Anand Doshi | d57e793 | 2015-02-24 12:24:53 +0530 | [diff] [blame] | 1 | from __future__ import unicode_literals |
Anand Doshi | f5794f1 | 2014-03-03 15:05:28 +0530 | [diff] [blame] | 2 | from frappe import _ |
| 3 | |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 4 | def get_data(): |
| 5 | return [ |
| 6 | { |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 7 | "label": _("Sales"), |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 8 | "icon": "fa fa-star", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 9 | "items": [ |
| 10 | { |
| 11 | "type": "doctype", |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 12 | "name": "Customer", |
| 13 | "description": _("Customer database."), |
| 14 | "onboard": 1, |
| 15 | }, |
| 16 | { |
| 17 | "type": "doctype", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 18 | "name": "Quotation", |
| 19 | "description": _("Quotes to Leads or Customers."), |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 20 | "onboard": 1, |
| 21 | "dependencies": ["Item", "Customer"], |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 22 | }, |
| 23 | { |
| 24 | "type": "doctype", |
| 25 | "name": "Sales Order", |
| 26 | "description": _("Confirmed orders from Customers."), |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 27 | "onboard": 1, |
| 28 | "dependencies": ["Item", "Customer"], |
| 29 | }, |
| 30 | { |
| 31 | "type": "doctype", |
| 32 | "name": "Sales Partner", |
| 33 | "description": _("Manage Sales Partners."), |
| 34 | "dependencies": ["Item"], |
| 35 | }, |
| 36 | { |
| 37 | "type": "doctype", |
| 38 | "label": _("Sales Person"), |
| 39 | "name": "Sales Person", |
| 40 | "icon": "fa fa-sitemap", |
| 41 | "link": "Tree/Sales Person", |
| 42 | "description": _("Manage Sales Person Tree."), |
| 43 | "dependencies": ["Item", "Customer"], |
| 44 | }, |
| 45 | { |
| 46 | "type": "report", |
| 47 | "is_query_report": True, |
| 48 | "name": "Address And Contacts", |
| 49 | "label": _("Sales Partner Addresses And Contacts"), |
| 50 | "doctype": "Address", |
| 51 | "route_options": { |
| 52 | "party_type": "Sales Partner" |
| 53 | } |
| 54 | }, |
| 55 | { |
| 56 | "type": "report", |
| 57 | "is_query_report": True, |
| 58 | "name": "Territory Target Variance (Item Group-Wise)", |
| 59 | "route": "query-report/Territory Target Variance Item Group-Wise", |
| 60 | "doctype": "Territory", |
| 61 | }, |
| 62 | { |
| 63 | "type": "report", |
| 64 | "is_query_report": True, |
| 65 | "name": "Sales Person Target Variance (Item Group-Wise)", |
| 66 | "route": "query-report/Sales Person Target Variance Item Group-Wise", |
| 67 | "doctype": "Sales Person", |
| 68 | "dependencies": ["Sales Person"], |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 69 | }, |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 70 | ] |
| 71 | }, |
| 72 | { |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 73 | "label": _("Items and Pricing"), |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 74 | "items": [ |
| 75 | { |
| 76 | "type": "doctype", |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 77 | "name": "Item", |
| 78 | "description": _("All Products or Services."), |
| 79 | "onboard": 1, |
| 80 | }, |
| 81 | { |
| 82 | "type": "doctype", |
| 83 | "name": "Item Group", |
| 84 | "icon": "fa fa-sitemap", |
| 85 | "label": _("Item Group"), |
| 86 | "link": "Tree/Item Group", |
| 87 | "description": _("Tree of Item Groups."), |
| 88 | "onboard": 1, |
| 89 | }, |
| 90 | { |
| 91 | "type": "doctype", |
| 92 | "name": "Product Bundle", |
| 93 | "description": _("Bundle items at time of sale."), |
| 94 | "dependencies": ["Item"], |
| 95 | }, |
| 96 | { |
| 97 | "type": "doctype", |
| 98 | "name": "Price List", |
| 99 | "description": _("Price List master."), |
| 100 | "dependencies": ["Item"], |
| 101 | }, |
| 102 | { |
| 103 | "type": "doctype", |
| 104 | "name": "Item Price", |
| 105 | "description": _("Multiple Item prices."), |
| 106 | "route": "Report/Item Price", |
| 107 | "dependencies": ["Item", "Price List"], |
| 108 | }, |
| 109 | { |
| 110 | "type": "doctype", |
| 111 | "name": "Pricing Rule", |
| 112 | "description": _("Rules for applying pricing and discount."), |
| 113 | "dependencies": ["Item"], |
| 114 | }, |
