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feat: capture user persona during setup (backport #56705) (#56707)

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This commit is contained in:
mergify[bot]
2026-07-01 18:15:55 +05:30
committed by GitHub
parent 19c318df68
commit d9aa4491f1
2 changed files with 149 additions and 5 deletions
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113
erpnext/public/js/setup_wizard.js
View File

@@ -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

41
erpnext/setup/setup_wizard/setup_wizard.py
View File

@@ -4,12 +4,13 @@
import frappe
from frappe import _
from frappe.utils.telemetry import capture
from erpnext.setup.demo import setup_demo_data
from erpnext.setup.setup_wizard.operations import install_fixtures as fixtures
def get_setup_stages(args=None):
def get_setup_stages(args=None): # nosemgrep
stages = [
{
"status": _("Installing presets"),
@@ -28,6 +29,13 @@ def get_setup_stages(args=None):
{"fn": setup_defaults, "args": args, "fail_msg": _("Failed to setup defaults")},
],
},
{
"status": _("Personalizing your setup"),
"fail_msg": _("Failed to personalize your setup"),
"tasks": [
{"fn": capture_user_persona, "args": args, "fail_msg": _("Failed to personalize your setup")}
],
},
]
if args.get("setup_demo"):
@@ -42,15 +50,38 @@ def get_setup_stages(args=None):
return stages
def stage_fixtures(args):
def capture_user_persona(args): # nosemgrep
"""Send the persona answers captured on the setup slide to telemetry."""
if not args:
return
capture(
"user_persona_submitted",
"erpnext",
properties={
"implementing_for": args.get("persona_implementing_for"),
"company_size": args.get("persona_company_size"),
"industry": args.get("persona_industry"),
"current_system": args.get("persona_current_system"),
"module_accounting": bool(args.get("module_accounting")),
"module_stock": bool(args.get("module_stock")),
"module_manufacturing": bool(args.get("module_manufacturing")),
"module_projects": bool(args.get("module_projects")),
"country": args.get("country"),
"language": args.get("language"),
},
)
def stage_fixtures(args): # nosemgrep
fixtures.install(args.get("country"))
def setup_company(args):
def setup_company(args): # nosemgrep
fixtures.install_company(args)
def setup_defaults(args):
def setup_defaults(args): # nosemgrep
fixtures.install_defaults(frappe._dict(args))
@@ -59,7 +90,7 @@ def setup_demo(args): # nosemgrep
# Only for programmatical use
def setup_complete(args=None):
def setup_complete(args=None): # nosemgrep
stage_fixtures(args)
setup_company(args)
setup_defaults(args)