Merge pull request #15964 from pratu16x7/staging-fixes-setup-refactor
[setup][init] setup as document records
This commit is contained in:
Prateeksha Singh
GitHub
commit
35ff4a8576
@ -26,8 +26,8 @@ $(document).bind('toolbar_setup', function() {
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$('<li><a data-link-type="forum" href="https://discuss.erpnext.com" \
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target="_blank">'+__('User Forum')+'</a></li>').insertBefore($help_menu);
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$('<li><a href="https://gitter.im/frappe/erpnext" \
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target="_blank">'+__('Chat')+'</a></li>').insertBefore($help_menu);
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$('<li class="gitter-chat-link"><a href="https://gitter.im/frappe/erpnext" \
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target="_blank">'+__('Gitter Chat')+'</a></li>').insertBefore($help_menu);
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$('<li><a href="https://github.com/frappe/erpnext/issues" \
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target="_blank">'+__('Report an Issue')+'</a></li>').insertBefore($help_menu);
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@ -11,14 +11,18 @@ from erpnext.accounts.utils import get_fiscal_year
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from frappe.utils import today
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def setup(company=None, patch=True):
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setup_company_independent_fixtures()
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if not patch:
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update_address_template()
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make_fixtures(company)
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# TODO: for all countries
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def setup_company_independent_fixtures():
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make_custom_fields()
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add_permissions()
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add_custom_roles_for_reports()
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frappe.enqueue('erpnext.regional.india.setup.add_hsn_sac_codes', now=frappe.flags.in_test)
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add_print_formats()
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if not patch:
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update_address_template()
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make_fixtures(company)
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def update_address_template():
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with open(os.path.join(os.path.dirname(__file__), 'address_template.html'), 'r') as f:
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@ -97,7 +97,7 @@ class Company(NestedSet):
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if not frappe.db.get_value("Department", {"company": self.name}):
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from erpnext.setup.setup_wizard.operations.install_fixtures import install_post_company_fixtures
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install_post_company_fixtures(self.name)
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install_post_company_fixtures(frappe._dict({'company_name': self.name}))
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if not frappe.db.get_value("Cost Center", {"is_group": 0, "company": self.name}):
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self.create_default_cost_center()
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@ -6,6 +6,9 @@ from __future__ import unicode_literals
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import frappe, os, json
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from frappe import _
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from frappe.desk.page.setup_wizard.setup_wizard import make_records
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from frappe.utils import cstr, getdate
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from erpnext.accounts.doctype.account.account import RootNotEditable
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default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
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"Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing",
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@ -26,34 +29,6 @@ def install(country=None):
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{ 'doctype': 'Domain', 'domain': 'Agriculture'},
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{ 'doctype': 'Domain', 'domain': 'Non Profit'},
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# Setup Progress
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{'doctype': "Setup Progress", "actions": [
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{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
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"domains": '[]' },
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{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
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"action_document": frappe.defaults.get_defaults().get("company") or '',
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"action_field": "monthly_sales_target", "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
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"domains": '[]' },
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{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
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"domains": '[]' }
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]},
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# address template
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{'doctype':"Address Template", "country": country},
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@ -124,8 +99,10 @@ def install(country=None):
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{'doctype': 'Designation', 'designation_name': _('Designer')},
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{'doctype': 'Designation', 'designation_name': _('Researcher')},
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# territory
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# territory: with two default territories, one for home country and one named Rest of the World
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{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
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{'doctype': 'Territory', 'territory_name': country.replace("'", ""), 'is_group': 0, 'parent_territory': _('All Territories')},
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{'doctype': 'Territory', 'territory_name': _("Rest Of The World"), 'is_group': 0, 'parent_territory': _('All Territories')},
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# customer group
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{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''},
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@ -231,7 +208,22 @@ def install(country=None):
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# Share Management
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{"doctype": "Share Type", "title": _("Equity")},
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{"doctype": "Share Type", "title": _("Preference")}
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{"doctype": "Share Type", "title": _("Preference")},
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# Market Segments
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{"doctype": "Market Segment", "market_segment": _("Lower Income")},
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{"doctype": "Market Segment", "market_segment": _("Middle Income")},
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{"doctype": "Market Segment", "market_segment": _("Upper Income")},
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# Sales Stages
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{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
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{"doctype": "Sales Stage", "stage_name": _("Qualification")},
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{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
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{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
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{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
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{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
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{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
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{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
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]
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from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
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@ -260,7 +252,17 @@ def install(country=None):