| 115 | { |
| 116 | "type": "doctype", |
| 117 | "name": "Shipping Rule", |
| 118 | "description": _("Rules for adding shipping costs."), |
| 119 | }, |
| 120 | |
| 121 | ] |
| 122 | }, |
| 123 | { |
| 124 | "label": _("Setup"), |
| 125 | "icon": "fa fa-cog", |
| 126 | "items": [ |
| 127 | { |
| 128 | "type": "doctype", |
| 129 | "name": "Selling Settings", |
| 130 | "description": _("Default settings for selling transactions."), |
| 131 | "onboard": 1, |
| 132 | }, |
| 133 | { |
| 134 | "type": "doctype", |
| 135 | "name": "Campaign", |
| 136 | "description": _("Sales campaigns."), |
| 137 | "onboard": 1, |
| 138 | }, |
| 139 | { |
| 140 | "type": "doctype", |
| 141 | "name": "Industry Type", |
| 142 | "description": _("Track Leads by Industry Type."), |
| 143 | "onboard": 1, |
| 144 | }, |
| 145 | { |
| 146 | "type": "doctype", |
| 147 | "name":"Terms and Conditions", |
| 148 | "label": _("Terms and Conditions Template"), |
| 149 | "description": _("Template of terms or contract.") |
| 150 | }, |
| 151 | { |
| 152 | "type": "doctype", |
| 153 | "name": "Sales Taxes and Charges Template", |
| 154 | "description": _("Tax template for selling transactions.") |
| 155 | }, |
| 156 | { |
| 157 | "type": "doctype", |
| 158 | "name": "Lead Source", |
| 159 | "description": _("Track Leads by Lead Source.") |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 160 | }, |
| 161 | { |
Saurabh | 52ec0ed | 2016-07-05 18:02:38 +0530 | [diff] [blame] | 162 | "type": "doctype", |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 163 | "label": _("Customer Group"), |
Saurabh | 52ec0ed | 2016-07-05 18:02:38 +0530 | [diff] [blame] | 164 | "name": "Customer Group", |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 165 | "icon": "fa fa-sitemap", |
Saurabh | 1702273 | 2016-06-21 13:19:17 +0530 | [diff] [blame] | 166 | "link": "Tree/Customer Group", |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 167 | "description": _("Manage Customer Group Tree."), |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 168 | }, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 169 | { |
| 170 | "type": "doctype", |
| 171 | "name": "Contact", |
| 172 | "description": _("All Contacts."), |
| 173 | }, |
| 174 | { |
| 175 | "type": "doctype", |
| 176 | "name": "Address", |
| 177 | "description": _("All Addresses."), |
| 178 | }, |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 179 | { |
Saurabh | 52ec0ed | 2016-07-05 18:02:38 +0530 | [diff] [blame] | 180 | "type": "doctype", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 181 | "label": _("Territory"), |
Saurabh | 52ec0ed | 2016-07-05 18:02:38 +0530 | [diff] [blame] | 182 | "name": "Territory", |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 183 | "icon": "fa fa-sitemap", |
Saurabh | 1702273 | 2016-06-21 13:19:17 +0530 | [diff] [blame] | 184 | "link": "Tree/Territory", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 185 | "description": _("Manage Territory Tree."), |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 186 | }, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 187 | ] |
| 188 | }, |
| 189 | { |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 190 | "label": _("Analytics"), |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 191 | "icon": "fa fa-table", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 192 | "items": [ |
| 193 | { |
Deepesh Garg | 6714214 | 2018-11-12 16:15:54 +0530 | [diff] [blame] | 194 | "type": "report", |
| 195 | "is_query_report": True, |
| 196 | "name": "Sales Analytics", |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 197 | "doctype": "Sales Order", |
| 198 | "onboard": 1, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 199 | }, |
| 200 | { |
| 201 | "type": "page", |
| 202 | "name": "sales-funnel", |
| 203 | "label": _("Sales Funnel"), |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 204 | "icon": "fa fa-bar-chart", |
Prateeksha Singh | 063af4e | 2019-02-06 17:02:41 +0530 | [diff] [blame] | 205 | "onboard": 1, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 206 | }, |
| 207 | { |
| 208 | "type": "report", |
| 209 | "is_query_report": True, |
| 210 | "name": "Customer Acquisition and Loyalty", |
