diff --git a/erpnext/accounts/doctype/account/chart_of_accounts/chart_of_accounts.py b/erpnext/accounts/doctype/account/chart_of_accounts/chart_of_accounts.py index 9df3b88ea68..02ffb99aa86 100644 --- a/erpnext/accounts/doctype/account/chart_of_accounts/chart_of_accounts.py +++ b/erpnext/accounts/doctype/account/chart_of_accounts/chart_of_accounts.py @@ -97,5 +97,7 @@ def get_charts_for_country(country): with open(os.path.join(os.path.dirname(__file__), "syscohada_syscohada_chart_template.json"), "r") as f: _get_chart_name(f.read()) - charts.append("Standard") + if len(charts) > 1: + charts.append("Standard") + return charts diff --git a/erpnext/config/crm.py b/erpnext/config/crm.py new file mode 100644 index 00000000000..74909c4f5dc --- /dev/null +++ b/erpnext/config/crm.py @@ -0,0 +1,126 @@ +from frappe import _ + +def get_data(): + return [ + { + "label": _("Documents"), + "icon": "icon-star", + "items": [ + { + "type": "doctype", + "name": "Lead", + "description": _("Database of potential customers."), + }, + { + "type": "doctype", + "name": "Customer", + "description": _("Customer database."), + }, + { + "type": "doctype", + "name": "Opportunity", + "description": _("Potential opportunities for selling."), + }, + { + "type": "doctype", + "name": "Contact", + "description": _("All Contacts."), + }, + { + "type": "doctype", + "name": "Newsletter", + "description": _("Newsletters to contacts, leads."), + }, + ] + }, + { + "label": _("Tools"), + "icon": "icon-wrench", + "items": [ + { + "type": "doctype", + "name": "SMS Center", + "description":_("Send mass SMS to your contacts"), + }, + ] + }, + { + "label": _("Setup"), + "icon": "icon-cog", + "items": [ + { + "type": "doctype", + "name": "Campaign", + "description": _("Sales campaigns."), + }, + { + "type": "page", + "label": _("Customer Group"), + "name": "Sales Browser", + "icon": "icon-sitemap", + "link": "Sales Browser/Customer Group", + "description": _("Manage Customer Group Tree."), + "doctype": "Customer Group", + }, + { + "type": "page", + "label": _("Territory"), + "name": "Sales Browser", + "icon": "icon-sitemap", + "link": "Sales Browser/Territory", + "description": _("Manage Territory Tree."), + "doctype": "Territory", + }, + { + "type": "page", + "label": _("Sales Person"), + "name": "Sales Browser", + "icon": "icon-sitemap", + "link": "Sales Browser/Sales Person", + "description": _("Manage Sales Person Tree."), + "doctype": "Sales Person", + }, + { + "type": "doctype", + "name": "SMS Settings", + "description": _("Setup SMS gateway settings") + }, + ] + }, + { + "label": _("Main Reports"), + "icon": "icon-table", + "items": [ + { + "type": "page", + "name": "sales-funnel", + "label": _("Sales Funnel"), + "icon": "icon-bar-chart", + }, + ] + }, + { + "label": _("Standard Reports"), + "icon": "icon-list", + "items": [ + { + "type": "report", + "is_query_report": True, + "name": "Lead Details", + "doctype": "Lead" + }, + { + "type": "report", + "is_query_report": True, + "name": "Customer Addresses and Contacts", + "doctype": "Contact" + }, + { + "type": "report", + "is_query_report": True, + "name": "Customers Not Buying Since Long Time", + "doctype": "Sales Order" + }, + ] + }, + ] diff --git a/erpnext/config/desktop.py b/erpnext/config/desktop.py index 7d2a620f4e0..dbeb8d1db7c 100644 --- a/erpnext/config/desktop.py +++ b/erpnext/config/desktop.py @@ -45,6 +45,11 @@ def get_data(): "icon": "octicon octicon-tag", "type": "module" }, + "CRM": { + "color": "#EF4DB6", + "icon": "octicon octicon-broadcast", + "type": "module" + }, "Stock": { "color": "#f39c12", "icon": "icon-truck", diff --git a/erpnext/config/support.py b/erpnext/config/support.py index 2ed2c5f9db3..54219c5add0 100644 --- a/erpnext/config/support.py +++ b/erpnext/config/support.py @@ -13,8 +13,8 @@ def get_data(): }, { "type": "doctype", - "name": "Customer Issue", - "description": _("Customer Issue against Serial No."), + "name": "Warranty Claim", + "description": _("Warranty Claim against Serial No."), }, { "type": "doctype", diff --git a/erpnext/controllers/js/contact_address_common.js b/erpnext/controllers/js/contact_address_common.js index 77f47421469..88a7f9e8763 100644 --- a/erpnext/controllers/js/contact_address_common.js +++ b/erpnext/controllers/js/contact_address_common.js @@ -20,7 +20,7 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) { docname = last_route.slice(2).join("/"); if(["Customer", "Quotation", "Sales Order", "Sales Invoice", "Delivery Note", - "Installation Note", "Opportunity", "Customer Issue", "Maintenance Visit", + "Installation Note", "Opportunity", "Warranty Claim", "Maintenance Visit", "Maintenance Schedule"] .indexOf(doctype)!==-1) { var refdoc = frappe.get_doc(doctype, docname); diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py index 40c22325025..e6ec2af3859 100644 --- a/erpnext/controllers/selling_controller.py +++ b/erpnext/controllers/selling_controller.py @@ -55,7 +55,7 @@ class SellingController(StockController): self.update_if_missing(party_details) elif getattr(self, "lead", None): - from erpnext.selling.doctype.lead.lead import get_lead_details + from erpnext.crm.doctype.lead.lead import get_lead_details self.update_if_missing(get_lead_details(self.lead)) def set_price_list_and_item_details(self): diff --git a/erpnext/crm/__init__.py b/erpnext/crm/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/crm/doctype/__init__.py b/erpnext/crm/doctype/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/crm/doctype/lead/.py b/erpnext/crm/doctype/lead/.py new file mode 100644 index 00000000000..70a6b22a99f --- /dev/null +++ b/erpnext/crm/doctype/lead/.py @@ -0,0 +1,9 @@ +# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document + +class Lead(Document): + pass diff --git a/erpnext/crm/doctype/lead/__init__.py b/erpnext/crm/doctype/lead/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/selling/doctype/lead/lead.js b/erpnext/crm/doctype/lead/lead.js similarity index 93% rename from erpnext/selling/doctype/lead/lead.js rename to erpnext/crm/doctype/lead/lead.js index 170e7186543..b2eab162ff8 100644 --- a/erpnext/selling/doctype/lead/lead.js +++ b/erpnext/crm/doctype/lead/lead.js @@ -41,14 +41,14 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({ create_customer: function() { frappe.model.open_mapped_doc({ - method: "erpnext.selling.doctype.lead.lead.make_customer", + method: "erpnext.crm.doctype.lead.lead.make_customer", frm: cur_frm }) }, create_opportunity: function() { frappe.model.open_mapped_doc({ - method: "erpnext.selling.doctype.lead.lead.make_opportunity", + method: "erpnext.crm.doctype.lead.lead.make_opportunity", frm: cur_frm }) } diff --git a/erpnext/selling/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json similarity index 99% rename from erpnext/selling/doctype/lead/lead.json rename to erpnext/crm/doctype/lead/lead.json index de43be72c0d..32b604d1f26 100644 --- a/erpnext/selling/doctype/lead/lead.json +++ b/erpnext/crm/doctype/lead/lead.json @@ -331,9 +331,9 @@ ], "icon": "icon-user", "idx": 1, - "modified": "2015-02-05 05:11:40.379661", + "modified": "2015-02-16 23:54:10.622839", "modified_by": "Administrator", - "module": "Selling", + "module": "CRM", "name": "Lead", "owner": "Administrator", "permissions": [ diff --git a/erpnext/selling/doctype/lead/lead.py b/erpnext/crm/doctype/lead/lead.py similarity index 100% rename from erpnext/selling/doctype/lead/lead.py rename to erpnext/crm/doctype/lead/lead.py diff --git a/erpnext/selling/doctype/lead/test_lead.py b/erpnext/crm/doctype/lead/test_lead.py similarity index 91% rename from erpnext/selling/doctype/lead/test_lead.py rename to erpnext/crm/doctype/lead/test_lead.py index 218e75ab4c9..181d75b8f86 100644 --- a/erpnext/selling/doctype/lead/test_lead.py +++ b/erpnext/crm/doctype/lead/test_lead.py @@ -10,7 +10,7 @@ test_records = frappe.get_test_records('Lead') class TestLead(unittest.TestCase): def test_make_customer(self): - from erpnext.selling.doctype.lead.lead import make_customer + from erpnext.crm.doctype.lead.lead import make_customer frappe.delete_doc_if_exists("Customer", "_Test Lead") diff --git a/erpnext/selling/doctype/lead/test_records.json b/erpnext/crm/doctype/lead/test_records.json similarity index 100% rename from erpnext/selling/doctype/lead/test_records.json rename to erpnext/crm/doctype/lead/test_records.json diff --git a/erpnext/selling/doctype/opportunity/README.md b/erpnext/crm/doctype/opportunity/README.md similarity index 100% rename from erpnext/selling/doctype/opportunity/README.md rename to erpnext/crm/doctype/opportunity/README.md diff --git a/erpnext/crm/doctype/opportunity/__init__.py b/erpnext/crm/doctype/opportunity/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/selling/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js similarity index 93% rename from erpnext/selling/doctype/opportunity/opportunity.js rename to erpnext/crm/doctype/opportunity/opportunity.js index 1180793f822..a0ebcce6ebf 100644 --- a/erpnext/selling/doctype/opportunity/opportunity.js +++ b/erpnext/crm/doctype/opportunity/opportunity.js @@ -7,12 +7,12 @@ frappe.ui.form.on_change("Opportunity", "customer_address", erpnext.utils.get_ad frappe.ui.form.on_change("Opportunity", "contact_person", erpnext.utils.get_contact_details); -frappe.provide("erpnext.selling"); +frappe.provide("erpnext.crm"); frappe.require("assets/erpnext/js/utils.js"); cur_frm.email_field = "contact_email"; // TODO commonify this code -erpnext.selling.Opportunity = frappe.ui.form.Controller.extend({ +erpnext.crm.Opportunity = frappe.ui.form.Controller.extend({ onload: function() { if(!this.frm.doc.enquiry_from && this.frm.doc.customer) this.frm.doc.enquiry_from = "Customer"; @@ -62,13 +62,13 @@ erpnext.selling.Opportunity = frappe.ui.form.Controller.extend({ create_quotation: function() { frappe.model.open_mapped_doc({ - method: "erpnext.selling.doctype.opportunity.opportunity.make_quotation", + method: "erpnext.crm.doctype.opportunity.opportunity.make_quotation", frm: cur_frm }) } }); -$.extend(cur_frm.cscript, new erpnext.selling.Opportunity({frm: cur_frm})); +$.extend(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm})); cur_frm.cscript.refresh = function(doc, cdt, cdn) { erpnext.toggle_naming_series(); @@ -102,7 +102,7 @@ cur_frm.cscript.item_code = function(doc, cdt, cdn) { cur_frm.cscript.lead = function(doc, cdt, cdn) { cur_frm.toggle_display("contact_info", doc.customer || doc.lead); frappe.model.map_current_doc({ - method: "erpnext.selling.doctype.lead.lead.make_opportunity", + method: "erpnext.crm.doctype.lead.lead.make_opportunity", source_name: cur_frm.doc.lead, frm: cur_frm }); diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json new file mode 100644 index 00000000000..9863d42f88e --- /dev/null +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -0,0 +1,436 @@ +{ + "allow_import": 1, + "autoname": "naming_series:", + "creation": "2013-03-07 18:50:30", + "description": "Potential Sales Deal", + "docstatus": 0, + "doctype": "DocType", + "document_type": "Transaction", + "fields": [ + { + "fieldname": "from_section", + "fieldtype": "Section Break", + "label": "From", + "options": "icon-user", + "permlevel": 0 + }, + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "no_copy": 1, + "oldfieldname": "naming_series", + "oldfieldtype": "Select", + "options": "OPTY-", + "permlevel": 0, + "read_only": 0, + "reqd": 1 + }, + { + "fieldname": "enquiry_from", + "fieldtype": "Select", + "in_list_view": 0, + "label": "Opportunity From", + "oldfieldname": "enquiry_from", + "oldfieldtype": "Select", + "options": "\nLead\nCustomer", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "report_hide": 0, + "reqd": 1 + }, + { + "depends_on": "eval:doc.enquiry_from===\"Customer\"", + "fieldname": "customer", + "fieldtype": "Link", + "hidden": 0, + "in_filter": 1, + "in_list_view": 0, + "label": "Customer", + "no_copy": 1, + "oldfieldname": "customer", + "oldfieldtype": "Link", + "options": "Customer", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "reqd": 0, + "search_index": 0 + }, + { + "depends_on": "eval:doc.enquiry_from===\"Lead\"", + "fieldname": "lead", + "fieldtype": "Link", + "hidden": 0, + "in_filter": 1, + "in_list_view": 0, + "label": "Lead", + "oldfieldname": "lead", + "oldfieldtype": "Link", + "options": "Lead", + "permlevel": 0, + "print_hide": 1, + "read_only": 0 + }, + { + "depends_on": "", + "fieldname": "customer_name", + "fieldtype": "Data", + "hidden": 1, + "label": "Customer / Lead Name", + "permlevel": 0, + "print_hide": 0, + "read_only": 1 + }, + { + "fieldname": "column_break0", + "fieldtype": "Column Break", + "oldfieldtype": "Column Break", + "permlevel": 0, + "read_only": 0, + "width": "50%" + }, + { + "fieldname": "enquiry_type", + "fieldtype": "Select", + "label": "Opportunity Type", + "oldfieldname": "enquiry_type", + "oldfieldtype": "Select", + "options": "\nSales\nMaintenance", + "permlevel": 0, + "read_only": 0, + "reqd": 1 + }, + { + "default": "Draft", + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 0, + "label": "Status", + "no_copy": 1, + "oldfieldname": "status", + "oldfieldtype": "Select", + "options": "Draft\nSubmitted\nQuotation\nLost\nCancelled\nReplied\nOpen", + "permlevel": 0, + "print_hide": 1, + "read_only": 1, + "reqd": 1 + }, + { + "fieldname": "items_section", + "fieldtype": "Section Break", + "label": "Items", + "oldfieldtype": "Section Break", + "options": "icon-shopping-cart", + "permlevel": 0, + "read_only": 0 + }, + { + "description": "Items which do not exist in Item master can also be entered on customer's request", + "fieldname": "items", + "fieldtype": "Table", + "label": "Items", + "oldfieldname": "enquiry_details", + "oldfieldtype": "Table", + "options": "Opportunity Item", + "permlevel": 0, + "read_only": 0 + }, + { + "fieldname": "fold", + "fieldtype": "Fold", + "permlevel": 0 + }, + { + "depends_on": "eval:doc.lead || doc.customer", + "fieldname": "contact_info", + "fieldtype": "Section Break", + "label": "Contact Info", + "options": "icon-bullhorn", + "permlevel": 0, + "read_only": 0 + }, + { + "depends_on": "eval:doc.customer || doc.lead", + "fieldname": "customer_address", + "fieldtype": "Link", + "in_filter": 1, + "label": "Customer / Lead Address", + "options": "Address", + "permlevel": 0, + "print_hide": 1, + "read_only": 0 + }, + { + "fieldname": "address_display", + "fieldtype": "Small Text", + "hidden": 1, + "label": "Address", + "oldfieldname": "address", + "oldfieldtype": "Small Text", + "permlevel": 0, + "read_only": 1 + }, + { + "depends_on": "customer", + "description": "", + "fieldname": "territory", + "fieldtype": "Link", + "in_filter": 1, + "in_list_view": 1, + "label": "Territory", + "options": "Territory", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "reqd": 0, + "search_index": 1 + }, + { + "depends_on": "customer", + "description": "", + "fieldname": "customer_group", + "fieldtype": "Link", + "hidden": 0, + "in_filter": 1, + "label": "Customer Group", + "oldfieldname": "customer_group", + "oldfieldtype": "Link", + "options": "Customer Group", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "reqd": 0, + "search_index": 1 + }, + { + "fieldname": "column_break3", + "fieldtype": "Column Break", + "permlevel": 0, + "read_only": 0 + }, + { + "depends_on": "eval:doc.lead || doc.customer", + "fieldname": "contact_person", + "fieldtype": "Link", + "in_filter": 1, + "label": "Contact Person", + "options": "Contact", + "permlevel": 0, + "print_hide": 1, + "read_only": 0 + }, + { + "depends_on": "customer", + "fieldname": "contact_display", + "fieldtype": "Small Text", + "label": "Contact", + "permlevel": 0, + "read_only": 1 + }, + { + "depends_on": "eval:doc.lead || doc.customer", + "fieldname": "contact_email", + "fieldtype": "Small Text", + "label": "Contact Email", + "permlevel": 0, + "read_only": 1 + }, + { + "depends_on": "eval:doc.lead || doc.customer", + "fieldname": "contact_mobile", + "fieldtype": "Small Text", + "label": "Contact Mobile No", + "permlevel": 0, + "read_only": 1 + }, + { + "fieldname": "more_info", + "fieldtype": "Section Break", + "label": "More Info", + "oldfieldtype": "Section Break", + "options": "icon-file-text", + "permlevel": 0, + "read_only": 0 + }, + { + "fieldname": "column_break1", + "fieldtype": "Column Break", + "oldfieldtype": "Column Break", + "permlevel": 0, + "read_only": 0, + "width": "50%" + }, + { + "default": "Today", + "fieldname": "transaction_date", + "fieldtype": "Date", + "label": "Opportunity Date", + "oldfieldname": "transaction_date", + "oldfieldtype": "Date", + "permlevel": 0, + "read_only": 0, + "reqd": 1, + "width": "50px" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "in_filter": 1, + "label": "Company", + "oldfieldname": "company", + "oldfieldtype": "Link", + "options": "Company", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "reqd": 1, + "search_index": 1 + }, + { + "fieldname": "source", + "fieldtype": "Select", + "label": "Source", + "oldfieldname": "source", + "oldfieldtype": "Select", + "options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In", + "permlevel": 0, + "read_only": 0 + }, + { + "description": "Enter name of campaign if source of enquiry is campaign", + "fieldname": "campaign", + "fieldtype": "Link", + "label": "Campaign", + "oldfieldname": "campaign", + "oldfieldtype": "Link", + "options": "Campaign", + "permlevel": 0, + "read_only": 0 + }, + { + "fieldname": "fiscal_year", + "fieldtype": "Link", + "in_filter": 1, + "label": "Fiscal Year", + "oldfieldname": "fiscal_year", + "oldfieldtype": "Select", + "options": "Fiscal Year", + "permlevel": 0, + "print_hide": 1, + "read_only": 0, + "reqd": 1, + "search_index": 1 + }, + { + "depends_on": "eval:!doc.__islocal", + "fieldname": "order_lost_reason", + "fieldtype": "Text", + "label": "Lost Reason", + "no_copy": 1, + "permlevel": 0, + "read_only": 1 + }, + { + "fieldname": "column_break2", + "fieldtype": "Column Break", + "oldfieldtype": "Column Break", + "permlevel": 0, + "read_only": 0, + "width": "50%" + }, + { + "description": "Your sales person who will contact the customer in future", + "fieldname": "contact_by", + "fieldtype": "Link", + "in_filter": 1, + "label": "Next Contact By", + "oldfieldname": "contact_by", + "oldfieldtype": "Link", + "options": "User", + "permlevel": 0, + "read_only": 0, + "width": "75px" + }, + { + "description": "Your sales person will get a reminder on this date to contact the customer", + "fieldname": "contact_date", + "fieldtype": "Datetime", + "label": "Next Contact Date", + "oldfieldname": "contact_date", + "oldfieldtype": "Date", + "permlevel": 0, + "read_only": 0 + }, + { + "fieldname": "to_discuss", + "fieldtype": "Small Text", + "label": "To Discuss", + "no_copy": 1, + "oldfieldname": "to_discuss", + "oldfieldtype": "Small Text", + "permlevel": 0, + "read_only": 0 + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Amended From", + "no_copy": 1, + "oldfieldname": "amended_from", + "oldfieldtype": "Data", + "options": "Opportunity", + "permlevel": 0, + "print_hide": 1, + "read_only": 1, + "width": "150px" + } + ], + "icon": "icon-info-sign", + "idx": 1, + "is_submittable": 1, + "modified": "2015-02-16 23:52:23.489259", + "modified_by": "Administrator", + "module": "CRM", + "name": "Opportunity", + "owner": "Administrator", + "permissions": [ + { + "amend": 1, + "apply_user_permissions": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales User", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "share": 1, + "submit": 1, + "write": 1 + } + ], + "search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "customer_name" +} diff --git a/erpnext/selling/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py similarity index 100% rename from erpnext/selling/doctype/opportunity/opportunity.py rename to erpnext/crm/doctype/opportunity/opportunity.py diff --git a/erpnext/selling/doctype/opportunity/opportunity_list.js b/erpnext/crm/doctype/opportunity/opportunity_list.js similarity index 100% rename from erpnext/selling/doctype/opportunity/opportunity_list.js rename to erpnext/crm/doctype/opportunity/opportunity_list.js diff --git a/erpnext/selling/doctype/opportunity/test_opportunity.py b/erpnext/crm/doctype/opportunity/test_opportunity.py similarity index 100% rename from erpnext/selling/doctype/opportunity/test_opportunity.py rename to erpnext/crm/doctype/opportunity/test_opportunity.py diff --git a/erpnext/selling/doctype/opportunity/test_records.json b/erpnext/crm/doctype/opportunity/test_records.json similarity index 100% rename from erpnext/selling/doctype/opportunity/test_records.json rename to erpnext/crm/doctype/opportunity/test_records.json diff --git a/erpnext/hooks.py b/erpnext/hooks.py index 2499a61a8f6..ffc9496def2 100644 --- a/erpnext/hooks.py +++ b/erpnext/hooks.py @@ -68,3 +68,8 @@ scheduler_events = { default_mail_footer = """
