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feat(modules): Add getting started and help desk

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This commit is contained in:
Prateeksha Singh 2019-02-11 14:00:48 +05:30
parent 1bfdceaf7e
commit 01a045a488
6 changed files with 745 additions and 51 deletions
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1
erpnext/config/accounting.py
View File

@ -174,7 +174,6 @@ def get_data():
"name": "General Ledger",
"doctype": "GL Entry",
"is_query_report": True,
"onboard": 1,
},
{
"type": "report",

46
erpnext/config/crm.py
View File

@ -158,52 +158,6 @@ def get_data():
}
]
},
{
"label": _("Support"),
"items": [
{
"type": "doctype",
"name": "Issue",
"description": _("Support queries from customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Communication",
"description": _("Communication log."),
},
{
"type": "doctype",
"name": "Warranty Claim",
"description": _("Warranty Claim against Serial No."),
},
{
"type": "doctype",
"name": "Serial No",
"description": _("Single unit of an Item."),
},
{
"type": "page",
"name": "support-analytics",
"label": _("Support Analytics"),
"icon": "fa fa-bar-chart"
},
{
"type": "report",
"name": "Minutes to First Response for Issues",
"doctype": "Issue",
"is_query_report": True,
"dependencies": ["Issue"],
},
{
"type": "report",
"name": "Support Hours",
"doctype": "Issue",
"is_query_report": True,
"dependencies": ["Issue"]
},
]
},
{
"label": _("Maintenance"),
"icon": "fa fa-star",

26
erpnext/config/desktop.py
View File

@ -6,6 +6,16 @@ from frappe import _
def get_data():
return [
# Modules
{
"module_name": "Getting Started",
"category": "Modules",
"label": _("Getting Started"),
"color": "#1abc9c",
"icon": "fa fa-check-square-o",
"type": "module",
"hidden": 1,
"description": "Dive into the basics for your organisation's needs."
},
{
"module_name": "Accounting",
"category": "Modules",
@ -14,7 +24,7 @@ def get_data():
"icon": "octicon octicon-repo",
"type": "module",
"hidden": 1,
"description": "Accounts, Billing, Payments, Cost Center and Budgeting."
"description": "Accounts, billing, finances and payments; with cost center, taxes and budgeting."
},
{
"module_name": "Selling",
@ -74,7 +84,17 @@ def get_data():
"icon": "octicon octicon-broadcast",
"type": "module",
"hidden": 1,
"description": "Everything in your sales pipeline, from Leads to Customers, to Support."
"description": "Everything in your sales pipeline, from Leads and Opportunities to Customers."
},
{
"module_name": "Help Desk",
"category": "Modules",
"label": _("Help Desk"),
"color": "#1abc9c",
"icon": "fa fa-check-square-o",
"type": "module",
"hidden": 1,
"description": "User interactions, support issues and knowledge base."
},
{
"module_name": "HR",
@ -94,7 +114,7 @@ def get_data():
"icon": "fa fa-check-square-o",
"type": "module",
"hidden": 1,
"description": "Volunteers, Memberships, Grants and Chapters."
"description": "Quality goals, procedures, reviews and action."
},

