Sales Goal by Company (#9723)
* [sales goal] in company; dashboard, graph, notifs, wiz
* [test] target notifications
* cache past year monthly sales of every company daily, patch
* [minor] query fixes
* update sales goal docs
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
index 68b5d46..270adf9 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
@@ -98,6 +98,26 @@
this.set_default_print_format();
},
+ on_submit: function(doc, dt, dn) {
+ var me = this;
+
+ $.each(doc["items"], function(i, row) {
+ if(row.delivery_note) frappe.model.clear_doc("Delivery Note", row.delivery_note)
+ })
+
+ if(this.frm.doc.is_pos) {
+ this.frm.msgbox = frappe.msgprint(
+ `<a class="btn btn-primary" onclick="cur_frm.print_preview.printit(true)" style="margin-right: 5px;">
+ ${__('Print')}</a>
+ <a class="btn btn-default" href="javascript:frappe.new_doc(cur_frm.doctype);">
+ ${__('New')}</a>`
+ );
+
+ } else if(cint(frappe.boot.notification_settings.sales_invoice)) {
+ this.frm.email_doc(frappe.boot.notification_settings.sales_invoice_message);
+ }
+ },
+
set_default_print_format: function() {
// set default print format to POS type
if(cur_frm.doc.is_pos) {
@@ -306,7 +326,7 @@
this.frm.refresh_fields();
},
-
+
company_address: function() {
var me = this;
if(this.frm.doc.company_address) {
@@ -445,24 +465,6 @@
erpnext.utils.copy_value_in_all_row(doc, cdt, cdn, "items", "cost_center");
}
-cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
- $.each(doc["items"], function(i, row) {
- if(row.delivery_note) frappe.model.clear_doc("Delivery Note", row.delivery_note)
- })
-
- if(cur_frm.doc.is_pos) {
- cur_frm.msgbox = frappe.msgprint(
- `<a class="btn btn-primary" onclick="cur_frm.print_preview.printit(true)" style="margin-right: 5px;">
- ${__('Print')}</a>
- <a class="btn btn-default" href="javascript:frappe.new_doc(cur_frm.doctype);">
- ${__('New')}</a>`
- );
-
- } else if(cint(frappe.boot.notification_settings.sales_invoice)) {
- cur_frm.email_doc(frappe.boot.notification_settings.sales_invoice_message);
- }
-}
-
cur_frm.set_query("debit_to", function(doc) {
// filter on Account
if (doc.customer) {
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index 2dd4e7a..28a7817 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -83,10 +83,10 @@
if not self.is_opening:
self.is_opening = 'No'
-
+
if self._action != 'submit' and self.update_stock and not self.is_return:
set_batch_nos(self, 'warehouse', True)
-
+
self.set_against_income_account()
self.validate_c_form()
@@ -98,7 +98,7 @@
self.set_billing_hours_and_amount()
self.update_timesheet_billing_for_project()
self.set_status()
-
+
def before_save(self):
set_account_for_mode_of_payment(self)
@@ -139,6 +139,8 @@
self.update_time_sheet(self.name)
+ frappe.enqueue('erpnext.setup.doctype.company.company.update_company_current_month_sales', company=self.company)
+
def validate_pos_paid_amount(self):
if len(self.payments) == 0 and self.is_pos:
frappe.throw(_("At least one mode of payment is required for POS invoice."))
