mirror of
https://github.com/frappe/erpnext.git
synced 2026-05-13 02:01:21 +00:00
New Setup Wizard
This commit is contained in:
@@ -1,9 +1,59 @@
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wn.pages['setup-wizard'].onload = function(wrapper) {
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if(sys_defaults.company) {
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wn.set_route("desktop");
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return;
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}
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$(".navbar:first").toggle(false);
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$("body").css({"padding-top":"30px"});
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erpnext.wiz = new wn.wiz.Wizard({
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page_name: "setup-wizard",
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parent: wrapper,
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on_complete: function(wiz) {
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var values = wiz.get_values();
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wiz.show_working();
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console.log(values);
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wn.call({
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method: "setup.page.setup_wizard.setup_wizard.setup_account",
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args: values,
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callback: function(r) {
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if(r.exc) {
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var d = msgprint(wn._("There were errors."));
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d.custom_onhide = function() {
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wn.set_route(me.wiz.page_name, "0");
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}
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} else {
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wiz.show_complete();
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setTimeout(function() {
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if(user==="Administrator") {
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wn.msgprint(wn._("Login with your new User ID") + ":" + values.email);
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setTimeout(function() {
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wn.app.logout();
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}, 2000);
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} else {
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window.location = "app.html";
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}
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}, 2000);
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}
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}
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})
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},
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title: wn._("ERPNext Setup Guide"),
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welcome_html: '<h1 class="text-muted text-center"><i class="icon-magic"></i></h1>\
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<h2 class="text-center">'+wn._('ERPNext Setup')+'</h2>\
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<p class="text-center">' +
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wn._('Welcome to ERPNext. Over the next few minutes we will help you setup your ERPNext account. Try and fill in as much information as you have even if it takes a bit longer. It will save you a lot of time later. Good Luck!') +
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'</p>',
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working_html: '<h3 class="text-muted text-center"><i class="icon-refresh icon-spin"></i></h3>\
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<h2 class="text-center">'+wn._('Setting up...')+'</h2>\
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<p class="text-center">' +
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wn._('Sit tight while your system is being setup. This may take a few moments.') +
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'</p>',
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complete_html: '<h1 class="text-muted text-center"><i class="icon-thumbs-up"></i></h1>\
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<h2 class="text-center">'+wn._('Setup Complete!')+'</h2>\
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<p class="text-center">' +
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wn._('Your setup is complete. Refreshing...') +
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'</p>',
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slides: [
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// User
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{
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@@ -12,9 +62,19 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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fields: [
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{"fieldname": "first_name", "label": wn._("First Name"), "fieldtype": "Data", reqd:1},
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{"fieldname": "last_name", "label": wn._("Last Name"), "fieldtype": "Data", reqd:1},
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{"email_id": "email", "label": wn._("Email Id"), "fieldtype": "Data", reqd:1, "description":"Your Login Id"},
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{"password": "password", "label": wn._("Password"), "fieldtype": "Password", reqd:1},
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{fieldtype:"Attach Image", fieldname:"attach_profile", label:"Attach Your Profile..."},
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],
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help: wn._('The first user will become the System Manager (you can change that later).')
