New Setup Wizard

setup/page/setup_wizard/setup_wizard.py

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+# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import webnotes, json, base64
+
+from webnotes.utils import cint, cstr, getdate, now, nowdate, get_defaults
+from webnotes import _
+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()