User Progress (#10336)

* [user-progress] first cut

* [user-progress] Add users slide, remove taxes, make sample data

* wip tests

* [setup-wiz] UI test

* [user-progress] notif test, docs trim

* wip

* [user-progress] Setup Progress single to update action states, fixtures

* setup progress actions patch

* rename sales_target field patch

* [progress] wip reform slide data

* [progress] remove slide data

* [setup] add roles for GST doctypes, remove commit from fixtures
This commit is contained in:
Prateeksha Singh
2017-09-04 11:14:04 +05:30
committed by Rushabh Mehta
parent fd39d6bd3c
commit 95d8fd38f5
42 changed files with 1361 additions and 792 deletions

View File

@@ -195,6 +195,157 @@
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},
{
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{
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"bold": 0,
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"columns": 0,
"fieldname": "total_monthly_sales",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"label": "Total Monthly Sales",
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@@ -500,157 +651,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
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},
{
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"fieldname": "sales_monthly_history",
"fieldtype": "Small Text",
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@@ -1991,7 +1991,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2017-08-03 16:17:31.206886",
"modified": "2017-08-31 11:48:56.278568",
"modified_by": "Administrator",
"module": "Setup",
"name": "Company",

View File

@@ -76,7 +76,10 @@ class Company(Document):
self.create_default_accounts()
self.create_default_warehouses()
self.install_country_fixtures()
if cint(frappe.db.get_single_value('System Settings', 'setup_complete')):
# In the case of setup, fixtures should be installed after setup_success
# This also prevents db commits before setup is successful
install_country_fixtures(self.name)
if not frappe.db.get_value("Cost Center", {"is_group": 0, "company": self.name}):
self.create_default_cost_center()
@@ -95,12 +98,6 @@ class Company(Document):
frappe.clear_cache()
def install_country_fixtures(self):
path = frappe.get_app_path('erpnext', 'regional', frappe.scrub(self.country))
if os.path.exists(path.encode("utf-8")):
frappe.get_attr("erpnext.regional.{0}.setup.setup"
.format(self.country.lower()))(self)
def create_default_warehouses(self):
for wh_detail in [
{"warehouse_name": _("All Warehouses"), "is_group": 1},
@@ -311,6 +308,13 @@ def get_name_with_abbr(name, company):
return " - ".join(parts)
def install_country_fixtures(company):
company_doc = frappe.get_doc("Company", company)
path = frappe.get_app_path('erpnext', 'regional', frappe.scrub(company_doc.country))
if os.path.exists(path.encode("utf-8")):
frappe.get_attr("erpnext.regional.{0}.setup.setup"
.format(company_doc.country.lower()))(company_doc)
def update_company_current_month_sales(company):
current_month_year = formatdate(today(), "MM-yyyy")

View File

@@ -9,7 +9,7 @@ def get_data():
'graph_method': "frappe.utils.goal.get_monthly_goal_graph_data",
'graph_method_args': {
'title': 'Sales',
'goal_value_field': 'sales_target',
'goal_value_field': 'monthly_sales_target',
'goal_total_field': 'total_monthly_sales',
'goal_history_field': 'sales_monthly_history',
'goal_doctype': 'Sales Invoice',

View File

@@ -0,0 +1,8 @@
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Setup Progress', {
refresh: function() {
}
});

View File

@@ -0,0 +1,123 @@
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"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"fields": [
{
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"bold": 0,
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"modified": "2017-08-28 17:44:43.100932",
"modified_by": "Administrator",
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"name": "Setup Progress",
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"owner": "Administrator",
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}

View File

@@ -0,0 +1,51 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe, json
from frappe.model.document import Document
class SetupProgress(Document):
pass
def get_setup_progress():
if not getattr(frappe.local, "setup_progress", None):
frappe.local.setup_progress = frappe.get_doc("Setup Progress", "Setup Progress")
return frappe.local.setup_progress
def get_action_completed_state(action_name):
return [d.is_completed for d in get_setup_progress().actions
if d.action_name == action_name][0]
def update_action_completed_state(action_name):
action_table_doc = [d for d in get_setup_progress().actions
if d.action_name == action_name][0]
update_action(action_table_doc)
def update_action(action_table_doc):
if not action_table_doc.is_completed and frappe.db.count(action_table_doc.action_doctype) >= action_table_doc.min_doc_count:
action_table_doc.is_completed = 1
action_table_doc.save()
def update_domain_actions(domain):
for d in get_setup_progress().actions:
domains = json.loads(d.domains)
if domains == [] or domain in domains:
update_action(d)
def get_domain_actions_state(domain):
state = {}
for d in get_setup_progress().actions:
domains = json.loads(d.domains)
if domains == [] or domain in domains:
state[d.action_name] = d.is_completed
return state
@frappe.whitelist()
def set_action_completed_state(action_name):
action_table_doc = [d for d in get_setup_progress().actions
if d.action_name == action_name][0]
action_table_doc.is_completed = 1
action_table_doc.save()