@@ -816,7 +818,7 @@
self.validate_serial_against_sales_invoice()
def validate_serial_against_delivery_note(self):
- """
+ """
validate if the serial numbers in Sales Invoice Items are same as in
Delivery Note Item
"""
@@ -918,7 +920,6 @@
return doclist
-
@frappe.whitelist()
def make_sales_return(source_name, target_doc=None):
from erpnext.controllers.sales_and_purchase_return import make_return_doc
diff --git a/erpnext/docs/assets/img/sales_goal/sales_goal_notification.png b/erpnext/docs/assets/img/sales_goal/sales_goal_notification.png
new file mode 100644
index 0000000..94b081c
--- /dev/null
+++ b/erpnext/docs/assets/img/sales_goal/sales_goal_notification.png
Binary files differ
diff --git a/erpnext/docs/assets/img/sales_goal/sales_history_graph.png b/erpnext/docs/assets/img/sales_goal/sales_history_graph.png
new file mode 100644
index 0000000..b8a48d6
--- /dev/null
+++ b/erpnext/docs/assets/img/sales_goal/sales_history_graph.png
Binary files differ
diff --git a/erpnext/docs/assets/img/sales_goal/setting_sales_goal.gif b/erpnext/docs/assets/img/sales_goal/setting_sales_goal.gif
new file mode 100644
index 0000000..ecdd87b
--- /dev/null
+++ b/erpnext/docs/assets/img/sales_goal/setting_sales_goal.gif
Binary files differ
diff --git a/erpnext/docs/user/manual/de/setting-up/index.txt b/erpnext/docs/user/manual/de/setting-up/index.txt
index 9237825..a607ca2 100644
--- a/erpnext/docs/user/manual/de/setting-up/index.txt
+++ b/erpnext/docs/user/manual/de/setting-up/index.txt
@@ -15,5 +15,6 @@
workflows
bar-code
company-setup
+setting-company-sales-goal
calculate-incentive-for-sales-team
articles
diff --git a/erpnext/docs/user/manual/en/setting-up/setting-company-sales-goal.md b/erpnext/docs/user/manual/en/setting-up/setting-company-sales-goal.md
new file mode 100644
index 0000000..e18ad05
--- /dev/null
+++ b/erpnext/docs/user/manual/en/setting-up/setting-company-sales-goal.md
@@ -0,0 +1,15 @@
+# Setting Company Sales Goal
+
+Monthly sales targets can be set for a company via the Company master. By default, the Company master dashboard features past sales stats.
+
+<img class="screenshot" alt="Sales Graph" src="{{docs_base_url}}/assets/img/sales_goal/sales_history_graph.png">
+
+You can set the **Sales Target** field to track progress to track progress with respect to it.
+
+<img class="screenshot" alt="Setting Sales Goal" src="{{docs_base_url}}/assets/img/sales_goal/setting_sales_goal.gif">
+
+The target progress is also shown in notifications:
+
+<img class="screenshot" alt="Sales Notification" src="{{docs_base_url}}/assets/img/sales_goal/sales_goal_notification.png">
+
+{next}
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index 173531d..472d8f9 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -183,7 +183,8 @@
"erpnext.projects.doctype.task.task.set_tasks_as_overdue",
"erpnext.accounts.doctype.asset.depreciation.post_depreciation_entries",
"erpnext.hr.doctype.daily_work_summary_settings.daily_work_summary_settings.send_summary",
- "erpnext.stock.doctype.serial_no.serial_no.update_maintenance_status"
+ "erpnext.stock.doctype.serial_no.serial_no.update_maintenance_status",
+ "erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history"
]
}
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index 16c5a87..d68f9f2 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -418,4 +418,5 @@
erpnext.patches.v8_1.add_hsn_sac_codes
erpnext.patches.v8_1.update_gst_state #17-07-2017
erpnext.patches.v8_1.removed_report_support_hours
-erpnext.patches.v8_1.add_indexes_in_transaction_doctypes
\ No newline at end of file
+erpnext.patches.v8_1.add_indexes_in_transaction_doctypes
+erpnext.patches.v8_3.update_company_total_sales
\ No newline at end of file
diff --git a/erpnext/patches/v8_3/__init__.py b/erpnext/patches/v8_3/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/patches/v8_3/__init__.py
diff --git a/erpnext/patches/v8_3/update_company_total_sales.py b/erpnext/patches/v8_3/update_company_total_sales.py
new file mode 100644
index 0000000..78efecb
--- /dev/null
+++ b/erpnext/patches/v8_3/update_company_total_sales.py
@@ -0,0 +1,15 @@
+# Copyright (c) 2017, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from erpnext.setup.doctype.company.company import update_company_current_month_sales, update_company_monthly_sales
+
+def execute():
+ '''Update company monthly sales history based on sales invoices'''
+ frappe.reload_doctype("Company")
+ companies = [d['name'] for d in frappe.get_list("Company")]
+
+ for company in companies:
+ update_company_current_month_sales(company)
+ update_company_monthly_sales(company)
diff --git a/erpnext/public/js/setup_wizard.js b/erpnext/public/js/setup_wizard.js
index c37a890..cb48c25 100644
--- a/erpnext/public/js/setup_wizard.js
+++ b/erpnext/public/js/setup_wizard.js
@@ -217,6 +217,17 @@
},
{
+ // Sales Target
+ name: 'Goals',
+ domains: ['manufacturing', 'services', 'retail', 'distribution'],
+ title: __("Set your Target"),
