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[setup][init] setup as document records

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This commit is contained in:
Prateeksha Singh 2018-11-12 17:19:56 +05:30
parent d630370183
commit 39b8765961
3 changed files with 241 additions and 108 deletions
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9
erpnext/regional/india/setup.py
View File

@ -11,14 +11,17 @@ from erpnext.accounts.utils import get_fiscal_year
from frappe.utils import today from frappe.utils import today
def setup(company=None, patch=True): def setup(company=None, patch=True):
if not patch:
update_address_template()
make_fixtures()
# TODO: for all countries
def setup_company_independent_fixtures():
make_custom_fields() make_custom_fields()
add_permissions() add_permissions()
add_custom_roles_for_reports() add_custom_roles_for_reports()
frappe.enqueue('erpnext.regional.india.setup.add_hsn_sac_codes', now=frappe.flags.in_test) frappe.enqueue('erpnext.regional.india.setup.add_hsn_sac_codes', now=frappe.flags.in_test)
add_print_formats() add_print_formats()
if not patch:
update_address_template()
make_fixtures(company)
def update_address_template(): def update_address_template():
with open(os.path.join(os.path.dirname(__file__), 'address_template.html'), 'r') as f: with open(os.path.join(os.path.dirname(__file__), 'address_template.html'), 'r') as f:

