[Setup Wizard] Use setup stages (#12000)

* setup working with packages imports for operations

* setup stages

* use setup_stages hook

* remove commit from app setup

erpnext/setup/setup_wizard/operations/company_setup.py

@@ -0,0 +1,125 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import cstr, getdate
+from frappe.utils.file_manager import save_file
+from .default_website import website_maker
+from erpnext.accounts.doctype.account.account import RootNotEditable
+
+def create_fiscal_year_and_company(args):
+	if (args.get('fy_start_date')):
+		curr_fiscal_year = get_fy_details(args.get('fy_start_date'), args.get('fy_end_date'))
+		frappe.get_doc({
+			"doctype":"Fiscal Year",
+			'year': curr_fiscal_year,
+			'year_start_date': args.get('fy_start_date'),
+			'year_end_date': args.get('fy_end_date'),
+		}).insert()
+
+	if (args.get('company_name')):
+		frappe.get_doc({
+			"doctype":"Company",
+			'company_name':args.get('company_name'),
+			'enable_perpetual_inventory': 1,
+			'abbr':args.get('company_abbr'),
+			'default_currency':args.get('currency'),
+			'country': args.get('country'),
+			'create_chart_of_accounts_based_on': 'Standard Template',
+			'chart_of_accounts': args.get('chart_of_accounts'),
+			'domain': args.get('domains')[0]
+		}).insert()
+
+def enable_shopping_cart(args):
+	# Needs price_lists
+	frappe.get_doc({
+		"doctype": "Shopping Cart Settings",
+		"enabled": 1,
+		'company': args.get('company_name')	,
+		'price_list': frappe.db.get_value("Price List", {"selling": 1}),
+		'default_customer_group': _("Individual"),
+		'quotation_series': "QTN-",
+	}).insert()
+
+def create_bank_account(args):
+	if args.get("bank_account"):
+		company_name = args.get('company_name')
+		bank_account_group =  frappe.db.get_value("Account",
+			{"account_type": "Bank", "is_group": 1, "root_type": "Asset",
+				"company": company_name})
+		if bank_account_group:
+			bank_account = frappe.get_doc({
+				"doctype": "Account",
+				'account_name': args.get("bank_account"),
+				'parent_account': bank_account_group,
+				'is_group':0,
+				'company': company_name,
+				"account_type": "Bank",
+			})
+			try:
+				return bank_account.insert()
+			except RootNotEditable:
+				frappe.throw(_("Bank account cannot be named as {0}").format(args.get("bank_account")))
+			except frappe.DuplicateEntryError:
+				# bank account same as a CoA entry
+				pass
+
+def create_email_digest():
+	from frappe.utils.user import get_system_managers
+	system_managers = get_system_managers(only_name=True)
+	if not system_managers:
+		return
+
+	companies = frappe.db.sql_list("select name FROM `tabCompany`")
+	for company in companies:
+		if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company):
+			edigest = frappe.get_doc({
+				"doctype": "Email Digest",
+				"name": "Default Weekly Digest - " + company,
+				"company": company,
+				"frequency": "Weekly",
+				"recipient_list": "\n".join(system_managers)
+			})
+
+			for df in edigest.meta.get("fields", {"fieldtype": "Check"}):
+				if df.fieldname != "scheduler_errors":
+					edigest.set(df.fieldname, 1)
+
+			edigest.insert()
+
+	# scheduler errors digest
+	if companies:
+		edigest = frappe.new_doc("Email Digest")
+		edigest.update({
+			"name": "Scheduler Errors",
+			"company": companies[0],
+			"frequency": "Daily",
+			"recipient_list": "\n".join(system_managers),
+			"scheduler_errors": 1,
+			"enabled": 1
+		})
+		edigest.insert()
+
+def create_logo(args):
+	if args.get("attach_logo"):
+		attach_logo = args.get("attach_logo").split(",")
+		if len(attach_logo)==3:
+			filename, filetype, content = attach_logo
+			fileurl = save_file(filename, content, "Website Settings", "Website Settings",
+				decode=True).file_url
+			frappe.db.set_value("Website Settings", "Website Settings", "brand_html",
+				"<img src='{0}' style='max-width: 40px; max-height: 25px;'> {1}".format(fileurl, args.get("company_name")	))
+
+def create_website(args):
+	if args.get('setup_website'):
+		website_maker(args)
+
+def get_fy_details(fy_start_date, fy_end_date):
+	start_year = getdate(fy_start_date).year
+	if start_year == getdate(fy_end_date).year:
+		fy = cstr(start_year)
+	else:
+		fy = cstr(start_year) + '-' + cstr(start_year + 1)
+	return fy

