Hi everyone,
I need help with changing the label of a dashboard indicator in the Customer doctype. Specifically, I want to change the label from “Annual Billing” to “YTD Billing.”
I’ve attached a screenshot for reference.
Could someone guide me on how to achieve this?
Thanks in advance!
code for this is written in /frappe-bench/apps/erpnext/erpnext/public/js/utils.js
Hi @Sudhanshu,
Please apply the client script for the customer doctype.
frappe.ui.form.on("Customer", {
refresh: function (frm) {
set_party_dashboard_indicators(frm);
}
});
function set_party_dashboard_indicators(frm) {
if (frm.doc.__onload && frm.doc.__onload.dashboard_info) {
var company_wise_info = frm.doc.__onload.dashboard_info;
if (company_wise_info.length > 1) {
company_wise_info.forEach(function (info) {
add_indicator_for_multicompany(frm, info);
});
} else if (company_wise_info.length === 1) {
frm.dashboard.add_indicator(
__("YTD Billing: {0}", [
format_currency(
company_wise_info[0].billing_this_year,
company_wise_info[0].currency
),
]),
"blue"
);
frm.dashboard.add_indicator(
__("Total Unpaid: {0}", [
format_currency(company_wise_info[0].total_unpaid, company_wise_info[0].currency),
]),
company_wise_info[0].total_unpaid ? "orange" : "green"
);
if (company_wise_info[0].loyalty_points) {
frm.dashboard.add_indicator(
__("Loyalty Points: {0}", [company_wise_info[0].loyalty_points]),
"blue"
);
}
}
}
}
function add_indicator_for_multicompany(frm, info) {
$('.flex-column.col-xs-6').hide();
$('.flex-column.col-xs-6.new-dashboard').show();
frm.dashboard.stats_area.show();
frm.dashboard.stats_area_row.addClass("flex");
frm.dashboard.stats_area_row.css("flex-wrap", "wrap");
var color = info.total_unpaid ? "orange" : "green";
var indicator = $(
'<div class="flex-column col-xs-6 new-dashboard">' +
'<div style="margin-top:10px"><h6>' +
info.company +
"</h6></div>" +
'<div class="badge-link small" style="margin-bottom:10px"><span class="indicator blue">' +
"YTD Billing: " +
format_currency(info.billing_this_year, info.currency) +
"</span></div>" +
'<div class="badge-link small" style="margin-bottom:10px">' +
'<span class="indicator ' +
color +
'">Total Unpaid: ' +
format_currency(info.total_unpaid, info.currency) +
"</span></div>" +
"</div>"
).appendTo(frm.dashboard.stats_area_row);
if (info.loyalty_points) {
$(
'<div class="badge-link small" style="margin-bottom:10px"><span class="indicator blue">' +
"Loyalty Points: " +
info.loyalty_points +
"</span></div>"
).appendTo(indicator);
}
return indicator;
}
Output:
I have already hidden the default indicator in the provided code.
is anyone also facing issue of multiple render of frm.dashboard ?
I tried the below code in refresh and download events and yet same issue
let percentage = Math.round(progress * 100);
frm.dashboard.add_progress(‘Budget Utilization’, percentage, percentage + "% of Total Budget is Used with a total of " + format_currency(spent_budget));