+ help: __("Set a sales target you'd like to achieve."),
+ fields: [
+ {fieldtype:"Currency", fieldname:"sales_target", label:__("Monthly Sales Target")},
+ ]
+ },
+
+ {
// Taxes
name: 'taxes',
domains: ['manufacturing', 'services', 'retail', 'distribution'],
diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json
index 2726523..1baa843 100644
--- a/erpnext/setup/doctype/company/company.json
+++ b/erpnext/setup/doctype/company/company.json
@@ -1,1966 +1,2118 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "field:company_name",
- "beta": 0,
- "creation": "2013-04-10 08:35:39",
- "custom": 0,
- "description": "Legal Entity / Subsidiary with a separate Chart of Accounts belonging to the Organization.",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:company_name",
+ "beta": 0,
+ "creation": "2013-04-10 08:35:39",
+ "custom": 0,
+ "description": "Legal Entity / Subsidiary with a separate Chart of Accounts belonging to the Organization.",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
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+ "allow_bulk_edit": 0,
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"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
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- "bold": 0,
- "collapsible": 0,
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- "fieldname": "company_name",
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+ "allow_bulk_edit": 0,
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+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "description": "Company registration numbers for your reference. Tax numbers etc.",
+ "fieldname": "registration_details",
+ "fieldtype": "Code",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Registration Details",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "registration_details",
+ "oldfieldtype": "Code",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "delete_company_transactions",
- "fieldtype": "Button",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Delete Company Transactions",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "delete_company_transactions",
+ "fieldtype": "Button",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Delete Company Transactions",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-building",
- "idx": 1,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "menu_index": 0,
- "modified": "2017-06-23 19:46:10.875108",
- "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_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2017-07-17 15:50:27.218951",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Company",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "System Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 0,
- "role": "Accounts User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 0,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Employee",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Sales User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Purchase User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Purchase User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Stock User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Stock User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Projects User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Projects User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 1,
- "sort_order": "ASC",
- "track_changes": 1,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 1,
+ "sort_order": "ASC",
+ "track_changes": 1,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py
index bdaac70..a11f3ac 100644
--- a/erpnext/setup/doctype/company/company.py
+++ b/erpnext/setup/doctype/company/company.py
@@ -147,7 +147,7 @@
def validate_perpetual_inventory(self):
if not self.get("__islocal"):
if cint(self.enable_perpetual_inventory) == 1 and not self.default_inventory_account:
- frappe.msgprint(_("Set default inventory account for perpetual inventory"),
+ frappe.msgprint(_("Set default inventory account for perpetual inventory"),
alert=True, indicator='orange')
def set_default_accounts(self):
@@ -310,3 +310,45 @@
parts.append(company_abbr)
return " - ".join(parts)
+
+def update_company_current_month_sales(company):
+ from frappe.utils import today, formatdate
+ current_month_year = formatdate(today(), "MM-yyyy")
+
+ results = frappe.db.sql(('''
+ select
+ sum(grand_total) as total, date_format(posting_date, '%m-%Y') as month_year
+ from
+ `tabSales Invoice`
+ where
+ date_format(posting_date, '%m-%Y')="{0}" and
+ company = "{1}"
+ group by
+ month_year;
+ ''').format(current_month_year, frappe.db.escape(company)), as_dict = True)
+
+ monthly_total = results[0]['total'] if len(results) > 0 else 0
+
+ frappe.db.sql(('''
+ update tabCompany set total_monthly_sales = %s where name=%s
+ '''), (monthly_total, frappe.db.escape(company)))
+ frappe.db.commit()
+
+
+def update_company_monthly_sales(company):
