brotherton-erpnext/erpnext/setup/setup_wizard/operations/install_fixtures.py

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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import json
import os
import frappe
from frappe import _
from frappe.desk.doctype.global_search_settings.global_search_settings import (
update_global_search_doctypes,
)
from frappe.desk.page.setup_wizard.setup_wizard import make_records
from frappe.utils import cstr, getdate
from frappe.utils.nestedset import rebuild_tree
from erpnext.accounts.doctype.account.account import RootNotEditable
from erpnext.regional.address_template.setup import set_up_address_templates
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default_lead_sources = [
"Existing Customer",
"Reference",
"Advertisement",
"Cold Calling",
"Exhibition",
"Supplier Reference",
"Mass Mailing",
"Customer's Vendor",
"Campaign",
"Walk In",
]
default_sales_partner_type = [
"Channel Partner",
"Distributor",
"Dealer",
"Agent",
"Retailer",
"Implementation Partner",
"Reseller",
]
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def install(country=None):
records = [
# domains
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{"doctype": "Domain", "domain": "Distribution"},
{"doctype": "Domain", "domain": "Manufacturing"},
{"doctype": "Domain", "domain": "Retail"},
{"doctype": "Domain", "domain": "Services"},
{"doctype": "Domain", "domain": "Healthcare"},
{"doctype": "Domain", "domain": "Non Profit"},
# ensure at least an empty Address Template exists for this Country
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{"doctype": "Address Template", "country": country},
# item group
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{
"doctype": "Item Group",
"item_group_name": _("All Item Groups"),
"is_group": 1,
"parent_item_group": "",
},
{
"doctype": "Item Group",
"item_group_name": _("Products"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
"show_in_website": 1,
},
{
"doctype": "Item Group",
"item_group_name": _("Raw Material"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Services"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Sub Assemblies"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Consumable"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
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# salary component
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{
"doctype": "Salary Component",
"salary_component": _("Income Tax"),
"description": _("Income Tax"),
"type": "Deduction",
"is_income_tax_component": 1,
},
{
"doctype": "Salary Component",
"salary_component": _("Basic"),
"description": _("Basic"),
"type": "Earning",
},
{
"doctype": "Salary Component",
"salary_component": _("Arrear"),
"description": _("Arrear"),
"type": "Earning",
},
{
"doctype": "Salary Component",
"salary_component": _("Leave Encashment"),
"description": _("Leave Encashment"),
"type": "Earning",
},
# expense claim type
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{"doctype": "Expense Claim Type", "name": _("Calls"), "expense_type": _("Calls")},
{"doctype": "Expense Claim Type", "name": _("Food"), "expense_type": _("Food")},
{"doctype": "Expense Claim Type", "name": _("Medical"), "expense_type": _("Medical")},
{"doctype": "Expense Claim Type", "name": _("Others"), "expense_type": _("Others")},
{"doctype": "Expense Claim Type", "name": _("Travel"), "expense_type": _("Travel")},
# leave type
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{
"doctype": "Leave Type",
"leave_type_name": _("Casual Leave"),
"name": _("Casual Leave"),
"allow_encashment": 1,
"is_carry_forward": 1,
"max_continuous_days_allowed": "3",
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Compensatory Off"),
"name": _("Compensatory Off"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
"is_compensatory": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Sick Leave"),
"name": _("Sick Leave"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Privilege Leave"),
"name": _("Privilege Leave"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Leave Without Pay"),
"name": _("Leave Without Pay"),
"allow_encashment": 0,
"is_carry_forward": 0,
"is_lwp": 1,
"include_holiday": 1,
},
# Employment Type
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{"doctype": "Employment Type", "employee_type_name": _("Full-time")},
{"doctype": "Employment Type", "employee_type_name": _("Part-time")},
{"doctype": "Employment Type", "employee_type_name": _("Probation")},
{"doctype": "Employment Type", "employee_type_name": _("Contract")},
{"doctype": "Employment Type", "employee_type_name": _("Commission")},
{"doctype": "Employment Type", "employee_type_name": _("Piecework")},
{"doctype": "Employment Type", "employee_type_name": _("Intern")},
{"doctype": "Employment Type", "employee_type_name": _("Apprentice")},
