brotherton-erpnext/erpnext/public/js/setup_wizard.js

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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");
return;
}
};
var erpnext_slides = [
{
// Domain
name: 'domain',
domains: ["all"],
title: __('Select your Domain'),
fields: [
{
fieldname: 'domain', label: __('Domain'), fieldtype: 'Select',
options: [
{ "label": __("Distribution"), "value": "Distribution" },
{ "label": __("Education"), "value": "Education" },
{ "label": __("Manufacturing"), "value": "Manufacturing" },
{ "label": __("Retail"), "value": "Retail" },
{ "label": __("Services"), "value": "Services" }
], reqd: 1
},
],
help: __('Select the nature of your business.'),
onload: function (slide) {
slide.get_input("domain").on("change", function () {
frappe.setup.domain = $(this).val();
frappe.wizard.refresh_slides();
});
},
},
{
// Brand
name: 'brand',
domains: ["all"],
icon: "fa fa-bookmark",
title: __("The Brand"),
help: __('Upload your letter head and logo. (you can edit them later).'),
fields: [
{
fieldtype: "Attach Image", fieldname: "attach_logo",
label: __("Attach Logo"),
description: __("100px by 100px"),
is_private: 0
},
{
fieldname: 'company_name',
label: frappe.setup.domain === 'Education' ?
__('Institute Name') : __('Company Name'),
fieldtype: 'Data', reqd: 1
},
{
fieldname: 'company_abbr',
label: frappe.setup.domain === 'Education' ?
__('Institute Abbreviation') : __('Company Abbreviation'),
fieldtype: 'Data'
}
],
onload: function(slide) {
this.bind_events(slide);
},
bind_events: function (slide) {
slide.get_input("company_name").on("change", function () {
var parts = slide.get_input("company_name").val().split(" ");
var abbr = $.map(parts, function (p) { return p ? p.substr(0, 1) : null }).join("");
slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase());
}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
slide.get_input("company_abbr").on("change", function () {
if (slide.get_input("company_abbr").val().length > 5) {
frappe.msgprint("Company Abbreviation cannot have more than 5 characters");
slide.get_field("company_abbr").set_input("");
}
});
}
},
{
// Organisation
name: 'organisation',
domains: ["all"],
title: __("Your Organization"),
icon: "fa fa-building",
help: (frappe.setup.domain === 'Education' ?
__('The name of the institute for which you are setting up this system.') :
__('The name of your company for which you are setting up this system.')),
fields: [
{
fieldname: 'company_tagline',
label: __('What does it do?'),
fieldtype: 'Data',
placeholder: frappe.setup.domain === 'Education' ?
__('e.g. "Primary School" or "University"') :
__('e.g. "Build tools for builders"'),
reqd: 1
},
{ fieldname: 'bank_account', label: __('Bank Name'), fieldtype: 'Data', reqd: 1 },
{
fieldname: 'chart_of_accounts', label: __('Chart of Accounts'),
options: "", fieldtype: 'Select'
},
{ fieldtype: "Section Break", label: "Financial Year" },
{ fieldname: 'fy_start_date', label: __('Start Date'), fieldtype: 'Date', reqd: 1 },
{ fieldtype: "Column Break" },
{ fieldname: 'fy_end_date', label: __('End Date'), fieldtype: 'Date', reqd: 1 },
],
onload: function (slide) {
this.load_chart_of_accounts(slide);
this.bind_events(slide);
this.set_fy_dates(slide);
},
validate: function () {
// validate fiscal year start and end dates
if (this.values.fy_start_date == 'Invalid date' || this.values.fy_end_date == 'Invalid date') {
frappe.msgprint(__("Please enter valid Financial Year Start and End Dates"));
return false;
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}
if ((this.values.company_name || "").toLowerCase() == "company") {
frappe.msgprint(__("Company Name cannot be Company"));
return false;
}
return true;
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},
set_fy_dates: function (slide) {
var country = frappe.wizard.values.country;
if (country) {
var fy = erpnext.setup.fiscal_years[country];
var current_year = moment(new Date()).year();
var next_year = current_year + 1;
if (!fy) {
fy = ["01-01", "12-31"];
next_year = current_year;
}