+ '''Cache past year monthly sales of every company based on sales invoices'''
+ from frappe.utils.goal import get_monthly_results
+ import json
+ filter_str = 'company = "'+ company +'" and status != "Draft"'
+ month_to_value_dict = get_monthly_results("Sales Invoice", "grand_total", "posting_date", filter_str, "sum")
+
+ frappe.db.sql(('''
+ update tabCompany set sales_monthly_history = %s where name=%s
+ '''), (json.dumps(month_to_value_dict), frappe.db.escape(company)))
+ 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)
+ frappe.db.commit()
diff --git a/erpnext/setup/doctype/company/company_dashboard.py b/erpnext/setup/doctype/company/company_dashboard.py
new file mode 100644
index 0000000..32ad020
--- /dev/null
+++ b/erpnext/setup/doctype/company/company_dashboard.py
@@ -0,0 +1,42 @@
+from frappe import _
+
+def get_data():
+ return {
+ 'heatmap': True,
+ 'heatmap_message': _('This is based on transactions against this Company. See timeline below for details'),
+
+ 'graph': True,
+ 'graph_method': "frappe.utils.goal.get_monthly_goal_graph_data",
+ 'graph_method_args': {
+ 'title': 'Sales',
+ 'goal_value_field': 'sales_target',
+ 'goal_total_field': 'total_monthly_sales',
+ 'goal_history_field': 'sales_monthly_history',
+ 'goal_doctype': 'Sales Invoice',
+ 'goal_doctype_link': 'company',
+ 'goal_field': 'grand_total',
+ 'date_field': 'posting_date',
+ 'filter_str': 'status != "Draft"',
+ 'aggregation': 'sum'
+ },
+
+ 'fieldname': 'company',
+ 'transactions': [
+ {
+ 'label': _('Pre Sales'),
+ 'items': ['Quotation']
+ },
+ {
+ 'label': _('Orders'),
+ 'items': ['Sales Order', 'Delivery Note', 'Sales Invoice']
+ },
+ {
+ 'label': _('Support'),
+ 'items': ['Issue']
+ },
+ {
+ 'label': _('Projects'),
+ 'items': ['Project']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/setup_wizard.py b/erpnext/setup/setup_wizard/setup_wizard.py
index 5134ee1..8b218dd 100644
--- a/erpnext/setup/setup_wizard/setup_wizard.py
+++ b/erpnext/setup/setup_wizard/setup_wizard.py
@@ -91,7 +91,8 @@
'country': args.get('country'),
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': args.get('chart_of_accounts'),
- 'domain': args.get('domain')
+ 'domain': args.get('domain'),
+ 'sales_target': args.get('sales_target')
}).insert()
#Enable shopping cart
diff --git a/erpnext/startup/notifications.py b/erpnext/startup/notifications.py
index 57067a8..5b0ce39 100644
--- a/erpnext/startup/notifications.py
+++ b/erpnext/startup/notifications.py
@@ -5,7 +5,7 @@
import frappe
def get_notification_config():
- notification_for_doctype = { "for_doctype":
+ notifications = { "for_doctype":
{
"Issue": {"status": "Open"},
"Warranty Claim": {"status": "Open"},
@@ -56,12 +56,20 @@
"Production Order": { "status": ("in", ("Draft", "Not Started", "In Process")) },
"BOM": {"docstatus": 0},
"Timesheet": {"status": "Draft"}
+ },
+
+ "targets": {
+ "Company": {
+ "filters" : { "sales_target": ( ">", 0 ) },
+ "target_field" : "sales_target",
+ "value_field" : "total_monthly_sales"
+ }
}
}
- doctype = [d for d in notification_for_doctype.get('for_doctype')]
+ doctype = [d for d in notifications.get('for_doctype')]
for doc in frappe.get_all('DocType',
fields= ["name"], filters = {"name": ("not in", doctype), 'is_submittable': 1}):
- notification_for_doctype["for_doctype"][doc.name] = {"docstatus": 0}
+ notifications["for_doctype"][doc.name] = {"docstatus": 0}
- return notification_for_doctype
+ return notifications
diff --git a/erpnext/tests/test_notifications.py b/erpnext/tests/test_notifications.py
new file mode 100644
index 0000000..752badf
--- /dev/null
+++ b/erpnext/tests/test_notifications.py
@@ -0,0 +1,46 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# MIT License. See license.txt
+
+from __future__ import unicode_literals
+import unittest
+
+from frappe.desk import notifications
+from frappe.test_runner import make_test_objects
+
+class TestNotifications(unittest.TestCase):
+ def setUp(self):
+ test_records = [
+ {
+ "abbr": "_TC6",
+ "company_name": "_Test Company 6",
+ "country": "India",
+ "default_currency": "INR",
+ "doctype": "Company",
+ "domain": "Manufacturing",
+ "sales_target": 2000,
+ "chart_of_accounts": "Standard"
+ },
+ {
+ "abbr": "_TC7",
+ "company_name": "_Test Company 7",
+ "country": "United States",
+ "default_currency": "USD",
+ "doctype": "Company",
+ "domain": "Retail",
+ "sales_target": 10000,
+ "total_monthly_sales": 1000,
+ "chart_of_accounts": "Standard"
+ },
+ ]
+
+ make_test_objects('Company', test_records=test_records, reset=True)
+
+ def test_get_notifications_for_targets(self):
+ '''
+ Test notification config entries for targets as percentages
+ '''
+
+ config = notifications.get_notification_config()
+ doc_target_percents = notifications.get_notifications_for_targets(config, {})
+ self.assertEquals(doc_target_percents['Company']['_Test Company 7'], 10)
+ self.assertEquals(doc_target_percents['Company']['_Test Company 6'], 0)