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help: wn._('The first user will become the System Manager (you can change that later).'),
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onload: function(slide) {
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if(user!=="Administrator") {
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slide.form.fields_dict.password.$wrapper.toggle(false);
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slide.form.fields_dict.email_id.$wrapper.toggle(false);
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delete slide.form.fields_dict.email;
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delete slide.form.fields_dict.password;
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}
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}
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},
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// Organization
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@@ -26,8 +86,11 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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placeholder: 'e.g. "My Company LLC"'},
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{fieldname:'company_abbr', label: wn._('Company Abbreviation'), fieldtype:'Data',
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placeholder:'e.g. "MC"',reqd:1},
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{fieldname:'fy_start', label:'Financial Year Start Date', fieldtype:'Select',
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description:'Your financial year begins on', reqd:1,
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options: ['', '1st Jan', '1st Apr', '1st Jul', '1st Oct'] },
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{fieldname:'company_tagline', label: wn._('What does it do?'), fieldtype:'Data',
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placeholder:'e.g. "Build tools for builders"',reqd:1},
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placeholder:'e.g. "Build tools for builders"', reqd:1},
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],
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help: wn._('The name of your company for which you are setting up this system.'),
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onload: function(slide) {
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@@ -94,24 +157,6 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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{fieldtype:"Attach Image", fieldname:"attach_letterhead", label:"Attach Letterhead..."},
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{fieldtype:"Attach Image", fieldname:"attach_logo", label:"Attach Logo..."},
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],
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// html: '<h4>' + wn._('Upload Logo') + '</h4><div class="upload-area-letter-head"></div><hr>'
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// +'<h4>' + wn._('Upload Letter Head') + '</h4><div class="upload-area-logo"></div>',
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onload: function(slide) {
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// wn.upload.make({
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// parent: slide.$wrapper.find(".upload-area-letter-head").css({"margin-left": "10px"}),
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// on_attach: function(fileobj) {
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// console.log(fileobj);
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// }
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// });
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//
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// wn.upload.make({
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// parent: slide.$wrapper.find(".upload-area-logo").css({"margin-left": "10px"}),
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// on_attach: function(fileobj) {
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// console.log(fileobj);
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// }
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// });
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}
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},
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// Taxes
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@@ -120,39 +165,46 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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"title": wn._("Add Taxes"),
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"help": wn._("List your tax heads (e.g. VAT, Excise) (upto 3) and their standard rates. This will create a standard template, you can edit and add more later."),
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"fields": [
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{fieldtype:"Column Break", fieldname:"cb_1", "label": "Tax Heads"},
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{fieldtype:"Data", fieldname:"tax_1", label:"Tax 1", placeholder:"e.g. VAT"},
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{fieldtype:"Data", fieldname:"tax_2", label:"Tax 2", placeholder:"e.g. Customs Duty"},
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{fieldtype:"Data", fieldname:"tax_3", label:"Tax 3", placeholder:"e.g. Excise"},
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{fieldtype:"Column Break", fieldname:"cb_2", "label": "Tax Rates"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"tax_rate_1", label:"Rate (%)", placeholder:"e.g. 5"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"tax_2", label:"Tax 2", placeholder:"e.g. Customs Duty"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"tax_rate_2", label:"Rate (%)", placeholder:"e.g. 5"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"tax_3", label:"Tax 3", placeholder:"e.g. Excise"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"tax_rate_3", label:"Rate (%)", placeholder:"e.g. 5"},
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],
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onload: function(slide) {
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}
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},
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// Items to Sell
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{
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icon: "icon-barcode",
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"title": wn._("Your Products or Services"),
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"help": wn._("List your products or services that you sell to your customers."),
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"help": wn._("List your products or services that you sell to your customers. Make sure to check the Item Group, Unit of Measure and other properties when you start."),
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"fields": [
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{fieldtype:"Data", fieldname:"item_1", label:"Item 1", placeholder:"A Product or Service"},
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{fieldtype:"Data", fieldname:"item_2", label:"Item 2", placeholder:"A Product or Service"},
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{fieldtype:"Data", fieldname:"item_3", label:"Item 3", placeholder:"A Product or Service"},
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{fieldtype:"Data", fieldname:"item_4", label:"Item 4", placeholder:"A Product or Service"},
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{fieldtype:"Data", fieldname:"item_5", label:"Item 5", placeholder:"A Product or Service"},
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{fieldtype:"Column Break", fieldname:"cb_2", "label": "Attachments"},
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{fieldtype:"Column Break"},
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{fieldtype:"Attach", fieldname:"item_img_1", label:"Attach Image..."},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"item_2", label:"Item 2", placeholder:"A Product or Service"},
