feat: capture user persona during setup (#56705)

erpnext/public/js/setup_wizard.js

@@ -19,6 +19,101 @@ frappe.setup.on("before_load", function () {
 });
 
 erpnext.setup.slides_settings = [
+	{
+		// Persona — help us tailor the setup
+		name: "persona",
+		title: __("A little about you"),
+		// subtitle shown under the title
+		help: __("A few quick questions so we can set things up the way you work."),
+		fields: [
+			{
+				fieldname: "persona_implementing_for",
+				label: __("Who are you setting this up for?"),
+				fieldtype: "Select",
+				options: ["", "My own business", "A company I work for", "A client I'm consulting for"].join(
+					"\n"
+				),
+				reqd: 1,
+			},
+			{
+				fieldname: "persona_company_size",
+				label: __("How big is the team?"),
+				fieldtype: "Select",
+				options: ["", "1–10", "11–50", "51–200", "201–1,000", "1,000+"].join("\n"),
+				reqd: 1,
+			},
+			{
+				fieldname: "persona_industry",
+				label: __("What kind of work do you do?"),
+				fieldtype: "Select",
+				options: [
+					"",
+					"Manufacturing",
+					"Retail",
+					"Wholesale / Distribution",
+					"E-commerce",
+					"Services / Consulting",
+					"Construction / Real Estate",
+					"Technology / Software",
+					"Healthcare",
+					"Education",
+					"Agriculture",
+					"Food & Beverage",
+					"Non Profit",
+					"Other",
+				].join("\n"),
+				reqd: 1,
+			},
+			{
+				fieldname: "persona_current_system",
+				label: __("What do you use today?"),
+				fieldtype: "Select",
+				options: [
+					"",
+					"Tally",
+					"QuickBooks",
+					"Zoho",
+					"Sage",
+					"SAP",
+					"Microsoft Dynamics",
+					"Oracle NetSuite",
+					"Xero",
+					"Excel / Spreadsheets",
+					"Nothing yet - starting fresh",
+					"Other",
+				].join("\n"),
+				reqd: 1,
+			},
+			{
+				fieldtype: "Section Break",
+				description: __("Select the modules that you plan to implement"),
+			},
+			{ fieldname: "module_accounting", label: __("Accounting"), fieldtype: "Check" },
+			{ fieldname: "module_stock", label: __("Stock"), fieldtype: "Check" },
+			{ fieldtype: "Column Break" },
+			{ fieldname: "module_manufacturing", label: __("Manufacturing"), fieldtype: "Check" },
+			{ fieldname: "module_projects", label: __("Project Management"), fieldtype: "Check" },
+		],
+
+		onload: function (slide) {
+			this.bind_industry_modules(slide);
+		},
+
+		bind_industry_modules: function (slide) {
+			let me = this;
+			slide.get_input("persona_industry").on("change", function () {
+				me.apply_industry_modules(slide);
+			});
+		},
+
+		apply_industry_modules: function (slide) {
+			let industry = slide.get_field("persona_industry").get_value();
+			let modules = erpnext.setup.industry_modules[industry] || ["accounting"];
+			["accounting", "stock", "manufacturing", "projects"].forEach(function (module) {
+				slide.get_field("module_" + module).set_value(modules.includes(module) ? 1 : 0);
+			});
+		},
+	},
 	{
 		// Organization
 		name: "organization",
@@ -243,6 +338,24 @@ erpnext.setup.slides_settings = [
 	},
 ];
 
+// Modules pre-selected on the persona slide based on the chosen industry.
+// Keys must match the persona_industry option values. Accounting is always on.
+erpnext.setup.industry_modules = {
+	Manufacturing: ["accounting", "stock", "manufacturing"],
+	Retail: ["accounting", "stock"],
+	"Wholesale / Distribution": ["accounting", "stock"],
+	"E-commerce": ["accounting", "stock"],
+	"Services / Consulting": ["accounting", "projects"],
+	"Construction / Real Estate": ["accounting", "stock", "projects"],
+	"Technology / Software": ["accounting", "projects"],
+	Healthcare: ["accounting", "stock"],
+	Education: ["accounting", "projects"],
+	Agriculture: ["accounting", "stock"],
+	"Food & Beverage": ["accounting", "stock", "manufacturing"],
+	"Non Profit": ["accounting", "projects"],
+	Other: ["accounting"],
+};
+
 // Source: https://en.wikipedia.org/wiki/Fiscal_year
 // default 1st Jan - 31st Dec