# Stock Entry Type
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{"doctype": "Stock Entry Type", "name": "Material Issue", "purpose": "Material Issue"},
{"doctype": "Stock Entry Type", "name": "Material Receipt", "purpose": "Material Receipt"},
{"doctype": "Stock Entry Type", "name": "Material Transfer", "purpose": "Material Transfer"},
{"doctype": "Stock Entry Type", "name": "Manufacture", "purpose": "Manufacture"},
{"doctype": "Stock Entry Type", "name": "Repack", "purpose": "Repack"},
{
"doctype": "Stock Entry Type",
"name": "Send to Subcontractor",
"purpose": "Send to Subcontractor",
},
{
"doctype": "Stock Entry Type",
"name": "Material Transfer for Manufacture",
"purpose": "Material Transfer for Manufacture",
},
{
"doctype": "Stock Entry Type",
"name": "Material Consumption for Manufacture",
"purpose": "Material Consumption for Manufacture",
},
# Designation
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{"doctype": "Designation", "designation_name": _("CEO")},
{"doctype": "Designation", "designation_name": _("Manager")},
{"doctype": "Designation", "designation_name": _("Analyst")},
{"doctype": "Designation", "designation_name": _("Engineer")},
{"doctype": "Designation", "designation_name": _("Accountant")},
{"doctype": "Designation", "designation_name": _("Secretary")},
{"doctype": "Designation", "designation_name": _("Associate")},
{"doctype": "Designation", "designation_name": _("Administrative Officer")},
{"doctype": "Designation", "designation_name": _("Business Development Manager")},
{"doctype": "Designation", "designation_name": _("HR Manager")},
{"doctype": "Designation", "designation_name": _("Project Manager")},
{"doctype": "Designation", "designation_name": _("Head of Marketing and Sales")},
{"doctype": "Designation", "designation_name": _("Software Developer")},
{"doctype": "Designation", "designation_name": _("Designer")},
{"doctype": "Designation", "designation_name": _("Researcher")},
# territory: with two default territories, one for home country and one named Rest of the World
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{
"doctype": "Territory",
"territory_name": _("All Territories"),
"is_group": 1,
"name": _("All Territories"),
"parent_territory": "",
},
{
"doctype": "Territory",
"territory_name": country.replace("'", ""),
"is_group": 0,
"parent_territory": _("All Territories"),
},
{
"doctype": "Territory",
"territory_name": _("Rest Of The World"),
"is_group": 0,
"parent_territory": _("All Territories"),
},
# customer group
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{
"doctype": "Customer Group",
"customer_group_name": _("All Customer Groups"),
"is_group": 1,
"name": _("All Customer Groups"),
"parent_customer_group": "",
},
{
"doctype": "Customer Group",
"customer_group_name": _("Individual"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Commercial"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Non Profit"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Government"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
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# supplier group
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{
"doctype": "Supplier Group",
"supplier_group_name": _("All Supplier Groups"),
"is_group": 1,
"name": _("All Supplier Groups"),
"parent_supplier_group": "",
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Services"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Local"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Raw Material"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Electrical"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Hardware"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Pharmaceutical"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Distributor"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
# Sales Person
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{
"doctype": "Sales Person",
"sales_person_name": _("Sales Team"),
"is_group": 1,
"parent_sales_person": "",
},
# Mode of Payment
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{
"doctype": "Mode of Payment",
"mode_of_payment": "Check" if country == "United States" else _("Cheque"),
"type": "Bank",
},
{"doctype": "Mode of Payment", "mode_of_payment": _("Cash"), "type": "Cash"},
{"doctype": "Mode of Payment", "mode_of_payment": _("Credit Card"), "type": "Bank"},
{"doctype": "Mode of Payment", "mode_of_payment": _("Wire Transfer"), "type": "Bank"},
{"doctype": "Mode of Payment", "mode_of_payment": _("Bank Draft"), "type": "Bank"},
# Activity Type
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{"doctype": "Activity Type", "activity_type": _("Planning")},
{"doctype": "Activity Type", "activity_type": _("Research")},
{"doctype": "Activity Type", "activity_type": _("Proposal Writing")},
{"doctype": "Activity Type", "activity_type": _("Execution")},
{"doctype": "Activity Type", "activity_type": _("Communication")},