257
erpnext/setup/setup_wizard/operations/install_fixtures.py
View File

@ -6,6 +6,10 @@ from __future__ import unicode_literals
import frappe, os, json import frappe, os, json
from frappe import _ from frappe import _
from frappe.desk.page.setup_wizard.setup_wizard import make_records
from frappe.utils import cstr, getdate
from frappe.utils.nestedset import get_root_of
from erpnext.accounts.doctype.account.account import RootNotEditable
default_lead_sources = ["Existing Customer", "Reference", "Advertisement", default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
"Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing",
@ -15,6 +19,8 @@ default_sales_partner_type = ["Channel Partner", "Distributor", "Dealer", "Agent
"Retailer", "Implementation Partner", "Reseller"] "Retailer", "Implementation Partner", "Reseller"]
def install(country=None): def install(country=None):
root_territory = get_root_of("Territory")
records = [ records = [
# domains # domains
{ 'doctype': 'Domain', 'domain': 'Distribution'}, { 'doctype': 'Domain', 'domain': 'Distribution'},
@ -26,34 +32,6 @@ def install(country=None):
{ 'doctype': 'Domain', 'domain': 'Agriculture'}, { 'doctype': 'Domain', 'domain': 'Agriculture'},
{ 'doctype': 'Domain', 'domain': 'Non Profit'}, { 'doctype': 'Domain', 'domain': 'Non Profit'},
# Setup Progress
{'doctype': "Setup Progress", "actions": [
{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
"domains": '[]' },
{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
"action_document": frappe.defaults.get_defaults().get("company") or '',
"action_field": "monthly_sales_target", "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
"domains": '[]' },
{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
"domains": '[]' }
]},
# address template # address template
{'doctype':"Address Template", "country": country}, {'doctype':"Address Template", "country": country},
@ -124,8 +102,10 @@ def install(country=None):
{'doctype': 'Designation', 'designation_name': _('Designer')}, {'doctype': 'Designation', 'designation_name': _('Designer')},
{'doctype': 'Designation', 'designation_name': _('Researcher')}, {'doctype': 'Designation', 'designation_name': _('Researcher')},
# territory # territory: with two default territories, one for home country and one named Rest of the World
{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''}, {'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
{'doctype': 'Territory', 'territory_name': country.replace("'", ""), 'is_group': 0, 'parent_territory': root_territory},
{'doctype': 'Territory', 'territory_name': _("Rest Of The World"), 'is_group': 0, 'parent_territory': root_territory},
# customer group # customer group
{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''}, {'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''},
@ -231,7 +211,7 @@ def install(country=None):
# Share Management # Share Management
{"doctype": "Share Type", "title": _("Equity")}, {"doctype": "Share Type", "title": _("Equity")},
{"doctype": "Share Type", "title": _("Preference")} {"doctype": "Share Type", "title": _("Preference")},
] ]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
@ -260,7 +240,17 @@ def install(country=None):
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records() make_default_records()
make_fixture_records(records) make_records(records, True)
set_more_defaults()
path = frappe.get_app_path('erpnext', 'regional', frappe.scrub(country))
if os.path.exists(path.encode("utf-8")):
frappe.get_attr("erpnext.regional.{0}.setup.setup_company_independent_fixtures".format(frappe.scrub(country)))()
def set_more_defaults():
# Do more setup stuff that can be done here with no dependencies
# set default customer group and territory # set default customer group and territory
selling_settings = frappe.get_doc("Selling Settings") selling_settings = frappe.get_doc("Selling Settings")
@ -269,6 +259,33 @@ def install(country=None):
add_uom_data() add_uom_data()
# set no copy fields of an item doctype to item variant settings
doc = frappe.get_doc('Item Variant Settings')
doc.set_default_fields()
doc.save()
selling_settings = frappe.get_doc("Selling Settings")
selling_settings.cust_master_name = "Customer Name"
selling_settings.so_required = "No"
selling_settings.dn_required = "No"
selling_settings.allow_multiple_items = 1
selling_settings.sales_update_frequency = "Each Transaction"
selling_settings.save()
buying_settings = frappe.get_doc("Buying Settings")
buying_settings.supp_master_name = "Supplier Name"
buying_settings.po_required = "No"
buying_settings.pr_required = "No"
buying_settings.maintain_same_rate = 1
buying_settings.allow_multiple_items = 1
buying_settings.save()
hr_settings = frappe.get_doc("HR Settings")
hr_settings.emp_created_by = "Naming Series"
hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
hr_settings.leave_status_notification_template = _("Leave Status Notification")
hr_settings.save()
def add_uom_data(): def add_uom_data():
# add UOMs # add UOMs
uoms = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_data.json")).read()) uoms = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_data.json")).read())
@ -306,7 +323,7 @@ def add_market_segments():
{"doctype": "Market Segment", "market_segment": _("Upper Income")} {"doctype": "Market Segment", "market_segment": _("Upper Income")}
] ]
make_fixture_records(records) make_records(records)
def add_sale_stages(): def add_sale_stages():
# Sale Stages # Sale Stages
@ -320,46 +337,154 @@ def add_sale_stages():
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")}, {"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")} {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
] ]
make_fixture_records(records) make_records(records)
def make_fixture_records(records):
from frappe.modules import scrub
for r in records:
doc = frappe.new_doc(r.get("doctype"))
doc.update(r)
# ignore mandatory for root def install_company(args):
parent_link_field = ("parent_" + scrub(doc.doctype)) records = [
if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field): # Fiscal Year
doc.flags.ignore_mandatory = True { "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 },
try: # Company
doc.insert(ignore_permissions=True) {
except frappe.DuplicateEntryError as e: "doctype":"Company",
# pass DuplicateEntryError and continue 'company_name': args.company_name, 'enable_perpetual_inventory': 1,
if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name: 'abbr': args.company_abbr, 'default_currency': args.currency, 'country': args.country,
# make sure DuplicateEntryError is for the exact same doc and not a related doc 'create_chart_of_accounts_based_on': 'Standard Template',
pass 'domain': args.domain
else: }
raise ]
def install_post_company_fixtures(company=None): make_records(records, True)
def install_post_company_fixtures(args=None):
records = [ records = [
# Department # Department
{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''}, {'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': company}, {'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': args.company_name},
# Price Lists
{ "doctype": "Price List", "price_list_name": _("Standard Buying"), "enabled": 1, "buying": 1, "selling": 0, "currency": args.currency },
{ "doctype": "Price List", "price_list_name": _("Standard Selling"), "enabled": 1, "buying": 0, "selling": 1, "currency": args.currency },
] ]
make_fixture_records(records) make_records(records)
# enable default currency
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
global_defaults.update({
'current_fiscal_year': get_fy_details(args.get('fy_start_date'), args.get('fy_end_date')),
'default_currency': args.get('currency'),
'default_company':args.get('company_name') ,
"country": args.get("country"),
})
global_defaults.save()
system_settings = frappe.get_doc("System Settings")
system_settings.email_footer_address = args.get("company_name")
system_settings.save()
domain_settings = frappe.get_single('Domain Settings')
domain_settings.set_active_domains([args.domain])
stock_settings = frappe.get_doc("Stock Settings")
stock_settings.item_naming_by = "Item Code"
stock_settings.valuation_method = "FIFO"
stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
stock_settings.stock_uom = _("Nos")
stock_settings.auto_indent = 1
stock_settings.auto_insert_price_list_rate_if_missing = 1
stock_settings.automatically_set_serial_nos_based_on_fifo = 1
stock_settings.set_qty_in_transactions_based_on_serial_no_input = 1
stock_settings.save()
if args.bank_account:
company_name = args.company_name
bank_account_group = frappe.db.get_value("Account",
{"account_type": "Bank", "is_group": 1, "root_type": "Asset",
"company": company_name})
if bank_account_group:
bank_account = frappe.get_doc({
"doctype": "Account",
'account_name': args.bank_account,
'parent_account': bank_account_group,
'is_group':0,
'company': company_name,
"account_type": "Bank",
})
try:
return bank_account.insert()
except RootNotEditable:
frappe.throw(_("Bank account cannot be named as {0}").format(args.bank_account))
except frappe.DuplicateEntryError:
# bank account same as a CoA entry
pass
# Now, with fixtures out of the way, onto concrete stuff
records = [
# # Bank Account
# {
# "doctype": "Account",
# "__condition": lambda: c.bank_account and frappe.db.get_value("Account",
# {"account_type": "Bank", "is_group": 1, "root_type": "Asset",
# "company": c.company_name}),
# "__exception": {
# "exception": RootNotEditable,
# "handler": lambda: frappe.throw(_("Bank account cannot be named as {0}").format(config.get("bank_account")))
# },
# 'account_name': c.bank_account,
# 'parent_account': lambda: frappe.db.get_value("Account",
# {"account_type": "Bank", "is_group": 1, "root_type": "Asset",
# "company": c.company_name}),
# 'is_group':0,
# 'company': c.company_name,
# "account_type": "Bank",
# },
# # Shopping cart: needs price lists
{
"doctype": "Shopping Cart Settings",
"enabled": 1,
'company': args.company_name,
# uh oh
'price_list': frappe.db.get_value("Price List", {"selling": 1}),
'default_customer_group': _("Individual"),
'quotation_series': "QTN-",
},
# # TODO: Email digest, logo, website
# {}
]
make_records(records, True)
def get_fy_details(fy_start_date, fy_end_date):
start_year = getdate(fy_start_date).year
if start_year == getdate(fy_end_date).year:
fy = cstr(start_year)
else:
fy = cstr(start_year) + '-' + cstr(start_year + 1)
return fy

