sales Order Analysis", "width": "Half"},
- { "chart": "Item-wise Annual Sales", "width": "Full"}
- ],
- "cards": [
- { "card": "Annual Sales"},
- { "card": "Sales Orders to Deliver"},
- { "card": "Sales Orders to Bill"},
- { "card": "Active Customers"}
- ]
- }]
-
-def get_charts():
- return [
- {
- "name": "Sales Order Analysis",
- "chart_name": _("Sales Order Analysis"),
- "chart_type": "Report",
- "custom_options": json.dumps({
- "type": "donut",
- "height": 300,
- "axisOptions": {"shortenYAxisNumbers": 1}
- }),
- "doctype": "Dashboard Chart",
- "filters_json": json.dumps({
- "company": company.name,
- "from_date": start_date,
- "to_date": end_date
- }),
- "is_custom": 1,
- "is_public": 1,
- "owner": "Administrator",
- "report_name": "Sales Order Analysis",
- "type": "Donut"
- },
- {
- "name": "Item-wise Annual Sales",
- "chart_name": _("Item-wise Annual Sales"),
- "chart_type": "Report",
- "doctype": "Dashboard Chart",
- "filters_json": json.dumps({
- "company": company.name,
- "from_date": start_date,
- "to_date": end_date
- }),
- "is_custom": 1,
- "is_public": 1,
- "owner": "Administrator",
- "report_name": "Item-wise Sales History",
- "type": "Bar"
- },
- {
- "name": "Sales Order Trends",
- "chart_name": _("Sales Order Trends"),
- "chart_type": "Report",
- "custom_options": json.dumps({
- "type": "line",
- "axisOptions": {"shortenYAxisNumbers": 1},
- "tooltipOptions": {},
- "lineOptions": {
- "regionFill": 1
- }
- }),
- "doctype": "Dashboard Chart",
- "filters_json": json.dumps({
- "company": company.name,
- "period": "Monthly",
- "fiscal_year": fiscal_year_name,
- "based_on": "Item"
- }),
- "is_custom": 1,
- "is_public": 1,
- "owner": "Administrator",
- "report_name": "Sales Order Trends",
- "type": "Line"
- },
- {
- "name": "Top Customers",
- "chart_name": _("Top Customers"),
- "chart_type": "Report",
- "doctype": "Dashboard Chart",
- "filters_json": json.dumps({
- "company": company.name,
- "period": "Monthly",
- "fiscal_year": fiscal_year_name,
- "based_on": "Customer"
- }),
- "is_custom": 1,
- "is_public": 1,
- "owner": "Administrator",
- "report_name": "Delivery Note Trends",
- "type": "Bar"
- }
- ]
-
-def get_number_cards():
- return [
- {
- "name": "Annual Sales",
- "aggregate_function_based_on": "base_net_total",
- "doctype": "Number Card",
- "document_type": "Sales Order",
- "filters_json": json.dumps([
- ["Sales Order", "transaction_date", "Between", [start_date, end_date], False],
- ["Sales Order", "status", "not in", ["Draft", "Cancelled", "Closed", None], False],
- ["Sales Order", "docstatus", "=", 1, False],
- ["Sales Order", "company", "=", company.name, False]
- ]),
- "function": "Sum",
- "is_public": 1,
- "label": _("Annual Sales"),
- "owner": "Administrator",
- "show_percentage_stats": 1,
- "stats_time_interval": "Monthly"
- },
- {
- "name": "Sales Orders to Deliver",
- "doctype": "Number Card",
- "document_type": "Sales Order",
- "filters_json": json.dumps([
- ["Sales Order", "status", "in", ["To Deliver and Bill", "To Deliver", None], False],
- ["Sales Order", "docstatus", "=", 1, False],
- ["Sales Order", "company", "=", company.name, False]
- ]),
- "function": "Count",
- "is_public": 1,
- "label": _("Sales Orders to Deliver"),
- "owner": "Administrator",
- "show_percentage_stats": 1,
- "stats_time_interval": "Weekly"
- },
- {
- "name": "Sales Orders to Bill",
- "doctype": "Number Card",
- "document_type": "Sales Order",
- "filters_json": json.dumps([
- ["Sales Order", "status", "in", ["To Deliver and Bill", "To Bill", None], False],
- ["Sales Order", "docstatus", "=", 1, False],
- ["Sales Order", "company", "=", company.name, False]
- ]),
- "function": "Count",
- "is_public": 1,
- "label": _("Sales Orders to Bill"),
- "owner": "Administrator",
- "show_percentage_stats": 1,
- "stats_time_interval": "Weekly"
- },
- {
- "name": "Active Customers",
- "doctype": "Number Card",
- "document_type": "Customer",
- "filters_json": json.dumps([["Customer", "disabled", "=", "0"]]),
- "function": "Count",
- "is_public": 1,
- "label": "Active Customers",
- "owner": "Administrator",
- "show_percentage_stats": 1,
- "stats_time_interval": "Monthly"
- }
- ]
\ No newline at end of file