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from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
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make_default_records()
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make_fixture_records(records)
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make_records(records, True)
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set_more_defaults()
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# path = frappe.get_app_path('erpnext', 'regional', frappe.scrub(country))
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# if os.path.exists(path.encode("utf-8")):
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# frappe.get_attr("erpnext.regional.{0}.setup.setup_company_independent_fixtures".format(frappe.scrub(country)))()
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def set_more_defaults():
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# Do more setup stuff that can be done here with no dependencies
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# set default customer group and territory
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selling_settings = frappe.get_doc("Selling Settings")
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@ -269,6 +271,33 @@ def install(country=None):
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add_uom_data()
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# set no copy fields of an item doctype to item variant settings
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doc = frappe.get_doc('Item Variant Settings')
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doc.set_default_fields()
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doc.save()
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selling_settings = frappe.get_doc("Selling Settings")
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selling_settings.cust_master_name = "Customer Name"
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selling_settings.so_required = "No"
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selling_settings.dn_required = "No"
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selling_settings.allow_multiple_items = 1
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selling_settings.sales_update_frequency = "Each Transaction"
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selling_settings.save()
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buying_settings = frappe.get_doc("Buying Settings")
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buying_settings.supp_master_name = "Supplier Name"
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buying_settings.po_required = "No"
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buying_settings.pr_required = "No"
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buying_settings.maintain_same_rate = 1
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buying_settings.allow_multiple_items = 1
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buying_settings.save()
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hr_settings = frappe.get_doc("HR Settings")
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hr_settings.emp_created_by = "Naming Series"
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hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
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hr_settings.leave_status_notification_template = _("Leave Status Notification")
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hr_settings.save()
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def add_uom_data():
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# add UOMs
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uoms = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_data.json")).read())
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@ -306,7 +335,7 @@ def add_market_segments():
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{"doctype": "Market Segment", "market_segment": _("Upper Income")}
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]
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make_fixture_records(records)
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make_records(records)
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def add_sale_stages():
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# Sale Stages
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@ -320,46 +349,143 @@ def add_sale_stages():
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{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
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{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
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]
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make_fixture_records(records)
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def make_fixture_records(records):
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from frappe.modules import scrub
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for r in records:
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doc = frappe.new_doc(r.get("doctype"))
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doc.update(r)
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make_records(records)
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# ignore mandatory for root
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parent_link_field = ("parent_" + scrub(doc.doctype))
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if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field):
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doc.flags.ignore_mandatory = True
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def install_company(args):
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records = [
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# Fiscal Year
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{ "doctype": "Fiscal Year", 'year': get_fy_details(args.fy_start_date, args.fy_end_date), 'year_start_date': args.fy_start_date, 'year_end_date': args.fy_end_date },
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try:
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doc.insert(ignore_permissions=True)
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except frappe.DuplicateEntryError as e:
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# pass DuplicateEntryError and continue
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if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name:
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# make sure DuplicateEntryError is for the exact same doc and not a related doc
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pass
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else:
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raise
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# Company
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{
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"doctype":"Company",
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'company_name': args.company_name,
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'enable_perpetual_inventory': 1,
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'abbr': args.company_abbr,
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'default_currency': args.currency,
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'country': args.country,
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'create_chart_of_accounts_based_on': 'Standard Template',
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'chart_of_accounts': args.chart_of_accounts,
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'domain': args.domain
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}
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]
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def install_post_company_fixtures(company=None):
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make_records(records, True)
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def install_post_company_fixtures(args=None):
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records = [
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# Department
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{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
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{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': args.company_name},
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{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': args.company_name},
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]
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make_fixture_records(records)
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make_records(records)
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def install_defaults(args=None):
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records = [
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# Price Lists
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{ "doctype": "Price List", "price_list_name": _("Standard Buying"), "enabled": 1, "buying": 1, "selling": 0, "currency": args.currency },
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{ "doctype": "Price List", "price_list_name": _("Standard Selling"), "enabled": 1, "buying": 0, "selling": 1, "currency": args.currency },