83
erpnext/setup/setup_wizard/setup_wizard.py
View File

@ -4,8 +4,15 @@
from __future__ import unicode_literals from __future__ import unicode_literals
import frappe import frappe
import json
from frappe import _ from frappe import _
from .operations import install_fixtures, taxes_setup, defaults_setup, company_setup, sample_data
from .operations import install_fixtures as fixtures, taxes_setup, company_setup, sample_data
from frappe import _, _dict
from frappe.utils import cstr, getdate
from argparse import Namespace
from frappe.desk.page.setup_wizard.setup_wizard import update_global_settings, run_post_setup_complete, make_records
def get_setup_stages(args=None): def get_setup_stages(args=None):
if frappe.db.sql("select name from tabCompany"): if frappe.db.sql("select name from tabCompany"):
@ -59,22 +66,6 @@ def get_setup_stages(args=None):
'fn': setup_post_company_fixtures, 'fn': setup_post_company_fixtures,
'args': args, 'args': args,
'fail_msg': _("Failed to setup post company fixtures") 'fail_msg': _("Failed to setup post company fixtures")
},
{
'fn': stage_three,
'args': args,
'fail_msg': _("Failed to set defaults")
}
]
},
{
'status': _('Making website'),
'fail_msg': _('Failed to create website'),
'tasks': [
{
'fn': stage_four,
'args': args,
'fail_msg': _("Failed to create website")
} }
] ]
}, },
@ -98,38 +89,19 @@ def setup_complete(args=None):
setup_company(args) setup_company(args)
setup_taxes(args) setup_taxes(args)
setup_post_company_fixtures(args) setup_post_company_fixtures(args)
stage_three(args)
stage_four(args)
fin(args) fin(args)
def stage_fixtures(args): def stage_fixtures(args):
install_fixtures.install(args.get("country")) fixtures.install(_dict(frappe.local.conf.setup).country)
install_fixtures.add_market_segments()
install_fixtures.add_sale_stages()
def setup_company(args): def setup_company(args):
defaults_setup.create_price_lists(args) fixtures.install_company(args)
company_setup.create_fiscal_year_and_company(args)
company_setup.enable_shopping_cart(args)
company_setup.create_bank_account(args)
def setup_taxes(args): def setup_taxes(args):
taxes_setup.create_sales_tax(args) taxes_setup.create_sales_tax(args)
def setup_post_company_fixtures(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 stage_four(args):
company_setup.create_website(args)
company_setup.create_email_digest()
company_setup.create_logo(args)
def fin(args): def fin(args):
frappe.local.message_log = [] frappe.local.message_log = []
@ -149,3 +121,36 @@ def make_sample_data(domains):
def login_as_first_user(args): def login_as_first_user(args):
if args.get("email") and hasattr(frappe.local, "login_manager"): if args.get("email") and hasattr(frappe.local, "login_manager"):
frappe.local.login_manager.login_as(args.get("email")) frappe.local.login_manager.login_as(args.get("email"))
@frappe.whitelist()
def install_fixtures(config=None):
if not config:
config = frappe.local.conf.setup or {}
update_global_settings(_dict(config))
fixtures.install(_dict(config).country)
@frappe.whitelist()
def make_setup_docs(args, config=None):
# TODO: get from not site conf
if not config:
config = frappe.local.conf.setup or {}
args = json.loads(args)
args.update(config)
fixtures.install_company(_dict(args))
fixtures.install_post_company_fixtures(_dict(args))
run_post_setup_complete(args)
def get_fy_details(fy_start_date, fy_end_date):
start_year = getdate(fy_start_date).year
if start_year == getdate(fy_end_date).year:
fy = cstr(start_year)
else:
fy = cstr(start_year) + '-' + cstr(start_year + 1)
return fy