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# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, cstr, getdate, now, nowdate, get_defaults
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from webnotes.model.doc import Document, addchild
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from webnotes.model.code import get_obj
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from webnotes import session, form, msgprint
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class DocType:
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def __init__(self, d, dl):
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self.doc, self.doclist = d, dl
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def setup_account(self, args):
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import webnotes, json
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if isinstance(args, basestring):
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args = json.loads(args)
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webnotes.conn.begin()
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self.update_profile_name(args)
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add_all_roles_to(webnotes.session.user)
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self.create_fiscal_year_and_company(args)
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self.set_defaults(args)
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create_territories()
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self.create_price_lists(args)
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self.create_feed_and_todo()
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self.create_email_digest()
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webnotes.clear_cache()
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msgprint("Company setup is complete. This page will be refreshed in a moment.")
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webnotes.conn.commit()
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return {
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'sys_defaults': get_defaults(),
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'user_fullname': (args.get('first_name') or '') + (args.get('last_name')
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and (" " + args.get('last_name')) or '')
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}
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def update_profile_name(self, args):
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args['name'] = webnotes.session.get('user')
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# Update Profile
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if not args.get('last_name') or args.get('last_name')=='None': args['last_name'] = None
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webnotes.conn.sql("""\
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UPDATE `tabProfile` SET first_name=%(first_name)s,
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last_name=%(last_name)s
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WHERE name=%(name)s AND docstatus<2""", args)
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def create_fiscal_year_and_company(self, args):
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curr_fiscal_year, fy_start_date, fy_abbr = self.get_fy_details(args.get('fy_start'), True)
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webnotes.bean([{
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"doctype":"Fiscal Year",
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'year': curr_fiscal_year,
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'year_start_date': fy_start_date
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}]).insert()
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curr_fiscal_year, fy_start_date, fy_abbr = self.get_fy_details(args.get('fy_start'))
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webnotes.bean([{
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"doctype":"Fiscal Year",
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'year': curr_fiscal_year,
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'year_start_date': fy_start_date,
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}]).insert()
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# Company
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webnotes.bean([{
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"doctype":"Company",
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'domain': args.get("industry"),
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'company_name':args.get('company_name'),
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'abbr':args.get('company_abbr'),
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'default_currency':args.get('currency'),
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}]).insert()
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self.curr_fiscal_year = curr_fiscal_year
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def create_price_lists(self, args):
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for pl_type in ["Selling", "Buying"]:
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webnotes.bean([
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{
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"doctype": "Price List",
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"price_list_name": "Standard " + pl_type,
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"buying_or_selling": pl_type,
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"currency": args["currency"]
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},
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{
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"doctype": "For Territory",
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"parentfield": "valid_for_territories",
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"territory": "All Territories"
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}
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]).insert()
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def set_defaults(self, args):
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# enable default currency
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webnotes.conn.set_value("Currency", args.get("currency"), "enabled", 1)
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global_defaults = webnotes.bean("Global Defaults", "Global Defaults")
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global_defaults.doc.fields.update({
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'current_fiscal_year': self.curr_fiscal_year,
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'default_currency': args.get('currency'),
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'default_company':args.get('company_name'),
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'date_format': webnotes.conn.get_value("Country", args.get("country"), "date_format"),
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"float_precision": 4
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})
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global_defaults.save()
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accounts_settings = webnotes.bean("Accounts Settings")
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accounts_settings.doc.auto_accounting_for_stock = 1
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accounts_settings.save()
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stock_settings = webnotes.bean("Stock Settings")
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stock_settings.doc.item_naming_by = "Item Code"
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stock_settings.doc.valuation_method = "FIFO"
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stock_settings.doc.stock_uom = "Nos"
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stock_settings.doc.auto_indent = 1
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stock_settings.save()
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selling_settings = webnotes.bean("Selling Settings")
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selling_settings.doc.cust_master_name = "Customer Name"
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selling_settings.doc.so_required = "No"
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selling_settings.doc.dn_required = "No"
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selling_settings.save()
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buying_settings = webnotes.bean("Buying Settings")
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buying_settings.doc.supp_master_name = "Supplier Name"
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buying_settings.doc.po_required = "No"
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buying_settings.doc.pr_required = "No"
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buying_settings.doc.maintain_same_rate = 1
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buying_settings.save()