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var year_start_date = current_year + "-" + fy[0];
if (year_start_date > frappe.datetime.get_today()) {
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next_year = current_year;
current_year -= 1;
}
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slide.get_field("fy_start_date").set_value(current_year + '-' + fy[0]);
slide.get_field("fy_end_date").set_value(next_year + '-' + fy[1]);
}
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},
load_chart_of_accounts: function (slide) {
var country = frappe.wizard.values.country;
if (country) {
frappe.call({
method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
args: { "country": country },
callback: function (r) {
if (r.message) {
slide.get_input("chart_of_accounts").empty()
.add_options(r.message);
if (r.message.length === 1) {
var field = slide.get_field("chart_of_accounts");
field.set_value(r.message[0]);
field.df.hidden = 1;
field.refresh();
}
}
}
})
}
},
bind_events: function (slide) {
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();
var year_end_date =
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frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1);
slide.form.fields_dict.fy_end_date.set_value(year_end_date);
});
}
},
{
// Users
name: 'users',
domains: ["all"],
title: __("Add Users"),
help: __("Add users to your organization, other than yourself"),
add_more: 1,
max_count: 3,
fields: [
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"user_fullname",
label:__("Full Name"), static: 1},
{fieldtype:"Data", fieldname:"user_email", label:__("Email ID"),
placeholder:__("user@example.com"), options: "Email", static: 1},
{fieldtype:"Column Break"},
{fieldtype: "Check", fieldname: "user_sales",
label:__("Sales"), "default": 1, static: 1,
hidden: frappe.setup.domain==='Education' ? 1 : 0},
{fieldtype: "Check", fieldname: "user_purchaser",
label:__("Purchaser"), "default": 1, static: 1,
hidden: frappe.setup.domain==='Education' ? 1 : 0},
{fieldtype: "Check", fieldname: "user_accountant",
label:__("Accountant"), "default": 1, static: 1,
hidden: frappe.setup.domain==='Education' ? 1 : 0},
]
},
{
// Taxes
name: 'taxes',
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-money",
title: __("Add Taxes"),
help: __("List your tax heads (e.g. VAT, Customs etc; they should have unique names) and their standard rates. This will create a standard template, which you can edit and add more later."),
add_more: 1,
max_count: 3,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"tax", label:__("Tax"),
placeholder:__("e.g. VAT")},
{fieldtype:"Column Break"},
{fieldtype:"Float", fieldname:"tax_rate", label:__("Rate (%)"), placeholder:__("e.g. 5")}
]
},
{
// Customers
name: 'customers',
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-group",
title: __("Add Customers"),
help: __("List a few of your customers. They could be organizations or individuals."),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"customer", label:__("Customer"),
placeholder:__("Customer Name")},
{fieldtype:"Column Break"},
{fieldtype:"Data", fieldname:"customer_contact",
label:__("Contact Name"), placeholder:__("Contact Name")}
],
},
{
// Suppliers
name: 'suppliers',
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-group",
title: __("Your Suppliers"),
help: __("List a few of your suppliers. They could be organizations or individuals."),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"supplier", label:__("Supplier"),
placeholder:__("Supplier Name")},
{fieldtype:"Column Break"},
{fieldtype:"Data", fieldname:"supplier_contact",
label:__("Contact Name"), placeholder:__("Contact Name")},
]
},
{
// Products
name: 'products',
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-barcode",
title: __("Your Products or Services"),
help: __("List your products or services that you buy or sell. Make sure to check the Item Group, Unit of Measure and other properties when you start."),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"item", label:__("Item"),
placeholder:__("A Product or Service")},