{
"doctype": "Item Attribute",
"attribute_name": _("Size"),
"item_attribute_values": [
{"attribute_value": _("Extra Small"), "abbr": "XS"},
{"attribute_value": _("Small"), "abbr": "S"},
{"attribute_value": _("Medium"), "abbr": "M"},
{"attribute_value": _("Large"), "abbr": "L"},
{"attribute_value": _("Extra Large"), "abbr": "XL"},
],
},
{
"doctype": "Item Attribute",
"attribute_name": _("Colour"),
"item_attribute_values": [
{"attribute_value": _("Red"), "abbr": "RED"},
{"attribute_value": _("Green"), "abbr": "GRE"},
{"attribute_value": _("Blue"), "abbr": "BLU"},
{"attribute_value": _("Black"), "abbr": "BLA"},
{"attribute_value": _("White"), "abbr": "WHI"},
],
},
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# Issue Priority
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{"doctype": "Issue Priority", "name": _("Low")},
{"doctype": "Issue Priority", "name": _("Medium")},
{"doctype": "Issue Priority", "name": _("High")},
# Job Applicant Source
{"doctype": "Job Applicant Source", "source_name": _("Website Listing")},
{"doctype": "Job Applicant Source", "source_name": _("Walk In")},
{"doctype": "Job Applicant Source", "source_name": _("Employee Referral")},
{"doctype": "Job Applicant Source", "source_name": _("Campaign")},
{"doctype": "Email Account", "email_id": "sales@example.com", "append_to": "Opportunity"},
{"doctype": "Email Account", "email_id": "support@example.com", "append_to": "Issue"},
{"doctype": "Email Account", "email_id": "jobs@example.com", "append_to": "Job Applicant"},
{"doctype": "Party Type", "party_type": "Customer", "account_type": "Receivable"},
{"doctype": "Party Type", "party_type": "Supplier", "account_type": "Payable"},
{"doctype": "Party Type", "party_type": "Employee", "account_type": "Payable"},
{"doctype": "Party Type", "party_type": "Shareholder", "account_type": "Payable"},
{"doctype": "Opportunity Type", "name": _("Sales")},
{"doctype": "Opportunity Type", "name": _("Support")},
{"doctype": "Opportunity Type", "name": _("Maintenance")},
{"doctype": "Project Type", "project_type": "Internal"},
{"doctype": "Project Type", "project_type": "External"},
{"doctype": "Project Type", "project_type": "Other"},
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{"doctype": "Offer Term", "offer_term": _("Date of Joining")},
{"doctype": "Offer Term", "offer_term": _("Annual Salary")},
{"doctype": "Offer Term", "offer_term": _("Probationary Period")},
{"doctype": "Offer Term", "offer_term": _("Employee Benefits")},
{"doctype": "Offer Term", "offer_term": _("Working Hours")},
{"doctype": "Offer Term", "offer_term": _("Stock Options")},
{"doctype": "Offer Term", "offer_term": _("Department")},
{"doctype": "Offer Term", "offer_term": _("Job Description")},
{"doctype": "Offer Term", "offer_term": _("Responsibilities")},
{"doctype": "Offer Term", "offer_term": _("Leaves per Year")},
{"doctype": "Offer Term", "offer_term": _("Notice Period")},
{"doctype": "Offer Term", "offer_term": _("Incentives")},
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{"doctype": "Print Heading", "print_heading": _("Credit Note")},
{"doctype": "Print Heading", "print_heading": _("Debit Note")},
Shareholder and related doctypes (#12215) * Added doctypes related to shares - Shareholder doctype, the entity who does the transaction - Share doctype, a child table to kepp list of all shares - Share Transfer doctype, Logs of all made transactions * Added logic for share transfer - update shareholder automatically on share transfer/issue/purchase - purchase and transfer have method remove_share which doesn't get executed because of some bug * Added report view for share ledger * Removed share number tracking - removed share number tracking from Share Ledger child table for Shareholder doctype - new doctype Share Type created * Share Balance report added - math behind Share Balance report needs fixing * Changes in shareholder - Share numbers are not tracked in Shareholder - Share Ledger doctype deleted - Share Balance Report bug fixed * Shareholder - fixed report for share balance - remove bug from share transfer by making share type mandatory - added buttons to shareholder for direct link to report * Added tests for Share Transfer * minor codacy fixes * Added Shareholder to Party Type * rate in share ledger & balance report is currency * First attempt at modelling shares after Item * Share Manager changes - on creation of shareholder party it should check if the same combo exists - in shareholder party make report button visible iff folio no exists - create folio no on creation of share transfer iff it doesnt already exist - move reports from shareholder to shareholder party * Shareholder chages - delete share child table doctype - autoname added to folio no - modify tests for share transfer * minor changes * removed share_no child doctype * Restructured Share Transfer Logic (not tested) - Everything revolves around Share Balance child table in Shareholder Party - is_company flag still to be utilized * Tested Share Tranfer * minor fixes * started new shareholder structure * modified shareholder * renamed Shareholder Party to Shareholder * Shareholder rewrite complete * new tests for shareholder written * codacy fixes * Added documentation