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notification_control = webnotes.bean("Notification Control")
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notification_control.doc.quotation = 1
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notification_control.doc.sales_invoice = 1
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notification_control.doc.purchase_order = 1
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notification_control.save()
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hr_settings = webnotes.bean("HR Settings")
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hr_settings.doc.emp_created_by = "Naming Series"
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hr_settings.save()
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# control panel
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cp = webnotes.doc("Control Panel", "Control Panel")
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for k in ['country', 'timezone', 'company_name']:
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cp.fields[k] = args[k]
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cp.save()
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def create_feed_and_todo(self):
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"""update activty feed and create todo for creation of item, customer, vendor"""
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import home
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home.make_feed('Comment', 'ToDo', '', webnotes.session['user'],
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'<i>"' + 'Setup Complete. Please check your <a href="#!todo">\
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To Do List</a>' + '"</i>', '#6B24B3')
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d = Document('ToDo')
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d.description = '<a href="#Setup">Complete ERPNext Setup</a>'
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d.priority = 'High'
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d.date = nowdate()
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d.save(1)
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def create_email_digest(self):
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"""
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create a default weekly email digest
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* Weekly Digest
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* For all companies
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* Recipients: System Managers
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* Full content
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* Enabled by default
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"""
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import webnotes
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companies_list = webnotes.conn.sql("SELECT company_name FROM `tabCompany`", as_list=1)
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from webnotes.profile import get_system_managers
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system_managers = get_system_managers()
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if not system_managers: return
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from webnotes.model.doc import Document
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for company in companies_list:
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if company and company[0]:
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edigest = webnotes.bean({
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"doctype": "Email Digest",
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"name": "Default Weekly Digest - " + company[0],
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"company": company[0],
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"frequency": "Weekly",
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"recipient_list": "\n".join(system_managers)
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})
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if webnotes.conn.sql("""select name from `tabEmail Digest` where name=%s""", edigest.doc.name):
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continue
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for fieldname in edigest.meta.get_fieldnames({"fieldtype": "Check"}):
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edigest.doc.fields[fieldname] = 1
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edigest.insert()
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# Get Fiscal year Details
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# ------------------------
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def get_fy_details(self, fy_start, last_year=False):
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st = {'1st Jan':'01-01','1st Apr':'04-01','1st Jul':'07-01', '1st Oct': '10-01'}
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if cint(getdate(nowdate()).month) < cint((st[fy_start].split('-'))[0]):
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curr_year = getdate(nowdate()).year - 1
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else:
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curr_year = getdate(nowdate()).year
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if last_year:
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curr_year = curr_year - 1
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stdt = cstr(curr_year)+'-'+cstr(st[fy_start])
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if(fy_start == '1st Jan'):
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fy = cstr(curr_year)
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abbr = cstr(fy)[-2:]
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else:
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fy = cstr(curr_year) + '-' + cstr(curr_year+1)
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abbr = cstr(curr_year)[-2:] + '-' + cstr(curr_year+1)[-2:]
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return fy, stdt, abbr
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def create_profile(self, user_email, user_fname, user_lname, pwd=None):
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pr = Document('Profile')
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pr.first_name = user_fname
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pr.last_name = user_lname
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pr.name = pr.email = user_email
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pr.enabled = 1
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pr.save(1)
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if pwd:
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webnotes.conn.sql("""insert into __Auth (user, `password`)
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values (%s, password(%s))
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on duplicate key update `password`=password(%s)""",
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(user_email, pwd, pwd))
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add_all_roles_to(pr.name)
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def add_all_roles_to(name):
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profile = webnotes.doc("Profile", name)
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for role in webnotes.conn.sql("""select name from tabRole"""):
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if role[0] not in ["Administrator", "Guest", "All", "Customer", "Supplier", "Partner"]:
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d = profile.addchild("user_roles", "UserRole")
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d.role = role[0]
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d.insert()
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def create_territories():
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"""create two default territories, one for home country and one named Rest of the World"""
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from setup.utils import get_root_of
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country = webnotes.conn.get_value("Control Panel", None, "country")
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root_territory = get_root_of("Territory")
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for name in (country, "Rest Of The World"):
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if name and not webnotes.conn.exists("Territory", name):
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webnotes.bean({
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"doctype": "Territory",
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"territory_name": name.replace("'", ""),
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"parent_territory": root_territory,
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"is_group": "No"
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}).insert()
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Rushabh Mehta