659
erpnext/config/getting_started.py Normal file
View File

@ -0,0 +1,659 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Accounting"),
"items": [
{
"type": "doctype",
"name": "Item",
"onboard": 1,
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Supplier",
"description": _("Supplier database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Company",
"description": _("Company (not Customer or Supplier) master."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Account",
"icon": "fa fa-sitemap",
"label": _("Chart of Accounts"),
"route": "#Tree/Account",
"description": _("Tree of financial accounts."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Journal Entry",
"description": _("Accounting journal entries."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Opening Invoice Creation Tool",
"description": _("Create Opening Sales and Purchase Invoices")
},
]
},
{
"label": _("Selling"),
"items": [
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quotation",
"description": _("Quotes to Leads or Customers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Sales Order",
"description": _("Confirmed orders from Customers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Sales Partner",
"description": _("Manage Sales Partners."),
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Selling Settings",
"description": _("Default settings for selling transactions."),
"onboard": 1,
},
{
"type": "doctype",
"name":"Terms and Conditions",
"label": _("Terms and Conditions Template"),
"description": _("Template of terms or contract."),
"onboard": 1,
},
]
},
{
"label": _("Buying"),
"items": [
{
"type": "doctype",
"name": "Purchase Order",
"onboard": 1,
"dependencies": ["Item", "Supplier"],
"description": _("Purchase Orders given to Suppliers."),
},
{
"type": "doctype",
"name": "Material Request",
"onboard": 1,
"dependencies": ["Item"],
"description": _("Request for purchase."),
},
{
"type": "doctype",
"name": "Request for Quotation",
"onboard": 1,
"dependencies": ["Item", "Supplier"],
"description": _("Request for quotation."),
},
{
"type": "doctype",
"name": "Supplier Quotation",
"dependencies": ["Item", "Supplier"],
"description": _("Quotations received from Suppliers."),
},
{
"type": "doctype",
"name": "Buying Settings",
"onboard": 1,
"description": _("Default settings for buying transactions.")
},
{
"type": "doctype",
"name": "Purchase Taxes and Charges Template",
"description": _("Tax template for buying transactions.")
},
{
"type": "doctype",
"name":"Terms and Conditions",
"label": _("Terms and Conditions Template"),
"description": _("Template of terms or contract.")
},
]
},
{
"label": _("Stock"),
"items": [
{
"type": "doctype",
"name": "Stock Entry",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Delivery Note",
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Purchase Receipt",
"onboard": 1,
"dependencies": ["Item", "Supplier"],
},
{
"type": "doctype",
"name": "Material Request",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Delivery Trip"
},
]
},
{
"label": _("Assets"),
"items": [
{
"type": "doctype",
"name": "Asset",
"onboard": 1,
},
{
"type": "doctype",
"name": "Location",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Category",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Settings",
},
{
"type": "doctype",
"name": "Asset Movement",
"description": _("Transfer an asset from one warehouse to another")
},
]
},
{
"label": _("Projects"),
"items": [
{
"type": "doctype",
"name": "Project",
"description": _("Project master."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Task",
"route": "List/Task",
"description": _("Project activity / task."),
"onboard": 1,
},
{
"type": "report",
"route": "List/Task/Gantt",
"doctype": "Task",
"name": "Gantt Chart",
"description": _("Gantt chart of all tasks."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Project Update",
"description": _("Project Update."),
"dependencies": ["Project"],
},
{
"type": "doctype",
"name": "Timesheet",
"description": _("Timesheet for tasks."),
"onboard": 1,
},
]
},
{
"label": _("CRM"),
"items": [
{
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Opportunity",
"description": _("Potential opportunities for selling."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Territory"),
"name": "Territory",
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Sales Person"),
"name": "Sales Person",
"icon": "fa fa-sitemap",
"link": "Tree/Sales Person",
"description": _("Manage Sales Person Tree."),
"onboard": 1,
},
]
},
{
"label": _("Help Desk"),
"items": [
{
"type": "doctype",
"name": "Issue",
"description": _("Support queries from customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Communication",
"description": _("Communication log."),
"onboard": 1,
},
{
"type": "page",
"name": "support-analytics",
"label": _("Support Analytics"),
"icon": "fa fa-bar-chart"
},
{
"type": "report",
"name": "Minutes to First Response for Issues",
"doctype": "Issue",
"is_query_report": True
},
{
"type": "report",
"name": "Support Hours",
"doctype": "Issue",
"is_query_report": True
},
]
},
{
"label": _("Human Resources"),
"items": [
{
"type": "doctype",
"name": "Employee",
"onboard": 1,
},
{
"type": "doctype",
"name": "Employee Attendance Tool",
"hide_count": True,
"onboard": 1,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Attendance",
"onboard": 1,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Salary Structure",
"onboard": 1,
},
{
"type": "doctype",
"name": "Salary Structure Assignment",
"onboard": 1,
"dependencies": ["Salary Structure", "Employee"],
},
{
"type": "doctype",
"name": "Salary Slip",
"onboard": 1,
},
{
"type": "doctype",
"name": "Payroll Entry",
"onboard": 1,