View File

@@ -0,0 +1,23 @@
/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Setup Progress", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Setup Progress
() => frappe.tests.make('Setup Progress', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

View File

@@ -0,0 +1,192 @@
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"allow_import": 0,
"allow_rename": 0,
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"creation": "2017-08-27 21:00:40.715360",
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"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
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},
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"fieldtype": "Link",
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"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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},
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"fieldtype": "Int",
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"label": "Min Doc Count",
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},
{
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}
],
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"modified": "2017-08-28 17:44:58.008526",
"modified_by": "Administrator",
"module": "Setup",
"name": "Setup Progress Action",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
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"sort_order": "DESC",
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"track_seen": 0
}

View File

@@ -0,0 +1,9 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
from frappe.model.document import Document
class SetupProgressAction(Document):
pass

View File

@@ -20,6 +20,28 @@ def install(country=None):
{ 'doctype': 'Domain', 'domain': _('Services')},
{ 'doctype': 'Domain', 'domain': _('Education')},
# Setup Progress
{'doctype': "Setup Progress", "actions": [
{"action_name": _("Add Company"), "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
"domains": '[]' },
{"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": '[]' }
]},
# address template
{'doctype':"Address Template", "country": country},

View File

@@ -10,26 +10,27 @@ import random, os, json
from frappe import _
from markdown2 import markdown
def make_sample_data(args):
def make_sample_data(domain, make_dependent = False):
"""Create a few opportunities, quotes, material requests, issues, todos, projects
to help the user get started"""
items = frappe.get_all("Item", {'is_sales_item': 1})
customers = frappe.get_all("Customer")
warehouses = frappe.get_all("Warehouse")
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 customers:
for i in range(3):
customer = random.choice(customers).name
make_opportunity(items, customer)
make_quote(items, customer)
make_projects(args.get('domain'))
if items and warehouses:
make_material_request(frappe.get_all("Item"))
make_projects(domain)
import_email_alert()
if items and warehouses:
make_material_request(frappe.get_all("Item"))
frappe.db.commit()
def make_opportunity(items, customer):