erpnext/setup/setup_wizard/operations/default_website.py

@@ -0,0 +1,85 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+from frappe import _
+from frappe.utils import nowdate
+
+class website_maker(object):
+	def __init__(self, args):
+		self.args = args
+		self.company = args.company_name
+		self.tagline = args.company_tagline
+		self.user = args.name
+		self.make_web_page()
+		self.make_website_settings()
+		self.make_blog()
+
+	def make_web_page(self):
+		# home page
+		homepage = frappe.get_doc('Homepage', 'Homepage')
+		homepage.company = self.company
+		homepage.tag_line = self.tagline
+		homepage.setup_items()
+		homepage.save()
+
+	def make_website_settings(self):
+		# update in home page in settings
+		website_settings = frappe.get_doc("Website Settings", "Website Settings")
+		website_settings.home_page = 'home'
+		website_settings.brand_html = self.company
+		website_settings.copyright = self.company
+		website_settings.top_bar_items = []
+		website_settings.append("top_bar_items", {
+			"doctype": "Top Bar Item",
+			"label":"Contact",
+			"url": "/contact"
+		})
+		website_settings.append("top_bar_items", {
+			"doctype": "Top Bar Item",
+			"label":"Blog",
+			"url": "/blog"
+		})
+		website_settings.append("top_bar_items", {
+			"doctype": "Top Bar Item",
+			"label": _("Products"),
+			"url": "/products"
+		})
+		website_settings.save()
+
+	def make_blog(self):
+		blogger = frappe.new_doc("Blogger")
+		user = frappe.get_doc("User", self.user)
+		blogger.user = self.user
+		blogger.full_name = user.first_name + (" " + user.last_name if user.last_name else "")
+		blogger.short_name = user.first_name.lower()
+		blogger.avatar = user.user_image
+		blogger.insert()
+
+		blog_category = frappe.get_doc({
+			"doctype": "Blog Category",
+			"category_name": "general",
+			"published": 1,
+			"title": _("General")
+		}).insert()
+
+		frappe.get_doc({
+			"doctype": "Blog Post",
+			"title": "Welcome",
+			"published": 1,
+			"published_on": nowdate(),
+			"blogger": blogger.name,
+			"blog_category": blog_category.name,
+			"blog_intro": "My First Blog",
+			"content": frappe.get_template("setup/setup_wizard/data/sample_blog_post.html").render(),
+		}).insert()
+
+def test():
+	frappe.delete_doc("Web Page", "test-company")
+	frappe.delete_doc("Blog Post", "welcome")
+	frappe.delete_doc("Blogger", "administrator")
+	frappe.delete_doc("Blog Category", "general")
+	website_maker({'company':"Test Company", 'company_tagline': "Better Tools for Everyone", 'name': "Administrator"})
+	frappe.db.commit()

