From ec1f9594fa452059231f7aa87c76a5e563edd58d Mon Sep 17 00:00:00 2001 From: marination Date: Fri, 15 May 2020 15:17:11 +0530 Subject: [PATCH] fix: Refined Onboarding, desk cards and renamed field in Buying Settings --- erpnext/buying/desk_page/buying/buying.json | 43 ++++++--------- .../buying_settings/buying_settings.js | 23 ++++++++ .../buying_settings/buying_settings.json | 13 +++-- .../module_onboarding/buying/buying.json | 54 +++++++++++++++++++ .../buying_settings/buying_settings.json | 11 ++-- .../create_a_material_request.json | 19 +++++++ .../create_a_product/create_a_product.json | 5 +- .../create_a_supplier/create_a_supplier.json | 5 +- .../create_a_warehouse.json | 7 ++- .../create_your_first_purchase_order.json | 5 +- .../introduction_to_buying.json | 3 ++ 11 files changed, 148 insertions(+), 40 deletions(-) create mode 100644 erpnext/buying/module_onboarding/buying/buying.json create mode 100644 erpnext/buying/onboarding_step/create_a_material_request/create_a_material_request.json diff --git a/erpnext/buying/desk_page/buying/buying.json b/erpnext/buying/desk_page/buying/buying.json index 9749f3c97fc..e00db0e86d7 100644 --- a/erpnext/buying/desk_page/buying/buying.json +++ b/erpnext/buying/desk_page/buying/buying.json @@ -33,7 +33,7 @@ { "hidden": 0, "label": "Other Reports", - "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Quoted Item Comparison\",\n \"name\": \"Quoted Item Comparison\",\n \"reference_doctype\": \"Supplier Quotation\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]" + "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Quoted Item Comparison\",\n \"name\": \"Quoted Item Comparison\",\n \"onboard\": 1,\n \"reference_doctype\": \"Supplier Quotation\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]" } ], "cards_label": "Masters & Reports ", @@ -54,7 +54,7 @@ "idx": 0, "is_standard": 1, "label": "Buying", - "modified": "2020-05-06 18:10:12.760321", + "modified": "2020-05-15 14:26:42.505702", "modified_by": "Administrator", "module": "Buying", "name": "Buying", @@ -64,11 +64,11 @@ "pin_to_top": 0, "shortcuts": [ { - "color": "#ffe8cd", - "format": "{} to Receive", - "label": "Purchase Order", - "link_to": "Purchase Order", - "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\":[\"in\", [\"To Receive\", \"To Receive and Bill\"]]\n}", + "color": "#cef6d1", + "format": "{} available", + "label": "Item", + "link_to": "Item", + "stats_filter": "{\n \"disabled\": 0\n}", "type": "DocType" }, { @@ -81,31 +81,20 @@ }, { "color": "#ffe8cd", - "format": "{} to Bill ", - "label": "Purchase Receipt", - "link_to": "Purchase Receipt", - "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"To Bill\"\n}", + "format": "{} to Receive", + "label": "Purchase Order", + "link_to": "Purchase Order", + "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\":[\"in\", [\"To Receive\", \"To Receive and Bill\"]]\n}", "type": "DocType" }, { - "color": "#ffe8cd", - "format": "{} Unpaid / Overdue", - "label": "Purchase Invoice", - "link_to": "Purchase Invoice", - "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": [\"in\", [\"Unpaid\", \"Overdue\"]]\n}", - "type": "DocType" + "label": "Purchase Analytics", + "link_to": "Purchase Analytics", + "type": "Report" }, { - "color": "#cef6d1", - "format": "{} Active", - "label": "Supplier Quotation", - "link_to": "Supplier Quotation", - "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\":[\"!=\", \"Expired\"]\n}", - "type": "DocType" - }, - { - "label": "Item-wise Purchase Register", - "link_to": "Item-wise Purchase Register", + "label": "Purchase Order Analysis", + "link_to": "Purchase Order Analysis", "type": "Report" } ], diff --git a/erpnext/buying/doctype/buying_settings/buying_settings.js b/erpnext/buying/doctype/buying_settings/buying_settings.js index 403b1c95e74..5a5afa41fcd 100644 --- a/erpnext/buying/doctype/buying_settings/buying_settings.js +++ b/erpnext/buying/doctype/buying_settings/buying_settings.js @@ -6,3 +6,26 @@ frappe.ui.form.on('Buying Settings', { // } }); + +frappe.tour['Buying Settings'] = [ + { + fieldname: "supp_master_name", + title: "Supplier Naming By", + description: __("By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set ") + "Naming Series" + __(" choose the 'Naming Series' option."), + }, + { + fieldname: "buying_price_list", + title: "Default Buying Price List", + description: __("Configure the default Price List when creating a new Buying transaction, the default is set as 'Standard Buying'. Item prices will be fetched from this Price List. You can modify the 'Price List' by using the arrow at the right-end