diff --git a/westech_r2/fixtures/workspace.json b/westech_r2/fixtures/workspace.json
index 10aa766..58200b7 100644
--- a/westech_r2/fixtures/workspace.json
+++ b/westech_r2/fixtures/workspace.json
@@ -1,14018 +1,1240 @@
[
{
- "charts": [],
- "content": "[{\"type\": \"header\", \"data\": {\"text\": \"Westech Recyclers\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"New Intake\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Pallets\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Pallet List\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Scheduled Pickups\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Route Planner\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"EIM Device Portal\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"R2 Data Tracking\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Wes AI Assistant\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Customers\"}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Suppliers\"}}]",
- "custom_blocks": [],
+ "name": "CRM",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
"docstatus": 0,
- "doctype": "Workspace",
+ "idx": 0,
+ "label": "CRM",
+ "title": "CRM",
+ "sequence_id": 17.0,
"for_user": "",
- "hide_custom": 0,
- "icon": "home",
- "indicator_color": null,
- "is_hidden": 0,
- "label": "Home",
- "links": [
- {
- "dependencies": null,
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Accounting",
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- "link_to": null,
- "link_type": null,
- "onboard": 0,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Card Break"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Chart of Accounts",
- "link_count": 0,
- "link_to": "Account",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Company",
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- "link_to": "Company",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Customer",
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- "link_to": "Customer",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Supplier",
- "link_count": 0,
- "link_to": "Supplier",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": null,
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Stock",
- "link_count": 0,
- "link_to": null,
- "link_type": null,
- "onboard": 0,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Card Break"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Item",
- "link_count": 0,
- "link_to": "Item",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Warehouse",
- "link_count": 0,
- "link_to": "Warehouse",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Brand",
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- "link_to": "Brand",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Unit of Measure (UOM)",
- "link_count": 0,
- "link_to": "UOM",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Stock Reconciliation",
- "link_count": 0,
- "link_to": "Stock Reconciliation",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": null,
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "CRM",
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- "link_to": null,
- "link_type": null,
- "onboard": 0,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Card Break"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Lead",
- "link_count": 0,
- "link_to": "Lead",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Customer Group",
- "link_count": 0,
- "link_to": "Customer Group",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Territory",
- "link_count": 0,
- "link_to": "Territory",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": null,
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Data Import and Settings",
- "link_count": 0,
- "link_to": null,
- "link_type": null,
- "onboard": 0,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Card Break"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Import Data",
- "link_count": 0,
- "link_to": "Data Import",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Opening Invoice Creation Tool",
- "link_count": 0,
- "link_to": "Opening Invoice Creation Tool",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Chart of Accounts Importer",
- "link_count": 0,
- "link_to": "Chart of Accounts Importer",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Letter Head",
- "link_count": 0,
- "link_to": "Letter Head",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- },
- {
- "dependencies": "",
- "description": null,
- "hidden": 0,
- "icon": null,
- "is_query_report": 0,
- "label": "Email Account",
- "link_count": 0,
- "link_to": "Email Account",
- "link_type": "DocType",
- "onboard": 1,
- "only_for": null,
- "parent": "Home",
- "parentfield": "links",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "type": "Link"
- }
- ],
- "modified": "2026-05-17 06:07:36.955629",
- "module": "Setup",
- "name": "Home",
- "number_cards": [],
"parent_page": "",
- "public": 1,
- "quick_lists": [],
+ "module": "CRM",
+ "icon": "crm",
+ "indicator_color": null,
"restrict_to_domain": "",
- "roles": [],
- "sequence_id": 1.0,
+ "hide_custom": 0,
+ "public": 1,
+ "is_hidden": 0,