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# Share Management
{"doctype": "Share Type", "title": _("Equity")},
{"doctype": "Share Type", "title": _("Preference")},
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
{"doctype": "Market Segment", "market_segment": _("Upper Income")},
# Sales Stages
{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
{"doctype": "Sales Stage", "stage_name": _("Qualification")},
{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")},
# Warehouse Type
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{"doctype": "Warehouse Type", "name": "Transit"},
]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
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records += [{"doctype": "Industry Type", "industry": d} for d in get_industry_types()]
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# records += [{"doctype":"Operation", "operation": d} for d in get_operations()]
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records += [{"doctype": "Lead Source", "source_name": _(d)} for d in default_lead_sources]
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records += [
{"doctype": "Sales Partner Type", "sales_partner_type": _(d)} for d in default_sales_partner_type
]
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base_path = frappe.get_app_path("erpnext", "hr", "doctype")
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response = frappe.read_file(
os.path.join(base_path, "leave_application/leave_application_email_template.html")
)
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records += [
{
"doctype": "Email Template",
"name": _("Leave Approval Notification"),
"response": response,
"subject": _("Leave Approval Notification"),
"owner": frappe.session.user,
}
]
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records += [
{
"doctype": "Email Template",
"name": _("Leave Status Notification"),
"response": response,
"subject": _("Leave Status Notification"),
"owner": frappe.session.user,
}
]
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response = frappe.read_file(
os.path.join(base_path, "interview/interview_reminder_notification_template.html")
)
feat: Tracking Multi-round interview (#25482) (#27724) * feat: Tracking Multi-round interview * fix: releted to scheduler event and formating * fix: job applicant UI/UX and conflicts * test: Interview Round * fix(test): Employee referral, Employee Onboarding, Job Offer * fix: sider * feat: set default value in Hr settings * feat: added validation for designation * test: Interview * test: Added validatiolns for skill * test: Interview feedback * fix: sider * fix: remove unnecessary validations and form label cleanups * chore: clean-up Interview Round and Interview Type doctype * fix: remove redundant Rating Value, only keep Rating * fix: update interview details on feedback submission - make interview feedback submission dialog minimizable * fix: show submit feedback button only if feedback doesn't exist * refactor: Interview and Feedback statuses and workflow * fix(HR Settings): clean up interview settings * refactor: Interview * refactor: Interview Feedback, remove unnecessary validations * chore: update notification messages * chore: remove unnecessary formatting changes in attendance list and leave application * refactor: Job Applicant to Interview mapping * chore: sorted imports * chore: sorted imports * fix: sider issues * fix: linter issues * fix: sider issues * fix: tests * fix: sorted imports * fix: tests, sider * fix: therapy plan test * fix: sider issues * feat: Include From Time and To Time fields in Interview for cleaner data * feat: Interview Calendar * fix: allow renaming masters * fix: add more fields to list view and standard filter * fix: validate overlapping interviews * fix: update tests * fix: linter issues * refactor: replace reminder messages with Email Templates * fix: sider issues Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com> (cherry picked from commit 57e66f958cd57d66a6fd3b19f6cd3593eab63666) Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
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records += [
{
"doctype": "Email Template",
"name": _("Interview Reminder"),
"response": response,
"subject": _("Interview Reminder"),
"owner": frappe.session.user,
}
]