diff --git a/erpnext/selling/number_card/active_customers/active_customers.json b/erpnext/selling/number_card/active_customers/active_customers.json
new file mode 100644
index 0000000..3377634
--- /dev/null
+++ b/erpnext/selling/number_card/active_customers/active_customers.json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:16.653866",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Customer",
+ "dynamic_filters_json": "",
+ "filters_json": "[[\"Customer\",\"disabled\",\"=\",\"0\"]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Active Customers",
+ "modified": "2020-07-22 14:20:32.268103",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Active Customers",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/selling/number_card/annual_sales/annual_sales.json b/erpnext/selling/number_card/annual_sales/annual_sales.json
new file mode 100644
index 0000000..8746ee4
--- /dev/null
+++ b/erpnext/selling/number_card/annual_sales/annual_sales.json
@@ -0,0 +1,22 @@
+{
+ "aggregate_function_based_on": "base_net_total",
+ "creation": "2020-07-20 20:17:16.568132",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Sales Order",
+ "dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Sales Order\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Closed\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false],[\"Sales Order\",\"modified\",\"Timespan\",\"this year\",false]]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Annual Sales",
+ "modified": "2020-07-22 16:56:33.747156",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Annual Sales",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/selling/number_card/sales_orders_to_bill/sales_orders_to_bill.json b/erpnext/selling/number_card/sales_orders_to_bill/sales_orders_to_bill.json
new file mode 100644
index 0000000..27fea45
--- /dev/null
+++ b/erpnext/selling/number_card/sales_orders_to_bill/sales_orders_to_bill.json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:16.625001",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Sales Order",
+ "dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Sales Order\",\"status\",\"in\",[\"To Deliver and Bill\",\"To Bill\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Sales Orders to Bill",
+ "modified": "2020-07-22 14:20:09.918626",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Sales Orders to Bill",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/selling/number_card/sales_orders_to_deliver/sales_orders_to_deliver.json b/erpnext/selling/number_card/sales_orders_to_deliver/sales_orders_to_deliver.json
new file mode 100644
index 0000000..6e19cf4
--- /dev/null
+++ b/erpnext/selling/number_card/sales_orders_to_deliver/sales_orders_to_deliver.json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:16.596857",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Sales Order",
+ "dynamic_filters_json": "[[\"Sales Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Sales Order\",\"status\",\"in\",[\"To Deliver and Bill\",\"To Deliver\",null],false],[\"Sales Order\",\"docstatus\",\"=\",\"1\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Sales Orders to Deliver",
+ "modified": "2020-07-22 14:19:28.833784",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Sales Orders to Deliver",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/selling/selling_dashboard/selling/selling.json b/erpnext/selling/selling_dashboard/selling/selling.json
new file mode 100644
index 0000000..52e6714
--- /dev/null
+++ b/erpnext/selling/selling_dashboard/selling/selling.json
@@ -0,0 +1,46 @@
+{
+ "cards": [
+ {
+ "card": "Annual Sales"
+ },
+ {
+ "card": "Sales Orders to Deliver"
+ },
+ {
+ "card": "Sales Orders to Bill"
+ },
+ {
+ "card": "Active Customers"
+ }
+ ],
+ "charts": [
+ {
+ "chart": "Sales Order Trends",
+ "width": "Full"
+ },
+ {
+ "chart": "Top Customers",
+ "width": "Half"
+ },
+ {
+ "chart": "Sales Order Analysis",
+ "width": "Half"
+ },
+ {
+ "chart": "Item-wise Annual Sales",
+ "width": "Full"
+ }
+ ],
+ "creation": "2020-07-20 20:17:16.688162",
+ "dashboard_name": "Selling",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2020-07-22 15:31:22.299903",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Selling",
+ "owner": "Administrator"
+}
\ No newline at end of file