fix: Create transactions

erpnext/accounts/party.py

@@ -669,6 +669,7 @@ def get_payment_terms_template(party_name, party_type, company=None):
 	if party_type not in ("Customer", "Supplier"):
 		return
 	template = None
+	print(party_type, party_name)
 	if party_type == "Customer":
 		customer = frappe.get_cached_value(
 			"Customer", party_name, fieldname=["payment_terms", "customer_group"], as_dict=1

erpnext/hooks.py

@@ -70,7 +70,15 @@ treeviews = [
 	"Department",
 ]
 
-demo_doctypes = ["items"]
+demo_master_doctypes = [
+	"item_group",
+	"item",
+	"customer_group",
+	"supplier_group",
+	"customer",
+	"supplier",
+]
+demo_transaction_doctypes = ["purchase_invoice", "sales_invoice"]
 
 jinja = {
 	"methods": [

erpnext/setup/demo.py

@@ -6,12 +6,20 @@ import os
 
 import frappe
 
+import erpnext
+
 
 @frappe.whitelist()
 def setup_demo_data():
-	create_demo_company()
+	company = create_demo_company()
-	process_demo_data()
+	process_masters()
-	make_transactions()
+	make_transactions(company)
+
+
+@frappe.whitelist()
+def clear_demo_data():
+	company = frappe.db.get_single_value("Global Defaults", "demo_company")
+	create_transaction_deletion_record(company)
 
 
 def create_demo_company():
@@ -29,9 +37,12 @@ def create_demo_company():
 	new_company.chart_of_accounts = company_doc.chart_of_accounts
 	new_company.insert()
 
+	frappe.db.set_single_value("Global Defaults", "demo_company", new_company.name)
+	return new_company.name
 
-def process_demo_data():
+
-	demo_doctypes = frappe.get_hooks("demo_doctypes") or []
+def process_masters():
+	demo_doctypes = frappe.get_hooks("demo_master_doctypes") or []
 	path = os.path.join(os.path.dirname(__file__), "demo_data")
 	for doctype in demo_doctypes:
 		with open(os.path.join(path, doctype + ".json"), "r") as f:
@@ -45,5 +56,40 @@ def create_demo_record(doctype):
 	frappe.get_doc(doctype).insert(ignore_permissions=True)
 
 
-def make_transactions():
+def make_transactions(company):
-	pass
+	transaction_doctypes = frappe.get_hooks("demo_transaction_doctypes") or []
+	path = os.path.join(os.path.dirname(__file__), "demo_data")
+	for transaction in transaction_doctypes:
+		with open(os.path.join(path, transaction + ".json"), "r") as f:
+			data = f.read()
+			if data:
+				for item in json.loads(data):
+					create_transaction(item, company)
+
+
+def create_transaction(doctype, company):
+	doctype.update({"company": company})
+
+	income_account, expense_account = frappe.db.get_value(
+		"Company", company, ["default_income_account", "default_expense_account"]
+	)
+
+	for item in doctype.get("items"):
+		item.update(
+			{
+				"cost_center": erpnext.get_default_cost_center(company),
+				"income_account": income_account,
+				"expense_account": expense_account,
+			}
+		)
+
+	doc = frappe.get_doc(doctype)
+	doc.save(ignore_permissions=True)
+	doc.submit()
+
+
+def create_transaction_deletion_record(company):
+	transaction_deletion_record = frappe.new_doc("Transaction Deletion Record")
+	transaction_deletion_record.company = company
+	transaction_deletion_record.save(ignore_permissions=True)
+	transaction_deletion_record.submit()

erpnext/setup/demo_data/customer.json

@@ -0,0 +1,17 @@
+[
+    {
+        "doctype": "Customer",
+        "customer_group": "Demo Customer Group",
+        "customer_name": "ABC Enterprises"
+    },
+    {
+        "doctype": "Customer",
+        "customer_group": "Demo Customer Group",
+        "customer_name": "XYZ Corporation"
+    },
+    {
+        "doctype": "Customer",
+        "customer_group": "Demo Customer Group",
+        "customer_name": "KJPR Pvt Ltd"
+    }
+]