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{fieldtype:"Column Break"},
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{fieldtype:"Attach", fieldname:"item_img_2", label:"Attach Image..."},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"item_3", label:"Item 3", placeholder:"A Product or Service"},
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{fieldtype:"Column Break"},
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{fieldtype:"Attach", fieldname:"item_img_3", label:"Attach Image..."},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"item_4", label:"Item 4", placeholder:"A Product or Service"},
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{fieldtype:"Column Break"},
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{fieldtype:"Attach", fieldname:"item_img_4", label:"Attach Image..."},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"item_5", label:"Item 5", placeholder:"A Product or Service"},
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{fieldtype:"Column Break"},
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{fieldtype:"Attach", fieldname:"item_img_5", label:"Attach Image..."},
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],
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onload: function(slide) {
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}
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},
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// Items to Buy
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@@ -167,8 +219,6 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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{fieldtype:"Data", fieldname:"item_buy_4", label:"Item 4", placeholder:"A Product or Service"},
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{fieldtype:"Data", fieldname:"item_buy_5", label:"Item 5", placeholder:"A Product or Service"},
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],
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onload: function(slide) {
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}
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},
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// Customers
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@@ -178,13 +228,25 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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"help": wn._("List a few of your customers. They could be organizations or individuals."),
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"fields": [
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{fieldtype:"Data", fieldname:"customer_1", label:"Customer 1", placeholder:"Customer Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_1", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer_2", label:"Customer 2", placeholder:"Customer Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_2", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer_3", label:"Customer 3", placeholder:"Customer Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_3", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer_4", label:"Customer 4", placeholder:"Customer Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_4", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer_5", label:"Customer 5", placeholder:"Customer Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_5", label:"", placeholder:"Contact Name"},
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],
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onload: function(slide) {
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}
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},
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// Suppliers
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@@ -194,13 +256,25 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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"help": wn._("List a few of your suppliers. They could be organizations or individuals."),
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"fields": [
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{fieldtype:"Data", fieldname:"supplier_1", label:"Supplier 1", placeholder:"Supplier Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_1", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier_2", label:"Supplier 2", placeholder:"Supplier Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_2", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier_3", label:"Supplier 3", placeholder:"Supplier Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_3", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier_4", label:"Supplier 4", placeholder:"Supplier Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_4", label:"", placeholder:"Contact Name"},
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier_5", label:"Supplier 5", placeholder:"Supplier Name"},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_5", label:"", placeholder:"Contact Name"},
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],
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onload: function(slide) {
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}
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}
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]
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@@ -209,7 +283,8 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
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}
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wn.pages['setup-wizard'].onshow = function(wrapper) {
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erpnext.wiz.show(wn.get_route()[1] || "0");
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if(wn.get_route()[1])
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erpnext.wiz.show(wn.get_route()[1]);
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}
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wn.provide("wn.wiz");
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@@ -217,10 +292,45 @@ wn.provide("wn.wiz");
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wn.wiz.Wizard = Class.extend({
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init: function(opts) {
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$.extend(this, opts);
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this.slides = this.slides;
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this.slide_dict = {};
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wn.set_route("setup-wizard", "0");
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this.show_welcome();
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},
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get_message: function(html) {
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return $(repl('<div class="panel panel-default" style="max-width: 400px; margin: auto;">\
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<div class="panel-body" style="padding: 40px;">%(html)s</div>\
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</div>', {html:html}))
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},
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show_welcome: function() {
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if(this.$welcome)
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return;
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var me = this;
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this.$welcome = this.get_message(this.welcome_html +
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'<br><p class="text-center"><button class="btn btn-primary">'+wn._("Start")+'</button></p>')
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.appendTo(this.parent);
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this.$welcome.find(".btn").click(function() {
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me.$welcome.toggle(false);
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me.welcomed = true;
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wn.set_route(me.page_name, "0");
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})
