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chore: Stock Onboarding

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marination 2020-05-15 03:58:09 +05:30
parent fd8e0becd0
commit 3f7678416f
11 changed files with 281 additions and 13 deletions
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54
erpnext/stock/desk_page/stock/stock.json
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@ -1,9 +1,14 @@
{
"cards": [
{
"hidden": 0,
"label": "Items and Pricing",
"links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Alternative\",\n \"name\": \"Item Alternative\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Manufacturer\",\n \"name\": \"Item Manufacturer\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Stock Transactions",
"links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"label\": \"Delivery Note\",\n \"name\": \"Delivery Note\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Receipt\",\n \"name\": \"Purchase Receipt\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Pick List\",\n \"name\": \"Pick List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Delivery Trip\",\n \"name\": \"Delivery Trip\",\n \"type\": \"doctype\"\n }\n]"
"links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"label\": \"Delivery Note\",\n \"name\": \"Delivery Note\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Receipt\",\n \"name\": \"Purchase Receipt\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Pick List\",\n \"name\": \"Pick List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Delivery Trip\",\n \"name\": \"Delivery Trip\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
@ -13,12 +18,7 @@
{
"hidden": 0,
"label": "Settings",
"links": "[\n {\n \"label\": \"Stock Settings\",\n \"name\": \"Stock Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Attribute\",\n \"name\": \"Item Attribute\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Items and Pricing",
"links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Alternative\",\n \"name\": \"Item Alternative\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Manufacturer\",\n \"name\": \"Item Manufacturer\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]"
"links": "[\n {\n \"label\": \"Stock Settings\",\n \"name\": \"Stock Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Attribute\",\n \"name\": \"Item Attribute\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
@ -41,34 +41,45 @@
"links": "[\n {\n \"dependencies\": [\n \"Material Request\"\n ],\n \"doctype\": \"Material Request\",\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Transferred\",\n \"name\": \"Requested Items To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Batch Item Expiry Status\",\n \"name\": \"Batch Item Expiry Status\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Price List\"\n ],\n \"doctype\": \"Price List\",\n \"is_query_report\": true,\n \"label\": \"Item Prices\",\n \"name\": \"Item Prices\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Itemwise Recommended Reorder Level\",\n \"name\": \"Itemwise Recommended Reorder Level\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item Variant Details\",\n \"name\": \"Item Variant Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock and Account Value Comparison\",\n \"name\": \"Stock and Account Value Comparison\",\n \"type\": \"report\"\n }\n]"
}
],
"cards_label": "Masters & Reports",
"category": "Modules",
"charts": [],
"charts": [
{
"chart_name": "Warehouse wise Stock Value"
}
],
"creation": "2020-03-02 15:43:10.096528",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Stock",
"modified": "2020-04-01 11:28:51.148421",
"modified": "2020-05-15 04:11:36.326013",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock",
"onboarding": "Stock",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "#cef6d1",
"format": "{} available",
"label": "Item",
"link_to": "Item",
"stats_filter": "{\n \"disabled\" : 0\n}",
"type": "DocType"
},
{
"label": "Pricing Rule",
"link_to": "Pricing Rule",
"color": "#ffe8cd",
"format": "{} Pending",
"label": "Material Request",
"link_to": "Material Request",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"Pending\"\n}",
"type": "DocType"
},
{
@ -76,6 +87,22 @@
"link_to": "Stock Entry",
"type": "DocType"
},
{
"color": "#ffe8cd",
"format": "{} to Bill",
"label": "Purchase Receipt",
"link_to": "Purchase Receipt",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"To Bill\"\n}",
"type": "DocType"
},
{
"color": "#ffe8cd",
"format": "{} to Bill",
"label": "Delivery Note",
"link_to": "Delivery Note",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"To Bill\"\n}",
"type": "DocType"
},
{
"label": "Stock Ledger",
"link_to": "Stock Ledger",
@ -86,5 +113,6 @@
"link_to": "Stock Balance",
"type": "Report"
}
]
],
"shortcuts_label": "Quick Access"
}

34
erpnext/stock/doctype/stock_settings/stock_settings.js
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@ -15,3 +15,37 @@ frappe.ui.form.on('Stock Settings', {
frm.set_query("sample_retention_warehouse", filters);
}
});
frappe.tour['Stock Settings'] = [
{
fieldname: "item_naming_by",
title: __("Item Naming By"),
description: __("By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set Naming Series choose the 'Naming Series' option.")
},
{
fieldname: "valuation_method",
title: __("Valuation Method"),
description: __("Choose between FIFO and Moving Average Valuation Methods. Click") + "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average'>here</a>" + __("to understand them")
},
{
fieldname: "show_barcode_field",
title: __("Show Barcode Field"),
description: __("Show 'Scan Barcode' field above every child table to insert Items with ease.")
},
{
fieldname: "default_warehouse",
title: __("Default Warehouse"),
description: __("Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master:")
},
{
fieldname: "allow_negative_stock",
title: __("Allow Negative Stock"),
description: __("This will allow stock items to be displayed in negative values. Using this option depends on your use case. With this option unchecked, the system warns before obstructing a transaction that is causing negative stock.")
},
{
fieldname: "automatically_set_serial_nos_based_on_fifo",
title: __("Automatically Set Serial Nos based on FIFO"),
description: __("Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.")
}
];