feat: Tracking Multi-round interview (#25482) (#27724) * feat: Tracking Multi-round interview * fix: releted to scheduler event and formating * fix: job applicant UI/UX and conflicts * test: Interview Round * fix(test): Employee referral, Employee Onboarding, Job Offer * fix: sider * feat: set default value in Hr settings * feat: added validation for designation * test: Interview * test: Added validatiolns for skill * test: Interview feedback * fix: sider * fix: remove unnecessary validations and form label cleanups * chore: clean-up Interview Round and Interview Type doctype * fix: remove redundant Rating Value, only keep Rating * fix: update interview details on feedback submission - make interview feedback submission dialog minimizable * fix: show submit feedback button only if feedback doesn't exist * refactor: Interview and Feedback statuses and workflow * fix(HR Settings): clean up interview settings * refactor: Interview * refactor: Interview Feedback, remove unnecessary validations * chore: update notification messages * chore: remove unnecessary formatting changes in attendance list and leave application * refactor: Job Applicant to Interview mapping * chore: sorted imports * chore: sorted imports * fix: sider issues * fix: linter issues * fix: sider issues * fix: tests * fix: sorted imports * fix: tests, sider * fix: therapy plan test * fix: sider issues * feat: Include From Time and To Time fields in Interview for cleaner data * feat: Interview Calendar * fix: allow renaming masters * fix: add more fields to list view and standard filter * fix: validate overlapping interviews * fix: update tests * fix: linter issues * refactor: replace reminder messages with Email Templates * fix: sider issues Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com> (cherry picked from commit 57e66f958cd57d66a6fd3b19f6cd3593eab63666) Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
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response = frappe.read_file(
os.path.join(base_path, "interview/interview_feedback_reminder_template.html")
)
feat: Tracking Multi-round interview (#25482) (#27724) * feat: Tracking Multi-round interview * fix: releted to scheduler event and formating * fix: job applicant UI/UX and conflicts * test: Interview Round * fix(test): Employee referral, Employee Onboarding, Job Offer * fix: sider * feat: set default value in Hr settings * feat: added validation for designation * test: Interview * test: Added validatiolns for skill * test: Interview feedback * fix: sider * fix: remove unnecessary validations and form label cleanups * chore: clean-up Interview Round and Interview Type doctype * fix: remove redundant Rating Value, only keep Rating * fix: update interview details on feedback submission - make interview feedback submission dialog minimizable * fix: show submit feedback button only if feedback doesn't exist * refactor: Interview and Feedback statuses and workflow * fix(HR Settings): clean up interview settings * refactor: Interview * refactor: Interview Feedback, remove unnecessary validations * chore: update notification messages * chore: remove unnecessary formatting changes in attendance list and leave application * refactor: Job Applicant to Interview mapping * chore: sorted imports * chore: sorted imports * fix: sider issues * fix: linter issues * fix: sider issues * fix: tests * fix: sorted imports * fix: tests, sider * fix: therapy plan test * fix: sider issues * feat: Include From Time and To Time fields in Interview for cleaner data * feat: Interview Calendar * fix: allow renaming masters * fix: add more fields to list view and standard filter * fix: validate overlapping interviews * fix: update tests * fix: linter issues * refactor: replace reminder messages with Email Templates * fix: sider issues Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com> (cherry picked from commit 57e66f958cd57d66a6fd3b19f6cd3593eab63666) Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
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records += [
{
"doctype": "Email Template",
"name": _("Interview Feedback Reminder"),
"response": response,
"subject": _("Interview Feedback Reminder"),
"owner": frappe.session.user,
}
]
feat: Tracking Multi-round interview (#25482) (#27724) * feat: Tracking Multi-round interview * fix: releted to scheduler event and formating * fix: job applicant UI/UX and conflicts * test: Interview Round * fix(test): Employee referral, Employee Onboarding, Job Offer * fix: sider * feat: set default value in Hr settings * feat: added validation for designation * test: Interview * test: Added validatiolns for skill * test: Interview feedback * fix: sider * fix: remove unnecessary validations and form label cleanups * chore: clean-up Interview Round and Interview Type doctype * fix: remove redundant Rating Value, only keep Rating * fix: update interview details on feedback submission - make interview feedback submission dialog minimizable * fix: show submit feedback button only if feedback