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this.current_slide = {"$wrapper": this.$welcome};
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},
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show_working: function() {
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this.hide_current_slide();
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wn.set_route(this.page_name);
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this.current_slide = {"$wrapper": this.get_message(this.working_html).appendTo(this.parent)};
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},
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show_complete: function() {
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this.hide_current_slide();
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this.current_slide = {"$wrapper": this.get_message(this.complete_html).appendTo(this.parent)};
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},
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show: function(id) {
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if(!this.welcomed) {
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wn.set_route(this.wiz.page_name);
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return;
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}
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id = cint(id);
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if(this.current_slide && this.current_slide.id===id)
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return;
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@@ -229,12 +339,24 @@ wn.wiz.Wizard = Class.extend({
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this.slide_dict[id].make();
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}
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if(this.current_slide)
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this.current_slide.$wrapper.toggle(false);
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this.hide_current_slide();
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this.current_slide = this.slide_dict[id];
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this.current_slide.$wrapper.toggle(true);
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},
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hide_current_slide: function() {
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if(this.current_slide) {
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this.current_slide.$wrapper.toggle(false);
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this.current_slide = null;
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}
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},
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get_values: function() {
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var values = {};
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$.each(this.slide_dict, function(id, slide) {
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$.extend(values, slide.values)
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})
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return values;
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}
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});
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wn.wiz.WizardSlide = Class.extend({
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@@ -249,10 +371,12 @@ wn.wiz.WizardSlide = Class.extend({
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<div class="progress">\
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<div class="progress-bar" style="width: %(width)s%"></div>\
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</div>\
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<h3><i class="%(icon)s text-muted"></i> %(title)s</h3><br>\
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<div class="row">\
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<div class="col-sm-6 form"></div>\
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<div class="col-sm-6 help"><p class="text-muted">%(help)s</p></div>\
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<div class="col-sm-6 help">\
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<h3><i class="%(icon)s text-muted"></i> %(title)s</h3><br>\
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<p class="text-muted">%(help)s</p>\
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</div>\
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</div>\
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<hr>\
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<div class="footer"></div>\
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@@ -276,17 +400,29 @@ wn.wiz.WizardSlide = Class.extend({
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if(this.id > 0) {
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this.$prev = $("<button class='btn btn-default'>Previous</button>")
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.click(function() { wn.set_route("setup-wizard", me.id-1 + ""); })
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.click(function() {
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wn.set_route(me.wiz.page_name, me.id-1 + "");
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})
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.appendTo(this.$wrapper.find(".footer"))
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.css({"margin-right": "5px"});
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}
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if(this.id+1 < this.wiz.slides.length) {
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this.$next = $("<button class='btn btn-primary'>Next</button>")
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.click(function() { wn.set_route("setup-wizard", me.id+1 + ""); })
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.click(function() {
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me.values = me.form.get_values();
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if(me.values===null)
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return;
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wn.set_route(me.wiz.page_name, me.id+1 + "");
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})
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.appendTo(this.$wrapper.find(".footer"));
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} else {
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this.$complete = $("<button class='btn btn-primary'>Complete Setup</button>")
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.click(function() { me.wiz.complete(); }).appendTo(this.$wrapper.find(".footer"));
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.click(function() {
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me.values = me.form.get_values();
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if(me.values===null)
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return;
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me.wiz.on_complete(me.wiz);
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}).appendTo(this.$wrapper.find(".footer"));
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}
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if(this.onload) {
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349
setup/page/setup_wizard/setup_wizard.py
Normal file
349
setup/page/setup_wizard/setup_wizard.py
Normal file
@@ -0,0 +1,349 @@
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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, json, base64
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||||
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from webnotes.utils import cint, cstr, getdate, now, nowdate, get_defaults
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from webnotes import _
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from webnotes.utils.file_manager import save_file
|
||||
|
||||
@webnotes.whitelist()
|
||||
def setup_account(args=None):
