brotherton-erpnext/erpnext/demo/setup/setup_data.py

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from __future__ import unicode_literals
import random, json
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import frappe, erpnext
from frappe.utils import flt, now_datetime, cstr, random_string
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from frappe.utils.make_random import add_random_children, get_random
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from erpnext.demo.domains import data
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from frappe import _
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def setup(domain):
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complete_setup(domain)
setup_demo_page()
setup_fiscal_year()
setup_holiday_list()
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setup_user()
setup_employee()
employees = frappe.get_all('Employee', fields=['name', 'date_of_joining'])
# monthly salary
setup_salary_structure(employees[:5], 0)
# based on timesheet
setup_salary_structure(employees[5:], 1)
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setup_leave_allocation()
setup_user_roles()
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setup_customer()
setup_supplier()
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setup_warehouse()
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import_json('Address')
import_json('Contact')
import_json('Lead')
setup_currency_exchange()
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#setup_mode_of_payment()
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setup_account_to_expense_type()
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setup_budget()
setup_pos_profile()
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frappe.db.commit()
frappe.clear_cache()
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def complete_setup(domain='Manufacturing'):
print "Complete Setup..."
from frappe.desk.page.setup_wizard.setup_wizard import setup_complete
if not frappe.get_all('Company', limit=1):
setup_complete({
"first_name": "Test",
"last_name": "User",
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"email": "demo@erpnext.com",
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"company_tagline": 'Awesome Products and Services',
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"password": "demo",
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"fy_start_date": "2015-01-01",
"fy_end_date": "2015-12-31",
"bank_account": "National Bank",
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"domain": domain,
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"company_name": data.get(domain).get('company_name'),
"chart_of_accounts": "Standard",
"company_abbr": ''.join([d[0] for d in data.get(domain).get('company_name').split()]).upper(),
"currency": 'USD',
"timezone": 'America/New_York',
"country": 'United States',
"language": "english"
})
def setup_demo_page():
# home page should always be "start"
website_settings = frappe.get_doc("Website Settings", "Website Settings")
website_settings.home_page = "demo"
website_settings.save()
def setup_fiscal_year():
fiscal_year = None
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for year in xrange(2010, now_datetime().year + 1, 1):
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try:
fiscal_year = frappe.get_doc({
"doctype": "Fiscal Year",
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"year": cstr(year),
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"year_start_date": "{0}-01-01".format(year),
"year_end_date": "{0}-12-31".format(year)
}).insert()
except frappe.DuplicateEntryError:
pass
# set the last fiscal year (current year) as default
fiscal_year.set_as_default()
def setup_holiday_list():
"""Setup Holiday List for the current year"""
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year = now_datetime().year
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holiday_list = frappe.get_doc({
"doctype": "Holiday List",
"holiday_list_name": str(year),
"from_date": "{0}-01-01".format(year),
"to_date": "{0}-12-31".format(year),
})
holiday_list.insert()
holiday_list.weekly_off = "Saturday"
holiday_list.get_weekly_off_dates()
holiday_list.weekly_off = "Sunday"
holiday_list.get_weekly_off_dates()
holiday_list.save()
frappe.set_value("Company", erpnext.get_default_company(), "default_holiday_list", holiday_list.name)
def setup_user():
frappe.db.sql('delete from tabUser where name not in ("Guest", "Administrator")')
for u in json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', 'user.json')).read()):
user = frappe.new_doc("User")
user.update(u)
user.flags.no_welcome_mail
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user.new_password = 'demo'
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user.insert()
def setup_employee():
frappe.db.set_value("HR Settings", None, "emp_created_by", "Naming Series")
frappe.db.commit()
for d in frappe.get_all('Salary Component'):
salary_component = frappe.get_doc('Salary Component', d.name)
salary_component.append('accounts', dict(
company=erpnext.get_default_company(),
