mirror of
https://github.com/frappe/erpnext.git
synced 2026-08-31 07:28:04 +00:00
381 lines
11 KiB
JavaScript
381 lines
11 KiB
JavaScript
frappe.provide("erpnext.setup");
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frappe.pages["setup-wizard"].on_page_load = function (wrapper) {
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if (frappe.sys_defaults.company) {
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frappe.set_route("desk");
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return;
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}
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};
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frappe.setup.on("before_load", function () {
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if (
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frappe.boot.setup_wizard_completed_apps?.length &&
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frappe.boot.setup_wizard_completed_apps.includes("erpnext")
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) {
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return;
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}
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erpnext.setup.slides_settings.map(frappe.setup.add_slide);
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});
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erpnext.setup.slides_settings = [
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{
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// Persona — help us tailor the setup
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name: "persona",
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title: __("A little about you"),
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// subtitle shown under the title
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help: __("A few quick questions so we can set things up the way you work."),
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fields: [
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{
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fieldname: "persona_implementing_for",
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label: __("Who are you setting this up for?"),
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fieldtype: "Select",
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options: ["", "My own business", "A company I work for", "A client I'm consulting for"].join(
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"\n"
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),
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reqd: 1,
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},
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{
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fieldname: "persona_company_size",
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label: __("How big is the team?"),
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fieldtype: "Select",
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options: ["", "1–10", "11–50", "51–200", "201–1,000", "1,000+"].join("\n"),
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reqd: 1,
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},
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{
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fieldname: "persona_industry",
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label: __("What kind of work do you do?"),
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fieldtype: "Select",
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options: [
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"",
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"Manufacturing",
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"Retail",
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"Wholesale / Distribution",
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"E-commerce",
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"Services / Consulting",
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"Construction / Real Estate",
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"Technology / Software",
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"Healthcare",
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"Education",
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"Agriculture",
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"Food & Beverage",
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"Non Profit",
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"Other",
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].join("\n"),
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reqd: 1,
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},
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{
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fieldname: "persona_current_system",
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label: __("What do you use today?"),
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fieldtype: "Select",
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options: [
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"",
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"Tally",
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"QuickBooks",
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"Zoho",
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"Sage",
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"SAP",
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"Microsoft Dynamics",
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"Oracle NetSuite",
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"Xero",
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"Excel / Spreadsheets",
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"Nothing yet - starting fresh",
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"Other",
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].join("\n"),
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reqd: 1,
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},
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{
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fieldtype: "Section Break",
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description: __("Select the modules that you plan to implement"),
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},
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{ fieldname: "module_accounting", label: __("Accounting"), fieldtype: "Check" },
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{ fieldname: "module_stock", label: __("Stock"), fieldtype: "Check" },
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{ fieldtype: "Column Break" },
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{ fieldname: "module_manufacturing", label: __("Manufacturing"), fieldtype: "Check" },
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{ fieldname: "module_projects", label: __("Project Management"), fieldtype: "Check" },
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],
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onload: function (slide) {
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this.bind_industry_modules(slide);
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},
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bind_industry_modules: function (slide) {
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let me = this;
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slide.get_input("persona_industry").on("change", function () {
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me.apply_industry_modules(slide);
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});
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},
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apply_industry_modules: function (slide) {
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let industry = slide.get_field("persona_industry").get_value();
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let modules = erpnext.setup.industry_modules[industry] || ["accounting"];
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["accounting", "stock", "manufacturing", "projects"].forEach(function (module) {
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slide.get_field("module_" + module).set_value(modules.includes(module) ? 1 : 0);
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});
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},
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},
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{
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// Organization
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name: "organization",
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title: __("Setup your organization"),
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fields: [
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{
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fieldname: "company_name",
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label: __("Company Name"),
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fieldtype: "Data",
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reqd: 1,
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},
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{
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fieldname: "company_abbr",
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label: __("Company Abbreviation"),
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fieldtype: "Data",
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reqd: 1,
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},
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{ fieldtype: "Section Break" },
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{
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fieldname: "chart_of_accounts",
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label: __("Chart of Accounts"),
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options: "",
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fieldtype: "Select",
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},
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{ fieldname: "view_coa", label: __("View Chart of Accounts"), fieldtype: "Button" },
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{ fieldname: "fy_start_date", label: __("Financial Year Begins On"), fieldtype: "Date", reqd: 1 },
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// end date should be hidden (auto calculated)
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{ fieldname: "fy_end_date", label: __("End Date"), fieldtype: "Date", reqd: 1, hidden: 1 },
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{ fieldtype: "Section Break" },
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{
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fieldname: "setup_demo",
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label: __("Generate Demo Data for Exploration"),
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fieldtype: "Check",
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description: __(
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"If checked, we will create demo data for you to explore the system. This demo data can be erased later."
