feat: module onboarding

(cherry picked from commit 792a1a7ab7)
This commit is contained in:
Rohit Waghchaure
2026-02-20 20:59:03 +05:30
committed by Mergify
parent 033c9fc57d
commit 858119f907
78 changed files with 1815 additions and 24 deletions

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{
"allow_roles": [
{
"role": "Accounts Manager"
},
{
"role": "Accounts User"
}
],
"creation": "2026-02-22 18:26:42.015787",
"docstatus": 0,
"doctype": "Module Onboarding",
"idx": 4,
"is_complete": 0,
"modified": "2026-02-23 22:51:34.267812",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting Onboarding",
"owner": "Administrator",
"steps": [
{
"step": "Chart of Accounts"
},
{
"step": "Setup Sales taxes"
},
{
"step": "Create Sales Invoice"
},
{
"step": "Create Payment Entry"
},
{
"step": "View Balance Sheet"
},
{
"step": "Review Accounts Settings"
}
],
"title": "Accounting Onboarding"
}

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@@ -0,0 +1,20 @@
{
"action": "Go to Page",
"action_label": "Configure Chart of Accounts",
"creation": "2026-02-22 18:28:15.401383",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:45.540780",
"modified_by": "Administrator",
"name": "Chart of Accounts",
"owner": "Administrator",
"path": "Tree/Account",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Chart of Accounts",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Payment Entry",
"creation": "2026-02-23 19:22:12.005360",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:19:56.482245",
"modified_by": "Administrator",
"name": "Create Payment Entry",
"owner": "Administrator",
"reference_document": "Payment Entry",
"route_options": "{\n \"payment_type\": \"Receive\",\n \"party_type\": \"Customer\"\n}",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Payment Entry",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Sales Invoice",
"creation": "2026-02-20 13:42:38.439574",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 2,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:16:40.931428",
"modified_by": "Administrator",
"name": "Create Sales Invoice",
"owner": "Administrator",
"reference_document": "Sales Invoice",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Sales Invoice",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Update Settings",
"action_label": "Review Accounts Settings",
"creation": "2026-02-23 19:27:06.055104",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2026-02-23 22:16:40.855407",
"modified_by": "Administrator",
"name": "Review Accounts Settings",
"owner": "Administrator",
"path": "desk/accounts-settings",
"reference_document": "Accounts Settings",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Accounts Settings",
"validate_action": 0
}

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@@ -0,0 +1,22 @@
{
"action": "Go to Page",
"action_label": "Setup Sales Taxes",
"creation": "2026-02-22 18:30:18.750391",
"docstatus": 0,
"doctype": "Onboarding Step",
"form_tour": "",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:42.373227",
"modified_by": "Administrator",
"name": "Setup Sales taxes",
"owner": "Administrator",
"path": "/desk/sales-taxes-and-charges-template",
"reference_document": "Sales Taxes and Charges Template",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Setup Sales taxes",
"validate_action": 1
}

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@@ -0,0 +1,23 @@
{
"action": "View Report",
"action_label": "View Balance Sheet",
"creation": "2026-02-23 19:22:57.651194",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:39.178107",
"modified_by": "Administrator",
"name": "View Balance Sheet",
"owner": "Administrator",
"reference_report": "Balance Sheet",
"report_description": "View Balance Sheet",
"report_reference_doctype": "GL Entry",
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "View Balance Sheet",
"validate_action": 1
}