default_account=frappe.get_value('Account', dict(account_name=('like', 'Salary%')))
))
salary_component.save()
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import_json('Employee')
def setup_salary_structure(employees, salary_slip_based_on_timesheet=0):
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f = frappe.get_doc('Fiscal Year', frappe.defaults.get_global_default('fiscal_year'))
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ss = frappe.new_doc('Salary Structure')
ss.name = "Sample Salary Structure - " + random_string(5)
for e in employees:
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ss.append('employees', {
'employee': e.name,
'base': random.random() * 10000
})
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ss.from_date = e.date_of_joining if (e.date_of_joining
and e.date_of_joining > f.year_start_date) else f.year_start_date
ss.to_date = f.year_end_date
ss.salary_slip_based_on_timesheet = salary_slip_based_on_timesheet
if salary_slip_based_on_timesheet:
ss.salary_component = 'Basic'
ss.hour_rate = flt(random.random() * 10, 2)
else:
ss.payroll_frequency = 'Monthly'
ss.payment_account = frappe.get_value('Account',
{'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name")
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ss.append('earnings', {
'salary_component': 'Basic',
"abbr":'B',
'formula': 'base*.2',
'amount_based_on_formula': 1,
"idx": 1
})
ss.append('deductions', {
'salary_component': 'Income Tax',
"abbr":'IT',
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'condition': 'base > 10000',
'formula': 'base*.1',
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"idx": 1
})
ss.insert()
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return ss
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def setup_user_roles():
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user = frappe.get_doc('User', 'demo@erpnext.com')
user.add_roles('HR User', 'HR Manager', 'Accounts User', 'Accounts Manager',
'Stock User', 'Stock Manager', 'Sales User', 'Sales Manager', 'Purchase User',
'Purchase Manager', 'Projects User', 'Manufacturing User', 'Manufacturing Manager',
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'Support Team', 'Academics User')
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if not frappe.db.get_global('demo_hr_user'):
user = frappe.get_doc('User', 'CharmaineGaudreau@example.com')
user.add_roles('HR User', 'HR Manager', 'Accounts User')
frappe.db.set_global('demo_hr_user', user.name)
if not frappe.db.get_global('demo_sales_user_1'):
user = frappe.get_doc('User', 'VakhitaRyzaev@example.com')
user.add_roles('Sales User')
frappe.db.set_global('demo_sales_user_1', user.name)
if not frappe.db.get_global('demo_sales_user_2'):
user = frappe.get_doc('User', 'GabrielleLoftus@example.com')
user.add_roles('Sales User', 'Sales Manager', 'Accounts User')
frappe.db.set_global('demo_sales_user_2', user.name)
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if not frappe.db.get_global('demo_purchase_user'):
user = frappe.get_doc('User', 'MichalSobczak@example.com')
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user.add_roles('Purchase User', 'Purchase Manager', 'Accounts User', 'Stock User')
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frappe.db.set_global('demo_purchase_user', user.name)
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if not frappe.db.get_global('demo_manufacturing_user'):
user = frappe.get_doc('User', 'NuranVerkleij@example.com')
user.add_roles('Manufacturing User', 'Stock User', 'Purchase User', 'Accounts User')
frappe.db.set_global('demo_manufacturing_user', user.name)
if not frappe.db.get_global('demo_stock_user'):
user = frappe.get_doc('User', 'HatsueKashiwagi@example.com')
user.add_roles('Manufacturing User', 'Stock User', 'Purchase User', 'Accounts User')
frappe.db.set_global('demo_stock_user', user.name)
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if not frappe.db.get_global('demo_accounts_user'):
user = frappe.get_doc('User', 'LeonAbdulov@example.com')
user.add_roles('Accounts User', 'Accounts Manager', 'Sales User', 'Purchase User')
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frappe.db.set_global('demo_accounts_user', user.name)
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if not frappe.db.get_global('demo_projects_user'):
user = frappe.get_doc('User', 'panca@example.com')
user.add_roles('HR User', 'Projects User')
frappe.db.set_global('demo_projects_user', user.name)
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if not frappe.db.get_global('demo_schools_user'):
user = frappe.get_doc('User', 'aromn@example.com')
user.add_roles('Academics User')
frappe.db.set_global('demo_schools_user', user.name)
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#Add Expense Approver
user = frappe.get_doc('User', 'WanMai@example.com')
user.add_roles('Expense Approver')
def setup_leave_allocation():
year = now_datetime().year
for employee in frappe.get_all('Employee', fields=['name']):
leave_types = frappe.get_all("Leave Type", fields=['name', 'max_days_allowed'])