View File

@@ -15,6 +15,7 @@ from .sample_data import make_sample_data
from erpnext.accounts.doctype.account.account import RootNotEditable
from frappe.core.doctype.communication.comment import add_info_comment
from erpnext.setup.setup_wizard.domainify import setup_domain
from erpnext.setup.doctype.company.company import install_country_fixtures
def setup_complete(args=None):
if frappe.db.sql("select name from tabCompany"):
@@ -25,24 +26,16 @@ def setup_complete(args=None):
create_price_lists(args)
create_fiscal_year_and_company(args)
create_sales_tax(args)
create_users(args)
create_employee_for_self(args)
set_defaults(args)
create_territories()
create_feed_and_todo()
create_email_digest()
create_letter_head(args)
create_taxes(args)
create_items(args)
create_customers(args)
create_suppliers(args)
if args.get('domain').lower() == 'education':
create_academic_year()
create_academic_term()
create_program(args)
create_course(args)
create_instructor(args)
create_room(args)
if args.get('setup_website'):
website_maker(args)
@@ -58,16 +51,19 @@ def setup_complete(args=None):
frappe.db.commit()
frappe.clear_cache()
if args.get("add_sample_data"):
try:
make_sample_data(args)
frappe.clear_cache()
except:
# clear message
if frappe.message_log:
frappe.message_log.pop()
try:
make_sample_data(args.get('domain'))
frappe.clear_cache()
except:
# clear message
if frappe.message_log:
frappe.message_log.pop()
pass
pass
def setup_success(args=None):
company = frappe.db.sql("select name from tabCompany", as_dict=True)[0]["name"]
install_country_fixtures(company)
def create_fiscal_year_and_company(args):
if (args.get('fy_start_date')):
@@ -91,8 +87,7 @@ def create_fiscal_year_and_company(args):
'country': args.get('country'),
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': args.get('chart_of_accounts'),
'domain': args.get('domain'),
'sales_target': args.get('sales_target')
'domain': args.get('domain')
}).insert()
#Enable shopping cart
@@ -259,22 +254,7 @@ def create_sales_tax(args):
tax_data.get('account_name'),
tax_data.get('tax_rate'), sales_tax)
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
def create_taxes(args):
for i in xrange(1,6):
if args.get("tax_" + str(i)):
# replace % in case someone also enters the % symbol
tax_rate = cstr(args.get("tax_rate_" + str(i)) or "").replace("%", "")
account_name = args.get("tax_" + str(i))
make_tax_account_and_template(args.get("company_name") , account_name, tax_rate)
# Tax utils start
def make_tax_account_and_template(company, account_name, tax_rate, template_name=None):
try:
if not isinstance(account_name, (list, tuple)):
@@ -292,15 +272,6 @@ def make_tax_account_and_template(company, account_name, tax_rate, template_name
except RootNotEditable:
pass
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 make_tax_account(company, account_name, tax_rate):
tax_group = get_tax_account_group(company)
if tax_group:
@@ -345,115 +316,23 @@ def make_sales_and_purchase_tax_templates(accounts, template_name=None):
doc = frappe.get_doc(purchase_tax_template)
doc.insert(ignore_permissions=True)
def create_items(args):
for i in xrange(1,6):
item = args.get("item_" + str(i))
if item:
item_group = _(args.get("item_group_" + str(i)))
is_sales_item = args.get("is_sales_item_" + str(i))
is_purchase_item = args.get("is_purchase_item_" + str(i))
is_stock_item = item_group!=_("Services")
default_warehouse = ""
if is_stock_item:
default_warehouse = frappe.db.get_value("Warehouse", filters={
"warehouse_name": _("Finished Goods") if is_sales_item else _("Stores"),
"company": args.get("company_name")
})
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})
try:
frappe.get_doc({
"doctype":"Item",
"item_code": item,
"item_name": item,
"description": item,
"show_in_website": 1,
"is_sales_item": is_sales_item,
"is_purchase_item": is_purchase_item,
"is_stock_item": is_stock_item and 1 or 0,
"item_group": item_group,
"stock_uom": _(args.get("item_uom_" + str(i))),
"default_warehouse": default_warehouse
}).insert()
return tax_group
if args.get("item_img_" + str(i)):
item_image = args.get("item_img_" + str(i)).split(",")
if len(item_image)==3:
filename, filetype, content = item_image
fileurl = save_file(filename, content, "Item", item, decode=True).file_url
frappe.db.set_value("Item", item, "image", fileurl)
# Tax utils end
if args.get("item_price_" + str(i)):
item_price = flt(args.get("item_price_" + str(i)))
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)
if is_sales_item:
price_list_name = frappe.db.get_value("Price List", {"selling": 1})
make_item_price(item, price_list_name, item_price)
if is_purchase_item:
price_list_name = frappe.db.get_value("Price List", {"buying": 1})
make_item_price(item, price_list_name, item_price)
except frappe.NameError:
pass
def make_item_price(item, price_list_name, item_price):
frappe.get_doc({
"doctype": "Item Price",
"price_list": price_list_name,
"item_code": item,
"price_list_rate": item_price
}).insert()
def create_customers(args):
for i in xrange(1,6):
customer = args.get("customer_" + str(i))
if customer:
try:
doc = frappe.get_doc({
"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)):
create_contact(args.get("customer_contact_" + str(i)),
"Customer", doc.name)
except frappe.NameError:
pass
def create_suppliers(args):
for i in xrange(1,6):
supplier = args.get("supplier_" + str(i))
if supplier:
try:
doc = frappe.get_doc({
"doctype":"Supplier",
"supplier_name": supplier,
"supplier_type": _("Local"),
"company": args.get("company_name")
}).insert()
if args.get("supplier_contact_" + str(i)):
create_contact(args.get("supplier_contact_" + str(i)),
"Supplier", doc.name)
except frappe.NameError:
pass
def create_contact(contact, party_type, party):
"""Create contact based on given contact name"""
contact = contact .split(" ")
contact = frappe.get_doc({
"doctype":"Contact",
"first_name":contact[0],
"last_name": len(contact) > 1 and contact[1] or ""
})
contact.append('links', dict(link_doctype=party_type, link_name=party))
contact.insert()
return data
def create_letter_head(args):
if args.get("attach_letterhead"):
@@ -497,7 +376,7 @@ def login_as_first_user(args):
if args.get("email") and hasattr(frappe.local, "login_manager"):
frappe.local.login_manager.login_as(args.get("email"))
def create_users(args):
def create_employee_for_self(args):
if frappe.session.user == 'Administrator':
return
@@ -512,50 +391,7 @@ def create_users(args):
emp.flags.ignore_mandatory = True
emp.insert(ignore_permissions = True)
for i in xrange(1,5):
email = args.get("user_email_" + str(i))
fullname = args.get("user_fullname_" + str(i))
if email:
if not fullname:
fullname = email.split("@")[0]
parts = fullname.split(" ", 1)
user = frappe.get_doc({
"doctype": "User",
"email": email,
"first_name": parts[0],
"last_name": parts[1] if len(parts) > 1 else "",
"enabled": 1,
"user_type": "System User"
})
# default roles
user.append_roles("Projects User", "Stock User", "Support Team")
if args.get("user_sales_" + str(i)):
user.append_roles("Sales User", "Sales Manager", "Accounts User")
if args.get("user_purchaser_" + str(i)):
user.append_roles("Purchase User", "Purchase Manager", "Accounts User")
if args.get("user_accountant_" + str(i)):
user.append_roles("Accounts Manager", "Accounts User")
user.flags.delay_emails = True
if not frappe.db.get_value("User", email):
user.insert(ignore_permissions=True)
# create employee
emp = frappe.get_doc({
"doctype": "Employee",
"employee_name": fullname,
"user_id": email,
"status": "Active",
"company": args.get("company_name")
})
emp.flags.ignore_mandatory = True
emp.insert(ignore_permissions = True)
# Schools
def create_academic_term():
at = ["Semester 1", "Semester 2", "Semester 3"]
ay = ["2013-14", "2014-15", "2015-16", "2016-17", "2017-18"]
@@ -578,46 +414,3 @@ def create_academic_year():
academic_year.save()
except frappe.DuplicateEntryError:
pass
def create_program(args):
for i in xrange(1,6):
if args.get("program_" + str(i)):
program = frappe.new_doc("Program")
program.program_code = args.get("program_" + str(i))
program.program_name = args.get("program_" + str(i))
try:
program.save()
except frappe.DuplicateEntryError:
pass
def create_course(args):
for i in xrange(1,6):
if args.get("course_" + str(i)):
course = frappe.new_doc("Course")
course.course_code = args.get("course_" + str(i))
course.course_name = args.get("course_" + str(i))
try:
course.save()
except frappe.DuplicateEntryError:
pass
def create_instructor(args):
for i in xrange(1,6):
if args.get("instructor_" + str(i)):
instructor = frappe.new_doc("Instructor")
instructor.instructor_name = args.get("instructor_" + str(i))
try:
instructor.save()
except frappe.DuplicateEntryError:
pass
def create_room(args):
for i in xrange(1,6):
if args.get("room_" + str(i)):
room = frappe.new_doc("Room")
room.room_name = args.get("room_" + str(i))
room.seating_capacity = args.get("room_capacity_" + str(i))
try:
room.save()
except frappe.DuplicateEntryError:
pass

