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fix: add default Manager Dashboard on install

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This commit is contained in:
Shariq Ansari 2025-07-14 18:28:51 +05:30
parent 2a38d0fb5f
commit 6e3d23a8e1
2 changed files with 11 additions and 1 deletions
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10
crm/install.py
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@ -23,6 +23,7 @@ def after_install(force=False):
add_default_lost_reasons()
add_standard_dropdown_items()
add_default_scripts()
add_default_manager_dashboard()
frappe.db.commit()
@ -419,3 +420,12 @@ def add_default_scripts():
for doctype in ["CRM Lead", "CRM Deal"]:
create_product_details_script(doctype)
create_forecasting_script()
def add_default_manager_dashboard():
if frappe.db.exists("CRM Dashboard", "Manager Dashboard"):
return
doc = frappe.new_doc("CRM Dashboard")
doc.title = "Manager Dashboard"
doc.layout = '[{"name": "total_leads", "type": "number_chart", "tooltip": "Total number of leads", "layout": {"x": 0, "y": 0, "w": 4, "h": 2, "i": "total_leads"}}, {"name": "ongoing_deals", "type": "number_chart", "tooltip": "Total number of ongoing deals", "layout": {"x": 4, "y": 0, "w": 4, "h": 2, "i": "ongoing_deals"}}, {"name": "average_ongoing_deal_value", "type": "number_chart", "tooltip": "Average value of ongoing deals", "layout": {"x": 8, "y": 0, "w": 4, "h": 2, "i": "average_ongoing_deal_value"}}, {"name": "won_deals", "type": "number_chart", "tooltip": "Total number of won deals", "layout": {"x": 12, "y": 0, "w": 4, "h": 2, "i": "won_deals"}}, {"name": "average_won_deal_value", "type": "number_chart", "tooltip": "Average value of won deals", "layout": {"x": 16, "y": 0, "w": 4, "h": 2, "i": "average_won_deal_value"}}, {"name": "average_deal_value", "type": "number_chart", "tooltip": "Average deal value of ongoing and won deals", "layout": {"x": 0, "y": 2, "w": 4, "h": 2, "i": "average_deal_value"}}, {"name": "average_time_to_close_a_lead", "type": "number_chart", "tooltip": "Average time taken to close a lead", "layout": {"x": 4, "y": 2, "w": 4, "h": 2, "i": "average_time_to_close_a_lead"}}, {"name": "average_time_to_close_a_deal", "type": "number_chart", "layout": {"x": 8, "y": 2, "w": 4, "h": 2, "i": "average_time_to_close_a_deal"}}, {"name": "blank_card", "type": "blank_card", "layout": {"x": 12, "y": 2, "w": 8, "h": 2, "i": "blank_card"}}, {"name": "sales_trend", "type": "axis_chart", "layout": {"x": 0, "y": 4, "w": 10, "h": 7, "i": "sales_trend"}}, {"name": "forecasted_revenue", "type": "axis_chart", "layout": {"x": 10, "y": 4, "w": 10, "h": 7, "i": "forecasted_revenue"}}, {"name": "funnel_conversion", "type": "axis_chart", "layout": {"x": 0, "y": 11, "w": 10, "h": 7, "i": "funnel_conversion"}}, {"name": "deals_by_stage_axis", "type": "axis_chart", "layout": {"x": 10, "y": 11, "w": 10, "h": 7, "i": "deals_by_stage_axis"}}, {"name": "deals_by_stage_donut", "type": "donut_chart", "layout": {"x": 0, "y": 18, "w": 10, "h": 7, "i": "deals_by_stage_donut"}}, {"name": "lost_deal_reasons", "type": "axis_chart", "layout": {"x": 10, "y": 18, "w": 10, "h": 7, "i": "lost_deal_reasons"}}, {"name": "leads_by_source", "type": "donut_chart", "layout": {"x": 0, "y": 25, "w": 10, "h": 7, "i": "leads_by_source"}}, {"name": "deals_by_source", "type": "donut_chart", "layout": {"x": 10, "y": 25, "w": 10, "h": 7, "i": "deals_by_source"}}, {"name": "deals_by_territory", "type": "axis_chart", "layout": {"x": 0, "y": 32, "w": 10, "h": 7, "i": "deals_by_territory"}}, {"name": "deals_by_salesperson", "type": "axis_chart", "layout": {"x": 10, "y": 32, "w": 10, "h": 7, "i": "deals_by_salesperson"}}]'

2
frontend/src/components/Dashboard/DashboardItem.vue
View File

@ -4,7 +4,7 @@
v-if="item.type == 'number_chart'"
class="rounded shadow overflow-hidden cursor-pointer"
>
<Tooltip :text="item.data.tooltip">
<Tooltip :text="__(item.data.tooltip)">
<NumberChart v-if="item.data" :key="index" :config="item.data" />
</Tooltip>
</div>