""" + +get_translated_dict = { + ("page", "setup-wizard"): "frappe.geo.country_info.get_translated_dict", + ("doctype", "Global Defaults"): "frappe.geo.country_info.get_translated_dict" +} diff --git a/erpnext/manufacturing/doctype/bom/bom.json b/erpnext/manufacturing/doctype/bom/bom.json index c95507d7ba0..05350d5877f 100644 --- a/erpnext/manufacturing/doctype/bom/bom.json +++ b/erpnext/manufacturing/doctype/bom/bom.json @@ -185,7 +185,7 @@ "fieldname": "company", "fieldtype": "Link", "label": "Company", - "options": "company", + "options": "Company", "permlevel": 0, "precision": "" }, @@ -252,7 +252,7 @@ "is_submittable": 1, "issingle": 0, "istable": 0, - "modified": "2015-02-05 05:11:35.113320", + "modified": "2015-02-13 14:58:32.967368", "modified_by": "Administrator", "module": "Manufacturing", "name": "BOM", diff --git a/erpnext/modules.txt b/erpnext/modules.txt index 243c2d859f3..255fbc57091 100644 --- a/erpnext/modules.txt +++ b/erpnext/modules.txt @@ -1,10 +1,11 @@ Accounts +CRM Buying -HR -Manufacturing Projects Selling Setup +HR +Manufacturing Stock Support Utilities diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 00db68fadcc..147525e2cbf 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -108,3 +108,6 @@ erpnext.patches.v5_0.remove_shopping_cart_app erpnext.patches.v5_0.update_companywise_payment_account erpnext.patches.v5_0.remove_birthday_events erpnext.patches.v5_0.update_item_name_in_bom +execute:frappe.reload_doc('crm', 'doctype', 'lead') +execute:frappe.reload_doc('crm', 'doctype', 'opportunity') +erpnext.patches.v5_0.rename_customer_issue diff --git a/erpnext/patches/repair_tools/fix_naming_series_records_lost_by_reload.py b/erpnext/patches/repair_tools/fix_naming_series_records_lost_by_reload.py index 80e74378577..0baed6be2dd 100644 --- a/erpnext/patches/repair_tools/fix_naming_series_records_lost_by_reload.py +++ b/erpnext/patches/repair_tools/fix_naming_series_records_lost_by_reload.py @@ -13,7 +13,7 @@ doctype_series_map = { 'Attendance': 'ATT-', 'C-Form': 'C-FORM-', 'Customer': 'CUST-', - 'Customer Issue': 'CI-', + 'Warranty Claim': 'CI-', 'Delivery Note': 'DN-', 'Installation Note': 'IN-', 'Item': 'ITEM-', diff --git a/erpnext/patches/v4_0/set_naming_series_property_setter.py b/erpnext/patches/v4_0/set_naming_series_property_setter.py index d62d8452994..bd4ed91a3e5 100644 --- a/erpnext/patches/v4_0/set_naming_series_property_setter.py +++ b/erpnext/patches/v4_0/set_naming_series_property_setter.py @@ -10,7 +10,7 @@ doctype_series_map = { 'Attendance': 'ATT-', 'C-Form': 'C-FORM-', 'Customer': 'CUST-', - 'Customer Issue': 'CI-', + 'Warranty Claim': 'CI-', 'Delivery Note': 'DN-', 'Installation Note': 'IN-', 'Item': 'ITEM-', diff --git a/erpnext/patches/v5_0/rename_customer_issue.py b/erpnext/patches/v5_0/rename_customer_issue.py new file mode 100644 index 00000000000..c3c38a7d8bf --- /dev/null +++ b/erpnext/patches/v5_0/rename_customer_issue.py @@ -0,0 +1,5 @@ +import frappe + +def execute(): + if frappe.db.table_exists("tabCustomer Issue"): + frappe.rename_doc("DocType", "Customer Issue", "Warrany Claim") diff --git a/erpnext/public/js/feature_setup.js b/erpnext/public/js/feature_setup.js index f83c953d2d4..bb831703c66 100644 --- a/erpnext/public/js/feature_setup.js +++ b/erpnext/public/js/feature_setup.js @@ -64,7 +64,7 @@ erpnext.feature_setup.feature_dict = { 'Stock Ledger Entry': {'fields':['batch_no']} }, 'fs_item_serial_nos': { - 'Customer Issue': {'fields':['serial_no']}, + 'Warranty Claim': {'fields':['serial_no']}, 'Delivery Note': {'items':['serial_no'],'packed_items':['serial_no']}, 'Installation Note': {'items':['serial_no']}, 'Item': {'fields':['has_serial_no']}, @@ -155,7 +155,7 @@ erpnext.feature_setup.feature_dict = { 'Sales Order': {'fields':['sales_team']} }, 'fs_more_info': { - "Customer Issue": {"fields": ["more_info"]}, + "Warranty Claim": {"fields": ["more_info"]}, 'Material Request': {'fields':['more_info']}, 'Lead': {'fields':['more_info']}, 'Opportunity': {'fields':['more_info']}, diff --git a/erpnext/selling/doctype/lead/README.md b/erpnext/selling/doctype/lead/README.md deleted file mode 100644 index a12dcf6b8ea..00000000000 --- a/erpnext/selling/doctype/lead/README.md +++ /dev/null @@ -1 +0,0 @@ -Prospective customer / prospect database. List of all prospects that could be source of business. \ No newline at end of file diff --git a/erpnext/selling/doctype/lead/__init__.py b/erpnext/selling/doctype/lead/__init__.py deleted file mode 100644 index baffc488252..00000000000 --- a/erpnext/selling/doctype/lead/__init__.py +++ /dev/null @@ -1 +0,0 @@ -from __future__ import unicode_literals diff --git a/erpnext/selling/doctype/lead/lead_list.js b/erpnext/selling/doctype/lead/lead_list.js deleted file mode 100644 index 9bbde6c4af8..00000000000 --- a/erpnext/selling/doctype/lead/lead_list.js +++ /dev/null @@ -1,9 +0,0 @@ -frappe.listview_settings['Lead'] = { - add_fields: ["territory", "company_name", "status", "source"], - get_indicator: function(doc) { - var indicator = [__(doc.status), "darkgrey", "status,=," + doc.status]; - if(doc.status==="Open") indicator[1] = "red"; - if(doc.status==="Opportunity") indicator[1] = "green"; - return indicator; - } -}; diff --git a/erpnext/selling/doctype/opportunity/__init__.py b/erpnext/selling/doctype/opportunity/__init__.py deleted file mode 100644 index baffc488252..00000000000 --- a/erpnext/selling/doctype/opportunity/__init__.py +++ /dev/null @@ -1 +0,0 @@ -from __future__ import unicode_literals diff --git a/erpnext/selling/doctype/opportunity/opportunity.json b/erpnext/selling/doctype/opportunity/opportunity.json deleted file mode 100644 index 0ff40603160..00000000000 --- a/erpnext/selling/doctype/opportunity/opportunity.json +++ /dev/null @@ -1,436 +0,0 @@ -{ - "allow_import": 1, - "autoname": "naming_series:", - "creation": "2013-03-07 18:50:30", - "description": "Potential Sales Deal", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Transaction", - "fields": [ - { - "fieldname": "from_section", - "fieldtype": "Section Break", - "label": "From", - "options": "icon-user", - "permlevel": 0 - }, - { - "fieldname": "naming_series", - "fieldtype": "Select", - "label": "Series", - "no_copy": 1, - "oldfieldname": "naming_series", - "oldfieldtype": "Select", - "options": "OPTY-", - "permlevel": 0, - "read_only": 0, - "reqd": 1 - }, - { - "fieldname": "enquiry_from", - "fieldtype": "Select", - "in_list_view": 0, - "label": "Opportunity From", - "oldfieldname": "enquiry_from", - "oldfieldtype": "Select", - "options": "\nLead\nCustomer", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "report_hide": 0, - "reqd": 1 - }, - { - "depends_on": "eval:doc.enquiry_from===\"Customer\"", - "fieldname": "customer", - "fieldtype": "Link", - "hidden": 0, - "in_filter": 1, - "in_list_view": 0, - "label": "Customer", - "no_copy": 1, - "oldfieldname": "customer", - "oldfieldtype": "Link", - "options": "Customer", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "reqd": 