erpnext/setup/setup_wizard/operations/defaults_setup.py

@@ -0,0 +1,126 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import cstr, getdate
+from frappe.core.doctype.communication.comment import add_info_comment
+
+def set_default_settings(args):
+	# enable default currency
+	frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
+
+	global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
+	global_defaults.update({
+		'current_fiscal_year': get_fy_details(args.get('fy_start_date'), args.get('fy_end_date')),
+		'default_currency': args.get('currency'),
+		'default_company':args.get('company_name')	,
+		"country": args.get("country"),
+	})
+
+	global_defaults.save()
+
+	system_settings = frappe.get_doc("System Settings")
+	system_settings.email_footer_address = args.get("company_name")
+	system_settings.save()
+
+	domain_settings = frappe.get_single('Domain Settings')
+	domain_settings.set_active_domains(args.get('domains'))
+	domain_settings.save()
+
+	stock_settings = frappe.get_doc("Stock Settings")
+	stock_settings.item_naming_by = "Item Code"
+	stock_settings.valuation_method = "FIFO"
+	stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
+	stock_settings.stock_uom = _("Nos")
+	stock_settings.auto_indent = 1
+	stock_settings.auto_insert_price_list_rate_if_missing = 1
+	stock_settings.automatically_set_serial_nos_based_on_fifo = 1
+	stock_settings.save()
+
+	selling_settings = frappe.get_doc("Selling Settings")
+	selling_settings.cust_master_name = "Customer Name"
+	selling_settings.so_required = "No"
+	selling_settings.dn_required = "No"
+	selling_settings.allow_multiple_items = 1
+	selling_settings.save()
+
+	buying_settings = frappe.get_doc("Buying Settings")
+	buying_settings.supp_master_name = "Supplier Name"
+	buying_settings.po_required = "No"
+	buying_settings.pr_required = "No"
+	buying_settings.maintain_same_rate = 1
+	buying_settings.allow_multiple_items = 1
+	buying_settings.save()
+
+	notification_control = frappe.get_doc("Notification Control")
+	notification_control.quotation = 1
+	notification_control.sales_invoice = 1
+	notification_control.purchase_order = 1
+	notification_control.save()
+
+	hr_settings = frappe.get_doc("HR Settings")
+	hr_settings.emp_created_by = "Naming Series"
+	hr_settings.save()
+
+def set_no_copy_fields_in_variant_settings():
+	# set no copy fields of an item doctype to item variant settings
+	doc = frappe.get_doc('Item Variant Settings')
+	doc.set_default_fields()
+	doc.save()
+
+def create_price_lists(args):
+	for pl_type, pl_name in (("Selling", _("Standard Selling")), ("Buying", _("Standard Buying"))):
+		frappe.get_doc({
+			"doctype": "Price List",
+			"price_list_name": pl_name,
+			"enabled": 1,
+			"buying": 1 if pl_type == "Buying" else 0,
+			"selling": 1 if pl_type == "Selling" else 0,
+			"currency": args["currency"]
+		}).insert()
+
+def create_employee_for_self(args):
+	if frappe.session.user == 'Administrator':
+		return
+
+	# create employee for self
+	emp = frappe.get_doc({
+		"doctype": "Employee",
+		"employee_name": " ".join(filter(None, [args.get("first_name"), args.get("last_name")])),
+		"user_id": frappe.session.user,
+		"status": "Active",
+		"company": args.get("company_name")
+	})
+	emp.flags.ignore_mandatory = True
+	emp.insert(ignore_permissions = True)
+
+def create_territories():
+	"""create two default territories, one for home country and one named Rest of the World"""
+	from frappe.utils.nestedset import get_root_of
+	country = frappe.db.get_default("country")
+	root_territory = get_root_of("Territory")
+
+	for name in (country, _("Rest Of The World")):
+		if name and not frappe.db.exists("Territory", name):
+			frappe.get_doc({
+				"doctype": "Territory",
+				"territory_name": name.replace("'", ""),
+				"parent_territory": root_territory,
+				"is_group": "No"
+			}).insert()
+
+def create_feed_and_todo():
+	"""update Activity feed and create todo for creation of item, customer, vendor"""
+	add_info_comment(**{
+		"subject": _("ERPNext Setup Complete!")
+	})
+
+def get_fy_details(fy_start_date, fy_end_date):
+	start_year = getdate(fy_start_date).year
+	if start_year == getdate(fy_end_date).year:
+		fy = cstr(start_year)
+	else:
+		fy = cstr(start_year) + '-' + cstr(start_year + 1)
+	return fy

