feat(modules): Add getting started and help desk
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@ -174,7 +174,6 @@ def get_data():
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"name": "General Ledger",
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"doctype": "GL Entry",
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"is_query_report": True,
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"onboard": 1,
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},
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{
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"type": "report",
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@ -158,52 +158,6 @@ def get_data():
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}
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]
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},
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{
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"label": _("Support"),
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"items": [
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{
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"type": "doctype",
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"name": "Issue",
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"description": _("Support queries from customers."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Communication",
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"description": _("Communication log."),
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},
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{
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"type": "doctype",
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"name": "Warranty Claim",
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"description": _("Warranty Claim against Serial No."),
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},
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{
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"type": "doctype",
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"name": "Serial No",
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"description": _("Single unit of an Item."),
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},
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{
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"type": "page",
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"name": "support-analytics",
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"label": _("Support Analytics"),
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"icon": "fa fa-bar-chart"
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},
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{
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"type": "report",
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"name": "Minutes to First Response for Issues",
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"doctype": "Issue",
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"is_query_report": True,
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"dependencies": ["Issue"],
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},
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{
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"type": "report",
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"name": "Support Hours",
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"doctype": "Issue",
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"is_query_report": True,
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"dependencies": ["Issue"]
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},
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]
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},
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{
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"label": _("Maintenance"),
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"icon": "fa fa-star",
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@ -6,6 +6,16 @@ from frappe import _
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def get_data():
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return [
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# Modules
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{
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"module_name": "Getting Started",
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"category": "Modules",
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"label": _("Getting Started"),
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"color": "#1abc9c",
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"icon": "fa fa-check-square-o",
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"type": "module",
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"hidden": 1,
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"description": "Dive into the basics for your organisation's needs."
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},
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{
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"module_name": "Accounting",
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"category": "Modules",
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@ -14,7 +24,7 @@ def get_data():
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"icon": "octicon octicon-repo",
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"type": "module",
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"hidden": 1,
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"description": "Accounts, Billing, Payments, Cost Center and Budgeting."
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"description": "Accounts, billing, finances and payments; with cost center, taxes and budgeting."
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},
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{
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"module_name": "Selling",
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@ -74,7 +84,17 @@ def get_data():
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"icon": "octicon octicon-broadcast",
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"type": "module",
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"hidden": 1,
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"description": "Everything in your sales pipeline, from Leads to Customers, to Support."
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"description": "Everything in your sales pipeline, from Leads and Opportunities to Customers."
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},
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{
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"module_name": "Help Desk",
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"category": "Modules",
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"label": _("Help Desk"),
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"color": "#1abc9c",
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"icon": "fa fa-check-square-o",
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"type": "module",
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"hidden": 1,
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"description": "User interactions, support issues and knowledge base."
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},
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{
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"module_name": "HR",
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@ -94,7 +114,7 @@ def get_data():
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"icon": "fa fa-check-square-o",
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"type": "module",
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"hidden": 1,
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"description": "Volunteers, Memberships, Grants and Chapters."
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"description": "Quality goals, procedures, reviews and action."
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},
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659
erpnext/config/getting_started.py
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659
erpnext/config/getting_started.py
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@ -0,0 +1,659 @@
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from __future__ import unicode_literals
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from frappe import _
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def get_data():
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return [
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{
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"label": _("Accounting"),
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"items": [
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{
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"type": "doctype",
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"name": "Item",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Supplier",
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"description": _("Supplier database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Company",
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"description": _("Company (not Customer or Supplier) master."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Account",
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"icon": "fa fa-sitemap",
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"label": _("Chart of Accounts"),
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"route": "#Tree/Account",
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"description": _("Tree of financial accounts."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Journal Entry",
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"description": _("Accounting journal entries."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Opening Invoice Creation Tool",
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"description": _("Create Opening Sales and Purchase Invoices")
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},
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]
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},
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{
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"label": _("Selling"),
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"items": [
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Quotation",
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"description": _("Quotes to Leads or Customers."),
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"onboard": 1,
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"dependencies": ["Item", "Customer"],
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},
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{
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"type": "doctype",
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"name": "Sales Order",
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"description": _("Confirmed orders from Customers."),
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"onboard": 1,
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"dependencies": ["Item", "Customer"],
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},
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{
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"type": "doctype",
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"name": "Sales Partner",
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"description": _("Manage Sales Partners."),
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"dependencies": ["Item"],
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},
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{
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"type": "doctype",
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"name": "Selling Settings",
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"description": _("Default settings for selling transactions."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name":"Terms and Conditions",
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"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract."),
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"onboard": 1,
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},
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]
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},
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{
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"label": _("Buying"),
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"items": [
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{
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"type": "doctype",
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"name": "Purchase Order",
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"onboard": 1,
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"dependencies": ["Item", "Supplier"],
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"description": _("Purchase Orders given to Suppliers."),
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},
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{
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"type": "doctype",
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"name": "Material Request",
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"onboard": 1,
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"dependencies": ["Item"],
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"description": _("Request for purchase."),
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},
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{
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"type": "doctype",
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"name": "Request for Quotation",
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"onboard": 1,
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"dependencies": ["Item", "Supplier"],
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"description": _("Request for quotation."),
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},
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{
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"type": "doctype",
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"name": "Supplier Quotation",
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"dependencies": ["Item", "Supplier"],
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"description": _("Quotations received from Suppliers."),
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},
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{
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"type": "doctype",
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"name": "Buying Settings",
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"onboard": 1,
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"description": _("Default settings for buying transactions.")