0, - "search_index": 0 - }, - { - "depends_on": "eval:doc.enquiry_from===\"Lead\"", - "fieldname": "lead", - "fieldtype": "Link", - "hidden": 0, - "in_filter": 1, - "in_list_view": 0, - "label": "Lead", - "oldfieldname": "lead", - "oldfieldtype": "Link", - "options": "Lead", - "permlevel": 0, - "print_hide": 1, - "read_only": 0 - }, - { - "depends_on": "", - "fieldname": "customer_name", - "fieldtype": "Data", - "hidden": 1, - "label": "Customer / Lead Name", - "permlevel": 0, - "print_hide": 0, - "read_only": 1 - }, - { - "fieldname": "column_break0", - "fieldtype": "Column Break", - "oldfieldtype": "Column Break", - "permlevel": 0, - "read_only": 0, - "width": "50%" - }, - { - "fieldname": "enquiry_type", - "fieldtype": "Select", - "label": "Opportunity Type", - "oldfieldname": "enquiry_type", - "oldfieldtype": "Select", - "options": "\nSales\nMaintenance", - "permlevel": 0, - "read_only": 0, - "reqd": 1 - }, - { - "default": "Draft", - "fieldname": "status", - "fieldtype": "Select", - "in_list_view": 0, - "label": "Status", - "no_copy": 1, - "oldfieldname": "status", - "oldfieldtype": "Select", - "options": "Draft\nSubmitted\nQuotation\nLost\nCancelled\nReplied\nOpen", - "permlevel": 0, - "print_hide": 1, - "read_only": 1, - "reqd": 1 - }, - { - "fieldname": "items_section", - "fieldtype": "Section Break", - "label": "Items", - "oldfieldtype": "Section Break", - "options": "icon-shopping-cart", - "permlevel": 0, - "read_only": 0 - }, - { - "description": "Items which do not exist in Item master can also be entered on customer's request", - "fieldname": "items", - "fieldtype": "Table", - "label": "Items", - "oldfieldname": "enquiry_details", - "oldfieldtype": "Table", - "options": "Opportunity Item", - "permlevel": 0, - "read_only": 0 - }, - { - "fieldname": "fold", - "fieldtype": "Fold", - "permlevel": 0 - }, - { - "depends_on": "eval:doc.lead || doc.customer", - "fieldname": "contact_info", - "fieldtype": "Section Break", - "label": "Contact Info", - "options": "icon-bullhorn", - "permlevel": 0, - "read_only": 0 - }, - { - "depends_on": "eval:doc.customer || doc.lead", - "fieldname": "customer_address", - "fieldtype": "Link", - "in_filter": 1, - "label": "Customer / Lead Address", - "options": "Address", - "permlevel": 0, - "print_hide": 1, - "read_only": 0 - }, - { - "fieldname": "address_display", - "fieldtype": "Small Text", - "hidden": 1, - "label": "Address", - "oldfieldname": "address", - "oldfieldtype": "Small Text", - "permlevel": 0, - "read_only": 1 - }, - { - "depends_on": "customer", - "description": "", - "fieldname": "territory", - "fieldtype": "Link", - "in_filter": 1, - "in_list_view": 1, - "label": "Territory", - "options": "Territory", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "reqd": 0, - "search_index": 1 - }, - { - "depends_on": "customer", - "description": "", - "fieldname": "customer_group", - "fieldtype": "Link", - "hidden": 0, - "in_filter": 1, - "label": "Customer Group", - "oldfieldname": "customer_group", - "oldfieldtype": "Link", - "options": "Customer Group", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "reqd": 0, - "search_index": 1 - }, - { - "fieldname": "column_break3", - "fieldtype": "Column Break", - "permlevel": 0, - "read_only": 0 - }, - { - "depends_on": "eval:doc.lead || doc.customer", - "fieldname": "contact_person", - "fieldtype": "Link", - "in_filter": 1, - "label": "Contact Person", - "options": "Contact", - "permlevel": 0, - "print_hide": 1, - "read_only": 0 - }, - { - "depends_on": "customer", - "fieldname": "contact_display", - "fieldtype": "Small Text", - "label": "Contact", - "permlevel": 0, - "read_only": 1 - }, - { - "depends_on": "eval:doc.lead || doc.customer", - "fieldname": "contact_email", - "fieldtype": "Small Text", - "label": "Contact Email", - "permlevel": 0, - "read_only": 1 - }, - { - "depends_on": "eval:doc.lead || doc.customer", - "fieldname": "contact_mobile", - "fieldtype": "Small Text", - "label": "Contact Mobile No", - "permlevel": 0, - "read_only": 1 - }, - { - "fieldname": "more_info", - "fieldtype": "Section Break", - "label": "More Info", - "oldfieldtype": "Section Break", - "options": "icon-file-text", - "permlevel": 0, - "read_only": 0 - }, - { - "fieldname": "column_break1", - "fieldtype": "Column Break", - "oldfieldtype": "Column Break", - "permlevel": 0, - "read_only": 0, - "width": "50%" - }, - { - "default": "Today", - "fieldname": "transaction_date", - "fieldtype": "Date", - "label": "Opportunity Date", - "oldfieldname": "transaction_date", - "oldfieldtype": "Date", - "permlevel": 0, - "read_only": 0, - "reqd": 1, - "width": "50px" - }, - { - "fieldname": "company", - "fieldtype": "Link", - "in_filter": 1, - "label": "Company", - "oldfieldname": "company", - "oldfieldtype": "Link", - "options": "Company", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "reqd": 1, - "search_index": 1 - }, - { - "fieldname": "source", - "fieldtype": "Select", - "label": "Source", - "oldfieldname": "source", - "oldfieldtype": "Select", - "options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In", - "permlevel": 0, - "read_only": 0 - }, - { - "description": "Enter name of campaign if source of enquiry is campaign", - "fieldname": "campaign", - "fieldtype": "Link", - "label": "Campaign", - "oldfieldname": "campaign", - "oldfieldtype": "Link", - "options": "Campaign", - "permlevel": 0, - "read_only": 0 - }, - { - "fieldname": "fiscal_year", - "fieldtype": "Link", - "in_filter": 1, - "label": "Fiscal Year", - "oldfieldname": "fiscal_year", - "oldfieldtype": "Select", - "options": "Fiscal Year", - "permlevel": 0, - "print_hide": 1, - "read_only": 0, - "reqd": 1, - "search_index": 1 - }, - { - "depends_on": "eval:!doc.__islocal", - "fieldname": "order_lost_reason", - "fieldtype": "Text", - "label": "Lost Reason", - "no_copy": 1, - "permlevel": 0, - "read_only": 1 - }, - { - "fieldname": "column_break2", - "fieldtype": "Column Break", - "oldfieldtype": "Column Break", - "permlevel": 0, - "read_only": 0, - "width": "50%" - }, - { - "description": "Your sales person who will contact the customer in future", - "fieldname": "contact_by", - "fieldtype": "Link", - "in_filter": 1, - "label": "Next Contact By", - "oldfieldname": "contact_by", - "oldfieldtype": "Link", - "options": "User", - "permlevel": 0, - "read_only": 0, - "width": "75px" - }, - { - "description": "Your sales person will get a reminder on this date to contact the customer", - "fieldname": "contact_date", - "fieldtype": "Datetime", - "label": "Next Contact Date", - "oldfieldname": "contact_date", - "oldfieldtype": "Date", - "permlevel": 0, - "read_only": 0 - }, - { - "fieldname": "to_discuss", - "fieldtype": "Small Text", - "label": "To Discuss", - "no_copy": 1, - "oldfieldname": "to_discuss", - "oldfieldtype": "Small Text", - "permlevel": 0, - "read_only": 0 - }, - { - "fieldname": "amended_from", - "fieldtype": "Link", - "ignore_user_permissions": 