Merge pull request #16633 from pratu16x7/explore-2.0
feat(modules): Add getting started and help desk, merge settings
This commit is contained in:
commit
1a6668ef3c
@ -108,7 +108,7 @@ def get_data():
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},
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{
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"label": _("Setup"),
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"label": _("Settings"),
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"icon": "fa fa-cog",
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"items": [
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{
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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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@ -78,7 +78,7 @@ def get_data():
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]
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},
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{
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"label": _("Setup"),
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"label": _("Settings"),
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"icon": "fa fa-cog",
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"items": [
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{
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@ -106,7 +106,7 @@ def get_data():
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]
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},
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{
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"label": _("Setup"),
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"label": _("Settings"),
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"icon": "fa fa-cog",
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"items": [
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{
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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, payments, cost center and budgeting."
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},
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{
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"module_name": "Selling",
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@ -24,7 +34,7 @@ def get_data():
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"icon": "octicon octicon-tag",
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"type": "module",
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"hidden": 1,
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"description": "All things Sales, Customer and Products."
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"description": "Sales orders, quotations, customers and items."
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},
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{
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"module_name": "Buying",
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@ -34,7 +44,7 @@ def get_data():
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"icon": "octicon octicon-briefcase",
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"type": "module",
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"hidden": 1,
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"description": "Purchasing, Suppliers and Products."
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"description": "Purchasing, suppliers, material requests, and items."
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},
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{
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"module_name": "Stock",
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@ -44,7 +54,7 @@ def get_data():
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"icon": "octicon octicon-package",
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"type": "module",
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"hidden": 1,
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"description": "Track Stock Transactions, Reports, and Serialized Items and Batches."
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"description": "Stock transactions, reports, serial numbers and batches."
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},
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{
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"module_name": "Assets",
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@ -54,7 +64,7 @@ def get_data():
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"icon": "octicon octicon-database",
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"hidden": 1,
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"type": "module",
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"description": "Asset Maintainance and Tools."
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"description": "Asset movement, maintainance and tools."
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},
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{
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"module_name": "Projects",
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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": "Sales pipeline, leads, opportunities and 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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@ -84,7 +104,7 @@ def get_data():
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"icon": "octicon octicon-organization",
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"type": "module",
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"hidden": 1,
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"description": "Employee Lifecycle, Payroll, Shifts and Leaves."
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"description": "Employees, attendance, payroll, leaves and shifts."
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},
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{
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"module_name": "Quality Management",
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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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@ -107,7 +127,7 @@ def get_data():
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"icon": "octicon octicon-tools",
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"type": "module",
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"hidden": 1,
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"description": "Streamline your production with BOMS, Work Orders and Timesheets."
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"description": "BOMS, work orders, operations, and timesheets."
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},
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{
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"module_name": "Retail",
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@ -117,7 +137,7 @@ def get_data():
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"icon": "octicon octicon-credit-card",
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"type": "module",
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"hidden": 1,
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"description": "Point of Sale, Cashier Closing and Loyalty Programs."
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"description": "Point of Sale and cashier closing."
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},
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{
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"module_name": "Education",
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@ -127,7 +147,7 @@ def get_data():
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"icon": "octicon octicon-mortar-board",
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"type": "module",
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"hidden": 1,
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"description": "Manage Student Admissions, Fees, Subjects and Score Reports."
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"description": "Student admissions, fees, courses and scores."
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},
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{
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@ -138,7 +158,7 @@ def get_data():
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"icon": "fa fa-heartbeat",
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"type": "module",
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"hidden": 1,
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"description": "Patients appointments, procedures and tests, with diagnosis reports and drug prescriptions."
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"description": "Patient appointments, procedures and tests."
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},
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{
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"module_name": "Agriculture",
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@ -148,7 +168,7 @@ def get_data():
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"icon": "octicon octicon-globe",
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"type": "module",
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"hidden": 1,
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"description": "Crop Cycles, Land Areas and Soil and Plant Analysis."
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"description": "Crop cycles, land areas, soil and plant analysis."
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},
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{
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"module_name": "Hotels",
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@ -158,7 +178,7 @@ def get_data():
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"icon": "fa fa-bed",
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"type": "module",
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"hidden": 1,
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"description": "Manage Hotel Rooms, Pricing, Reservation and Amenities."
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"description": "Hotel rooms, pricing, reservation and amenities."
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},
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{
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@ -169,7 +189,7 @@ def get_data():
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"icon": "octicon octicon-heart",
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"type": "module",
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"hidden": 1,
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"description": "Make benefiting others easier with Volunteers, Memberships, Grants and Chapters."
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"description": "Volunteers, memberships, grants and chapters."
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},
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{
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"module_name": "Restaurant",
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@ -203,17 +223,6 @@ def get_data():
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"link": '#marketplace/home',
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"color": '#FF4136',
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'standard': 1,
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"description": "Publish items to other ERPNext users and start a conversation."