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),
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},
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],
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onload: function (slide) {
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this.bind_events(slide);
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},
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before_show: function () {
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this.load_chart_of_accounts(this);
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this.set_fy_dates(this);
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},
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validate: function () {
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if (!this.validate_fy_dates()) {
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return false;
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}
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if ((this.values.company_name || "").toLowerCase() == "company") {
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frappe.msgprint(__("Company Name cannot be Company"));
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return false;
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}
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if (!this.values.company_abbr) {
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return false;
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}
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if (this.values.company_abbr.length > 10) {
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return false;
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}
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return true;
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},
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validate_fy_dates: function () {
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// validate fiscal year start and end dates
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const invalid =
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this.values.fy_start_date == "Invalid date" || this.values.fy_end_date == "Invalid date";
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const start_greater_than_end = this.values.fy_start_date > this.values.fy_end_date;
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if (invalid || start_greater_than_end) {
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frappe.msgprint(__("Please enter valid Financial Year Start and End Dates"));
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return false;
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}
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return true;
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},
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set_fy_dates: function (slide) {
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var country = frappe.wizard.values.country || frappe.defaults.get_default("country");
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if (country) {
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let fy = erpnext.setup.fiscal_years[country];
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let current_year = moment(new Date()).year();
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let next_year = current_year + 1;
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if (!fy) {
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fy = ["01-01", "12-31"];
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next_year = current_year;
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}
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let year_start_date = current_year + "-" + fy[0];
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if (year_start_date > frappe.datetime.get_today()) {
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next_year = current_year;
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current_year -= 1;
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}
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slide.get_field("fy_start_date").set_value(current_year + "-" + fy[0]);
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slide.get_field("fy_end_date").set_value(next_year + "-" + fy[1]);
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}
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},
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load_chart_of_accounts: function (slide) {
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let country = frappe.wizard.values.country || frappe.defaults.get_default("country");
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if (country) {
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frappe.call({
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method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
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args: { country: country, with_standard: true },
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callback: function (r) {
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if (r.message) {
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slide.get_input("chart_of_accounts").empty().add_options(r.message);
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}
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},
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});
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}
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},
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bind_events: function (slide) {
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let me = this;
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slide.get_input("fy_start_date").on("change", function () {
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var start_date = slide.form.fields_dict.fy_start_date.get_value();
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var year_end_date = frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1);
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slide.form.fields_dict.fy_end_date.set_value(year_end_date);
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});
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slide.get_input("view_coa").on("click", function () {
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let chart_template = slide.form.fields_dict.chart_of_accounts.get_value();
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if (!chart_template) return;
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me.charts_modal(slide, chart_template);
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});
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slide
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.get_input("company_name")
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.on("input", function () {
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let parts = slide.get_input("company_name").val().split(" ");
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let abbr = $.map(parts, function (p) {
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return p ? p.substr(0, 1) : null;
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}).join("");
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slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase());
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})
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.val(frappe.boot.sysdefaults.company_name || "")
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.trigger("change");
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slide
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.get_input("company_abbr")
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.on("change", function () {
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let abbr = slide.get_input("company_abbr").val();
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if (abbr.length > 10) {
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frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters"));
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abbr = abbr.slice(0, 10);
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}