1, - "label": "Amended From", - "no_copy": 1, - "oldfieldname": "amended_from", - "oldfieldtype": "Data", - "options": "Opportunity", - "permlevel": 0, - "print_hide": 1, - "read_only": 1, - "width": "150px" - } - ], - "icon": "icon-info-sign", - "idx": 1, - "is_submittable": 1, - "modified": "2015-02-11 14:45:30.174431", - "modified_by": "Administrator", - "module": "Selling", - "name": "Opportunity", - "owner": "Administrator", - "permissions": [ - { - "amend": 1, - "apply_user_permissions": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Sales User", - "share": 1, - "submit": 1, - "write": 1 - }, - { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Sales Manager", - "share": 1, - "submit": 1, - "write": 1 - } - ], - "search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company", - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "customer_name" -} \ No newline at end of file diff --git a/erpnext/selling/doctype/quotation/quotation.js b/erpnext/selling/doctype/quotation/quotation.js index 776671ae2a6..c950056ff22 100644 --- a/erpnext/selling/doctype/quotation/quotation.js +++ b/erpnext/selling/doctype/quotation/quotation.js @@ -32,7 +32,7 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({ cur_frm.add_custom_button(__('From Opportunity'), function() { frappe.model.map_current_doc({ - method: "erpnext.selling.doctype.opportunity.opportunity.make_quotation", + method: "erpnext.crm.doctype.opportunity.opportunity.make_quotation", source_doctype: "Opportunity", get_query_filters: { docstatus: 1, @@ -94,7 +94,7 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({ lead: function() { var me = this; frappe.call({ - method: "erpnext.selling.doctype.lead.lead.get_lead_details", + method: "erpnext.crm.doctype.lead.lead.get_lead_details", args: { "lead": this.frm.doc.lead }, callback: function(r) { if(r.message) { diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index 67277b0fd25..100675eff51 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -149,7 +149,7 @@ def _make_customer(source_name, ignore_permissions=False): customer_name = frappe.db.get_value("Customer", {"lead_name": lead_name}, ["name", "customer_name"], as_dict=True) if not customer_name: - from erpnext.selling.doctype.lead.lead import _make_customer + from erpnext.crm.doctype.lead.lead import _make_customer customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions) customer = frappe.get_doc(customer_doclist) customer.flags.ignore_permissions = ignore_permissions diff --git a/erpnext/setup/doctype/email_digest/email_digest.py b/erpnext/setup/doctype/email_digest/email_digest.py index ff97d3bf898..098a4a959fe 100644 --- a/erpnext/setup/doctype/email_digest/email_digest.py +++ b/erpnext/setup/doctype/email_digest/email_digest.py @@ -17,7 +17,8 @@ content_sequence = [ "invoiced_amount", "payables"]], ["Bank Balance", ["bank_balance"]], ["Buying", ["new_purchase_requests", "new_supplier_quotations", "new_purchase_orders"]], - ["Selling", ["new_leads", "new_enquiries", "new_quotations", "new_sales_orders"]], + ["CRM", ["new_leads", "new_enquiries"]], + ["Selling", ["new_quotations", "new_sales_orders"]], ["Stock", ["new_delivery_notes", "new_purchase_receipts", "new_stock_entries"]], ["Support", ["new_communications", "new_support_tickets", "open_tickets"]], ["Projects", ["new_projects"]], diff --git a/erpnext/setup/doctype/item_group/item_group.js b/erpnext/setup/doctype/item_group/item_group.js index 3bb6c1767f6..717c7d61e4b 100644 --- a/erpnext/setup/doctype/item_group/item_group.js +++ b/erpnext/setup/doctype/item_group/item_group.js @@ -12,6 +12,7 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) { cur_frm.cscript.set_root_readonly = function(doc) { // read-only for root item group + cur_frm.set_intro(""); if(!doc.parent_item_group) { cur_frm.set_read_only(); cur_frm.set_intro(__("This is a root item group and cannot be edited."), true); diff --git a/erpnext/setup/doctype/item_group/item_group.json b/erpnext/setup/doctype/item_group/item_group.json index 47a709d1f26..32d0bb656ee 100644 --- a/erpnext/setup/doctype/item_group/item_group.json +++ b/erpnext/setup/doctype/item_group/item_group.json @@ -8,6 +8,13 @@ "doctype": "DocType", "document_type": "Master", "fields": [ + { + "fieldname": "gs", + "fieldtype": "Section Break", + "in_list_view": 0, + "label": "General Settings", + "permlevel": 0 + }, { "fieldname": "item_group_name", "fieldtype": "Data", @@ -20,13 +27,6 @@ "reqd": 1, "search_index": 0 }, - { - "fieldname": "gs", - "fieldtype": "Section Break", - "in_list_view": 0, - "label": "General Settings", - "permlevel": 0 - }, { "description": "", "fieldname": "parent_item_group", @@ -104,7 +104,7 @@ "in_list_view": 0, "label": "Page Name", "permlevel": 0, - "read_only": 1 + "read_only": 0 }, { "depends_on": "show_in_website", @@ -190,7 +190,7 @@ "in_create": 1, "issingle": 0, "max_attachments": 3, - "modified": "2015-02-05 05:11:39.844136", + "modified": "2015-02-16 23:50:48.113171", "modified_by": "Administrator", "module": "Setup", "name": "Item Group", diff --git a/erpnext/setup/doctype/item_group/item_group.py b/erpnext/setup/doctype/item_group/item_group.py index 59a0ecb24fe..ba95bd0f491 100644 --- a/erpnext/setup/doctype/item_group/item_group.py +++ b/erpnext/setup/doctype/item_group/item_group.py @@ -34,6 +34,17 @@ class ItemGroup(NestedSet, WebsiteGenerator): NestedSet.on_trash(self) WebsiteGenerator.on_trash(self) + def set_parent_website_route(self): + """Overwrite `parent_website_route` from `WebsiteGenerator`. + Only set `parent_website_route` if parent is visble. + + e.g. If `show_in_website` is set for Products then url should be `/products`""" + if self.parent_item_group and frappe.db.get_value("Item Group", + self.parent_item_group, "show_in_website"): + super(WebsiteGenerator, self)() + else: + self.parent_website_route = "" + def validate_name_with_item(self): if frappe.db.exists("Item", self.name): frappe.throw(frappe._("An item exists with same name ({0}), please change the item group name or rename the item").format(self.name)) diff --git a/erpnext/setup/page/setup_wizard/setup_wizard.css b/erpnext/setup/page/setup_wizard/setup_wizard.css index 6ff5b12d7d3..41eef343c09 100644 --- a/erpnext/setup/page/setup_wizard/setup_wizard.css +++ b/erpnext/setup/page/setup_wizard/setup_wizard.css @@ -1,26 +1,70 @@ -#page-setup-wizard { - position: fixed; - top: 0px; bottom: 0px; - left: 0px; right: 0px; - overflow: auto; - padding-top: 30px; -} -.setup-wizard-wrapper { - margin: 0px auto; +.setup-wizard-slide { + padding-left: 0px; + padding-right: 0px; } @media (min-width: 768px) { - .setup-wizard-wrapper { - width: 725px; + .setup-wizard-slide.single-column { + max-width: 500px; + } + + .setup-wizard-slide.two-column { + max-width: 768px; } } -#page-setup-wizard .col-md-6 .control-input .btn { - width: 100%; +.setup-wizard-slide .lead { + margin-bottom: 10px; } -#page-setup-wizard .form-section { - margin: 0px -15px; - padding: 