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},
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{
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"module_name": "Settings",
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"category": "Administration",
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"label": _("Settings"),
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"color": "#bdc3c7",
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"reverse": 1,
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"icon": "octicon octicon-settings",
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"type": "module",
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"hidden": 1,
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"description": "Global settings for all modules in ERPNext, with Email Digest and SMS."
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"description": "Publish items to other ERPNext users."
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},
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]
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@ -198,7 +198,7 @@ def get_data():
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]
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},
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{
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"label": _("Setup"),
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"label": _("Settings"),
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"items": [
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{
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"type": "doctype",
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261
erpnext/config/getting_started.py
Normal file
261
erpnext/config/getting_started.py
Normal file
@ -0,0 +1,261 @@
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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active_domains = frappe.get_active_domains()
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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": "Opening Invoice Creation Tool",
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"description": _("Create Opening Sales and Purchase Invoices"),
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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": _("Data Import and Settings"),
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"items": [
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{
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"type": "doctype",
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"name": "Data Import",
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"label": _("Import Data"),
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"icon": "octicon octicon-cloud-upload",
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"description": _("Import Data from CSV / Excel files."),
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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": "Letter Head",
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"description": _("Letter Heads for print templates."),
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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": "Email Account",
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"description": _("Add / Manage Email Accounts."),
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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": _("Stock"),
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"items": [
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{
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"type": "doctype",
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"name": "Warehouse",
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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": "Brand",
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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": "UOM",
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"label": _("Unit of Measure") + " (UOM)",
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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": "Stock Reconciliation",
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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": [
|
||||
{
|
||||
"type": "doctype",
|
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"name": "Lead",
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||||
"description": _("Database of potential customers."),
|
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"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"label": _("Customer Group"),
|
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"name": "Customer Group",
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"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Customer Group",
|
||||
"description": _("Manage Customer Group Tree."),
|
||||
"onboard": 1,
|
||||
},
|
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{
|
||||
"type": "doctype",
|
||||
"label": _("Territory"),
|
||||
"name": "Territory",
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Territory",
|
||||
"description": _("Manage Territory Tree."),
|
||||
"onboard": 1,
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"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": "Salary Structure",
|
||||
"onboard": 1,
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Education"),
|
||||
"condition": "Education" in active_domains,
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Student",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Course",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Instructor",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Room",
|
||||
"onboard": 1,
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Healthcare"),
|
||||
"condition": "Healthcare" in active_domains,
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Patient",
|
||||
"label": _("Patient"),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Physician",
|
||||
"label": _("Physician"),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Diagnosis",
|
||||
"label": _("Diagnosis"),
|
||||
"onboard": 1,
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Agriculture"),
|
||||
"condition": "Agriculture" in active_domains,
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Crop",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Crop Cycle",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Location",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Fertilizer",
|
||||
"onboard": 1,
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Non Profit"),
|
||||
"condition": "Non Profit" in active_domains,
|
||||
"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,
|
||||
},
|
||||
]
|
||||
}
|
||||
]
|
@ -105,7 +105,7 @@ def get_data():
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"icon": "icon-cog",
|
||||
"items": [
|
||||
{
|
||||
|
@ -30,7 +30,7 @@ def get_data():
|
||||
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"items": [
|
||||
{
|
||||
"type": "help",
|
||||
|
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
|
||||
},
|
||||
]
|
||||
},
|
||||
]
|
@ -106,7 +106,7 @@ def get_data():
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
|
@ -4,7 +4,7 @@ from frappe import _
|
||||
def get_data():
|
||||
return [
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
|
@ -97,7 +97,7 @@ def get_data():
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
|
@ -112,7 +112,7 @@ def get_data():
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
|
@ -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,
|
||||
|
@ -86,7 +86,7 @@ def get_data():
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"label": _("Settings"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
|
@ -252,7 +252,7 @@ def install(country=None):
|
||||
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
|
||||
make_default_records()
|
||||
|
||||
make_records(records, True)
|
||||
make_records(records)
|
||||
|
||||
set_more_defaults()
|
||||
|
||||
@ -366,7 +366,7 @@ def install_company(args):
|
||||
}
|
||||
]
|
||||
|
||||
make_records(records, True)
|
||||
make_records(records)
|
||||
|
||||
|
||||
def install_post_company_fixtures(args=None):
|
||||
@ -474,7 +474,7 @@ def install_defaults(args=None):
|
||||
},
|
||||
]
|
||||
|
||||
make_records(records, True)
|
||||
make_records(records)
|
||||
|
||||
|
||||
def get_fy_details(fy_start_date, fy_end_date):
|
||||
|
Loading…
x
Reference in New Issue
Block a user