Makap/makap_backend/makap_backend/dashboard1_setup.py

"""
Creates a standalone "Dashboard1" Workspace for MAKAP Backend:
  - 4 Number Cards (stat row) backed by real doctype counts
  - 24 doctypes as shortcuts, grouped into 8 sections, matching the
    approved dashboard mockup

Idempotent: safe to re-run. Re-running clears and rebuilds this
workspace's own content/shortcuts/number_cards — it does not touch
the existing "MAKAP Backend" workspace or its workspace_setup.py.

Run with:
    bench --site makap.local execute makap_backend.makap_backend.dashboard1_setup.create_dashboard1

(Adjust the dotted path if your app's inner module isn't doubled
"makap_backend.makap_backend" — check with:
    bench --site makap.local console
    >>> import makap_backend.makap_backend.dashboard1_setup
)
"""

import json
import frappe


WORKSPACE_NAME = "Dashboard1"

# ---------------------------------------------------------------------
# 1. Number Cards (top stat row)
# ---------------------------------------------------------------------
NUMBER_CARDS = [
    {
        "label": "Onboarding Requests",
        "document_type": "Customer Onboarding Request",
        "filters_json": "[]",
        "color": "#2E6BE6",
    },
    {
        "label": "Packaging Specifications",
        "document_type": "Packaging Specification",
        "filters_json": "[]",
        "color": "#1F9D6B",
    },
    {
        "label": "Approved for Manufacture",
        "document_type": "Packaging Specification",
        "filters_json": json.dumps(
            [["Packaging Specification", "specification_status", "=", "Approved for Manufacture"]]
        ),
        "color": "#C8791C",
    },
    {
        # Swapped in for the child-table "Critical Requirements Tracked" card —
        # see module docstring for why.
        "label": "Artwork Pending",
        "document_type": "Packaging Specification",
        "filters_json": json.dumps(
            [["Packaging Specification", "artwork_status", "=", "Pending"]]
        ),
        "color": "#D94B6A",
    },
]

# ---------------------------------------------------------------------
# 2. Sidebar groups -> (label, doctype, is_custom)
#    is_custom just drives shortcut color (Blue vs Grey) so custom
#    MAKAP doctypes visually stand out from stock ERPNext/Frappe ones.
# ---------------------------------------------------------------------
SHORTCUT_GROUPS = [
    ("Customer & Commercial — M1-2", [
        ("Onboarding Requests", "Customer Onboarding Request", True),
        ("Customer", "Customer", False),
        ("Contact", "Contact", False),
        ("Opportunity", "Opportunity", False),
        ("Quotation", "Quotation", False),
        ("Sales Order", "Sales Order", False),
    ]),
    ("Specification & Prepress — M3", [
        ("Packaging Specifications", "Packaging Specification", True),
        ("Material Structure", "Material Structure", True),
        ("Critical Acceptance Requirement", "Critical Acceptance Requirement", True),
        ("Item", "Item", False),
    ]),
    ("Production & Planning — M4", [
        ("Operation", "Operation", False),
        ("Work Order", "Work Order", False),
        ("Production Plan", "Production Plan", False),
    ]),
    ("Materials & Inventory — M5", [
        ("Material Request", "Material Request", False),
        ("Purchase Order", "Purchase Order", False),
        ("Purchase Receipt", "Purchase Receipt", False),
    ]),
    ("Quality — M6", [
        ("Quality Inspection", "Quality Inspection", False),
    ]),
    ("Fulfilment & Billing — M8", [
        ("Delivery Note", "Delivery Note", False),
        ("Sales Invoice", "Sales Invoice", False),
        ("Payment Entry", "Payment Entry", False),
        ("Purchase Invoice", "Purchase Invoice", False),
    ]),
    ("Operating Control", [
        ("Order Closure & Margin", "Order Closure And Margin View", True),
    ]),
    ("Reference & Lookups", [
        ("User", "User", False),
        ("UOM", "UOM", False),
    ]),
]