erpnext/setup/setup_wizard/operations/install_fixtures.py

@@ -0,0 +1,284 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+from frappe import _
+
+default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
+	"Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing",
+	"Customer's Vendor", "Campaign", "Walk In"]
+
+def install(country=None):
+	records = [
+		# domains
+		{ 'doctype': 'Domain', 'domain': 'Distribution'},
+		{ 'doctype': 'Domain', 'domain': 'Manufacturing'},
+		{ 'doctype': 'Domain', 'domain': 'Retail'},
+		{ 'doctype': 'Domain', 'domain': 'Services'},
+		{ 'doctype': 'Domain', 'domain': 'Education'},
+		{ 'doctype': 'Domain', 'domain': 'Healthcare'},
+		{ 'doctype': 'Domain', 'domain': 'Agriculture'},
+		{ 'doctype': 'Domain', 'domain': 'Non Profit'},
+
+		# Setup Progress
+		{'doctype': "Setup Progress", "actions": [
+			{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
+				"domains": '[]' },
+			{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
+				"action_document": frappe.defaults.get_defaults().get("company") or '',
+				"action_field": "monthly_sales_target", "is_completed": 0,
+				"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
+			{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
+			{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
+			{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
+			{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Education"]' },
+			{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Education"]' },
+			{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Education"]' },
+			{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
+				"domains": '["Education"]' },
+			{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
+				"domains": '[]' },
+			{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
+				"domains": '[]' }
+		]},
+
+		# address template
+		{'doctype':"Address Template", "country": country},
+
+		# item group
+		{'doctype': 'Item Group', 'item_group_name': _('All Item Groups'),
+			'is_group': 1, 'parent_item_group': ''},
+		{'doctype': 'Item Group', 'item_group_name': _('Products'),
+			'is_group': 0, 'parent_item_group': _('All Item Groups'), "show_in_website": 1 },
+		{'doctype': 'Item Group', 'item_group_name': _('Raw Material'),
+			'is_group': 0, 'parent_item_group': _('All Item Groups') },
+		{'doctype': 'Item Group', 'item_group_name': _('Services'),
+			'is_group': 0, 'parent_item_group': _('All Item Groups') },
+		{'doctype': 'Item Group', 'item_group_name': _('Sub Assemblies'),
+			'is_group': 0, 'parent_item_group': _('All Item Groups') },
+		{'doctype': 'Item Group', 'item_group_name': _('Consumable'),
+			'is_group': 0, 'parent_item_group': _('All Item Groups') },
+
+		# salary component
+		{'doctype': 'Salary Component', 'salary_component': _('Income Tax'), 'description': _('Income Tax'), 'type': 'Deduction'},
+		{'doctype': 'Salary Component', 'salary_component': _('Basic'), 'description': _('Basic'), 'type': 'Earning'},
+		{'doctype': 'Salary Component', 'salary_component': _('Arrear'), 'description': _('Arrear'), 'type': 'Earning'},
+		{'doctype': 'Salary Component', 'salary_component': _('Leave Encashment'), 'description': _('Leave Encashment'), 'type': 'Earning'},
+
+
+		# expense claim type
+		{'doctype': 'Expense Claim Type', 'name': _('Calls'), 'expense_type': _('Calls')},
+		{'doctype': 'Expense Claim Type', 'name': _('Food'), 'expense_type': _('Food')},
+		{'doctype': 'Expense Claim Type', 'name': _('Medical'), 'expense_type': _('Medical')},
+		{'doctype': 'Expense Claim Type', 'name': _('Others'), 'expense_type': _('Others')},
+		{'doctype': 'Expense Claim Type', 'name': _('Travel'), 'expense_type': _('Travel')},
+
+		# leave type
+		{'doctype': 'Leave Type', 'leave_type_name': _('Casual Leave'), 'name': _('Casual Leave'),
+			'is_encash': 1, 'is_carry_forward': 1, 'max_days_allowed': '3', 'include_holiday': 1},
+		{'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'),
+			'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
+		{'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'),
+			'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
+		{'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'),
+			'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
+		{'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'),
+			'is_encash': 0, 'is_carry_forward': 0, 'is_lwp':1, 'include_holiday': 1},
+
+		# Employment Type