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@@ -0,0 +1,44 @@
{
"allow_roles": [
{
"role": "Accounts Manager"
},
{
"role": "Accounts User"
},
{
"role": "Quality Manager"
}
],
"creation": "2026-02-23 20:56:50.917521",
"docstatus": 0,
"doctype": "Module Onboarding",
"idx": 0,
"is_complete": 0,
"modified": "2026-02-23 22:51:11.027665",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Onboarding",
"owner": "Administrator",
"steps": [
{
"step": "Learn Asset"
},
{
"step": "Create Asset Category"
},
{
"step": "Create Asset Item"
},
{
"step": "Create Asset Location"
},
{
"step": "Create Existing Asset"
},
{
"step": "View Balance Sheet"
}
],
"title": "Assets Setup!"
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Asset Category",
"creation": "2026-02-23 20:50:50.211884",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:50:50.211884",
"modified_by": "Administrator",
"name": "Create Asset Category",
"owner": "Administrator",
"reference_document": "Asset Category",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Asset Category",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Asset Item",
"creation": "2026-02-23 20:52:40.135614",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:31:53.211343",
"modified_by": "Administrator",
"name": "Create Asset Item",
"owner": "Administrator",
"reference_document": "Item",
"route_options": "{\n \"is_fixed_asset\": 1,\n \"is_stock_item\": 0\n}",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Asset Item",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Asset Location",
"creation": "2026-02-23 20:53:07.450876",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:53:07.450876",
"modified_by": "Administrator",
"name": "Create Asset Location",
"owner": "Administrator",
"reference_document": "Location",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Asset Location",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Existing Asset",
"creation": "2026-02-23 20:54:25.961869",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 3,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:31:48.789836",
"modified_by": "Administrator",
"name": "Create Existing Asset",
"owner": "Administrator",
"reference_document": "Asset",
"route_options": "{\n \"asset_type\": \"Existing Asset\"\n}",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Existing Asset",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "View Docs",
"action_label": "Learn Asset",
"creation": "2026-02-23 21:00:47.254648",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:25.734547",
"modified_by": "Administrator",
"name": "Learn Asset",
"owner": "Administrator",
"path": "https://docs.frappe.io/erpnext/assets/setup/asset-category",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Learn Asset",
"validate_action": 1
}

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@@ -0,0 +1,23 @@
{
"action": "View Report",
"action_label": "View Balance Sheet",
"creation": "2026-02-23 19:22:57.651194",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:39.178107",
"modified_by": "Administrator",
"name": "View Balance Sheet",
"owner": "Administrator",
"reference_report": "Balance Sheet",
"report_description": "View Balance Sheet",
"report_reference_doctype": "GL Entry",
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "View Balance Sheet",
"validate_action": 1
}

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@@ -0,0 +1,76 @@
{
"creation": "2026-02-22 17:08:01.825015",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 0,
"is_standard": 1,
"list_name": "List",
"modified": "2026-02-22 18:25:11.421464",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",
"new_document_form": 0,
"owner": "Administrator",
"reference_doctype": "Purchase Order",
"report_name": "",
"save_on_complete": 1,
"steps": [
{
"description": "Select a Supplier",
"fieldname": "supplier",
"fieldtype": "Link",
"has_next_condition": 0,
"hide_buttons": 0,
"is_table_field": 0,
"label": "Supplier",
"modal_trigger": 0,
"next_on_click": 0,
"offset_x": 0,
"offset_y": 0,
"popover_element": 0,
"position": "Right",
"title": "Supplier",
"ui_tour": 0
},
{
"description": "Set the \"Required By\" date for the materials. This sets the \"Required By\" date for all the items.\n",
"fieldname": "schedule_date",
"fieldtype": "Date",
"has_next_condition": 0,
"hide_buttons": 0,
"is_table_field": 0,
"label": "Required By",
"modal_trigger": 0,
"next_on_click": 0,
"offset_x": 0,
"offset_y": 0,
"popover_element": 0,
"position": "Top Right",
"title": "Required By",
"ui_tour": 0
},
{
"description": "Items to be purchased can be added here.",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"hide_buttons": 0,
"is_table_field": 0,
"label": "Items",
"modal_trigger": 0,
"next_on_click": 0,
"offset_x": 0,
"offset_y": 0,
"popover_element": 0,
"position": "Bottom",
"title": "Items Table",
"ui_tour": 0
}
],
"title": "Purchase Order",
"track_steps": 0,
"ui_tour": 0,
"view_name": "Workspaces"
}