},
]
},
{
"label": _("Quality"),
"items": [
{
"type": "doctype",
"name": "Quality Goal",
"description":_("Quality Goal."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Procedure",
"description":_("Quality Procedure."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Procedure",
"icon": "fa fa-sitemap",
"label": _("Tree of Procedures"),
"route": "Tree/Quality Procedure",
"description": _("Tree of Quality Procedures."),
},
{
"type": "doctype",
"name": "Quality Review",
"description":_("Quality Review"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Action",
"description":_("Quality Action"),
}
]
},
{
"label": _("Manufacturing"),
"items": [
{
"type": "doctype",
"name": "Work Order",
"description": _("Orders released for production."),
"onboard": 1,
"dependencies": ["Item", "BOM"]
},
{
"type": "doctype",
"name": "Production Plan",
"description": _("Generate Material Requests (MRP) and Work Orders."),
"onboard": 1,
"dependencies": ["Item", "BOM"]
},
{
"type": "doctype",
"name": "Stock Entry",
"onboard": 1,
"dependencies": ["Item"]
},
{
"type": "doctype",
"name": "Timesheet",
"description": _("Time Sheet for manufacturing."),
"onboard": 1,
"dependencies": ["Activity Type"]
},
{
"type": "doctype",
"name": "Job Card"
},
{
"type": "doctype",
"name": "Item",
"description": _("All Products or Services."),
"onboard": 1,
},
{
"type": "doctype",
"name": "BOM",
"description": _("Bill of Materials (BOM)"),
"label": _("Bill of Materials"),
"onboard": 1,
"dependencies": ["Item"]
},
]
},
{
"label": _("Retail"),
"items": [
{
"type": "doctype",
"name": "POS Profile",
"label": _("Point-of-Sale Profile"),
"description": _("Setup default values for POS Invoices"),
"onboard": 1,
},
{
"type": "page",
"name": "pos",
"label": _("POS"),
"description": _("Point of Sale"),
"onboard": 1,
"dependencies": ["POS Profile"]
},
{
"type": "doctype",
"name": "Cashier Closing",
"description": _("Cashier Closing"),
"onboard": 1,
},
{
"type": "doctype",
"name": "POS Settings",
"description": _("Setup mode of POS (Online / Offline)"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Loyalty Program",
"label": _("Loyalty Program"),
"description": _("To make Customer based incentive schemes.")
},
{
"type": "doctype",
"name": "Loyalty Point Entry",
"label": _("Loyalty Point Entry"),
"description": _("To view logs of Loyalty Points assigned to a Customer.")
}
]
},
{
"label": _("Education"),
"items": [
{
"type": "doctype",
"name": "Student",
"onboard": 1,
},
{
"type": "doctype",
"name": "Guardian",
"onboard": 1,
},
{
"type": "doctype",
"name": "Student Group",
"onboard": 1,
},
{
"type": "doctype",
"name": "Student Attendance",
"onboard": 1,
},
{
"type": "doctype",
"name": "Fees",
"onboard": 1,
},
{
"type": "doctype",
"name": "Program Enrollment Tool"
},
{
"type": "doctype",
"name": "Course Scheduling Tool"
},
{
"type": "doctype",
"name": "Fee Schedule"
},
]
},
{
"label": _("Healthcare"),
"items": [
{
"type": "doctype",
"name": "Patient Appointment",
"label": _("Patient Appointment"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Patient Encounter",
"label": _("Patient Encounter"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Vital Signs",
"label": _("Vital Signs"),
"description": _("Record Patient Vitals"),
"onboard": 1,
},
{
"type": "page",
"name": "medical_record",
"label": _("Patient Medical Record"),
"onboard": 1,
},
{
"type": "page",
"name": "appointment-analytic",
"label": _("Appointment Analytics"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Clinical Procedure",
"label": _("Clinical Procedure"),
},
{
"type": "doctype",
"name": "Inpatient Record",
"label": _("Inpatient Record"),
}
]
},
{
"label": _("Agriculture"),
"items": [
{
"type": "doctype",
"name": "Crop",
"onboard": 1,
},
{
"type": "doctype",
"name": "Crop Cycle",
"onboard": 1,
},
{
"type": "doctype",
"name": "Location",
"onboard": 1,
},
{
"type": "doctype",
"name": "Disease",
"onboard": 1,
},
{
"type": "doctype",
"name": "Fertilizer",
"onboard": 1,
}
]
},
{
"label": _("Non Profit"),
"items": [
{
"type": "doctype",
"name": "Member",
"description": _("Member information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Volunteer",
"description": _("Volunteer information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Chapter",
"description": _("Chapter information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Donor",
"description": _("Donor information."),
"onboard": 1,
},
]
}
]

62
erpnext/config/help_desk.py Normal file
View File

@ -0,0 +1,62 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Issues"),
"items": [
{
"type": "doctype",
"name": "Issue",
"description": _("Support queries from customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Communication",
"description": _("Communication log."),
"onboard": 1,
},
]
},
{
"label": _("Warranty"),
"items": [
{
"type": "doctype",
"name": "Warranty Claim",
"description": _("Warranty Claim against Serial No."),
},
{
"type": "doctype",
"name": "Serial No",
"description": _("Single unit of an Item."),
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "page",
"name": "support-analytics",
"label": _("Support Analytics"),
"icon": "fa fa-bar-chart"
},
{
"type": "report",
"name": "Minutes to First Response for Issues",
"doctype": "Issue",
"is_query_report": True
},
{
"type": "report",
"name": "Support Hours",
"doctype": "Issue",
"is_query_report": True
},
]
},
]

2
erpnext/config/settings.py
View File

@ -11,7 +11,7 @@ def get_data():
{
"type": "doctype",
"name": "Global Defaults",
"label": _("Global Settings"),
"label": _("ERPNext Settings"),
"description": _("Set Default Values like Company, Currency, Current Fiscal Year, etc."),
"hide_count": True,
"onboard": 1,