for leave_type in leave_types:
if not leave_type.max_days_allowed:
leave_type.max_days_allowed = 10
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leave_allocation = frappe.get_doc({
"doctype": "Leave Allocation",
"employee": employee.name,
"from_date": "{0}-01-01".format(year),
"to_date": "{0}-12-31".format(year),
"leave_type": leave_type.name,
"new_leaves_allocated": random.randint(1, int(leave_type.max_days_allowed))
})
leave_allocation.insert()
leave_allocation.submit()
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frappe.db.commit()
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def setup_customer():
customers = [u'Asian Junction', u'Life Plan Counselling', u'Two Pesos', u'Mr Fables', u'Intelacard', u'Big D Supermarkets', u'Adaptas', u'Nelson Brothers', u'Landskip Yard Care', u'Buttrey Food & Drug', u'Fayva', u'Asian Fusion', u'Crafts Canada', u'Consumers and Consumers Express', u'Netobill', u'Choices', u'Chi-Chis', u'Red Food', u'Endicott Shoes', u'Hind Enterprises']
for c in customers:
frappe.get_doc({
"doctype": "Customer",
"customer_name": c,
"customer_group": "Commercial",
"customer_type": random.choice(["Company", "Individual"]),
"territory": "Rest Of The World"
}).insert()
def setup_supplier():
suppliers = [u'Helios Air', u'Ks Merchandise', u'HomeBase', u'Scott Ties', u'Reliable Investments', u'Nan Duskin', u'Rainbow Records', u'New World Realty', u'Asiatic Solutions', u'Eagle Hardware', u'Modern Electricals']
for s in suppliers:
frappe.get_doc({
"doctype": "Supplier",
"supplier_name": s,
"supplier_type": random.choice(["Services", "Raw Material"]),
}).insert()
def setup_warehouse():
w = frappe.new_doc('Warehouse')
w.warehouse_name = 'Supplier'
w.insert()
def setup_currency_exchange():
frappe.get_doc({
'doctype': 'Currency Exchange',
'from_currency': 'EUR',
'to_currency': 'USD',
'exchange_rate': 1.13
}).insert()
frappe.get_doc({
'doctype': 'Currency Exchange',
'from_currency': 'CNY',
'to_currency': 'USD',
'exchange_rate': 0.16
}).insert()
def setup_mode_of_payment():
company_abbr = frappe.db.get_value("Company", erpnext.get_default_company(), "abbr")
account_dict = {'Cash': 'Cash - '+ company_abbr , 'Bank': 'National Bank - '+ company_abbr}
for payment_mode in frappe.get_all('Mode of Payment', fields = ["name", "type"]):
if payment_mode.type:
mop = frappe.get_doc('Mode of Payment', payment_mode.name)
mop.append('accounts', {
'company': erpnext.get_default_company(),
'default_account': account_dict.get(payment_mode.type)
})
mop.save(ignore_permissions=True)
def setup_account():
frappe.flags.in_import = True
data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data',
'account.json')).read())
for d in data:
doc = frappe.new_doc('Account')
doc.update(d)
doc.parent_account = frappe.db.get_value('Account', {'account_name': doc.parent_account})
doc.insert()
def setup_account_to_expense_type():
company_abbr = frappe.db.get_value("Company", erpnext.get_default_company(), "abbr")
expense_types = [{'name': _('Calls'), "account": "Sales Expenses - "+ company_abbr},
{'name': _('Food'), "account": "Entertainment Expenses - "+ company_abbr},
{'name': _('Medical'), "account": "Utility Expenses - "+ company_abbr},
{'name': _('Others'), "account": "Miscellaneous Expenses - "+ company_abbr},
{'name': _('Travel'), "account": "Travel Expenses - "+ company_abbr}]
for expense_type in expense_types:
doc = frappe.get_doc("Expense Claim Type", expense_type["name"])
doc.append("accounts", {
"company" : erpnext.get_default_company(),
"default_account" : expense_type["account"]
})
doc.save(ignore_permissions=True)
def setup_budget():
fiscal_years = frappe.get_all("Fiscal Year", order_by="year_start_date")[-2:]
for fy in fiscal_years:
budget = frappe.new_doc("Budget")
budget.cost_center = get_random("Cost Center")
budget.fiscal_year = fy.name
budget.action_if_annual_budget_exceeded = "Warn"
expense_ledger_count = frappe.db.count("Account", {"is_group": "0", "root_type": "Expense"})
add_random_children(budget, "accounts", rows=random.randint(10, expense_ledger_count), randomize = { "account": ("Account", {"is_group": "0", "root_type": "Expense"})
}, unique="account")
for d in budget.accounts:
d.budget_amount = random.randint(5, 100) * 10000
budget.save()
budget.submit()
def setup_pos_profile():
company_abbr = frappe.db.get_value("Company", erpnext.get_default_company(), "abbr")
pos = frappe.new_doc('POS Profile')
pos.user = frappe.db.get_global('demo_accounts_user')
pos.naming_series = 'SINV-'
pos.update_stock = 0
pos.write_off_account = 'Cost of Goods Sold - '+ company_abbr
pos.write_off_cost_center = 'Main - '+ company_abbr
pos.append('payments', {
'mode_of_payment': frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
'amount': 0.0
})
pos.insert()
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def import_json(doctype, submit=False, values=None):
frappe.flags.in_import = True
data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data',
frappe.scrub(doctype) + '.json')).read())
for d in data:
doc = frappe.new_doc(doctype)
doc.update(d)
doc.insert()
if submit:
doc.submit()
frappe.db.commit()