+		{'doctype': 'Employment Type', 'employee_type_name': _('Full-time')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Part-time')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Probation')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Contract')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Commission')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Piecework')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Intern')},
+		{'doctype': 'Employment Type', 'employee_type_name': _('Apprentice')},
+
+		# Department
+		{'doctype': 'Department', 'department_name': _('Accounts')},
+		{'doctype': 'Department', 'department_name': _('Marketing')},
+		{'doctype': 'Department', 'department_name': _('Sales')},
+		{'doctype': 'Department', 'department_name': _('Purchase')},
+		{'doctype': 'Department', 'department_name': _('Operations')},
+		{'doctype': 'Department', 'department_name': _('Production')},
+		{'doctype': 'Department', 'department_name': _('Dispatch')},
+		{'doctype': 'Department', 'department_name': _('Customer Service')},
+		{'doctype': 'Department', 'department_name': _('Human Resources')},
+		{'doctype': 'Department', 'department_name': _('Management')},
+		{'doctype': 'Department', 'department_name': _('Quality Management')},
+		{'doctype': 'Department', 'department_name': _('Research & Development')},
+		{'doctype': 'Department', 'department_name': _('Legal')},
+
+		# Designation
+		{'doctype': 'Designation', 'designation_name': _('CEO')},
+		{'doctype': 'Designation', 'designation_name': _('Manager')},
+		{'doctype': 'Designation', 'designation_name': _('Analyst')},
+		{'doctype': 'Designation', 'designation_name': _('Engineer')},
+		{'doctype': 'Designation', 'designation_name': _('Accountant')},
+		{'doctype': 'Designation', 'designation_name': _('Secretary')},
+		{'doctype': 'Designation', 'designation_name': _('Associate')},
+		{'doctype': 'Designation', 'designation_name': _('Administrative Officer')},
+		{'doctype': 'Designation', 'designation_name': _('Business Development Manager')},
+		{'doctype': 'Designation', 'designation_name': _('HR Manager')},
+		{'doctype': 'Designation', 'designation_name': _('Project Manager')},
+		{'doctype': 'Designation', 'designation_name': _('Head of Marketing and Sales')},
+		{'doctype': 'Designation', 'designation_name': _('Software Developer')},
+		{'doctype': 'Designation', 'designation_name': _('Designer')},
+		{'doctype': 'Designation', 'designation_name': _('Researcher')},
+
+		# territory
+		{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
+
+		# customer group
+		{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 	'name': _('All Customer Groups'), 'parent_customer_group': ''},
+		{'doctype': 'Customer Group', 'customer_group_name': _('Individual'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
+		{'doctype': 'Customer Group', 'customer_group_name': _('Commercial'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
+		{'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
+		{'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
+
+		# supplier type
+		{'doctype': 'Supplier Type', 'supplier_type': _('Services')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Local')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Raw Material')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Electrical')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Hardware')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Pharmaceutical')},
+		{'doctype': 'Supplier Type', 'supplier_type': _('Distributor')},
+
+		# Sales Person
+		{'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""},
+
+		# UOM
+		{'uom_name': _('Unit'), 'doctype': 'UOM', 'name': _('Unit'), "must_be_whole_number": 1},
+		{'uom_name': _('Box'), 'doctype': 'UOM', 'name': _('Box'), "must_be_whole_number": 1},
+		{'uom_name': _('Kg'), 'doctype': 'UOM', 'name': _('Kg')},
+		{'uom_name': _('Meter'), 'doctype': 'UOM', 'name': _('Meter')},
+		{'uom_name': _('Litre'), 'doctype': 'UOM', 'name': _('Litre')},
+		{'uom_name': _('Gram'), 'doctype': 'UOM', 'name': _('Gram')},
+		{'uom_name': _('Nos'), 'doctype': 'UOM', 'name': _('Nos'), "must_be_whole_number": 1},
+		{'uom_name': _('Pair'), 'doctype': 'UOM', 'name': _('Pair'), "must_be_whole_number": 1},
+		{'uom_name': _('Set'), 'doctype': 'UOM', 'name': _('Set'), "must_be_whole_number": 1},
+		{'uom_name': _('Hour'), 'doctype': 'UOM', 'name': _('Hour')},
+		{'uom_name': _('Minute'), 'doctype': 'UOM', 'name': _('Minute')},
+
+		# Mode of Payment
+		{'doctype': 'Mode of Payment',
+			'mode_of_payment': 'Check' if country=="United States" else _('Cheque'),
+			'type': 'Bank'},
+		{'doctype': 'Mode of Payment', 'mode_of_payment': _('Cash'),
+			'type': 'Cash'},