erpnext/setup/demo_data/customer_group.json

@@ -0,0 +1,6 @@
+[
+    {
+        "doctype": "Customer Group",
+        "customer_group_name": "Demo Customer Group"
+    }
+]

erpnext/setup/demo_data/item.json

@@ -0,0 +1,71 @@
+[
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU001",
+        "item_name": "T-shirt",
+        "image": "https://media.istockphoto.com/id/1281631373/vector/mockup-template-men-black-t-shirt-short-sleeve.jpg?s=612x612&w=0&k=20&c=SfYrtFXQS2wJ1-R9ozvxhUabJz3cnmH5HXv2sXW_mZk="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU002",
+        "item_name": "Laptop",
+        "image": "https://media.istockphoto.com/id/1297051332/vector/levitation-laptop-mockup.jpg?s=612x612&w=0&k=20&c=E9rp9HY7CaPjjsnZlg8NYBTFOGy7gfBSL7oK6wv5VnY="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU003",
+        "item_name": "Book",
+        "image": "https://media.istockphoto.com/id/950152244/vector/vector-mock-up-of-standing-book.jpg?s=612x612&w=0&k=20&c=oDF2LeFoAcPAwJZFEVjWRvT53sMmCQwkVj-3qYy1duw="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU004",
+        "item_name": "Smartphone",
+        "image": "https://media.istockphoto.com/id/1308145590/vector/realistic-mobile-phone-mockup-template-isolated-stock-vector.jpg?s=612x612&w=0&k=20&c=63UyujU3S9kAkUh3MXdJcr10xelDjgVyQzRx5Sh5018="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU005",
+        "item_name": "Sneakers",
+        "image": "https://media.istockphoto.com/id/1303978937/photo/white-sneaker-on-a-blue-gradient-background-mens-fashion-sport-shoe-sneakers-lifestyle.jpg?s=612x612&w=0&k=20&c=L725fuzFTnm6qEaqE7Urc5q6IR80EgYQEjBn_qtBIQg="
+    },
+    {
+        "doctype": "Item",
+        "item_code": "SKU006",
+        "item_name": "Coffee Mug",
+        "image": "https://media.istockphoto.com/id/821282266/photo/white-mug-isolated.jpg?s=612x612&w=0&k=20&c=LJCMPk0D83OKmJHahkiLzAB3OsKr83nMbL7KxSgfpfM="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU007",
+        "item_name": "Television",
+        "image": "https://media.istockphoto.com/id/1002728980/vector/wide-tv-monitor-mockup.jpg?s=612x612&w=0&k=20&c=1gDEH7ppC9ap8UBuIQmO1gM_Z8VeEaEUDDo-Aw_k8qs="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU008",
+        "item_name": "Backpack",
+        "image": "https://media.istockphoto.com/id/1141208525/photo/yellow-open-backpack.jpg?s=612x612&w=0&k=20&c=k0NOqN9FnIGdkaUNx6-fMIBG2IfWwLT_AbDVefqJT_0="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU009",
+        "item_name": "Headphones",
+        "image": "https://media.istockphoto.com/id/860853774/photo/blue-headphones-isolated-on-a-white-background.jpg?s=612x612&w=0&k=20&c=KqMSLWuM_Prrq5XHTe79bnFRU_leFDaXTuKqup5uvrE="
+    },
+    {
+        "doctype": "Item",
+        "item_group": "Demo Item Group",
+        "item_code": "SKU010",
+        "item_name": "Camera",
+        "image": "https://media.istockphoto.com/id/185278433/photo/black-digital-slr-camera-in-a-white-background.jpg?s=612x612&w=0&k=20&c=OOCbhvOF0W-eVhhrm-TxbgLfbKhFfs4Lprjd7hiQBNU="
+    }
+]