54
erpnext/stock/module_onboarding/stock/stock.json Normal file
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@ -0,0 +1,54 @@
{
"allow_roles": [
{
"role": "Manufacturing Manager"
},
{
"role": "Stock Manager"
},
{
"role": "Manufacturing User"
},
{
"role": "Stock User"
}
],
"creation": "2020-05-15 03:18:44.400108",
"docstatus": 0,
"doctype": "Module Onboarding",
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
"idx": 0,
"is_complete": 0,
"modified": "2020-05-15 04:02:23.634655",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock",
"owner": "Administrator",
"steps": [
{
"step": "Create a Warehouse"
},
{
"step": "Create a Product"
},
{
"step": "Stock Settings"
},
{
"step": "Introduction to Stock Entry"
},
{
"step": "Create a Stock Entry"
},
{
"step": "Introduction to Price List and Item Price"
},
{
"step": "Create a Price List"
}
],
"subtitle": "Inventory, Warehouses, Analysis and more.",
"success_message": "The Stock Module is all set up!",
"title": "Let's Setup the Stock Module.",
"user_can_dismiss": 1
}

19
erpnext/stock/onboarding_step/buying_settings/buying_settings.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Update Settings",
"creation": "2020-05-06 15:53:44.667414",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-12 18:30:06.323797",
"modified_by": "Administrator",
"name": "Buying Settings",
"owner": "Administrator",
"reference_document": "Buying Settings",
"show_full_form": 0,
"title": "Configure Buying Settings.",
"validate_action": 1
}

19
erpnext/stock/onboarding_step/create_a_price_list/create_a_price_list.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-15 03:26:41.917046",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-15 03:33:09.305991",
"modified_by": "Administrator",
"name": "Create a Price List",
"owner": "Administrator",
"reference_document": "Price List",
"show_full_form": 1,
"title": "Create a Price List",
"validate_action": 1
}

19
erpnext/stock/onboarding_step/create_a_product/create_a_product.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-12 18:16:06.624554",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-12 18:30:02.489949",
"modified_by": "Administrator",
"name": "Create a Product",
"owner": "Administrator",
"reference_document": "Item",
"show_full_form": 0,
"title": "Create a Product",
"validate_action": 1
}

19
erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-15 03:20:16.277043",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-15 03:30:58.047696",
"modified_by": "Administrator",
"name": "Create a Stock Entry",
"owner": "Administrator",
"reference_document": "Stock Entry",
"show_full_form": 1,
"title": "Create a Stock Entry",
"validate_action": 1
}

19
erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-12 18:00:03.027704",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-12 18:27:44.128737",
"modified_by": "Administrator",
"name": "Create a Warehouse",
"owner": "Administrator",
"reference_document": "Warehouse",
"show_full_form": 0,
"title": "Setup your Purchase Warehouse",
"validate_action": 1
}

19
erpnext/stock/onboarding_step/introduction_to_price_list_and_item_price/introduction_to_price_list_and_item_price.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Watch Video",
"creation": "2020-05-15 03:26:01.386069",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-15 03:31:01.267728",
"modified_by": "Administrator",
"name": "Introduction to Price List and Item Price",
"owner": "Administrator",
"show_full_form": 0,
"title": "Let's take a brief look at Price List and Item Price",
"validate_action": 1,
"video_url": "https://www.youtube.com/watch?v=lY6hAQM1I28"
}

19
erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Watch Video",
"creation": "2020-05-15 02:47:17.958806",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-15 03:30:39.606147",
"modified_by": "Administrator",
"name": "Introduction to Stock Entry",
"owner": "Administrator",
"show_full_form": 0,
"title": "Introduction to the backbone of Stock, Stock Entry.",
"validate_action": 1,
"video_url": "https://www.youtube.com/watch?v=Njt107hlY3I"
}

19
erpnext/stock/onboarding_step/stock_settings/stock_settings.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Show Form Tour",
"creation": "2020-05-15 02:53:57.209967",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-05-15 03:55:15.444151",
"modified_by": "Administrator",
"name": "Stock Settings",
"owner": "Administrator",
"reference_document": "Stock Settings",
"show_full_form": 0,
"title": "Explore Stock Settings",
"validate_action": 1
}