+		{'doctype': 'Mode of Payment', 'mode_of_payment': _('Credit Card'),
+			'type': 'Bank'},
+		{'doctype': 'Mode of Payment', 'mode_of_payment': _('Wire Transfer'),
+			'type': 'Bank'},
+		{'doctype': 'Mode of Payment', 'mode_of_payment': _('Bank Draft'),
+			'type': 'Bank'},
+
+		# Activity Type
+		{'doctype': 'Activity Type', 'activity_type': _('Planning')},
+		{'doctype': 'Activity Type', 'activity_type': _('Research')},
+		{'doctype': 'Activity Type', 'activity_type': _('Proposal Writing')},
+		{'doctype': 'Activity Type', 'activity_type': _('Execution')},
+		{'doctype': 'Activity Type', 'activity_type': _('Communication')},
+
+		# Lead Source
+		{'doctype': "Item Attribute", "attribute_name": _("Size"), "item_attribute_values": [
+			{"attribute_value": _("Extra Small"), "abbr": "XS"},
+			{"attribute_value": _("Small"), "abbr": "S"},
+			{"attribute_value": _("Medium"), "abbr": "M"},
+			{"attribute_value": _("Large"), "abbr": "L"},
+			{"attribute_value": _("Extra Large"), "abbr": "XL"}
+		]},
+
+		{'doctype': "Item Attribute", "attribute_name": _("Colour"), "item_attribute_values": [
+			{"attribute_value": _("Red"), "abbr": "RED"},
+			{"attribute_value": _("Green"), "abbr": "GRE"},
+			{"attribute_value": _("Blue"), "abbr": "BLU"},
+			{"attribute_value": _("Black"), "abbr": "BLA"},
+			{"attribute_value": _("White"), "abbr": "WHI"}
+		]},
+
+		{'doctype': "Email Account", "email_id": "sales@example.com", "append_to": "Opportunity"},
+		{'doctype': "Email Account", "email_id": "support@example.com", "append_to": "Issue"},
+		{'doctype': "Email Account", "email_id": "jobs@example.com", "append_to": "Job Applicant"},
+
+		{'doctype': "Party Type", "party_type": "Customer"},
+		{'doctype': "Party Type", "party_type": "Supplier"},
+		{'doctype': "Party Type", "party_type": "Employee"},
+		{'doctype': "Party Type", "party_type": "Member"},
+
+		{'doctype': "Opportunity Type", "name": "Hub"},
+		{'doctype': "Opportunity Type", "name": _("Sales")},
+		{'doctype': "Opportunity Type", "name": _("Support")},
+		{'doctype': "Opportunity Type", "name": _("Maintenance")},
+
+		{'doctype': "Project Type", "project_type": "Internal"},
+		{'doctype': "Project Type", "project_type": "External"},
+		{'doctype': "Project Type", "project_type": "Other"},
+
+		{"doctype": "Offer Term", "offer_term": _("Date of Joining")},
+		{"doctype": "Offer Term", "offer_term": _("Annual Salary")},
+		{"doctype": "Offer Term", "offer_term": _("Probationary Period")},
+		{"doctype": "Offer Term", "offer_term": _("Employee Benefits")},
+		{"doctype": "Offer Term", "offer_term": _("Working Hours")},
+		{"doctype": "Offer Term", "offer_term": _("Stock Options")},
+		{"doctype": "Offer Term", "offer_term": _("Department")},
+		{"doctype": "Offer Term", "offer_term": _("Job Description")},
+		{"doctype": "Offer Term", "offer_term": _("Responsibilities")},
+		{"doctype": "Offer Term", "offer_term": _("Leaves per Year")},
+		{"doctype": "Offer Term", "offer_term": _("Notice Period")},
+		{"doctype": "Offer Term", "offer_term": _("Incentives")},
+
+		{'doctype': "Print Heading", 'print_heading': _("Credit Note")},
+		{'doctype': "Print Heading", 'print_heading': _("Debit Note")},
+
+		# Assessment Group
+		{'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'),
+			'is_group': 1, 'parent_assessment_group': ''},
+
+	]
+
+	from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
+	records += [{"doctype":"Industry Type", "industry": d} for d in get_industry_types()]
+	# records += [{"doctype":"Operation", "operation": d} for d in get_operations()]
+
+	records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources]
+
+	# Records for the Supplier Scorecard
+	from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
+	make_default_records()
+
+	from frappe.modules import scrub
+	for r in records:
+		doc = frappe.new_doc(r.get("doctype"))
+		doc.update(r)
+
+		# ignore mandatory for root
+		parent_link_field = ("parent_" + scrub(doc.doctype))
+		if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field):
+			doc.flags.ignore_mandatory = True
+
+		try:
+			doc.insert(ignore_permissions=True)
+		except frappe.DuplicateEntryError as e:
+			# pass DuplicateEntryError and continue
+			if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name:
+				# make sure DuplicateEntryError is for the exact same doc and not a related doc
+				pass
+			else:
+				raise
+
+	# set default customer group and territory
+	selling_settings = frappe.get_doc("Selling Settings")
+	selling_settings.set_default_customer_group_and_territory()
+	selling_settings.save()