{fieldtype:"Select", label:__("Group"), fieldname:"item_group",
options:[__("Products"), __("Services"),
__("Raw Material"), __("Consumable"), __("Sub Assemblies")],
"default": __("Products"), static: 1},
{fieldtype:"Select", fieldname:"item_uom", label:__("UOM"),
options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
__("Hour"), __("Minute"), __("Litre"), __("Meter"), __("Gram")],
"default": __("Unit"), static: 1},
{fieldtype: "Check", fieldname: "is_sales_item", label:__("We sell this Item"), default: 1, static: 1},
{fieldtype: "Check", fieldname: "is_purchase_item", label:__("We buy this Item"), static: 1},
{fieldtype:"Column Break"},
{fieldtype:"Currency", fieldname:"item_price", label:__("Rate"), static: 1},
{fieldtype:"Attach Image", fieldname:"item_img", label:__("Attach Image"), is_private: 0, static: 1},
],
get_item_count: function() {
return this.item_count;
}
},
{
// Program
name: 'program',
domains: ["education"],
title: __("Program"),
help: __("Example: Masters in Computer Science"),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"program", label:__("Program"), placeholder: __("Program Name")},
],
},
{
// Course
name: 'course',
domains: ["education"],
title: __("Course"),
help: __("Example: Basic Mathematics"),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"course", label:__("Course"), placeholder: __("Course Name")},
]
},
{
// Instructor
name: 'instructor',
domains: ["education"],
title: __("Instructor"),
help: __("People who teach at your organisation"),
add_more: 1,
max_count: 5,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"instructor", label:__("Instructor"), placeholder: __("Instructor Name")},
]
},
{
// Room
name: 'room',
domains: ["education"],
title: __("Room"),
help: __("Classrooms/ Laboratories etc where lectures can be scheduled."),
add_more: 1,
max_count: 3,
mandatory_entry: 1,
fields: [
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"room", label:__("Room")},
{fieldtype:"Column Break"},
{fieldtype:"Int", fieldname:"room_capacity", label:__("Room") + " Capacity", static: 1},
]
},
{
// last slide: Sample Data
name: 'bootstrap',
domains: ["all"],
title: __("Sample Data"),
fields: [{fieldtype: "Section Break"},
{fieldtype: "Check", fieldname: "add_sample_data",
label: __("Add a few sample records"), "default": 1},
{fieldtype: "Check", fieldname: "setup_website",
label: __("Setup a simple website for my organization"), "default": 1}
]
}
];
// Source: https://en.wikipedia.org/wiki/Fiscal_year
// default 1st Jan - 31st Dec
erpnext.setup.fiscal_years = {
"Afghanistan": ["12-20", "12-21"],
"Australia": ["07-01", "06-30"],
"Bangladesh": ["07-01", "06-30"],
"Canada": ["04-01", "03-31"],
"Costa Rica": ["10-01", "09-30"],
"Egypt": ["07-01", "06-30"],
"Hong Kong": ["04-01", "03-31"],
"India": ["04-01", "03-31"],
"Iran": ["06-23", "06-22"],
"Italy": ["07-01", "06-30"],
"Myanmar": ["04-01", "03-31"],
"New Zealand": ["04-01", "03-31"],
"Pakistan": ["07-01", "06-30"],
"Singapore": ["04-01", "03-31"],
"South Africa": ["03-01", "02-28"],
"Thailand": ["10-01", "09-30"],
"United Kingdom": ["04-01", "03-31"],
};
frappe.setup.on("before_load", function () {
erpnext_slides.map(frappe.setup.add_slide);
// change header brand
let $brand = $('header .setup-wizard-brand');
if($brand.find('.erpnext-icon').length === 0) {
$brand.find('.frappe-icon').hide();
$brand.append(`<span>
<img src="/assets/erpnext/images/erp-icon.svg" class="brand-icon erpnext-icon"
style="width:36px;"><span class="brand-name">ERPNext</span></span>`);
}
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});
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var test_values_edu = {
"language": "english",
"domain": "Education",
"country": "India",
"timezone": "Asia/Kolkata",
"currency": "INR",
"first_name": "Tester",
"email": "test@example.com",
"password": "test",
"company_name": "Hogwarts",
"company_abbr": "HS",
"company_tagline": "School for magicians",
"bank_account": "Gringotts Wizarding Bank",
"fy_start_date": "2016-04-01",
"fy_end_date": "2017-03-31"
}