of the field to change the currency and country.") + }, + { + fieldname: "po_required", + title: "Purchase Order Required for Purchase Invoice & Receipt Creation", + description: __("If this option is configured 'Yes', ERPNext will prevent you from creating a Purchase Invoice or Receipt without creating a Purchase Order first. This configuration can be overridden for a particular supplier by enabling the 'Allow Purchase Invoice Creation Without Purchase Order' checkbox in supplier master.") + }, + { + fieldname: "pr_required", + title: "Purchase Receipt Required for Purchase Invoice Creation", + description: __("If this option is configured 'Yes', ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. This configuration can be overridden for a particular supplier by enabling the 'Allow Purchase Invoice Creation Without Purchase Receipt' checkbox in supplier master.") + } +]; \ No newline at end of file diff --git a/erpnext/buying/doctype/buying_settings/buying_settings.json b/erpnext/buying/doctype/buying_settings/buying_settings.json index a492519591b..a0ab2a00f99 100644 --- a/erpnext/buying/doctype/buying_settings/buying_settings.json +++ b/erpnext/buying/doctype/buying_settings/buying_settings.json @@ -1,8 +1,10 @@ { + "actions": [], "creation": "2013-06-25 11:04:03", "description": "Settings for Buying Module", "doctype": "DocType", "document_type": "Other", + "engine": "InnoDB", "field_order": [ "supp_master_name", "supplier_group", @@ -44,13 +46,13 @@ { "fieldname": "po_required", "fieldtype": "Select", - "label": "Purchase Order Required", + "label": "Purchase Order Required for Purchase Invoice & Receipt Creation", "options": "No\nYes" }, { "fieldname": "pr_required", "fieldtype": "Select", - "label": "Purchase Receipt Required", + "label": "Purchase Receipt Required for Purchase Invoice Creation", "options": "No\nYes" }, { @@ -92,7 +94,8 @@ "icon": "fa fa-cog", "idx": 1, "issingle": 1, - "modified": "2019-08-20 13:13:09.055189", + "links": [], + "modified": "2020-05-15 14:49:32.513611", "modified_by": "Administrator", "module": "Buying", "name": "Buying Settings", @@ -107,5 +110,7 @@ "share": 1, "write": 1 } - ] + ], + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/buying/module_onboarding/buying/buying.json b/erpnext/buying/module_onboarding/buying/buying.json new file mode 100644 index 00000000000..fc956baaa3b --- /dev/null +++ b/erpnext/buying/module_onboarding/buying/buying.json @@ -0,0 +1,54 @@ +{ + "allow_roles": [ + { + "role": "Purchase Manager" + }, + { + "role": "Purchase User" + }, + { + "role": "Stock Manager" + }, + { + "role": "Stock User" + } + ], + "creation": "2020-05-06 15:56:35.049205", + "docstatus": 0, + "doctype": "Module Onboarding", + "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/buying", + "idx": 0, + "is_complete": 0, + "modified": "2020-05-15 14:39:16.514904", + "modified_by": "Administrator", + "module": "Buying", + "name": "Buying", + "owner": "Administrator", + "steps": [ + { + "step": "Introduction to Buying" + }, + { + "step": "Create a Supplier" + }, + { + "step": "Create a Warehouse" + }, + { + "step": "Create a Product" + }, + { + "step": "Buying Settings" + }, + { + "step": "Create your first Purchase Order" + }, + { + "step": "Create a Material Request" + } + ], + "subtitle": "Products, Purchases, Analysis and more.", + "success_message": "The Buying Module is all set up!", + "title": "Let's Setup the Buying Module.", + "user_can_dismiss": 1 +} \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/buying_settings/buying_settings.json b/erpnext/buying/onboarding_step/buying_settings/buying_settings.json index 3b3208f5f04..45a19fb4a18 100644 --- a/erpnext/buying/onboarding_step/buying_settings/buying_settings.json +++ b/erpnext/buying/onboarding_step/buying_settings/buying_settings.json @@ -1,16 +1,19 @@ { - "action": "Update Settings", + "action": "Show Form Tour", "creation": "2020-05-06 15:53:44.667414", "docstatus": 0, "doctype": "Onboarding Step", "idx": 0, "is_complete": 0, - "is_mandatory": 0, + "is_mandatory": 1, + "is_single": 1, "is_skipped": 0, - "modified": "2020-05-12 18:30:06.323797", + "modified": "2020-05-15 14:38:01.142256", "modified_by": "Administrator", "name": "Buying Settings", "owner": "Administrator", "reference_document": "Buying Settings", - "title": "Configure Buying Settings." + "show_full_form": 0, + "title": "Explore Buying Settings.", + "validate_action": 0 } \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/create_a_material_request/create_a_material_request.json b/erpnext/buying/onboarding_step/create_a_material_request/create_a_material_request.json