New Setup Wizard
This commit is contained in:
Rushabh Mehta
parent
8941841a9c
commit
8c5a5f1ed5
@ -7,7 +7,7 @@ def execute():
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webnotes.reload_doc("selling", "doctype", "shopping_cart_settings")
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# create two default territories, one for home country and one named Rest of the World
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from setup.doctype.setup_control.setup_control import create_territories
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from setup.page.setup_wizard.setup_wizard import create_territories
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create_territories()
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webnotes.conn.set_value("Shopping Cart Settings", None, "default_territory", "Rest of the World")
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@ -223,4 +223,5 @@ patch_list = [
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"patches.october_2013.p01_update_delivery_note_prevdocs",
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"patches.october_2013.p02_set_communication_status",
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"patches.october_2013.p03_crm_update_status",
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"execute:webnotes.delete_doc('DocType', 'Setup Control')",
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]
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@ -1,126 +0,0 @@
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// Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
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// License: GNU General Public License v3. See license.txt
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// complete my company registration
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// --------------------------------
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wn.provide('erpnext.complete_setup');
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$.extend(erpnext.complete_setup, {
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show: function() {
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d = erpnext.complete_setup.prepare_dialog();
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d.show();
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},
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prepare_dialog: function() {
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var d = new wn.ui.Dialog({
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title: "Setup",
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fields: [
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{fieldname:'first_name', label:'Your First Name', fieldtype:'Data', reqd: 1},
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{fieldname:'last_name', label:'Your Last Name', fieldtype:'Data'},
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{fieldname:'company_name', label:'Company Name', fieldtype:'Data', reqd:1,
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description: 'e.g. "My Company LLC"'},
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{fieldname:'company_abbr', label:'Company Abbreviation', fieldtype:'Data',
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description:'e.g. "MC"',reqd:1},
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{fieldname:'fy_start', label:'Financial Year Start Date', fieldtype:'Select',
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description:'Your financial year begins on"', reqd:1,
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options: erpnext.complete_setup.fy_start_list.join('\n')},
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{fieldname:'country', label: 'Country', reqd:1,
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options: "", fieldtype: 'Select'},
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{fieldname:'currency', label: 'Default Currency', reqd:1,
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options: "", fieldtype: 'Select'},
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{fieldname:'timezone', label: 'Time Zone', reqd:1,
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options: "", fieldtype: 'Select'},
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{fieldname:'industry', label: 'Industry', reqd:1,
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options: erpnext.complete_setup.domains.join('\n'), fieldtype: 'Select'},
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{fieldname:'update', label:'Setup',fieldtype:'Button'},
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],
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});
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if(user != 'Administrator'){
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d.$wrapper.find('.close').toggle(false); // Hide close image
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$('header').toggle(false); // hide toolbar
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}
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wn.call({
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method:"webnotes.country_info.get_country_timezone_info",
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callback: function(data) {
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erpnext.country_info = data.message.country_info;
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erpnext.all_timezones = data.message.all_timezones;
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d.get_input("country").empty()
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.add_options([""].concat(keys(erpnext.country_info).sort()));
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d.get_input("currency").empty()
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.add_options(wn.utils.unique([""].concat($.map(erpnext.country_info,
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function(opts, country) { return opts.currency; }))).sort());
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d.get_input("timezone").empty()
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.add_options([""].concat(erpnext.all_timezones));
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}
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})
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// on clicking update
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d.fields_dict.update.input.onclick = function() {
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var data = d.get_values();
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if(!data) return;
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$(this).set_working();
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return $c_obj('Setup Control','setup_account',data,function(r, rt){
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$(this).done_working();
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if(!r.exc) {
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sys_defaults = r.message;
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user_fullname = r.message.user_fullname;
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wn.boot.user_info[user].fullname = user_fullname;
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d.hide();
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$('header').toggle(true);
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wn.container.wntoolbar.set_user_name();
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setTimeout(function() { window.location.reload(); }, 3000);
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}
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});
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};
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d.fields_dict.company_name.input.onchange = function() {
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var parts = d.get_input("company_name").val().split(" ");
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var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join("");
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d.get_input("company_abbr").val(abbr.toUpperCase());
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}
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d.fields_dict.country.input.onchange = function() {
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var country = d.fields_dict.country.input.value;
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var $timezone = $(d.fields_dict.timezone.input);
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$timezone.empty();
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// add country specific timezones first
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if(country){
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var timezone_list = erpnext.country_info[country].timezones || [];
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$timezone.add_options(timezone_list.sort());
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d.get_input("currency").val(erpnext.country_info[country].currency);
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}
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// add all timezones at the end, so that user has the option to change it to any timezone
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$timezone.add_options([""].concat(erpnext.all_timezones));
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};
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// company name already set
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if(wn.control_panel.company_name) {
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var inp = d.fields_dict.company_name.input;