erpnext/setup/demo_data/item_group.json

@@ -0,0 +1,7 @@
+[
+    {
+        "doctype": "Item Group",
+        "item_group_name": "Demo Item Group",
+        "parent_item_group": "All Item Groups"
+    }
+]

erpnext/setup/demo_data/items.json

@@ -1,62 +0,0 @@
-[
-    {
-        "doctype": "Item",
-        "item_code": "SKU001",
-        "item_name": "T-shirt",
-        "image": "https://www.shutterstock.com/image-photo/close-man-blank-tshirt-140861086"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU002",
-        "item_name": "Laptop",
-        "image": "https://www.shutterstock.com/image-photo/laptop-computer-blank-screen-isolated-on-1721445466"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU003",
-        "item_name": "Book",
-        "image": "https://www.shutterstock.com/image-vector/blank-vertical-book-cover-template-pages-172777709"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU004",
-        "item_name": "Smartphone",
-        "image": "https://www.shutterstock.com/image-vector/realistic-smartphone-mockup-front-back-1450789832"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU005",
-        "item_name": "Sneakers",
-        "image": "https://www.shutterstock.com/image-photo/white-sneaker-sport-shoe-on-purple-2155395817"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU006",
-        "item_name": "Coffee Mug",
-        "image": "https://www.shutterstock.com/image-vector/realistic-white-cup-isolated-on-transparent-585104080"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU007",
-        "item_name": "Television",
-        "image": "https://www.shutterstock.com/image-photo/tv-flat-screen-lcd-plasma-realistic-314401364"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU008",
-        "item_name": "Backpack",
-        "image": "https://www.shutterstock.com/image-photo/school-backpack-on-white-background-1440715766"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU009",
-        "item_name": "Headphones",
-        "image": "https://www.shutterstock.com/image-illustration/3d-rendering-yellow-headphones-isolated-on-1833307018"
-    },
-    {
-        "doctype": "Item",
-        "item_code": "SKU010",
-        "item_name": "Camera",
-        "image": "https://www.shutterstock.com/image-photo/camera-610909205"
-    }
-]

erpnext/setup/demo_data/purchase_invoice.json

@@ -0,0 +1,17 @@
+[
+    {
+        "conversion_rate": 1.0,
+        "supplier": "DQ Industries",
+        "doctype": "Purchase Invoice",
+        "items": [
+            {
+                "doctype": "Purchase Invoice Item",
+                "item_code": "SKU004",
+                "parentfield": "items",
+                "qty": 20.0,
+                "rate": 400.0,
+                "conversion_factor": 1
+            }
+        ]
+    }
+]

erpnext/setup/demo_data/sales_invoice.json

@@ -0,0 +1,17 @@
+[
+    {
+        "conversion_rate": 1.0,
+        "customer": "ABC Enterprises",
+        "doctype": "Sales Invoice",
+        "items": [
+            {
+                "doctype": "Sales Invoice Item",
+                "item_code": "SKU004",
+                "parentfield": "items",
+                "qty": 20.0,
+                "rate": 500.0,
+                "conversion_factor": 1
+            }
+        ]
+    }
+]

erpnext/setup/demo_data/supplier.json

@@ -0,0 +1,17 @@
+[
+    {
+        "doctype": "Supplier",
+        "supplier_group": "Demo Supplier Group",
+        "supplier_name": "DQ Industries"
+    },
+    {
+        "doctype": "Supplier",
+        "supplier_group": "Demo Supplier Group",
+        "supplier_name": "MA Inc."
+    },
+    {
+        "doctype": "Supplier",
+        "supplier_group": "Demo Supplier Group",
+        "supplier_name": "KC Corp."
+    }
+]

erpnext/setup/demo_data/supplier_group.json

@@ -0,0 +1,6 @@
+[
+    {
+        "doctype": "Supplier Group",
+        "supplier_group_name": "Demo Supplier Group"
+    }
+]