+ "content": "[{\"id\":\"Cj2TyhgiWy\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Territory Wise Sales\",\"col\":12}},{\"id\":\"LAKRmpYMRA\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"XGIwEUStw_\",\"type\":\"header\",\"data\":{\"text\":\"Your Shortcuts\",\"col\":12}},{\"id\":\"69RN0XsiJK\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead\",\"col\":3}},{\"id\":\"t6PQ0vY-Iw\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Opportunity\",\"col\":3}},{\"id\":\"VOFE0hqXRD\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"id\":\"0ik53fuemG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"wdROEmB_XG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"-I9HhcgUKE\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"ttpROKW9vk\",\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\",\"col\":12}},{\"id\":\"-76QPdbBHy\",\"type\":\"card\",\"data\":{\"card_name\":\"Sales Pipeline\",\"col\":4}},{\"id\":\"_YmGwzVWRr\",\"type\":\"card\",\"data\":{\"card_name\":\"Masters\",\"col\":4}},{\"id\":\"Bma1PxoXk3\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}},{\"id\":\"80viA0R83a\",\"type\":\"card\",\"data\":{\"card_name\":\"Campaign\",\"col\":4}},{\"id\":\"Buo5HtKRFN\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"sLS_x4FMK2\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}}]",
+ "doctype": "Workspace",
"shortcuts": [
{
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "add",
- "kanban_board": null,
- "label": "New Intake",
- "link_to": "intake",
- "parent": "Home",
- "parentfield": "shortcuts",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "Page",
- "url": null
- },
- {
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "stock",
- "kanban_board": null,
- "label": "Pallets",
- "link_to": "Pallet",
- "parent": "Home",
- "parentfield": "shortcuts",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
+ "name": "dta2rjeq4m",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 1,
"type": "DocType",
- "url": null
- },
- {
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "scan",
+ "link_to": "Lead",
+ "url": null,
+ "doc_view": null,
"kanban_board": null,
- "label": "EIM Device Portal",
- "link_to": "eim-portal",
- "parent": "Home",
+ "label": "Lead",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": null,
+ "stats_filter": "{\"status\":\"Open\"}",
+ "color": "Blue",
+ "format": "{} Open",
+ "parent": "CRM",
"parentfield": "shortcuts",
"parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "Page",
- "url": null
+ "doctype": "Workspace Shortcut"
},
{
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "table",
+ "name": "dtalvl04sh",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 2,
+ "type": "DocType",
+ "link_to": "Opportunity",
+ "url": null,
+ "doc_view": null,
"kanban_board": null,
- "label": "R2 Data Tracking",
- "link_to": "r2-tracking",
- "parent": "Home",
+ "label": "Opportunity",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": null,
+ "stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
+ "color": "Blue",
+ "format": "{} Assigned",
+ "parent": "CRM",
"parentfield": "shortcuts",
"parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "Page",
- "url": null
+ "doctype": "Workspace Shortcut"
},
{
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "comment",
- "kanban_board": null,
- "label": "Wes AI Assistant",
- "link_to": "wes-ai",
- "parent": "Home",
- "parentfield": "shortcuts",
- "parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "Page",
- "url": null
- },
- {
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "customer",
- "kanban_board": null,
- "label": "Customers",
+ "name": "dta8cguskl",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 3,
+ "type": "DocType",
"link_to": "Customer",
- "parent": "Home",
+ "url": null,
+ "doc_view": null,
+ "kanban_board": null,
+ "label": "Customer",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": null,
+ "stats_filter": null,
+ "color": null,
+ "format": null,
+ "parent": "CRM",
"parentfield": "shortcuts",
"parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "DocType",
- "url": null
+ "doctype": "Workspace Shortcut"
},
{
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "users",
+ "name": "dtaqhrjv0c",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 4,
+ "type": "Report",
+ "link_to": "Sales Analytics",
+ "url": null,
+ "doc_view": null,
"kanban_board": null,
- "label": "Suppliers",
- "link_to": "Supplier",
- "parent": "Home",
+ "label": "Sales Analytics",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": "Sales Order",
+ "stats_filter": null,
+ "color": null,
+ "format": null,
+ "parent": "CRM",
"parentfield": "shortcuts",
"parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
- "type": "DocType",
- "url": null
+ "doctype": "Workspace Shortcut"
},
{
- "color": null,
- "doc_view": "",
- "format": null,
- "icon": "fa fa-tags",
+ "name": "dtavgil6g5",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 5,
+ "type": "Dashboard",
+ "link_to": "CRM",
+ "url": null,
+ "doc_view": null,
"kanban_board": null,
- "label": "eBay Pricing",
- "link_to": "ebay-pricing",
- "parent": "Home",
+ "label": "Dashboard",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": null,
+ "stats_filter": null,
+ "color": null,
+ "format": null,
+ "parent": "CRM",
"parentfield": "shortcuts",
"parenttype": "Workspace",
- "report_ref_doctype": null,
- "restrict_to_domain": null,
- "stats_filter": null,
+ "doctype": "Workspace Shortcut"
+ },
+ {
+ "name": "nrdbhpltqs",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 6,
"type": "Page",
- "url": null
+ "link_to": "customer-records",
+ "url": null,
+ "doc_view": "",
+ "kanban_board": null,
+ "label": "Customer Records",
+ "icon": null,
+ "restrict_to_domain": null,
+ "report_ref_doctype": null,
+ "stats_filter": null,
+ "color": "Blue",
+ "format": null,
+ "parent": "CRM",
+ "parentfield": "shortcuts",
+ "parenttype": "Workspace",
+ "doctype": "Workspace Shortcut"
}
],
- "title": "Home"
- },
- {
"charts": [
{
+ "name": "dtaiet6dgk",
+ "owner": "Administrator",
+ "creation": "2020-01-23 14:48:30.183272",
+ "modified": "2026-05-20 15:04:33.277564",
+ "modified_by": "Administrator",
+ "docstatus": 0,
+ "idx": 1,
"chart_name": "Territory Wise Sales",
"label": "Territory Wise Sales",
"parent": "CRM",
"parentfield": "charts",
- "parenttype": "Workspace"
+ "parenttype": "Workspace",
+ "doctype": "Workspace Chart"
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