new file mode 100644 index 00000000000..9dc493dd499 --- /dev/null +++ b/erpnext/buying/onboarding_step/create_a_material_request/create_a_material_request.json @@ -0,0 +1,19 @@ +{ + "action": "Create Entry", + "creation": "2020-05-15 14:39:09.818764", + "docstatus": 0, + "doctype": "Onboarding Step", + "idx": 0, + "is_complete": 0, + "is_mandatory": 1, + "is_single": 0, + "is_skipped": 0, + "modified": "2020-05-15 14:39:09.818764", + "modified_by": "Administrator", + "name": "Create a Material Request", + "owner": "Administrator", + "reference_document": "Material Request", + "show_full_form": 1, + "title": "Create a Material Request", + "validate_action": 1 +} \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/create_a_product/create_a_product.json b/erpnext/buying/onboarding_step/create_a_product/create_a_product.json index dce1a215053..d2068e167b7 100644 --- a/erpnext/buying/onboarding_step/create_a_product/create_a_product.json +++ b/erpnext/buying/onboarding_step/create_a_product/create_a_product.json @@ -6,11 +6,14 @@ "idx": 0, "is_complete": 0, "is_mandatory": 0, + "is_single": 0, "is_skipped": 0, "modified": "2020-05-12 18:30:02.489949", "modified_by": "Administrator", "name": "Create a Product", "owner": "Administrator", "reference_document": "Item", - "title": "Create a Product" + "show_full_form": 0, + "title": "Create a Product", + "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/create_a_supplier/create_a_supplier.json b/erpnext/buying/onboarding_step/create_a_supplier/create_a_supplier.json index f87a43dbc39..7bbbc928418 100644 --- a/erpnext/buying/onboarding_step/create_a_supplier/create_a_supplier.json +++ b/erpnext/buying/onboarding_step/create_a_supplier/create_a_supplier.json @@ -6,11 +6,14 @@ "idx": 0, "is_complete": 0, "is_mandatory": 0, + "is_single": 0, "is_skipped": 0, "modified": "2020-05-12 18:25:29.121647", "modified_by": "Administrator", "name": "Create a Supplier", "owner": "Administrator", "reference_document": "Supplier", - "title": "Create a Supplier" + "show_full_form": 0, + "title": "Create a Supplier", + "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/create_a_warehouse/create_a_warehouse.json b/erpnext/buying/onboarding_step/create_a_warehouse/create_a_warehouse.json index 20744f6624b..8aac6d4cf48 100644 --- a/erpnext/buying/onboarding_step/create_a_warehouse/create_a_warehouse.json +++ b/erpnext/buying/onboarding_step/create_a_warehouse/create_a_warehouse.json @@ -6,11 +6,14 @@ "idx": 0, "is_complete": 0, "is_mandatory": 0, + "is_single": 0, "is_skipped": 0, - "modified": "2020-05-12 18:27:44.128737", + "modified": "2020-05-15 14:32:17.072731", "modified_by": "Administrator", "name": "Create a Warehouse", "owner": "Administrator", "reference_document": "Warehouse", - "title": "Setup your Purchase Warehouse" + "show_full_form": 0, + "title": "Setup your Warehouse", + "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/create_your_first_purchase_order/create_your_first_purchase_order.json b/erpnext/buying/onboarding_step/create_your_first_purchase_order/create_your_first_purchase_order.json index 0efadbd7887..9dbed239789 100644 --- a/erpnext/buying/onboarding_step/create_your_first_purchase_order/create_your_first_purchase_order.json +++ b/erpnext/buying/onboarding_step/create_your_first_purchase_order/create_your_first_purchase_order.json @@ -6,11 +6,14 @@ "idx": 0, "is_complete": 0, "is_mandatory": 0, + "is_single": 0, "is_skipped": 0, "modified": "2020-05-12 18:31:56.856112", "modified_by": "Administrator", "name": "Create your first Purchase Order", "owner": "Administrator", "reference_document": "Purchase Order", - "title": "Create your first Purchase Order" + "show_full_form": 0, + "title": "Create your first Purchase Order", + "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/buying/onboarding_step/introduction_to_buying/introduction_to_buying.json b/erpnext/buying/onboarding_step/introduction_to_buying/introduction_to_buying.json index 73f22df48c1..fd98fddafae 100644 --- a/erpnext/buying/onboarding_step/introduction_to_buying/introduction_to_buying.json +++ b/erpnext/buying/onboarding_step/introduction_to_buying/introduction_to_buying.json @@ -6,11 +6,14 @@ "idx": 0, "is_complete": 0, "is_mandatory": 0, + "is_single": 0, "is_skipped": 0, "modified": "2020-05-12 18:25:08.509900", "modified_by": "Administrator", "name": "Introduction to Buying", "owner": "Administrator", + "show_full_form": 0, "title": "Introduction to Buying", + "validate_action": 1, "video_url": "https://youtu.be/efFajTTQBa8" } \ No newline at end of file