doesn't exist * refactor: Interview and Feedback statuses and workflow * fix(HR Settings): clean up interview settings * refactor: Interview * refactor: Interview Feedback, remove unnecessary validations * chore: update notification messages * chore: remove unnecessary formatting changes in attendance list and leave application * refactor: Job Applicant to Interview mapping * chore: sorted imports * chore: sorted imports * fix: sider issues * fix: linter issues * fix: sider issues * fix: tests * fix: sorted imports * fix: tests, sider * fix: therapy plan test * fix: sider issues * feat: Include From Time and To Time fields in Interview for cleaner data * feat: Interview Calendar * fix: allow renaming masters * fix: add more fields to list view and standard filter * fix: validate overlapping interviews * fix: update tests * fix: linter issues * refactor: replace reminder messages with Email Templates * fix: sider issues Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com> (cherry picked from commit 57e66f958cd57d66a6fd3b19f6cd3593eab63666) Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
2021-10-01 07:45:40 +00:00
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response = frappe.read_file(
os.path.join(base_path, "exit_interview/exit_questionnaire_notification_template.html")
)
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records += [
{
"doctype": "Email Template",
"name": _("Exit Questionnaire Notification"),
"response": response,
"subject": _("Exit Questionnaire Notification"),
"owner": frappe.session.user,
}
]
base_path = frappe.get_app_path("erpnext", "stock", "doctype")
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response = frappe.read_file(
os.path.join(base_path, "delivery_trip/dispatch_notification_template.html")
)
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records += [
{
"doctype": "Email Template",
"name": _("Dispatch Notification"),
"response": response,
"subject": _("Your order is out for delivery!"),
"owner": frappe.session.user,
}
]
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
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make_records(records)
set_up_address_templates(default_country=country)
set_more_defaults()
update_global_search_doctypes()
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def set_more_defaults():
# Do more setup stuff that can be done here with no dependencies
update_selling_defaults()
update_buying_defaults()
update_hr_defaults()
add_uom_data()
update_item_variant_settings()
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def update_selling_defaults():
selling_settings = frappe.get_doc("Selling Settings")
selling_settings.cust_master_name = "Customer Name"
selling_settings.so_required = "No"
selling_settings.dn_required = "No"
selling_settings.allow_multiple_items = 1
selling_settings.sales_update_frequency = "Each Transaction"
selling_settings.save()
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def update_buying_defaults():
buying_settings = frappe.get_doc("Buying Settings")
buying_settings.supp_master_name = "Supplier Name"
buying_settings.po_required = "No"
buying_settings.pr_required = "No"
buying_settings.maintain_same_rate = 1
buying_settings.allow_multiple_items = 1
buying_settings.save()
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def update_hr_defaults():
hr_settings = frappe.get_doc("HR Settings")
hr_settings.emp_created_by = "Naming Series"
hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
hr_settings.leave_status_notification_template = _("Leave Status Notification")
feat: Tracking Multi-round interview (#25482) (#27724) * feat: Tracking Multi-round interview * fix: releted to scheduler event and formating * fix: job applicant UI/UX and conflicts * test: Interview Round * fix(test): Employee referral, Employee Onboarding, Job Offer * fix: sider * feat: set default value in Hr settings * feat: added validation for designation * test: Interview * test: Added validatiolns for skill * test: Interview feedback * fix: sider * fix: remove unnecessary validations and form label cleanups * chore: clean-up Interview Round and Interview Type doctype * fix: remove redundant Rating Value, only keep Rating * fix: update interview details on feedback submission - make interview feedback submission dialog minimizable * fix: show submit feedback button only if feedback doesn't exist * refactor: Interview and Feedback statuses and workflow * fix(HR Settings): clean up interview settings * refactor: Interview * refactor: Interview Feedback, remove unnecessary validations * chore: update notification messages * chore: remove unnecessary formatting changes in attendance list and leave application * refactor: Job Applicant to Interview mapping * chore: sorted imports * chore: sorted imports * fix: sider issues * fix: linter issues * fix: sider issues * fix: tests * fix: sorted imports * fix: tests, sider * fix: therapy plan test * fix: sider issues * feat: Include From Time and To Time fields in Interview for cleaner data * feat: Interview Calendar * fix: allow renaming masters * fix: add more fields to list view and standard filter * fix: validate overlapping interviews * fix: update tests * fix: linter issues * refactor: replace reminder messages with Email Templates * fix: sider issues Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com> (cherry picked from commit 57e66f958cd57d66a6fd3b19f6cd3593eab63666) Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