def _ensure_number_card(spec):
    """Get-or-create a public Number Card. Returns the card name (== label)."""
    if not frappe.db.exists("DocType", spec["document_type"]):
        frappe.logger().warning(
            f"[dashboard1_setup] Skipping Number Card '{spec['label']}': "
            f"DocType '{spec['document_type']}' not found."
        )
        return None

    if frappe.db.exists("Number Card", spec["label"]):
        card = frappe.get_doc("Number Card", spec["label"])
    else:
        card = frappe.new_doc("Number Card")
        card.label = spec["label"]

    card.document_type = spec["document_type"]
    card.type = "Document Type"
    card.function = "Count"
    card.filters_json = spec["filters_json"]
    card.is_public = 1
    card.show_percentage_stats = 0
    if hasattr(card, "color"):
        card.color = spec["color"]

    card.save(ignore_permissions=True)
    return card.name


def _content_block(block_type, data, block_id):
    return {"id": block_id, "type": block_type, "data": data}


def create_dashboard1():
    frappe.set_user("Administrator")

    # -- 1. Number Cards --------------------------------------------------
    card_names = []
    for spec in NUMBER_CARDS:
        name = _ensure_number_card(spec)
        if name:
            card_names.append(name)

    # -- 2. Workspace shell -------------------------------------------------
    if frappe.db.exists("Workspace", WORKSPACE_NAME):
        ws = frappe.get_doc("Workspace", WORKSPACE_NAME)
    else:
        ws = frappe.new_doc("Workspace")
        ws.name = WORKSPACE_NAME

    ws.label = WORKSPACE_NAME
    ws.title = WORKSPACE_NAME
    ws.module = "Makap Backend"
    ws.public = 1
    ws.is_hidden = 0
    ws.icon = "dashboard"
    ws.indicator_color = "blue"

    # Reset child tables before rebuilding
    ws.set("shortcuts", [])
    ws.set("links", [])
    if ws.meta.has_field("number_cards"):
        ws.set("number_cards", [])

    content_blocks = []
    block_seq = 0

    def next_id(prefix):
        nonlocal block_seq
        block_seq += 1
        return f"{prefix}_{block_seq}"

    # Header
    content_blocks.append(_content_block(
        "header",
        {"text": "<span class=\"h4\">MAKAP Backend — Dashboard1</span>", "col": 12},
        next_id("header"),
    ))

    # Number card row
    for name in card_names:
        content_blocks.append(_content_block(
            "number_card",
            {"number_card_name": name, "col": 3},
            next_id("card"),
        ))
        if ws.meta.has_field("number_cards"):
            ws.append("number_cards", {"number_card_name": name})

    # Group headers + shortcuts
    skipped = []
    total_shortcuts = 0
    for group_label, items in SHORTCUT_GROUPS:
        content_blocks.append(_content_block(
            "header",
            {"text": f"<span class=\"h5\">{group_label}</span>", "col": 12},
            next_id("group"),
        ))

        for shortcut_label, doctype, is_custom in items:
            if not frappe.db.exists("DocType", doctype):
                skipped.append(doctype)
                continue

            ws.append("shortcuts", {
                "label": shortcut_label,
                "type": "DocType",
                "link_to": doctype,
                "doc_view": "List",
                "icon": "list",
                "color": "Blue" if is_custom else "Grey",
                "stats_filter": "{}",
            })
            content_blocks.append(_content_block(
                "shortcut",
                {"shortcut_name": shortcut_label, "col": 3},
                next_id("shortcut"),
            ))
            total_shortcuts += 1

    ws.content = json.dumps(content_blocks)
    ws.save(ignore_permissions=True)
    frappe.db.commit()

    result = {
        "workspace": ws.name,
        "number_cards_created": card_names,
        "shortcuts_created": total_shortcuts,
        "doctypes_skipped_not_found": skipped,
    }
    print(json.dumps(result, indent=2))
    return result