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

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frappe.provide("erpnext.wiz");
frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
if(sys_defaults.company) {
frappe.set_route("desk");
return;
}
};
function load_erpnext_slides() {
$.extend(erpnext.wiz, {
select_domain: {
domains: ["all"],
title: __('Select your Domain'),
fields: [
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{fieldname:'domain', label: __('Domain'), fieldtype:'Select',
options: [
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{"label": __("Distribution"), "value": "Distribution"},
{"label": __("Education"), "value": "Education"},
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{"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.wiz.domain = $(this).val();
frappe.wizard.refresh_slides();
});
},
css_class: "single-column"
},
org: {
domains: ["all"],
title: __("The Organization"),
icon: "fa fa-building",
fields: [
{fieldname:'company_name',
label: frappe.wiz.domain==='Education' ?
__('Institute Name') : __('Company Name'),
fieldtype:'Data', reqd:1},
{fieldname:'company_abbr',
label: frappe.wiz.domain==='Education' ?
__('Institute Abbreviation') : __('Company Abbreviation'),
fieldtype:'Data'},
{fieldname:'company_tagline',
label: __('What does it do?'),
fieldtype:'Data',
placeholder: frappe.wiz.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'},
// TODO remove this
{fieldtype: "Section Break"},
{fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date',
description: __('Your financial year begins on'), reqd:1},
{fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date',
description: __('Your financial year ends on'), reqd:1},
],
help: (frappe.wiz.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.')),
onload: function(slide) {
erpnext.wiz.org.load_chart_of_accounts(slide);
erpnext.wiz.org.bind_events(slide);
erpnext.wiz.org.set_fy_dates(slide);
},
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validate: function() {
// validate fiscal year start and end dates
if (this.values.fy_start_date=='Invalid date' || this.values.fy_end_date=='Invalid date') {
msgprint(__("Please enter valid Financial Year Start and End Dates"));
return false;
}
if ((this.values.company_name || "").toLowerCase() == "company") {
msgprint(__("Company Name cannot be Company"));
return false;
}
return true;
},
css_class: "single-column",
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set_fy_dates: function(slide) {
var country = frappe.wizard.values.country;
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if(country) {
var fy = erpnext.wiz.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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slide.get_field("fy_start_date").set_input(current_year + "-" + fy[0]);
slide.get_field("fy_end_date").set_input(next_year + "-" + fy[1]);
}
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},
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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();
}
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}
}
})
}
},
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) {
msgprint("Company Abbreviation cannot have more than 5 characters");
slide.get_field("company_abbr").set_input("");
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}
});
// TODO remove this
slide.get_input("fy_start_date").on("change", function() {
var year_end_date =
frappe.datetime.add_days(frappe.datetime.add_months(
frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1);
slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date));
});
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}
},
branding: {
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_letterhead",
label: __("Attach Letterhead"),
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description: __("Keep it web friendly 900px (w) by 100px (h)"),
is_private: 0
},
{fieldtype: "Column Break"},
{fieldtype:"Attach Image", fieldname:"attach_logo",
label:__("Attach Logo"),
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description: __("100px by 100px"),
is_private: 0
},
],
css_class: "two-column"
},
users: {
domains: ["all"],
icon: "fa fa-money",
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title: __("Add Users"),
help: __("Add users to your organization, other than yourself"),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<5; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"user_fullname_"+ i,
label:__("Full Name")},
{fieldtype:"Data", fieldname:"user_email_" + i,
label:__("Email ID"), placeholder:__("user@example.com"),
options: "Email"},
{fieldtype:"Column Break"},
{fieldtype: "Check", fieldname: "user_sales_" + i,
label:__("Sales"), "default": 1,
hidden: frappe.wiz.domain==='Education' ? 1 : 0},
{fieldtype: "Check", fieldname: "user_purchaser_" + i,
label:__("Purchaser"), "default": 1,
hidden: frappe.wiz.domain==='Education' ? 1 : 0},
{fieldtype: "Check", fieldname: "user_accountant_" + i,
label:__("Accountant"), "default": 1,
hidden: frappe.wiz.domain==='Education' ? 1 : 0},
]);
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}
},
css_class: "two-column"
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},
taxes: {
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-money",
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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."),
"fields": [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<4; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i,
placeholder:__("e.g. VAT") + " " + i},
{fieldtype:"Column Break"},
{fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")},