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hr_settings.send_interview_reminder = 1
hr_settings.interview_reminder_template = _("Interview Reminder")
hr_settings.remind_before = "00:15:00"
hr_settings.send_interview_feedback_reminder = 1
hr_settings.feedback_reminder_notification_template = _("Interview Feedback Reminder")
hr_settings.save()
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def update_item_variant_settings():
# set no copy fields of an item doctype to item variant settings
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doc = frappe.get_doc("Item Variant Settings")
doc.set_default_fields()
doc.save()
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def add_uom_data():
# add UOMs
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uoms = json.loads(
open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_data.json")).read()
)
for d in uoms:
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if not frappe.db.exists("UOM", _(d.get("uom_name"))):
uom_doc = frappe.get_doc(
{
"doctype": "UOM",
"uom_name": _(d.get("uom_name")),
"name": _(d.get("uom_name")),
"must_be_whole_number": d.get("must_be_whole_number"),
"enabled": 1,
}
).db_insert()
# bootstrap uom conversion factors
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uom_conversions = json.loads(
open(
frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_conversion_data.json")
).read()
)
for d in uom_conversions:
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if not frappe.db.exists("UOM Category", _(d.get("category"))):
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frappe.get_doc({"doctype": "UOM Category", "category_name": _(d.get("category"))}).db_insert()
if not frappe.db.exists(
"UOM Conversion Factor", {"from_uom": _(d.get("from_uom")), "to_uom": _(d.get("to_uom"))}
):
uom_conversion = frappe.get_doc(
{
"doctype": "UOM Conversion Factor",
"category": _(d.get("category")),
"from_uom": _(d.get("from_uom")),
"to_uom": _(d.get("to_uom")),
"value": d.get("value"),
}
).insert(ignore_permissions=True)
def add_market_segments():
records = [
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
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{"doctype": "Market Segment", "market_segment": _("Upper Income")},
]
make_records(records)
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def add_sale_stages():
# Sale Stages
records = [
{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
{"doctype": "Sales Stage", "stage_name": _("Qualification")},
{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
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{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")},
]
for sales_stage in records:
frappe.get_doc(sales_stage).db_insert()
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def install_company(args):
records = [
# Fiscal Year
{
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"doctype": "Fiscal Year",
"year": get_fy_details(args.fy_start_date, args.fy_end_date),
"year_start_date": args.fy_start_date,
"year_end_date": args.fy_end_date,
},
# Company
{
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"doctype": "Company",
"company_name": args.company_name,
"enable_perpetual_inventory": 1,
"abbr": args.company_abbr,
"default_currency": args.currency,
"country": args.country,
"create_chart_of_accounts_based_on": "Standard Template",
"chart_of_accounts": args.chart_of_accounts,
"domain": args.domain,
},
]
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make_records(records)
def install_post_company_fixtures(args=None):
records = [
# Department
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{
"doctype": "Department",
"department_name": _("All Departments"),
"is_group": 1,
"parent_department": "",
},
{
"doctype": "Department",
"department_name": _("Accounts"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Marketing"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Sales"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Purchase"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Operations"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Production"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Dispatch"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Customer Service"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Human Resources"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Management"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Quality Management"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Research & Development"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Legal"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