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slide.get_field("company_abbr").set_value(abbr);
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})
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.val(frappe.boot.sysdefaults.company_abbr || "")
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.trigger("change");
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},
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charts_modal: function (slide, chart_template) {
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let parent = __("All Accounts");
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let dialog = new frappe.ui.Dialog({
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title: chart_template,
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fields: [
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{
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fieldname: "expand_all",
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label: __("Expand All"),
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fieldtype: "Button",
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click: function () {
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// expand all nodes on button click
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coa_tree.load_children(coa_tree.root_node, true);
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},
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},
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{
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fieldname: "collapse_all",
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label: __("Collapse All"),
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fieldtype: "Button",
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click: function () {
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// collapse all nodes
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coa_tree
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.get_all_nodes(coa_tree.root_node.data.value, coa_tree.root_node.is_root)
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.then((data_list) => {
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data_list.map((d) => {
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coa_tree.toggle_node(coa_tree.nodes[d.parent]);
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});
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});
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},
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},
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],
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});
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// render tree structure in the dialog modal
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let coa_tree = new frappe.ui.Tree({
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parent: $(dialog.body),
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label: parent,
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expandable: true,
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method: "erpnext.accounts.utils.get_coa",
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args: {
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chart: chart_template,
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parent: parent,
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doctype: "Account",
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},
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onclick: function (node) {
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parent = node.value;
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},
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});
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// add class to show buttons side by side
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const form_container = $(dialog.body).find("form");
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const buttons = $(form_container).find(".frappe-control");
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form_container.addClass("flex");
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buttons.map((index, button) => {
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$(button).css({ "margin-right": "1em" });
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});
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dialog.show();
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coa_tree.load_children(coa_tree.root_node, true); // expand all node trigger
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},
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},
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];
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// Modules pre-selected on the persona slide based on the chosen industry.
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// Keys must match the persona_industry option values. Accounting is always on.
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erpnext.setup.industry_modules = {
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Manufacturing: ["accounting", "stock", "manufacturing"],
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Retail: ["accounting", "stock"],
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"Wholesale / Distribution": ["accounting", "stock"],
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"E-commerce": ["accounting", "stock"],
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"Services / Consulting": ["accounting", "projects"],
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"Construction / Real Estate": ["accounting", "stock", "projects"],
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"Technology / Software": ["accounting", "projects"],
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Healthcare: ["accounting", "stock"],
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Education: ["accounting", "projects"],
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Agriculture: ["accounting", "stock"],
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"Food & Beverage": ["accounting", "stock", "manufacturing"],
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"Non Profit": ["accounting", "projects"],
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Other: ["accounting"],
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};
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// Source: https://en.wikipedia.org/wiki/Fiscal_year
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// default 1st Jan - 31st Dec
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erpnext.setup.fiscal_years = {
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Afghanistan: ["12-21", "12-20"],
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Australia: ["07-01", "06-30"],
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Bangladesh: ["07-01", "06-30"],
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"Costa Rica": ["10-01", "09-30"],
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Egypt: ["07-01", "06-30"],
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Ethiopia: ["07-08", "07-07"],
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"Hong Kong": ["04-01", "03-31"],
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India: ["04-01", "03-31"],
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Iran: ["06-23", "06-22"],
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Kenya: ["07-01", "06-30"],
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Malaysia: ["07-01", "06-30"],
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Myanmar: ["04-01", "03-31"],
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Nepal: ["07-16", "07-15"],
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"New Zealand": ["04-01", "03-31"],
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Pakistan: ["07-01", "06-30"],
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Singapore: ["04-01", "03-31"],
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"South Africa": ["03-01", "02-28"],
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"United Kingdom": ["04-01", "03-31"],
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};
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