View File

@@ -0,0 +1,57 @@
# 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, time
from frappe.utils.selenium_testdriver import TestDriver
def run_setup_wizard_test():
driver = TestDriver()
frappe.db.set_default('in_selenium', '1')
driver.login('#page-setup-wizard')
print('Running Setup Wizard Test...')
# Language slide
driver.set_select("language", "English (United Kingdom)")
driver.wait_for_ajax(True)
driver.wait_till_clickable(".next-btn").click()
# Region slide
driver.wait_for_ajax(True)
driver.set_select("country", "India")
driver.wait_for_ajax(True)
driver.wait_till_clickable(".next-btn").click()
# Profile slide
driver.set_field("full_name", "Joe Davis")
driver.set_field("email", "joe@example.com")
driver.set_field("password", "somethingrandom")
driver.wait_till_clickable(".next-btn").click()
# Brand slide
driver.set_select("domain", "Manufacturing")
driver.wait_till_clickable(".next-btn").click()
# Org slide
driver.set_field("company_name", "Acme Corp")
driver.wait_till_clickable(".next-btn").click()
driver.set_field("company_tagline", "Build Tools for Builders")
driver.set_field("bank_account", "BNL")
driver.wait_till_clickable(".complete-btn").click()
# Wait for desk (Lock wait timeout error)
# driver.wait_for('#page-desktop', timeout=200)
console = driver.get_console()
if frappe.flags.tests_verbose:
for line in console:
print(line)
print('-' * 40)
time.sleep(1)
frappe.db.set_default('in_selenium', None)
driver.close()
return True