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},
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{
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"type": "doctype",
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"name": "Purchase Taxes and Charges Template",
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"description": _("Tax template for buying transactions.")
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},
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{
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"type": "doctype",
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"name":"Terms and Conditions",
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"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract.")
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},
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]
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},
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{
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"label": _("Stock"),
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"items": [
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{
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"type": "doctype",
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"name": "Stock Entry",
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"onboard": 1,
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"dependencies": ["Item"],
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},
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{
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"type": "doctype",
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"name": "Delivery Note",
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"onboard": 1,
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"dependencies": ["Item", "Customer"],
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},
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{
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"type": "doctype",
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"name": "Purchase Receipt",
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"onboard": 1,
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"dependencies": ["Item", "Supplier"],
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},
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{
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"type": "doctype",
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"name": "Material Request",
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"onboard": 1,
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"dependencies": ["Item"],
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},
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{
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"type": "doctype",
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"name": "Delivery Trip"
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},
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]
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},
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{
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"label": _("Assets"),
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"items": [
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{
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"type": "doctype",
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"name": "Asset",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Location",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Asset Category",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Asset Settings",
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},
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{
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"type": "doctype",
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"name": "Asset Movement",
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"description": _("Transfer an asset from one warehouse to another")
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},
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]
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},
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{
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"label": _("Projects"),
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"items": [
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{
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"type": "doctype",
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"name": "Project",
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"description": _("Project master."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Task",
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"route": "List/Task",
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"description": _("Project activity / task."),
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"onboard": 1,
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},
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{
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"type": "report",
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"route": "List/Task/Gantt",
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"doctype": "Task",
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"name": "Gantt Chart",
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"description": _("Gantt chart of all tasks."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Project Update",
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"description": _("Project Update."),
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"dependencies": ["Project"],
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},
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{
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"type": "doctype",
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"name": "Timesheet",
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"description": _("Timesheet for tasks."),
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"onboard": 1,
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},
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]
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},
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{
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"label": _("CRM"),
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"items": [
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{
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"type": "doctype",
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"name": "Lead",
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"description": _("Database of potential customers."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Opportunity",
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"description": _("Potential opportunities for selling."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Contact",
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"description": _("All Contacts."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"label": _("Customer Group"),
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"name": "Customer Group",
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"icon": "fa fa-sitemap",
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"link": "Tree/Customer Group",
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"description": _("Manage Customer Group Tree."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"label": _("Territory"),
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"name": "Territory",
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"icon": "fa fa-sitemap",
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"link": "Tree/Territory",
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"description": _("Manage Territory Tree."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"label": _("Sales Person"),
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"name": "Sales Person",
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"icon": "fa fa-sitemap",
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"link": "Tree/Sales Person",
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"description": _("Manage Sales Person Tree."),
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"onboard": 1,
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},
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]
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},
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{
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"label": _("Help Desk"),
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"items": [
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{
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"type": "doctype",
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"name": "Issue",
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"description": _("Support queries from customers."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Communication",
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"description": _("Communication log."),
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"onboard": 1,
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},
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{
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"type": "page",
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"name": "support-analytics",
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"label": _("Support Analytics"),
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"icon": "fa fa-bar-chart"
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},
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{
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"type": "report",
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"name": "Minutes to First Response for Issues",
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"doctype": "Issue",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Support Hours",
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"doctype": "Issue",
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"is_query_report": True
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},
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]
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},
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{
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"label": _("Human Resources"),
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"items": [
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{
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"type": "doctype",
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"name": "Employee",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Employee Attendance Tool",
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"hide_count": True,
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"onboard": 1,
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"dependencies": ["Employee"]
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},
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{
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"type": "doctype",
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"name": "Attendance",
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"onboard": 1,
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"dependencies": ["Employee"]
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},
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{
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"type": "doctype",
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"name": "Salary Structure",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Salary Structure Assignment",
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"onboard": 1,
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"dependencies": ["Salary Structure", "Employee"],
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},
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{
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"type": "doctype",
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"name": "Salary Slip",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Payroll Entry",
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"onboard": 1,
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},
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]
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},
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{
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"label": _("Quality"),
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"items": [
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{
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"type": "doctype",
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"name": "Quality Goal",
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"description":_("Quality Goal."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Quality Procedure",
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"description":_("Quality Procedure."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Quality Procedure",
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"icon": "fa fa-sitemap",
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"label": _("Tree of Procedures"),
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"route": "Tree/Quality Procedure",
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"description": _("Tree of Quality Procedures."),
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},
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{
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"type": "doctype",
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"name": "Quality Review",
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"description":_("Quality Review"),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Quality Action",
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"description":_("Quality Action"),
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}
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]
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},
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{
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"label": _("Manufacturing"),
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"items": [
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{
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"type": "doctype",
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"name": "Work Order",
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"description": _("Orders released for production."),
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"onboard": 1,
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"dependencies": ["Item", "BOM"]
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},
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{
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"type": "doctype",
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"name": "Production Plan",
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"description": _("Generate Material Requests (MRP) and Work Orders."),
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"onboard": 1,
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"dependencies": ["Item", "BOM"]
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},
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{
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"type": "doctype",
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"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
62
erpnext/config/help_desk.py
Normal 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
|
||||
},
|
||||
]
|
||||
},
|
||||
]
|
@ -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,
|
||||
|
Loading…
x
Reference in New Issue
Block a user