| 211 | "doctype": "Customer", |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 212 | "icon": "fa fa-bar-chart", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 213 | }, |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 214 | { |
| 215 | "type": "report", |
| 216 | "is_query_report": True, |
| 217 | "name": "Quotation Trends", |
| 218 | "doctype": "Quotation" |
| 219 | }, |
| 220 | { |
| 221 | "type": "report", |
| 222 | "is_query_report": True, |
| 223 | "name": "Sales Order Trends", |
| 224 | "doctype": "Sales Order" |
| 225 | }, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 226 | ] |
| 227 | }, |
| 228 | { |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 229 | "label": _("Other Reports"), |
Rushabh Mehta | 2167ff5 | 2016-12-07 11:08:48 +0530 | [diff] [blame] | 230 | "icon": "fa fa-list", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 231 | "items": [ |
| 232 | { |
| 233 | "type": "report", |
| 234 | "is_query_report": True, |
| 235 | "name": "Lead Details", |
| 236 | "doctype": "Lead" |
| 237 | }, |
| 238 | { |
| 239 | "type": "report", |
| 240 | "is_query_report": True, |
Shreya Shah | 5103454 | 2018-06-05 10:44:36 +0530 | [diff] [blame] | 241 | "name": "Address And Contacts", |
ahmadRagheb | 9017f37 | 2017-06-07 17:38:39 +0300 | [diff] [blame] | 242 | "label": _("Customer Addresses And Contacts"), |
mbauskar | cbc49e2 | 2017-01-19 17:45:22 +0530 | [diff] [blame] | 243 | "doctype": "Address", |
| 244 | "route_options": { |
| 245 | "party_type": "Customer" |
| 246 | } |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 247 | }, |
| 248 | { |
| 249 | "type": "report", |
| 250 | "is_query_report": True, |
| 251 | "name": "Ordered Items To Be Delivered", |
| 252 | "doctype": "Sales Order" |
| 253 | }, |
| 254 | { |
| 255 | "type": "report", |
| 256 | "is_query_report": True, |
| 257 | "name": "Sales Person-wise Transaction Summary", |
| 258 | "doctype": "Sales Order" |
| 259 | }, |
| 260 | { |
| 261 | "type": "report", |
| 262 | "is_query_report": True, |
| 263 | "name": "Item-wise Sales History", |
| 264 | "doctype": "Item" |
| 265 | }, |
| 266 | { |
| 267 | "type": "report", |
| 268 | "is_query_report": True, |
Rushabh Mehta | b45a6bc | 2015-06-17 01:54:56 +0530 | [diff] [blame] | 269 | "name": "BOM Search", |
| 270 | "doctype": "BOM" |
| 271 | }, |
| 272 | { |
| 273 | "type": "report", |
| 274 | "is_query_report": True, |
Rushabh Mehta | d1e1c52 | 2016-03-08 18:06:21 +0530 | [diff] [blame] | 275 | "name": "Inactive Customers", |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 276 | "doctype": "Sales Order" |
| 277 | }, |
| 278 | { |
| 279 | "type": "report", |
| 280 | "is_query_report": True, |
| 281 | "name": "Available Stock for Packing Items", |
| 282 | "doctype": "Item", |
| 283 | }, |
| 284 | { |
| 285 | "type": "report", |
| 286 | "is_query_report": True, |
| 287 | "name": "Pending SO Items For Purchase Request", |
| 288 | "doctype": "Sales Order" |
| 289 | }, |
Nabin Hait | 7dbcee8 | 2014-10-30 15:49:17 +0530 | [diff] [blame] | 290 | { |
| 291 | "type": "report", |
| 292 | "is_query_report": True, |
| 293 | "name": "Customer Credit Balance", |
| 294 | "doctype": "Customer" |
| 295 | }, |
Nabin Hait | 19ce904 | 2018-05-21 11:07:04 +0530 | [diff] [blame] | 296 | { |
| 297 | "type": "report", |
| 298 | "is_query_report": True, |
| 299 | "name": "Customers Without Any Sales Transactions", |
| 300 | "doctype": "Customer" |
| 301 | }, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 302 | ] |
| 303 | }, |
Rushabh Mehta | 6771240 | 2015-05-25 18:30:53 +0530 | [diff] [blame] | 304 | { |
| 305 | "label": _("Help"), |
| 306 | "items": [ |
| 307 | { |
| 308 | "type": "help", |
| 309 | "label": _("Customer and Supplier"), |
| 310 | "youtube_id": "anoGi_RpQ20" |
| 311 | }, |
Sambhaji Kolate | fd53991 | 2015-10-27 17:01:27 +0530 | [diff] [blame] | 312 | { |
| 313 | "type": "help", |
| 314 | "label": _("Sales Order to Payment"), |
| 315 | "youtube_id": "7AMq4lqkN4A" |
| 316 | }, |
| 317 | { |
| 318 | "type": "help", |
| 319 | "label": _("Point-of-Sale"), |
| 320 | "youtube_id": "4WkelWkbP_c" |
| 321 | }, |
Rushabh Mehta | 6771240 | 2015-05-25 18:30:53 +0530 | [diff] [blame] | 322 | ] |
| 323 | }, |
Anand Doshi | 08ef467 | 2014-05-08 11:43:18 +0530 | [diff] [blame] | 324 | ] |