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@@ -0,0 +1,42 @@
{
"creation": "2026-02-22 16:46:17.299107",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 0,
"is_standard": 1,
"list_name": "List",
"modified": "2026-02-22 16:46:17.299107",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Form Tour",
"new_document_form": 0,
"owner": "Administrator",
"reference_doctype": "Supplier",
"report_name": "",
"save_on_complete": 1,
"steps": [
{
"description": "Enter the Full Name of the Supplier",
"fieldname": "supplier_name",
"fieldtype": "Data",
"has_next_condition": 0,
"hide_buttons": 0,
"is_table_field": 0,
"label": "Supplier Name",
"modal_trigger": 0,
"next_on_click": 0,
"offset_x": 0,
"offset_y": 0,
"popover_element": 0,
"position": "Left",
"title": "Full Name",
"ui_tour": 0
}
],
"title": "Supplier Form Tour",
"track_steps": 0,
"ui_tour": 0,
"view_name": "Workspaces"
}

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@@ -0,0 +1,41 @@
{
"allow_roles": [
{
"role": "Purchase Manager"
},
{
"role": "Purchase User"
}
],
"creation": "2026-02-19 10:53:58.761773",
"docstatus": 0,
"doctype": "Module Onboarding",
"idx": 0,
"is_complete": 0,
"modified": "2026-02-23 22:51:40.644920",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying Onboarding",
"owner": "Administrator",
"steps": [
{
"step": "Create Supplier"
},
{
"step": "Create Item"
},
{
"step": "Create Purchase Order"
},
{
"step": "Create Purchase Invoice"
},
{
"step": "View Purchase Order Analysis"
},
{
"step": "Review Buying Settings"
}
],
"title": "Buying Setup! "
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Item",
"creation": "2026-02-19 12:38:40.865013",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 7,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:30:37.698459",
"modified_by": "Administrator",
"name": "Create Item",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Item",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Purchase Invoice",
"creation": "2026-02-19 12:38:14.868162",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 5,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:26:00.223899",
"modified_by": "Administrator",
"name": "Create Purchase Invoice",
"owner": "Administrator",
"reference_document": "Purchase Invoice",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Purchase Invoice",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Purchase Order",
"creation": "2026-02-19 12:13:44.068135",
"docstatus": 0,
"doctype": "Onboarding Step",
"form_tour": "Purchase Order",
"idx": 2,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:16:40.891958",
"modified_by": "Administrator",
"name": "Create Purchase Order",
"owner": "Administrator",
"reference_document": "Purchase Order",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create Purchase Order",
"validate_action": 1
}

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@@ -0,0 +1,22 @@
{
"action": "Create Entry",
"action_label": "Create supplier",
"creation": "2026-02-19 10:53:56.936107",
"description": "",
"docstatus": 0,
"doctype": "Onboarding Step",
"form_tour": "Supplier Form Tour",
"idx": 2,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:16:40.903633",
"modified_by": "Administrator",
"name": "Create Supplier",
"owner": "Administrator",
"reference_document": "Supplier",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create Supplier",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Update Settings",
"action_label": "Review Buying Settings",
"creation": "2026-02-23 20:27:23.664752",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2026-02-23 22:16:40.845870",
"modified_by": "Administrator",
"name": "Review Buying Settings",
"owner": "Administrator",
"path": "desk/buying-settings",
"reference_document": "Buying Settings",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Buying Settings",
"validate_action": 0
}

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@@ -0,0 +1,21 @@
{
"action": "Go to Page",
"action_label": "Set up company",
"creation": "2026-02-20 11:12:50.373049",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-22 16:44:20.499954",
"modified_by": "Administrator",
"name": "Setup Company",
"owner": "Administrator",
"path": "company",
"reference_document": "Company",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Setup Company",
"validate_action": 1
}