|
||||
# if webnotes.conn.sql("select name from tabCompany"):
|
||||
# webnotes.throw(_("Setup Already Complete!!"))
|
||||
|
||||
if not args:
|
||||
args = webnotes.local.form_dict
|
||||
if isinstance(args, basestring):
|
||||
args = json.loads(args)
|
||||
|
||||
webnotes.conn.begin()
|
||||
|
||||
update_profile_name(args)
|
||||
create_fiscal_year_and_company(args)
|
||||
set_defaults(args)
|
||||
create_territories()
|
||||
create_price_lists(args)
|
||||
create_feed_and_todo()
|
||||
create_email_digest()
|
||||
create_taxes(args)
|
||||
create_items(args)
|
||||
create_customers(args)
|
||||
create_suppliers(args)
|
||||
webnotes.conn.set_value('Control Panel', None, 'home_page', 'desktop')
|
||||
|
||||
webnotes.clear_cache()
|
||||
webnotes.conn.commit()
|
||||
|
||||
return "okay"
|
||||
|
||||
def update_profile_name(args):
|
||||
if args.get("email_id"):
|
||||
args['name'] = args.get("email")
|
||||
webnotes.mute_emails = True
|
||||
webnotes.bean({
|
||||
"doctype":"Profile",
|
||||
"email": args.get("email"),
|
||||
"first_name": args.get("first_name"),
|
||||
"last_name": args.get("last_name")
|
||||
}).insert()
|
||||
webnotes.mute_emails = False
|
||||
from webnotes.auth import _update_password
|
||||
_update_password(args.get("email"), args.get("password"))
|
||||
|
||||
else:
|
||||
args['name'] = webnotes.session.user
|
||||
|
||||
# Update Profile
|
||||
if not args.get('last_name') or args.get('last_name')=='None':
|
||||
args['last_name'] = None
|
||||
webnotes.conn.sql("""update `tabProfile` SET first_name=%(first_name)s,
|
||||
last_name=%(last_name)s WHERE name=%(name)s""", args)
|
||||
|
||||
if args.get("attach_profile"):
|
||||
filename, filetype, content = args.get("attach_profile").split(",")
|
||||
fileurl = save_file(filename, content, "Profile", args.get("name"), decode=True).file_name
|
||||
webnotes.conn.set_value("Profile", args.get("name"), "user_image", fileurl)
|
||||
|
||||
add_all_roles_to(args.get("name"))
|
||||
|
||||
def create_fiscal_year_and_company(args):
|
||||
curr_fiscal_year, fy_start_date, fy_abbr = get_fy_details(args.get('fy_start'), True)
|
||||
webnotes.bean([{
|
||||
"doctype":"Fiscal Year",
|
||||
'year': curr_fiscal_year,
|
||||
'year_start_date': fy_start_date
|
||||
}]).insert()
|
||||
|
||||
curr_fiscal_year, fy_start_date, fy_abbr = get_fy_details(args.get('fy_start'))
|
||||
webnotes.bean([{
|
||||
"doctype":"Fiscal Year",
|
||||
'year': curr_fiscal_year,
|
||||
'year_start_date': fy_start_date,
|
||||
}]).insert()
|
||||
|
||||
|
||||
# Company
|
||||
webnotes.bean([{
|
||||
"doctype":"Company",
|
||||
'domain': args.get("industry"),
|
||||
'company_name':args.get('company_name'),
|
||||
'abbr':args.get('company_abbr'),
|
||||
'default_currency':args.get('currency'),
|
||||
}]).insert()
|
||||
|
||||
args["curr_fiscal_year"] = curr_fiscal_year
|
||||
|
||||
def create_price_lists(args):
|
||||
for pl_type in ["Selling", "Buying"]:
|
||||
webnotes.bean([
|
||||
{
|
||||
"doctype": "Price List",
|
||||
"price_list_name": "Standard " + pl_type,
|
||||
"buying_or_selling": pl_type,
|
||||
"currency": args["currency"]
|
||||
},
|
||||
{
|
||||