erpnext/setup/doctype/global_defaults/global_defaults.json

@@ -1,352 +1,116 @@
 {
+ "actions": [],
  "allow_copy": 1,
- "allow_guest_to_view": 0, 
- "allow_import": 0, 
- "allow_rename": 0, 
- "beta": 0, 
  "creation": "2013-05-02 17:53:24",
- "custom": 0, 
- "docstatus": 0, 
  "doctype": "DocType",
- "editable_grid": 0, 
+ "engine": "InnoDB",
+ "field_order": [
+  "default_company",
+  "current_fiscal_year",
+  "country",
+  "default_distance_unit",
+  "column_break_8",
+  "default_currency",
+  "hide_currency_symbol",
+  "disable_rounded_total",
+  "disable_in_words",
+  "demo_company"
+ ],
  "fields": [
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "default_company",
    "fieldtype": "Link",
-   "hidden": 0, 
    "ignore_user_permissions": 1,
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
    "label": "Default Company",
-   "length": 0, 
+   "options": "Company"
-   "no_copy": 0, 
-   "options": "Company", 
-   "permlevel": 0, 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "current_fiscal_year",
    "fieldtype": "Link",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
    "label": "Current Fiscal Year",
-   "length": 0, 
-   "no_copy": 0, 
    "options": "Fiscal Year",
-   "permlevel": 0, 
+   "reqd": 1
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 1, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "country",
    "fieldtype": "Link",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
    "label": "Country",
-   "length": 0, 
+   "options": "Country"
-   "no_copy": 0, 
-   "options": "Country", 
-   "permlevel": 0, 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
-   "default": "", 
    "fieldname": "default_distance_unit",
    "fieldtype": "Link",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
    "label": "Default Distance Unit",
-   "length": 0, 
+   "options": "UOM"
-   "no_copy": 0, 
-   "options": "UOM", 
-   "permlevel": 0, 
-   "precision": "", 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "column_break_8",
-   "fieldtype": "Column Break", 
+   "fieldtype": "Column Break"
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
-   "length": 0, 
-   "no_copy": 0, 
-   "permlevel": 0, 
-   "precision": "", 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "default": "INR",
    "fieldname": "default_currency",
    "fieldtype": "Link",
-   "hidden": 0, 
    "ignore_user_permissions": 1,
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
    "in_list_view": 1,
-   "in_standard_filter": 0, 
    "label": "Default Currency",
-   "length": 0, 
-   "no_copy": 0, 
    "options": "Currency",
-   "permlevel": 0, 
+   "reqd": 1
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 1, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "description": "Do not show any symbol like $ etc next to currencies.",
    "fieldname": "hide_currency_symbol",
    "fieldtype": "Select",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
    "in_list_view": 1,
-   "in_standard_filter": 0, 
    "label": "Hide Currency Symbol",
-   "length": 0, 
+   "options": "\nNo\nYes"
-   "no_copy": 0, 
-   "options": "\nNo\nYes", 
-   "permlevel": 0, 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
+   "default": "0",
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "description": "If disable, 'Rounded Total' field will not be visible in any transaction",
    "fieldname": "disable_rounded_total",
    "fieldtype": "Check",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
    "in_list_view": 1,
-   "in_standard_filter": 0, 
+   "label": "Disable Rounded Total"
-   "label": "Disable Rounded Total", 
-   "length": 0, 
-   "no_copy": 0, 
-   "permlevel": 0, 
-   "print_hide": 0, 
-   "print_hide_if_no_value": 0, 
-   "read_only": 0, 
-   "remember_last_selected_value": 0, 
-   "report_hide": 0, 
-   "reqd": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
   },
   {
-   "allow_bulk_edit": 0, 
+   "default": "0",
-   "allow_in_quick_entry": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "description": "If disable, 'In Words' field will not be visible in any transaction",
    "fieldname": "disable_in_words",
    "fieldtype": "Check",
-   "hidden": 0, 
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