]);
}
},
css_class: "two-column"
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},
customers: {
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-group",
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title: __("Your Customers"),
help: __("List a few of your customers. They could be organizations or individuals."),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i,
placeholder:__("Customer Name")},
{fieldtype:"Column Break"},
{fieldtype:"Data", fieldname:"customer_contact_" + i,
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}
])
}
slide.fields[1].reqd = 1;
},
css_class: "two-column"
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},
suppliers: {
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-group",
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title: __("Your Suppliers"),
help: __("List a few of your suppliers. They could be organizations or individuals."),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break"},
{fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i,
placeholder:__("Supplier Name")},
{fieldtype:"Column Break"},
{fieldtype:"Data", fieldname:"supplier_contact_" + i,
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
])
}
slide.fields[1].reqd = 1;
},
css_class: "two-column"
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},
items: {
domains: ['manufacturing', 'services', 'retail', 'distribution'],
icon: "fa fa-barcode",
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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."),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i,
placeholder:__("A Product or Service")},
{fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i,
options:[__("Products"), __("Services"),
__("Raw Material"), __("Consumable"), __("Sub Assemblies")],
"default": __("Products")},
{fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"),
options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
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__("Hour"), __("Minute"), __("Litre"), __("Meter"), __("Gram")],
"default": __("Unit")},
{fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1},
{fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")},
{fieldtype:"Column Break"},
{fieldtype:"Currency", fieldname:"item_price_" + i, label:__("Rate")},
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{fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image"), is_private: 0},
])
}
slide.fields[1].reqd = 1;
// dummy data
slide.fields.push({fieldtype: "Section Break"});
slide.fields.push({fieldtype: "Check", fieldname: "add_sample_data",
label: __("Add a few sample records"), "default": 1});
slide.fields.push({fieldtype: "Check", fieldname: "setup_website",
label: __("Setup a simple website for my organization"), "default": 1});
},
css_class: "two-column"
},
program: {
domains: ["education"],
title: __("Program"),
help: __("Example: Masters in Computer Science"),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"program_" + i, label:__("Program") + " " + i, placeholder: __("Program Name")},
])
}
slide.fields[1].reqd = 1;
},
css_class: "single-column"
},
course: {
domains: ["education"],
title: __("Course"),
help: __("Example: Basic Mathematics"),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"course_" + i, label:__("Course") + " " + i, placeholder: __("Course Name")},
])
}
slide.fields[1].reqd = 1;
},
css_class: "single-column"
},
instructor: {
domains: ["education"],
title: __("Instructor"),
help: __("People who teach at your organisation"),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<6; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"instructor_" + i, label:__("Instructor") + " " + i, placeholder: __("Instructor Name")},
])
}
slide.fields[1].reqd = 1;
},
css_class: "single-column"
},
room: {
domains: ["education"],
title: __("Room"),
help: __("Classrooms/ Laboratories etc where lectures can be scheduled."),
fields: [],
before_load: function(slide) {
slide.fields = [];
for(var i=1; i<4; i++) {
slide.fields = slide.fields.concat([
{fieldtype:"Section Break", show_section_border: true},
{fieldtype:"Data", fieldname:"room_" + i, label:__("Room") + " " + i},
{fieldtype:"Column Break"},
{fieldtype:"Int", fieldname:"room_capacity_" + i, label:__("Room") + " " + i + " Capacity"},
])
}
slide.fields[1].reqd = 1;
},
css_class: "two-column"
},
});
// Source: https://en.wikipedia.org/wiki/Fiscal_year
// default 1st Jan - 31st Dec
erpnext.wiz.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"],
};
};
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frappe.wiz.on("before_load", function() {
load_erpnext_slides();
frappe.wiz.add_slide(erpnext.wiz.select_domain);
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frappe.wiz.add_slide(erpnext.wiz.org);
frappe.wiz.add_slide(erpnext.wiz.branding);
if (!(frappe.boot.limits && frappe.boot.limits.users===1)) {
frappe.wiz.add_slide(erpnext.wiz.users);
}
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frappe.wiz.add_slide(erpnext.wiz.taxes);
frappe.wiz.add_slide(erpnext.wiz.customers);
frappe.wiz.add_slide(erpnext.wiz.suppliers);
frappe.wiz.add_slide(erpnext.wiz.items);
frappe.wiz.add_slide(erpnext.wiz.program);
frappe.wiz.add_slide(erpnext.wiz.course);
frappe.wiz.add_slide(erpnext.wiz.instructor);
frappe.wiz.add_slide(erpnext.wiz.room);
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if(frappe.wizard && frappe.wizard.domain && frappe.wizard.domain !== 'Education') {
frappe.wiz.welcome_page = "#welcome-to-erpnext";
}
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});
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"
}