0px; - max-width: 400px; +.setup-wizard-slide .form { + margin-top: 20px; + border: 1px solid #d1d8dd; + box-shadow: 0px 3px 5px rgba(0, 0, 0, 0.1); +} + +.setup-wizard-slide .footer { + margin: 20px auto; +} + +.setup-wizard-progress { + border-bottom: 1px solid #d1d8dd; + padding-bottom: 15px; + margin: -20px auto 20px; +} + +.setup-wizard-slide .icon-fixed-width { + vertical-align: middle; +} + +.setup-wizard-slide .icon-circle-blank { + font-size: 7px; +} + +.setup-wizard-slide .icon-circle { + font-size: 10px; +} + +.setup-wizard-slide .frappe-control[data-fieldtype="Attach Image"] { + text-align: center; +} + +.setup-wizard-slide .missing-image, +.setup-wizard-slide .attach-image-display { + display: block; + position: relative; + left: 50%; + transform: translate(-50%, 0); + -webkit-transform: translate(-50%, 0); +} + +.setup-wizard-slide .missing-image .octicon { + position: relative; + top: 50%; + transform: translate(0px, -50%); + -webkit-transform: translate(0px, -50%); +} + +.setup-wizard-message-image { + margin: 15px auto; } diff --git a/erpnext/setup/page/setup_wizard/setup_wizard.js b/erpnext/setup/page/setup_wizard/setup_wizard.js index c31fab4cdfb..a10dc803888 100644 --- a/erpnext/setup/page/setup_wizard/setup_wizard.js +++ b/erpnext/setup/page/setup_wizard/setup_wizard.js @@ -1,3 +1,5 @@ +frappe.provide("erpnext.wiz"); + frappe.pages['setup-wizard'].on_page_load = function(wrapper) { if(sys_defaults.company) { frappe.set_route("desktop"); @@ -10,360 +12,36 @@ frappe.pages['setup-wizard'].on_page_load = function(wrapper) { page_name: "setup-wizard", parent: wrapper, on_complete: function(wiz) { - var values = wiz.get_values(); - wiz.show_working(); - frappe.call({ - method: "erpnext.setup.page.setup_wizard.setup_wizard.setup_account", - args: values, - callback: function(r) { - wiz.show_complete(); - setTimeout(function() { - if(user==="Administrator") { - msgprint(__("Login with your new User ID") + ": " + values.email); - setTimeout(function() { - frappe.app.logout(); - }, 2000); - } else { - window.location = "/desk"; - } - }, 2000); - }, - error: function(r) { - - var d = msgprint(__("There were errors.")); - d.custom_onhide = function() { - frappe.set_route(erpnext.wiz.page_name, "0"); - }; - } - }) + erpnext.wiz.setup_account(wiz); }, title: __("Welcome"), - working_html: function() { return '' + - __('Sit tight while your system is being setup. This may take a few moments.') + - '
' }, - complete_html: function() { return '\ -' + - __('Your setup is complete. Refreshing...') + - '
'}, + working_html: erpnext.wiz.working_html, + complete_html: erpnext.wiz.complete_html, slides: [ - // User - { - title: __("Select Your Language"), - icon: "icon-globe", - fields: [ - { - "fieldname": "language", "label": __("Language"), "fieldtype": "Select", - reqd:1 - }, - ], - help: "", - onload: function(slide) { - var me = this; - var select = slide.get_field("language"); - - if (!this.language_list) { - frappe.call({ - method: "erpnext.setup.page.setup_wizard.setup_wizard.load_languages", - callback: function(r) { - me.language_list = r.message; - select.df.options = me.language_list; - select.set_input("english"); - } - }) - } else { - select.df.options = this.language_list; - select.refresh(); - } - - slide.get_input("language").on("change", function() { - var lang = $(this).val() || "english"; - frappe._messages = {}; - frappe.call({ - method: "erpnext.setup.page.setup_wizard.setup_wizard.load_messages", - args: { - language: lang - }, - callback: function(r) { - // re-render all slides - $.each(slide.wiz.slide_dict, function(key, s) { - s.make(); - }); - - // select is re-made after language change - var select = slide.get_field("language"); - select.set_input(lang); - } - }) - }); - } - }, - - { - title: __("The First User: You"), - icon: "icon-user", - fields: [ - {"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data", - reqd:1}, - {"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data", - reqd:1}, - {"fieldname": "email", "label": __("Email Id"), "fieldtype": "Data", - reqd:1, "description": __("Your Login Id"), "options":"Email"}, - {"fieldname": "password", "label": __("Password"), "fieldtype": "Password", - reqd:1}, - {fieldtype:"Attach Image", fieldname:"attach_user", - label: __("Attach Your Picture")}, - ], - help: __('The first user will become the System Manager (you can change that later).'), - onload: function(slide) { - if(user!=="Administrator") { - slide.form.fields_dict.password.$wrapper.toggle(false); - slide.form.fields_dict.email.$wrapper.toggle(false); - slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name); - slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name); - - var user_image = frappe.get_cookie("user_image"); - if(user_image) { - var $attach_user = slide.form.fields_dict.attach_user.$wrapper; - $attach_user.find(".missing-image").toggle(false); - $attach_user.find("img").attr("src", user_image).toggle(true); - } - - delete slide.form.fields_dict.email; - delete slide.form.fields_dict.password; - } - } - }, - - // Country - { - title: __("Country, Timezone and Currency"), - icon: "icon-flag", - fields: [ - {fieldname:'country', label: __('Country'), reqd:1, - options: "", fieldtype: 'Select'}, - {fieldname:'currency', label: __('Default Currency'), reqd:1, - options: "", fieldtype: 'Select'}, - {fieldname:'timezone', label: __('Time Zone'), reqd:1, - options: "", fieldtype: 'Select'}, - {fieldname:'chart_of_accounts', label: __('Chart of Accounts'), - options: "", fieldtype: 'Select'} - ], - help: __('Select your home country and check the timezone and currency.'), - onload: function(slide, form) { - frappe.call({ - method:"frappe.geo.country_info.get_country_timezone_info", - callback: function(data) { - frappe.country_info = data.message.country_info; - frappe.all_timezones = data.message.all_timezones; - slide.get_input("country").empty() - .add_options([""].concat(keys(frappe.country_info).sort())); - slide.get_input("currency").empty() - .add_options(frappe.utils.unique([""].concat($.map(frappe.country_info, - function(opts, country) { return opts.currency; }))).sort()); - slide.get_input("timezone").empty() - .add_options([""].concat(frappe.all_timezones)); - } - }) - - slide.get_input("country").on("change", function() { - var country = slide.get_input("country").val(); - var $timezone = slide.get_input("timezone"); - $timezone.empty(); - // add country specific timezones first - if(country){ - var timezone_list = frappe.country_info[country].timezones || []; - $timezone.add_options(timezone_list.sort()); - slide.get_field("currency").set_input(frappe.country_info[country].currency); - } - // add all timezones at the end, so that user has the option to change it to any timezone - $timezone.add_options([""].concat(frappe.all_timezones)); - - slide.get_field("timezone").set_input($timezone.val()); - - // temporarily set date format - frappe.boot.sysdefaults.date_format = (frappe.country_info[country].date_format - || "dd-mm-yyyy"); - - // get country specific chart of accounts - frappe.call({ - method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country", - args: {"country": country}, - callback: function(r) { - if(r.message) - slide.get_input("chart_of_accounts").empty() - .add_options([""].concat(r.message)); - } - }) - }); - } - }, - - // Organization - { - title: __("The Organization"), - icon: "icon-building", - fields: [ - {fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1, - placeholder: __('e.g. "My Company LLC"')}, - {fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data', - description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1}, - {fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data', - placeholder: __('e.g. "XYZ National Bank"'), reqd:1 }, - {fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date', - description: __('Your financial year begins on'), reqd:1}, - {fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date', - description: __('Your financial year ends on'), reqd:1}, - {fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data', - placeholder:__('e.g. "Build tools for builders"'), reqd:1}, - ], - help: __('The name of your company for which you are setting up this system.'), - onload: function(slide) { - slide.get_input("company_name").on("change", function() { - var parts = slide.get_input("company_name").val().split(" "); - var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join(""); - slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase()); - }).val(frappe.boot.sysdefaults.company_name || "").trigger("change"); - - slide.get_input("company_abbr").on("change", function() { - if(slide.get_input("company_abbr").val().length > 5) { - msgprint("Company Abbreviation cannot have more than 5 characters"); - slide.get_field("company_abbr").set_input(""); - } - }); - - slide.get_input("fy_start_date").on("change", function() { - var year_end_date = - frappe.datetime.add_days(frappe.datetime.add_months( - frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1); - slide.get_field("fy_end_date").set_input(year_end_date); - - }); - } - }, - - // Logo - { - icon: "icon-bookmark", - title: __("Logo and Letter Heads"), - help: __('Upload your letter head and logo - you can edit them later.'), - fields: [ - {fieldtype:"Attach Image", fieldname:"attach_letterhead", - label: __("Attach Letterhead"), - description: __("Keep it web friendly 900px (w) by 100px (h)") - }, - {fieldtype:"Attach Image", fieldname:"attach_logo", - label:__("Attach Logo"), - description: __("100px by 100px")}, - ], - }, - - // Taxes - { - icon: "icon-money", - "title": __("Add Taxes"), - "help": __("List your tax heads (e.g. VAT, Excise; they should have unique names) and their standard rates. This will create a standard template, which you can edit and add more later."), - "fields": [], - before_load: function(slide) { - slide.fields = []; - for(var i=1; i<4; i++) { - slide.fields = slide.fields.concat([ - {fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i, - placeholder:__("e.g. VAT") + " " + i}, - {fieldtype:"Column Break"}, - {fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")}, - {fieldtype:"Section Break"}, - ]); - } - } - }, - - // Customers - { - icon: "icon-group", - "title": __("Your Customers"), - "help": __("List a few of your customers. They could be organizations or individuals."), - "fields": [], - before_load: function(slide) { - slide.fields = []; - for(var i=1; i<6; i++) { - slide.fields = slide.fields.concat([ - {fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i, - placeholder:__("Customer Name")}, - {fieldtype:"Column Break"}, - {fieldtype:"Data", fieldname:"customer_contact_" + i, - label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}, - {fieldtype:"Section Break"} - ]) - } - } - }, - - // Suppliers - { - icon: "icon-group", - "title": __("Your Suppliers"), - "help": __("List a few of your suppliers. They could be organizations or individuals."), - "fields": [], - before_load: function(slide) { - slide.fields = []; - for(var i=1; i<6; i++) { - slide.fields = slide.fields.concat([ - {fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i, - placeholder:__("Supplier Name")}, - {fieldtype:"Column Break"}, - {fieldtype:"Data", fieldname:"supplier_contact_" + i, - label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}, - {fieldtype:"Section Break"} - ]) - } - } - }, - - // Items to Sell - { - icon: "icon-barcode", - "title": __("Your Products or Services"), - "help": __("List your products or services that you buy or sell. Make sure to check the Item Group, Unit of Measure and other properties when you start."), - "fields": [], - before_load: function(slide) { - slide.fields = []; - for(var i=1; i<6; i++) { - slide.fields = slide.fields.concat([ - {fieldtype:"Section Break", show_section_border: true}, - {fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i, - placeholder:__("A Product or Service")}, - {fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item")}, - {fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")}, - {fieldtype:"Column Break"}, - {fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i, - options:[__("Products"), __("Services"), - __("Raw Material"), __("Consumable"), __("Sub Assemblies")]}, - {fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"), - options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"), - __("Hour"), __("Minute")]}, - {fieldtype:"Attach", fieldname:"item_img_" + i, label:__("Attach Image")}, - ]) - } - } - }, + erpnext.wiz.welcome.slide, + erpnext.wiz.region.slide, + erpnext.wiz.user.slide, + erpnext.wiz.org.slide, + erpnext.wiz.branding.slide, + erpnext.wiz.taxes.slide, + erpnext.wiz.customers.slide, + erpnext.wiz.suppliers.slide, + erpnext.wiz.items.slide, ] } - erpnext.wiz = new frappe.wiz.Wizard(wizard_settings) + erpnext.wiz.wizard = new erpnext.wiz.Wizard(wizard_settings) } frappe.pages['setup-wizard'].on_page_show = function(wrapper) { - if(frappe.get_route()[1]) - erpnext.wiz.show(frappe.get_route()[1]); + if(frappe.get_route()[1]) { + erpnext.wiz.wizard.show(frappe.get_route()[1]); + } + } -frappe.provide("frappe.wiz"); - -frappe.wiz.Wizard = Class.extend({ +erpnext.wiz.Wizard = Class.extend({ init: function(opts) { $.extend(this, opts); this.make(); @@ -398,7 +76,7 @@ frappe.wiz.Wizard = Class.extend({ if(this.current_slide && this.current_slide.id===id) return; if(!this.slide_dict[id]) { - this.slide_dict[id] = new frappe.wiz.WizardSlide($.extend(this.slides[id], {wiz:this, id:id})); + this.slide_dict[id] = new erpnext.wiz.WizardSlide($.extend(this.slides[id], {wiz:this, id:id})); this.slide_dict[id].make(); } @@ -422,7 +100,7 @@ frappe.wiz.Wizard = Class.extend({ } }); -frappe.wiz.WizardSlide = Class.extend({ +erpnext.wiz.WizardSlide = Class.extend({ init: function(opts) { $.extend(this, opts); this.$wrapper = $("