erpnext/accounts/dashboard_fixtures.py

# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt

import frappe
import json


def get_data():
	return frappe._dict({
		"dashboards": get_dashboards(),
		"charts": get_charts(),
	})

def get_dashboards():
	return [{
		"name": "Accounts",
		"dashboard_name": "Accounts",
		"charts": [
			{ "chart": "Outgoing Bills (Sales Invoice)" },
			{ "chart": "Incoming Bills (Purchase Invoice)" },
			{ "chart": "Bank Balance" },
			{ "chart": "Income" },
			{ "chart": "Expenses" }
		]
	}]

def get_charts():
	company = frappe.get_doc("Company", get_company_for_dashboards())
	income_account = company.default_income_account or get_account("Income Account", company.name)
	expense_account = company.default_expense_account or get_account("Expense Account", company.name)
	bank_account = company.default_bank_account or get_account("Bank", company.name)

	return [
			{
				"doctype": "Dashboard Chart",
				"time_interval": "Quarterly",
				"name": "Income",
				"chart_name": "Income",
				"timespan": "Last Year",
				"color": None,
				"filters_json": json.dumps({"company": company.name, "account": income_account}),
				"source": "Account Balance Timeline",
				"chart_type": "Custom",
				"timeseries": 1,
				"owner": "Administrator",
				"type": "Line"
			},
			{
				"doctype": "Dashboard Chart",
				"time_interval": "Quarterly",
				"name": "Expenses",
				"chart_name": "Expenses",
				"timespan": "Last Year",
				"color": None,
				"filters_json": json.dumps({"company": company.name, "account": expense_account}),
				"source": "Account Balance Timeline",
				"chart_type": "Custom",
				"timeseries": 1,
				"owner": "Administrator",
				"type": "Line"
			},
			{
				"doctype": "Dashboard Chart",
				"time_interval": "Quarterly",
				"name": "Bank Balance",
				"chart_name": "Bank Balance",
				"timespan": "Last Year",
				"color": "#ffb868",
				"filters_json": json.dumps({"company": company.name, "account": bank_account}),
				"source": "Account Balance Timeline",
				"chart_type": "Custom",
				"timeseries": 1,
				"owner": "Administrator",
				"type": "Line"
			},
			{
				"doctype": "Dashboard Chart",
				"time_interval": "Monthly",
				"name": "Incoming Bills (Purchase Invoice)",
				"chart_name": "Incoming Bills (Purchase Invoice)",
				"timespan": "Last Year",
				"color": "#a83333",
				"value_based_on": "base_grand_total",
				"filters_json": json.dumps({}),
				"chart_type": "Sum",
				"timeseries": 1,
				"based_on": "posting_date",
				"owner": "Administrator",
				"document_type": "Purchase Invoice",
				"type": "Bar"
			},
			{
				"doctype": "Dashboard Chart",
				"time_interval": "Monthly",
				"name": "Outgoing Bills (Sales Invoice)",
				"chart_name": "Outgoing Bills (Sales Invoice)",
				"timespan": "Last Year",
				"color": "#7b933d",
				"value_based_on": "base_grand_total",
				"filters_json": json.dumps({}),
				"chart_type": "Sum",
				"timeseries": 1,
				"based_on": "posting_date",
				"owner": "Administrator",
				"document_type": "Sales Invoice",
				"type": "Bar"
			}
		]

def get_account(account_type, company):
	accounts = frappe.get_list("Account", filters={"account_type": account_type, "company": company})
	if accounts:
		return accounts[0].name

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