"doctype": "For Territory",
|
||||
"parentfield": "valid_for_territories",
|
||||
"territory": "All Territories"
|
||||
}
|
||||
]).insert()
|
||||
|
||||
def set_defaults(args):
|
||||
# enable default currency
|
||||
webnotes.conn.set_value("Currency", args.get("currency"), "enabled", 1)
|
||||
|
||||
global_defaults = webnotes.bean("Global Defaults", "Global Defaults")
|
||||
global_defaults.doc.fields.update({
|
||||
'current_fiscal_year': args.curr_fiscal_year,
|
||||
'default_currency': args.get('currency'),
|
||||
'default_company':args.get('company_name'),
|
||||
'date_format': webnotes.conn.get_value("Country", args.get("country"), "date_format"),
|
||||
"float_precision": 4
|
||||
})
|
||||
global_defaults.save()
|
||||
|
||||
accounts_settings = webnotes.bean("Accounts Settings")
|
||||
accounts_settings.doc.auto_accounting_for_stock = 1
|
||||
accounts_settings.save()
|
||||
|
||||
stock_settings = webnotes.bean("Stock Settings")
|
||||
stock_settings.doc.item_naming_by = "Item Code"
|
||||
stock_settings.doc.valuation_method = "FIFO"
|
||||
stock_settings.doc.stock_uom = "Nos"
|
||||
stock_settings.doc.auto_indent = 1
|
||||
stock_settings.save()
|
||||
|
||||
selling_settings = webnotes.bean("Selling Settings")
|
||||
selling_settings.doc.cust_master_name = "Customer Name"
|
||||
selling_settings.doc.so_required = "No"
|
||||
selling_settings.doc.dn_required = "No"
|
||||
selling_settings.save()
|
||||
|
||||
buying_settings = webnotes.bean("Buying Settings")
|
||||
buying_settings.doc.supp_master_name = "Supplier Name"
|
||||
buying_settings.doc.po_required = "No"
|
||||
buying_settings.doc.pr_required = "No"
|
||||
buying_settings.doc.maintain_same_rate = 1
|
||||
buying_settings.save()
|
||||
|
||||
notification_control = webnotes.bean("Notification Control")
|
||||
notification_control.doc.quotation = 1
|
||||
notification_control.doc.sales_invoice = 1
|
||||
notification_control.doc.purchase_order = 1
|
||||
notification_control.save()
|
||||
|
||||
hr_settings = webnotes.bean("HR Settings")
|
||||
hr_settings.doc.emp_created_by = "Naming Series"
|
||||
hr_settings.save()
|
||||
|
||||
# control panel
|
||||
cp = webnotes.doc("Control Panel", "Control Panel")
|
||||
for k in ['country', 'timezone', 'company_name']:
|
||||
cp.fields[k] = args[k]
|
||||
|
||||
cp.save()
|
||||
|
||||
def create_feed_and_todo():
|
||||
"""update activty feed and create todo for creation of item, customer, vendor"""
|
||||
import home
|
||||
home.make_feed('Comment', 'ToDo', '', webnotes.session['user'],
|
||||
'ERNext Setup Complete!', '#6B24B3')
|
||||
|
||||
def create_email_digest():
|
||||
from webnotes.profile import get_system_managers
|
||||
system_managers = get_system_managers()
|
||||
if not system_managers:
|
||||
return
|
||||
|
||||
for company in webnotes.conn.sql_list("select name FROM `tabCompany`"):
|
||||
if not webnotes.conn.exists("Email Digest", "Default Weekly Digest - " + company):
|
||||
edigest = webnotes.bean({
|
||||
"doctype": "Email Digest",
|
||||
"name": "Default Weekly Digest - " + company,
|
||||
"company": company,
|
||||
"frequency": "Weekly",
|
||||
"recipient_list": "\n".join(system_managers)