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]
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make_records(records)
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# enable default currency
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frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
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global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
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current_fiscal_year = frappe.get_all("Fiscal Year")[0]
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global_defaults.update({
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'current_fiscal_year': current_fiscal_year.name,
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'default_currency': args.get('currency'),
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'default_company':args.get('company_name') ,
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"country": args.get("country"),
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})
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global_defaults.save()
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system_settings = frappe.get_doc("System Settings")
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system_settings.email_footer_address = args.get("company_name")
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system_settings.save()
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domain_settings = frappe.get_single('Domain Settings')
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domain_settings.set_active_domains(args.get('domains'))
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stock_settings = frappe.get_doc("Stock Settings")
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stock_settings.item_naming_by = "Item Code"
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stock_settings.valuation_method = "FIFO"
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stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
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stock_settings.stock_uom = _("Nos")
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stock_settings.auto_indent = 1
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stock_settings.auto_insert_price_list_rate_if_missing = 1
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stock_settings.automatically_set_serial_nos_based_on_fifo = 1
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stock_settings.set_qty_in_transactions_based_on_serial_no_input = 1
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stock_settings.save()
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if args.bank_account:
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company_name = args.company_name
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bank_account_group = frappe.db.get_value("Account",
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{"account_type": "Bank", "is_group": 1, "root_type": "Asset",
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"company": company_name})
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if bank_account_group:
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bank_account = frappe.get_doc({
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"doctype": "Account",
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'account_name': args.bank_account,
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'parent_account': bank_account_group,
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'is_group':0,
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'company': company_name,
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"account_type": "Bank",
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})
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try:
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doc = bank_account.insert()
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frappe.db.set_value("Company", args.company_name, "default_bank_account", bank_account.name, update_modified=False)
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return doc
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except RootNotEditable:
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frappe.throw(_("Bank account cannot be named as {0}").format(args.bank_account))
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except frappe.DuplicateEntryError:
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# bank account same as a CoA entry
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pass
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# Now, with fixtures out of the way, onto concrete stuff
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records = [
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# Shopping cart: needs price lists
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{
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"doctype": "Shopping Cart Settings",
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"enabled": 1,
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'company': args.company_name,
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# uh oh
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'price_list': frappe.db.get_value("Price List", {"selling": 1}),
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'default_customer_group': _("Individual"),
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'quotation_series': "QTN-",
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},
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]
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make_records(records, True)
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def get_fy_details(fy_start_date, fy_end_date):
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start_year = getdate(fy_start_date).year
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if start_year == getdate(fy_end_date).year:
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fy = cstr(start_year)
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else:
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fy = cstr(start_year) + '-' + cstr(start_year + 1)
|
||||
return fy
|
||||
|
||||
@ -5,7 +5,8 @@ from __future__ import unicode_literals
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from .operations import install_fixtures, taxes_setup, defaults_setup, company_setup, sample_data
|
||||
|
||||
from .operations import install_fixtures as fixtures, company_setup, taxes_setup, sample_data
|
||||
|
||||
def get_setup_stages(args=None):
|
||||
if frappe.db.sql("select name from tabCompany"):
|
||||
@ -61,16 +62,10 @@ def get_setup_stages(args=None):
|
||||
'fail_msg': _("Failed to setup post company fixtures")
|
||||
},
|
||||
{
|
||||
'fn': stage_three,
|
||||
'fn': setup_defaults,
|
||||
'args': args,
|
||||
'fail_msg': _("Failed to set defaults")
|
||||
}
|
||||
]
|
||||
'fail_msg': _("Failed to setup defaults")
|
||||
},
|
||||
{
|
||||
'status': _('Making website'),
|
||||
'fail_msg': _('Failed to create website'),
|
||||
'tasks': [
|
||||
{
|
||||
'fn': stage_four,
|
||||
'args': args,
|
||||
@ -93,38 +88,20 @@ def get_setup_stages(args=None):
|
||||
|
||||
return stages
|
||||
|
||||
def setup_complete(args=None):
|
||||
stage_fixtures(args)
|
||||
setup_company(args)
|
||||
setup_taxes(args)
|
||||
setup_post_company_fixtures(args)
|
||||
stage_three(args)
|
||||
stage_four(args)
|
||||
fin(args)
|
||||
|
||||
def stage_fixtures(args):
|
||||
install_fixtures.install(args.get("country"))
|
||||
install_fixtures.add_market_segments()
|
||||
install_fixtures.add_sale_stages()
|
||||
fixtures.install(args.get('country'))
|
||||
|
||||
def setup_company(args):
|
||||
defaults_setup.create_price_lists(args)
|
||||
company_setup.create_fiscal_year_and_company(args)
|
||||
company_setup.enable_shopping_cart(args)
|
||||
company_setup.create_bank_account(args)
|
||||
fixtures.install_company(args)
|
||||
|
||||
def setup_taxes(args):
|
||||
taxes_setup.create_sales_tax(args)
|
||||
|
||||
def setup_post_company_fixtures(args):
|
||||
install_fixtures.install_post_company_fixtures(args.get("company_name"))
|
||||
fixtures.install_post_company_fixtures(args)
|
||||
|
||||
def stage_three(args):
|
||||
defaults_setup.create_employee_for_self(args)
|
||||
defaults_setup.set_default_settings(args)
|
||||
defaults_setup.create_territories()
|
||||
defaults_setup.create_feed_and_todo()
|
||||
defaults_setup.set_no_copy_fields_in_variant_settings()
|
||||
def setup_defaults(args):
|
||||
fixtures.install_defaults(frappe._dict(args))
|
||||
|
||||
def stage_four(args):
|
||||
company_setup.create_website(args)
|
||||
@ -149,3 +126,14 @@ def make_sample_data(domains):
|
||||
def login_as_first_user(args):
|
||||
if args.get("email") and hasattr(frappe.local, "login_manager"):
|
||||
frappe.local.login_manager.login_as(args.get("email"))
|
||||
|
||||
|
||||
# Only for programmatical use
|
||||
def setup_complete(args=None):
|
||||
stage_fixtures(args)
|
||||
setup_company(args)
|
||||
setup_taxes(args)
|
||||
setup_post_company_fixtures(args)
|
||||
setup_defaults(args)
|
||||
stage_four(args)
|
||||
fin(args)
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user