SLCPL ERPNext

Goal¶

Rebuild the SLCPL Weekly GP Dashboard as a native Frappe Page inside ERPNext (desk), in the custom app slcpl_erpnext_app. As agreed with my manager, it is built and tested locally only, on the local bench using the FTWZ (SLFPL) data.

Background¶

• The dashboard currently lives as a Web Page on the SLCPL data-migration site (/gp-dashboard), using two Server Scripts: get_gp_dashboard_data (GP-locked projects: RR date, gross margin, branch, project type) and check_gp_dashboard_access (role "33-Weekly GP report").
• On 07/10 the Web Page was upgraded (filters, charts, reports, tabs, headline strip, target colours, visual refresh, role check on the data script). This rebuild moves that design into ERPNext as a proper Page.

Local environment¶

• Bench: ~/slfpl-prodn · Site: slfpl.local (http://localhost:8000) · Frappe 15.103.2 / ERPNext 15.102.0 · developer mode on
• App: slcpl_erpnext_app (module: Slcpl Erpnext App) · work on a separate Git branch
• Data: FTWZ projects (5,363 GP-locked, RR dates Apr–Aug 2026; branches Sricity-FTWZ, Tada, Panvel-FTWZ, Khurja-FTWZ). SLCPL targets don't match these branches, so test targets will be used for checking.

Scope¶

• Page weekly-gp-dashboard at /app/weekly-gp-dashboard, access restricted to the "33-Weekly GP report" role
• Python data function in the app (replaces the Server Scripts locally), with the same role check
• Headline strip: this week's GP, FY-to-date % of target, leading branch
• Tabs:
  • Overview: this-week summary boxes + the original weekly GP table (week → branch → project type drill-down)
  • Targets: cumulative GP vs target chart, branch target progress
  • Branches: GP by branch coloured by target status, weekly GP trend
  • Project types: GP by project type, Mumbai groups vs target
  • Reports: GP by branch / project type per week or month, CSV download, link to projects
• Filters: date range, branch, project type, week/month, quick ranges
• FY weeks, targets and Mumbai groups kept in one place

Out of scope (for now)¶

• Deployment to Frappe Cloud (needs the real app repo)
• Settings screen to edit targets without code
• Retiring the existing Web Page / Server Scripts

Subtasks¶

1. Web Page dashboard upgrade (07/10, done)
2. Frappe Page planning & local setup review (08/10, done)
3. Prepare local setup
4. Create the Frappe Page
5. Data function + targets
6. Build the dashboard screen
7. Testing
8. Wrap-up