|
||||
})
|
||||
|
||||
for fieldname in edigest.meta.get_fieldnames({"fieldtype": "Check"}):
|
||||
edigest.doc.fields[fieldname] = 1
|
||||
|
||||
edigest.insert()
|
||||
|
||||
def get_fy_details(fy_start, last_year=False):
|
||||
st = {'1st Jan':'01-01','1st Apr':'04-01','1st Jul':'07-01', '1st Oct': '10-01'}
|
||||
if cint(getdate(nowdate()).month) < cint((st[fy_start].split('-'))[0]):
|
||||
curr_year = getdate(nowdate()).year - 1
|
||||
else:
|
||||
curr_year = getdate(nowdate()).year
|
||||
|
||||
if last_year:
|
||||
curr_year = curr_year - 1
|
||||
|
||||
stdt = cstr(curr_year)+'-'+cstr(st[fy_start])
|
||||
|
||||
if(fy_start == '1st Jan'):
|
||||
fy = cstr(curr_year)
|
||||
abbr = cstr(fy)[-2:]
|
||||
else:
|
||||
fy = cstr(curr_year) + '-' + cstr(curr_year+1)
|
||||
abbr = cstr(curr_year)[-2:] + '-' + cstr(curr_year+1)[-2:]
|
||||
return fy, stdt, abbr
|
||||
|
||||
def create_taxes(args):
|
||||
for i in xrange(1,6):
|
||||
if args.get("tax_" + str(i)):
|
||||
webnotes.bean({
|
||||
"doctype":"Account",
|
||||
"company": args.get("company_name"),
|
||||
"parent_account": "Duties and Taxes - " + args.get("company_abbr"),
|
||||
"account_name": args.get("tax_" + str(i)),
|
||||
"group_or_ledger": "Ledger",
|
||||
"is_pl_account": "No",
|
||||
"account_type": "Tax",
|
||||
"tax_rate": args.get("tax_rate_" + str(i))
|
||||
}).insert()
|
||||
|
||||
def create_items(args):
|
||||
for i in xrange(1,6):
|
||||
item = args.get("item_" + str(i))
|
||||
if item:
|
||||
webnotes.bean({
|
||||
"doctype":"Item",
|
||||
"item_code": item,
|
||||
"item_name": item,
|
||||
"description": item,
|
||||
"is_sales_item": "Yes",
|
||||
"is_stock_item": "Yes",
|
||||
"item_group":"Products",
|
||||
"stock_uom": "Unit",
|
||||
"default_warehouse": "Finished Goods - " + args.get("company_abbr")
|
||||
}).insert()
|
||||
|
||||
if args.get("item_img_" + str(i)):
|
||||
filename, filetype, content = args.get("item_img_" + str(i)).split(",")
|
||||
fileurl = save_file(filename, content, "Item", item, decode=True).file_name
|
||||
webnotes.conn.set_value("Item", item, "image", fileurl)
|
||||
|
||||
for i in xrange(1,6):
|
||||
item = args.get("item_buy_" + str(i))
|
||||
if item:
|
||||
webnotes.bean({
|
||||
"doctype":"Item",
|
||||
"item_code": item,
|
||||
"item_name": item,
|
||||
"description": item,
|
||||
"is_sales_item": "No",
|
||||
"is_stock_item": "Yes",
|
||||
"item_group":"Raw Material",
|
||||
"stock_uom": "Unit",
|
||||
"default_warehouse": "Stores - " + args.get("company_abbr")
|
||||
}).insert()
|
||||
|
||||
if args.get("item_img_" + str(i)):
|
||||
filename, filetype, content = args.get("item_img_" + str(i)).split(",")
|
||||
fileurl = save_file(filename, content, "Item", item, decode=True).file_name
|
||||
webnotes.conn.set_value("Item", item, "image", fileurl)
|
||||
|
||||
|
||||
def create_customers(args):
|
||||
for i in xrange(1,6):
|
||||
customer = args.get("customer_" + str(i))
|
||||
if customer:
|
||||
webnotes.bean({
|
||||
"doctype":"Customer",
|
||||
"customer_name": customer,
|
||||
"customer_type": "Company",
|
||||
"customer_group": "Commercial",
|
||||
"territory": args.get("country"),
|
||||
