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

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
 

erpnext/setup/setup_wizard/setup_wizard.py

@@ -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)