erpnext/setup/setup_wizard/operations/sample_data.py

@@ -0,0 +1,179 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+from frappe.utils.make_random import add_random_children
+import frappe.utils
+import random, os, json
+from frappe import _
+from markdown2 import markdown
+
+def make_sample_data(domains, make_dependent = False):
+	"""Create a few opportunities, quotes, material requests, issues, todos, projects
+	to help the user get started"""
+
+	if make_dependent:
+		items = frappe.get_all("Item", {'is_sales_item': 1})
+		customers = frappe.get_all("Customer")
+		warehouses = frappe.get_all("Warehouse")
+
+		if items and customers:
+			for i in range(3):
+				customer = random.choice(customers).name
+				make_opportunity(items, customer)
+				make_quote(items, customer)
+
+		if items and warehouses:
+			make_material_request(frappe.get_all("Item"))
+
+	make_projects(domains)
+	import_email_alert()
+
+	frappe.db.commit()
+
+def make_opportunity(items, customer):
+	b = frappe.get_doc({
+		"doctype": "Opportunity",
+		"enquiry_from": "Customer",
+		"customer": customer,
+		"opportunity_type": _("Sales"),
+		"with_items": 1
+	})
+
+	add_random_children(b, "items", rows=len(items), randomize = {
+		"qty": (1, 5),
+		"item_code": ["Item"]
+	}, unique="item_code")
+
+	b.insert(ignore_permissions=True)
+
+	b.add_comment('Comment', text="This is a dummy record")
+
+def make_quote(items, customer):
+	qtn = frappe.get_doc({
+		"doctype": "Quotation",
+		"quotation_to": "Customer",
+		"customer": customer,
+		"order_type": "Sales"
+	})
+
+	add_random_children(qtn, "items", rows=len(items), randomize = {
+		"qty": (1, 5),
+		"item_code": ["Item"]
+	}, unique="item_code")
+
+	qtn.insert(ignore_permissions=True)
+
+	qtn.add_comment('Comment', text="This is a dummy record")
+
+def make_material_request(items):
+	for i in items:
+		mr = frappe.get_doc({
+			"doctype": "Material Request",
+			"material_request_type": "Purchase",
+			"schedule_date": frappe.utils.add_days(frappe.utils.nowdate(), 7),
+			"items": [{
+				"schedule_date": frappe.utils.add_days(frappe.utils.nowdate(), 7),
+				"item_code": i.name,
+				"qty": 10
+			}]
+		})
+		mr.insert()
+		mr.submit()
+
+		mr.add_comment('Comment', text="This is a dummy record")
+
+
+def make_issue():
+	pass
+
+def make_projects(domains):
+	current_date = frappe.utils.nowdate()
+	project = frappe.get_doc({
+		"doctype": "Project",
+		"project_name": "ERPNext Implementation",
+	})
+
+	tasks = [
+		{
+			"title": "Explore ERPNext",
+			"start_date": current_date,
+			"end_date": current_date,
+			"file": "explore.md"
+		}]
+
+	if 'Education' in domains:
+		tasks += [
+			{
+				"title": _("Setup your Institute in ERPNext"),
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "education_masters.md"
+			},
+			{
+				"title": "Setup Master Data",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "education_masters.md"
+			}]
+
+	else:
+		tasks += [
+			{
+				"title": "Setup Your Company",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "masters.md"
+			},
+			{
+				"title": "Start Tracking your Sales",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 2),
+				"file": "sales.md"
+			},
+			{
+				"title": "Start Managing Purchases",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 3),
+				"file": "purchase.md"
+			},
+			{
+				"title": "Import Data",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 4),
+				"file": "import_data.md"
+			},
+			{
+				"title": "Go Live!",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 5),
+				"file": "go_live.md"
+			}]
+
+	for t in tasks:
+		with open (os.path.join(os.path.dirname(__file__), "tasks", t['file'])) as f:
+			t['description'] = markdown(f.read())
+			del t['file']
+
+		project.append('tasks', t)
+
+	project.insert(ignore_permissions=True)
+
+def import_email_alert():
+	'''Import email alert for task start'''
+	with open (os.path.join(os.path.dirname(__file__), "tasks/task_alert.json")) as f:
+		email_alert = frappe.get_doc(json.loads(f.read())[0])
+		email_alert.insert()
+
+	# trigger the first message!
+	from frappe.email.doctype.email_alert.email_alert import trigger_daily_alerts
+	trigger_daily_alerts()
+
+def test_sample():
+	frappe.db.sql('delete from `tabEmail Alert`')
+	frappe.db.sql('delete from tabProject')
+	frappe.db.sql('delete from tabTask')
+	make_projects('Education')
+	import_email_alert()