"company": args.get("company_name")
|
||||
}).insert()
|
||||
|
||||
if args.get("customer_contact_" + str(i)):
|
||||
contact = args.get("customer_contact_" + str(i)).split(" ")
|
||||
webnotes.bean({
|
||||
"doctype":"Contact",
|
||||
"customer": customer,
|
||||
"first_name":contact[0],
|
||||
"last_name": len(contact) > 1 and contact[1] or ""
|
||||
}).insert()
|
||||
|
||||
def create_suppliers(args):
|
||||
for i in xrange(1,6):
|
||||
supplier = args.get("supplier_" + str(i))
|
||||
if supplier:
|
||||
webnotes.bean({
|
||||
"doctype":"Supplier",
|
||||
"supplier_name": supplier,
|
||||
"supplier_type": "Local",
|
||||
"company": args.get("company_name")
|
||||
}).insert()
|
||||
|
||||
if args.get("supplier_contact_" + str(i)):
|
||||
contact = args.get("supplier_contact_" + str(i)).split(" ")
|
||||
webnotes.bean({
|
||||
"doctype":"Contact",
|
||||
"supplier": supplier,
|
||||
"first_name":contact[0],
|
||||
"last_name": len(contact) > 1 and contact[1] or ""
|
||||
}).insert()
|
||||
|
||||
def create_profile(user_email, user_fname, user_lname, pwd=None):
|
||||
pr = webnotes.doc('Profile')
|
||||
pr.first_name = user_fname
|
||||
pr.last_name = user_lname
|
||||
pr.name = pr.email = user_email
|
||||
pr.enabled = 1
|
||||
pr.save(1)
|
||||
if pwd:
|
||||
webnotes.conn.sql("""insert into __Auth (user, `password`)
|
||||
values (%s, password(%s))
|
||||
on duplicate key update `password`=password(%s)""",
|
||||
(user_email, pwd, pwd))
|
||||
|
||||
add_all_roles_to(pr.name)
|
||||
|
||||
def add_all_roles_to(name):
|
||||
profile = webnotes.doc("Profile", name)
|
||||
for role in webnotes.conn.sql("""select name from tabRole"""):
|
||||
if role[0] not in ["Administrator", "Guest", "All", "Customer", "Supplier", "Partner"]:
|
||||
d = profile.addchild("user_roles", "UserRole")
|
||||
d.role = role[0]
|
||||
d.insert()
|
||||
|
||||
def create_territories():
|
||||
"""create two default territories, one for home country and one named Rest of the World"""
|
||||
from setup.utils import get_root_of
|
||||
country = webnotes.conn.get_value("Control Panel", None, "country")
|
||||
root_territory = get_root_of("Territory")
|
||||
for name in (country, "Rest Of The World"):
|
||||
if name and not webnotes.conn.exists("Territory", name):
|
||||
webnotes.bean({
|
||||
"doctype": "Territory",
|
||||
"territory_name": name.replace("'", ""),
|
||||
"parent_territory": root_territory,
|
||||
"is_group": "No"
|
||||
}).insert()
|
||||
26
setup/page/setup_wizard/test_setup_data.py
Normal file
26
setup/page/setup_wizard/test_setup_data.py
Normal file
File diff suppressed because one or more lines are too long
14
setup/page/setup_wizard/test_setup_wizard.py
Normal file
14
setup/page/setup_wizard/test_setup_wizard.py
Normal file
@@ -0,0 +1,14 @@
|
||||
# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
|
||||
from setup.page.setup_wizard.test_setup_data import args
|
||||
from setup.page.setup_wizard.setup_wizard import setup_account
|
||||
|
||||
if __name__=="__main__":
|
||||
webnotes.connect()
|
||||
webnotes.local.form_dict = webnotes._dict(args)
|
||||
setup_account()
|
||||
|
||||
Reference in New Issue
Block a user