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]
# Make root department with NSM updation
make_records(records[:1])
frappe.local.flags.ignore_update_nsm = True
make_records(records[1:])
frappe.local.flags.ignore_update_nsm = False
rebuild_tree("Department", "parent_department")
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def install_defaults(args=None):
records = [
# Price Lists
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{
"doctype": "Price List",
"price_list_name": _("Standard Buying"),
"enabled": 1,
"buying": 1,
"selling": 0,
"currency": args.currency,
},
{
"doctype": "Price List",
"price_list_name": _("Standard Selling"),
"enabled": 1,
"buying": 0,
"selling": 1,
"currency": args.currency,
},
]
make_records(records)
# enable default currency
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
frappe.db.set_value("Stock Settings", None, "email_footer_address", args.get("company_name"))
set_global_defaults(args)
set_active_domains(args)
update_stock_settings()
update_shopping_cart_settings(args)
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args.update({"set_default": 1})
create_bank_account(args)
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def set_global_defaults(args):
global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
current_fiscal_year = frappe.get_all("Fiscal Year")[0]
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global_defaults.update(
{
"current_fiscal_year": current_fiscal_year.name,
"default_currency": args.get("currency"),
"default_company": args.get("company_name"),
"country": args.get("country"),
}
)
global_defaults.save()
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def set_active_domains(args):
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frappe.get_single("Domain Settings").set_active_domains(args.get("domains"))
def update_stock_settings():
stock_settings = frappe.get_doc("Stock Settings")
stock_settings.item_naming_by = "Item Code"
stock_settings.valuation_method = "FIFO"
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stock_settings.default_warehouse = frappe.db.get_value(
"Warehouse", {"warehouse_name": _("Stores")}
)
stock_settings.stock_uom = _("Nos")
stock_settings.auto_indent = 1
stock_settings.auto_insert_price_list_rate_if_missing = 1
stock_settings.automatically_set_serial_nos_based_on_fifo = 1
stock_settings.set_qty_in_transactions_based_on_serial_no_input = 1
stock_settings.save()
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def create_bank_account(args):
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if not args.get("bank_account"):
return
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company_name = args.get("company_name")
bank_account_group = frappe.db.get_value(
"Account", {"account_type": "Bank", "is_group": 1, "root_type": "Asset", "company": company_name}
)
if bank_account_group:
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bank_account = frappe.get_doc(
{
"doctype": "Account",
"account_name": args.get("bank_account"),
"parent_account": bank_account_group,
"is_group": 0,
"company": company_name,
"account_type": "Bank",
}
)
try:
doc = bank_account.insert()
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if args.get("set_default"):
frappe.db.set_value(
"Company",
args.get("company_name"),
"default_bank_account",
bank_account.name,
update_modified=False,
)
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return doc
except RootNotEditable:
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frappe.throw(_("Bank account cannot be named as {0}").format(args.get("bank_account")))
except frappe.DuplicateEntryError:
# bank account same as a CoA entry
pass
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def update_shopping_cart_settings(args): # nosemgrep
shopping_cart = frappe.get_doc("E Commerce Settings")
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shopping_cart.update(
{
"enabled": 1,
"company": args.company_name,
"price_list": frappe.db.get_value("Price List", {"selling": 1}),
"default_customer_group": _("Individual"),
"quotation_series": "QTN-",
}
)
shopping_cart.update_single(shopping_cart.get_valid_dict())
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def get_fy_details(fy_start_date, fy_end_date):
start_year = getdate(fy_start_date).year
if start_year == getdate(fy_end_date).year:
fy = cstr(start_year)
else:
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fy = cstr(start_year) + "-" + cstr(start_year + 1)
return fy