feat: buying module dashboard and onboarding
diff --git a/erpnext/buying/dashboard_fixtures.py b/erpnext/buying/dashboard_fixtures.py
new file mode 100644
index 0000000..0e2f78f
--- /dev/null
+++ b/erpnext/buying/dashboard_fixtures.py
@@ -0,0 +1,207 @@
+# 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": "Buying",
+ "dashboard_name": "Buying",
+ "charts": [
+ { "chart": "Purchase Order Trends", "width": "Full"},
+ { "chart": "Material Request Analysis", "width": "Half"},
+ { "chart": "Purchase Order Analysis", "width": "Half"},
+ { "chart": "Top Suppliers", "width": "Full"}
+ ],
+ "cards": [
+ { "card": "This Year Purchases"},
+ { "card": "Purchase Orders to Receive"},
+ { "card": "Purchase Orders to Bill"},
+ { "card": "Active Suppliers"}
+ ]
+ }]
+
+def get_charts():
+ return [
+ {
+ "name": "Purchase Order Analysis",
+ "chart_name": _("Purchase 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": "Purchase Order Analysis",
+ "type": "Donut"
+ },
+ {
+ "name": "Material Request Analysis",
+ "chart_name": _("Material Request Analysis"),
+ "chart_type": "Group By",
+ "custom_options": json.dumps({"height": 300}),
+ "doctype": "Dashboard Chart",
+ "document_type": "Material Request",
+ "filters_json": json.dumps(
+ [["Material Request", "status", "not in", ["Draft", "Cancelled", "Stopped", None], False],
+ ["Material Request", "material_request_type", "=", "Purchase", False],
+ ["Material Request", "company", "=", company.name, False],
+ ["Material Request", "docstatus", "=", 1, False],
+ ["Material Request", "transaction_date", "Between", [start_date, end_date], False]]
+ ),
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "is_custom": 0,
+ "is_public": 1,
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "type": "Donut"
+ },
+ {
+ "name": "Purchase Order Trends",
+ "chart_name": _("Purchase 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,
+ "period_based_on": "posting_date",
+ "based_on": "Item"
+ }),
+ "is_custom": 1,
+ "is_public": 1,
+ "owner": "Administrator",
+ "report_name": "Purchase Order Trends",
+ "type": "Line"
+ },
+ {
+ "name": "Top Suppliers",
+ "chart_name": _("Top Suppliers"),
+ "chart_type": "Report",
+ "doctype": "Dashboard Chart",
+ "filters_json": json.dumps({
+ "company": company.name,
+ "period": "Monthly",
+ "fiscal_year": fiscal_year_name,
+ "period_based_on": "posting_date",
+ "based_on": "Supplier"
+ }),
+ "is_custom": 1,
+ "is_public": 1,
+ "owner": "Administrator",
+ "report_name": "Purchase Receipt Trends",
+ "type": "Bar"
+ }
+ ]
+
+def get_number_cards():
+ return [
+ {
+ "name": "This Year Purchases",
+ "aggregate_function_based_on": "base_net_total",
+ "doctype": "Number Card",
+ "document_type": "Purchase Order",
+ "filters_json": json.dumps([
+ ["Purchase Order", "transaction_date", "Between", [start_date, end_date], False],
+ ["Purchase Order", "status", "not in", ["Draft", "Cancelled", "Closed", None], False],
+ ["Purchase Order", "docstatus", "=", 1, False],
+ ["Purchase Order", "company", "=", company.name, False],
+ ["Purchase Order", "transaction_date", "Between", [start_date,end_date], False]
+ ]),
+ "function": "Sum",
+ "is_public": 1,
+ "label": _("This Year Purchases"),
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly"
+ },
+ {
+ "name": "Purchase Orders to Receive",
+ "doctype": "Number Card",
+ "document_type": "Purchase Order",
+ "filters_json": json.dumps([
+ ["Purchase Order", "status", "in", ["To Receive and Bill", "To Receive", None], False],
+ ["Purchase Order", "docstatus", "=", 1, False],
+ ["Purchase Order", "company", "=", company.name, False]
+ ]),
+ "function": "Count",
+ "is_public": 1,
+ "label": _("Purchase Orders to Receive"),
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+ },
+ {
+ "name": "Purchase Orders to Bill",
+ "doctype": "Number Card",
+ "document_type": "Purchase Order",
+ "filters_json": json.dumps([
+ ["Purchase Order", "status", "in", ["To Receive and Bill", "To Bill", None], False],
+ ["Purchase Order", "docstatus", "=", 1, False],
+ ["Purchase Order", "company", "=", company.name, False]
+ ]),
+ "function": "Count",
+ "is_public": 1,
+ "label": _("Purchase Orders to Bill"),
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+ },
+ {
+ "name": "Active Suppliers",
+ "doctype": "Number Card",
+ "document_type": "Supplier",
+ "filters_json": json.dumps([["Supplier", "disabled", "=", "0"]]),
+ "function": "Count",
+ "is_public": 1,
+ "label": "Active Suppliers",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly"
+ }
+ ]
\ No newline at end of file