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@@ -0,0 +1,23 @@
{
"action": "View Report",
"action_label": "View Purchase Order Analysis",
"creation": "2026-02-23 20:26:29.245112",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:44:35.794807",
"modified_by": "Administrator",
"name": "View Purchase Order Analysis",
"owner": "Administrator",
"reference_report": "Purchase Order Analysis",
"report_description": "View Purchase Order Analysis",
"report_reference_doctype": "Purchase Order",
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "View Purchase Order Analysis",
"validate_action": 1
}

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@@ -0,0 +1,44 @@
{
"allow_roles": [
{
"role": "Manufacturing Manager"
},
{
"role": "Manufacturing User"
}
],
"creation": "2026-02-20 13:31:02.066000",
"docstatus": 0,
"doctype": "Module Onboarding",
"idx": 0,
"is_complete": 0,
"modified": "2026-02-23 22:51:27.390568",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Manufacturing Onboarding",
"owner": "Administrator",
"steps": [
{
"step": "Create Raw Materials"
},
{
"step": "Create Finished Goods"
},
{
"step": "Create Operations"
},
{
"step": "Create Bill of Materials"
},
{
"step": "Create Work Order"
},
{
"step": "View Work Order Summary Report"
},
{
"step": "Review Manufacturing Settings"
}
],
"title": "Manufacturing Setup!"
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Bill of Materials",
"creation": "2026-02-20 13:31:41.740588",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:38:57.652419",
"modified_by": "Administrator",
"name": "Create Bill of Materials",
"owner": "Administrator",
"reference_document": "BOM",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Bill of Materials",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Finished Good",
"creation": "2026-02-23 20:34:23.487974",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 2,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:46:41.661631",
"modified_by": "Administrator",
"name": "Create Finished Goods",
"owner": "Administrator",
"reference_document": "Item",
"route_options": "{\n \"item_group\": \"Products\"\n}",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Finished Goods",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Operation",
"creation": "2026-02-23 20:37:18.796925",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:46:20.181836",
"modified_by": "Administrator",
"name": "Create Operations",
"owner": "Administrator",
"reference_document": "Operation",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Operations",
"validate_action": 1
}

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@@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Raw Material",
"creation": "2026-02-23 20:34:00.158852",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 22:45:51.319162",
"modified_by": "Administrator",
"name": "Create Raw Materials",
"owner": "Administrator",
"reference_document": "Item",
"route_options": "{\n \"item_group\": \"Raw Material\"\n}",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Raw Materials",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"action_label": "Create Work Order",
"creation": "2026-02-20 13:32:09.873246",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2026-02-23 20:39:05.143316",
"modified_by": "Administrator",
"name": "Create Work Order",
"owner": "Administrator",
"reference_document": "Work Order",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create Work Order",
"validate_action": 1
}

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@@ -0,0 +1,20 @@
{
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View File

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@@ -0,0 +1,35 @@
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}

View File

@@ -0,0 +1,20 @@
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View File

@@ -0,0 +1,20 @@
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View File

@@ -0,0 +1,20 @@
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View File

@@ -0,0 +1,23 @@
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View File

@@ -0,0 +1,42 @@
{
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View File

@@ -0,0 +1,77 @@
{
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View File

@@ -0,0 +1,41 @@
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}

View File

@@ -0,0 +1,44 @@
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}

View File

@@ -0,0 +1,21 @@
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View File

@@ -0,0 +1,20 @@
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View File

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View File

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View File

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View File

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View File

@@ -0,0 +1,21 @@
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View File

@@ -0,0 +1,23 @@
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View File

@@ -0,0 +1,23 @@
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View File

@@ -0,0 +1,44 @@
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}

View File

@@ -0,0 +1,20 @@
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View File

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View File

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View File

@@ -0,0 +1,21 @@
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View File

@@ -0,0 +1,20 @@
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View File

@@ -0,0 +1,20 @@
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}

View File

@@ -0,0 +1,23 @@
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View File

@@ -0,0 +1,47 @@
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}

View File

@@ -0,0 +1,20 @@
{
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View File

@@ -0,0 +1,21 @@
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View File

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View File

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{
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}

View File

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{
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View File

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{
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}

View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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View File

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