erpnext/setup/setup_wizard/operations/taxes_setup.py

@@ -0,0 +1,95 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe, copy, os, json
+from frappe.utils import flt
+from erpnext.accounts.doctype.account.account import RootNotEditable
+
+def create_sales_tax(args):
+	country_wise_tax = get_country_wise_tax(args.get("country"))
+	if country_wise_tax and len(country_wise_tax) > 0:
+		for sales_tax, tax_data in country_wise_tax.items():
+			make_tax_account_and_template(
+				args.get("company_name"),
+				tax_data.get('account_name'),
+				tax_data.get('tax_rate'), sales_tax)
+
+def make_tax_account_and_template(company, account_name, tax_rate, template_name=None):
+	try:
+		if not isinstance(account_name, (list, tuple)):
+			account_name = [account_name]
+			tax_rate = [tax_rate]
+
+		accounts = []
+		for i, name in enumerate(account_name):
+			tax_account = make_tax_account(company, account_name[i], tax_rate[i])
+			if tax_account:
+				accounts.append(tax_account)
+
+		if accounts:
+			make_sales_and_purchase_tax_templates(accounts, template_name)
+	except frappe.NameError:
+		pass
+	except RootNotEditable:
+		pass
+
+def make_tax_account(company, account_name, tax_rate):
+	tax_group = get_tax_account_group(company)
+	if tax_group:
+		return frappe.get_doc({
+			"doctype":"Account",
+			"company": company,
+			"parent_account": tax_group,
+			"account_name": account_name,
+			"is_group": 0,
+			"report_type": "Balance Sheet",
+			"root_type": "Liability",
+			"account_type": "Tax",
+			"tax_rate": flt(tax_rate) if tax_rate else None
+		}).insert(ignore_permissions=True)
+
+def make_sales_and_purchase_tax_templates(accounts, template_name=None):
+	if not template_name:
+		template_name = accounts[0].name
+
+	sales_tax_template = {
+		"doctype": "Sales Taxes and Charges Template",
+		"title": template_name,
+		"company": accounts[0].company,
+		'taxes': []
+	}
+
+	for account in accounts:
+		sales_tax_template['taxes'].append({
+			"category": "Valuation and Total",
+			"charge_type": "On Net Total",
+			"account_head": account.name,
+			"description": "{0} @ {1}".format(account.account_name, account.tax_rate),
+			"rate": account.tax_rate
+		})
+	# Sales
+	frappe.get_doc(copy.deepcopy(sales_tax_template)).insert(ignore_permissions=True)
+
+	# Purchase
+	purchase_tax_template = copy.deepcopy(sales_tax_template)
+	purchase_tax_template["doctype"] = "Purchase Taxes and Charges Template"
+
+	doc = frappe.get_doc(purchase_tax_template)
+	doc.insert(ignore_permissions=True)
+
+def get_tax_account_group(company):
+	tax_group = frappe.db.get_value("Account",
+		{"account_name": "Duties and Taxes", "is_group": 1, "company": company})
+	if not tax_group:
+		tax_group = frappe.db.get_value("Account", {"is_group": 1, "root_type": "Liability",
+				"account_type": "Tax", "company": company})
+
+	return tax_group
+
+def get_country_wise_tax(country):
+	data = {}
+	with open (os.path.join(os.path.dirname(__file__), "..", "data", "country_wise_tax.json")) as countrywise_tax:
+		data = json.load(countrywise_tax).get(country)
+
+	return data