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feat:updated dashboard quotation #21

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Merged
Jishnu-Epics merged 1 commit into from
Jun 21, 2025
Merged

feat:updated dashboard quotation #21

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15 changes: 15 additions & 0 deletions virtual_pro/events/quotation_dashboard.py
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Original file line number Diff line number Diff line change
@@ -0,0 +1,15 @@
from frappe import _


def get_quotation_dashboard(data):
return {
"fieldname": "prevdoc_docname",
"non_standard_fieldnames": {
"Auto Repeat": "reference_document",
"Sales Invoice": "custom_quotation",
},
"transactions": [
{"label": _("Sales Order"), "items": ["Sales Order", "Sales Invoice"]},
{"label": _("Subscription"), "items": ["Auto Repeat"]},
],
}
6 changes: 3 additions & 3 deletions virtual_pro/hooks.py
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Original file line number Diff line number Diff line change
Expand Up @@ -192,9 +192,9 @@
# each overriding function accepts a `data` argument;
# generated from the base implementation of the doctype dashboard,
# along with any modifications made in other Frappe apps
# override_doctype_dashboards = {
# "Task": "virtual_pro.task.get_dashboard_data"
# }
override_doctype_dashboards = {
"Quotation": "virtual_pro.events.quotation_dashboard.get_quotation_dashboard"
}

# exempt linked doctypes from being automatically cancelled
#
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15 changes: 8 additions & 7 deletions virtual_pro/virtual_pro/doctype/enquiry/enquiry.js
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Original file line number Diff line number Diff line change
Expand Up @@ -6,13 +6,14 @@ frappe.ui.form.on('Enquiry', {
frm.add_custom_button('Change Status', () => {
show_status_dialog(frm);
});

frm.add_custom_button("Create Quotation", function() {
frappe.model.open_mapped_doc({
method: "virtual_pro.virtual_pro.doctype.enquiry.enquiry.make_quotation",
frm: frm
});
},__('Create'));
if (!frm.doc.quotation) {
frm.add_custom_button("Create Quotation", function() {
frappe.model.open_mapped_doc({
method: "virtual_pro.virtual_pro.doctype.enquiry.enquiry.make_quotation",
frm: frm
});
}, __('Create'));
}
}
cur_frm.page.set_inner_btn_group_as_primary(__("Create"));
}
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4 changes: 2 additions & 2 deletions virtual_pro/virtual_pro/doctype/enquiry/enquiry.json
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Original file line number Diff line number Diff line change
Expand Up @@ -175,7 +175,7 @@
"fieldname": "source_name",
"fieldtype": "Select",
"label": "Source",
"options": "\nGoogle Ads\nSEO\nMeta Ads\nReference\nVpro clients",
"options": "\nGoogle Ads\nSEO\nMeta Ads\nReference\nVpro clients\nWhatsApp",
"reqd": 1
},
{
Expand All @@ -188,7 +188,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2025-06-21 09:53:36.995758",
"modified": "2025-06-21 13:08:54.716395",
"modified_by": "Administrator",
"module": "Virtual Pro",
"name": "Enquiry",
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4 changes: 2 additions & 2 deletions virtual_pro/virtual_pro/print_format/invoice/invoice.json
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20 changes: 18 additions & 2 deletions virtual_pro/virtual_pro/workspace/virtual_pro/virtual_pro.json
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Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
{
"charts": [],
"content": "[{\"id\":\"-R9HiknfVA\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\">Virtual Pro</span>\",\"col\":12}},{\"id\":\"4WYhjFAFqF\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Enquiry\",\"col\":3}},{\"id\":\"Xj0wFLq0xb\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Service Request\",\"col\":3}},{\"id\":\"nlekOW0Vww\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"ToDo\",\"col\":3}},{\"id\":\"YyHNwxyaAf\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Task\",\"col\":3}},{\"id\":\"PQrkTjaOwh\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"UMIROPe2Ju\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Payment Entry\",\"col\":3}},{\"id\":\"CH_jUkf7ta\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Invoice\",\"col\":3}},{\"id\":\"en_3CTXRJE\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Virtual Pro Settings\",\"col\":3}},{\"id\":\"p_MEl48Nse\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Services\",\"col\":3}}]",
"content": "[{\"id\":\"-R9HiknfVA\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\">Virtual Pro</span>\",\"col\":12}},{\"id\":\"4WYhjFAFqF\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Enquiry\",\"col\":3}},{\"id\":\"Xj0wFLq0xb\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Service Request\",\"col\":3}},{\"id\":\"nlekOW0Vww\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"ToDo\",\"col\":3}},{\"id\":\"YyHNwxyaAf\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Task\",\"col\":3}},{\"id\":\"PQrkTjaOwh\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"UMIROPe2Ju\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Payment Entry\",\"col\":3}},{\"id\":\"CH_jUkf7ta\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Invoice\",\"col\":3}},{\"id\":\"en_3CTXRJE\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Virtual Pro Settings\",\"col\":3}},{\"id\":\"p_MEl48Nse\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Services\",\"col\":3}},{\"id\":\"b2NzE7fjHI\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Type\",\"col\":3}},{\"id\":\"ahNtXWwuaz\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Service Steps\",\"col\":3}}]",
"creation": "2025-06-07 11:46:58.272112",
"custom_blocks": [],
"docstatus": 0,
Expand All @@ -13,7 +13,7 @@
"is_hidden": 0,
"label": "Virtual Pro",
"links": [],
"modified": "2025-06-17 10:10:17.123918",
"modified": "2025-06-21 12:33:07.951876",
"modified_by": "Administrator",
"module": "Virtual Pro",
"name": "Virtual Pro",
Expand Down Expand Up @@ -41,6 +41,14 @@
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Type",
"link_to": "Type",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
Expand All @@ -49,6 +57,14 @@
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
"label": "Service Steps",
"link_to": "Service Steps",
"stats_filter": "[]",
"type": "DocType"
},
{
"color": "Grey",
"doc_view": "List",
Expand Down