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inp.value = wn.control_panel.company_name;
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inp.disabled = true;
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d.fields_dict.company_name.$input.trigger("change");
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}
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// set first name, last name
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if(user_fullname) {
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u = user_fullname.split(' ');
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if(u[0]) {
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d.fields_dict.first_name.input.value = u[0];
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}
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if(u[1]) {
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d.fields_dict.last_name.input.value = u[1];
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}
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}
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return d;
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},
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fy_start_list: ['', '1st Jan', '1st Apr', '1st Jul', '1st Oct'],
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domains: ['', "Manufacturing", "Retail", "Distribution", "Services", "Other"],
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});
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@ -9,25 +9,10 @@ erpnext.startup.start = function() {
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console.log('Starting up...');
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$('#startup_div').html('Starting up...').toggle(true);
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if(user != 'Guest'){
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// setup toolbar
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erpnext.toolbar.setup();
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erpnext.toolbar.setup();
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// complete registration
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if(in_list(user_roles,'System Manager') && (wn.boot.setup_complete==='No')) {
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wn.require("app/js/complete_setup.js");
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erpnext.complete_setup.show();
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} else if(!wn.boot.customer_count) {
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if(wn.get_route()[0]!=="Setup") {
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msgprint("<a class='btn btn-success' href='#Setup'>"
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+ wn._("Proceed to Setup") + "</a>\
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<br><br><p class='text-muted'>"+
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wn._("This message goes away after you create your first customer.")+
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"</p>", wn._("Welcome"));
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}
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} else if(wn.boot.expires_on && in_list(user_roles, 'System Manager')) {
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erpnext.startup.show_expiry_banner();
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}
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if(wn.boot.expires_on && in_list(user_roles, 'System Manager')) {
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erpnext.startup.show_expiry_banner();
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}
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}
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@ -2,7 +2,7 @@
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{
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"creation": "2013-04-10 08:35:39",
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"docstatus": 0,
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"modified": "2013-08-28 19:15:04",
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"modified": "2013-10-08 15:18:34",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@ -80,7 +80,7 @@
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"fieldtype": "Select",
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"label": "Domain",
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"options": "Distribution\nManufacturing\nRetail\nServices",
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"reqd": 1
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"reqd": 0
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},
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{
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"doctype": "DocField",
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@ -1 +0,0 @@
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Account setup utility on first login.
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@ -1 +0,0 @@
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from __future__ import unicode_literals
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@ -1,255 +0,0 @@
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# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, cstr, getdate, now, nowdate, get_defaults
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from webnotes.model.doc import Document, addchild
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from webnotes.model.code import get_obj
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from webnotes import session, form, msgprint
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class DocType:
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def __init__(self, d, dl):
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self.doc, self.doclist = d, dl
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def setup_account(self, args):
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import webnotes, json
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if isinstance(args, basestring):
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args = json.loads(args)
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webnotes.conn.begin()
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self.update_profile_name(args)
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add_all_roles_to(webnotes.session.user)
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self.create_fiscal_year_and_company(args)
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self.set_defaults(args)
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create_territories()
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self.create_price_lists(args)
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self.create_feed_and_todo()
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self.create_email_digest()
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webnotes.clear_cache()
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msgprint("Company setup is complete. This page will be refreshed in a moment.")
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webnotes.conn.commit()
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return {
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'sys_defaults': get_defaults(),
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'user_fullname': (args.get('first_name') or '') + (args.get('last_name')
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and (" " + args.get('last_name')) or '')
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}
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def update_profile_name(self, args):
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args['name'] = webnotes.session.get('user')
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# Update Profile
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if not args.get('last_name') or args.get('last_name')=='None': args['last_name'] = None
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webnotes.conn.sql("""\
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UPDATE `tabProfile` SET first_name=%(first_name)s,
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last_name=%(last_name)s
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WHERE name=%(name)s AND docstatus<2""", args)
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def create_fiscal_year_and_company(self, args):
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curr_fiscal_year, fy_start_date, fy_abbr = self.get_fy_details(args.get('fy_start'), True)
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webnotes.bean([{
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"doctype":"Fiscal Year",
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'year': curr_fiscal_year,
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'year_start_date': fy_start_date
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}]).insert()
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curr_fiscal_year, fy_start_date, fy_abbr = self.get_fy_details(args.get('fy_start'))
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webnotes.bean([{
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"doctype":"Fiscal Year",
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'year': curr_fiscal_year,
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'year_start_date': fy_start_date,
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}]).insert()
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# Company
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webnotes.bean([{
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"doctype":"Company",
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'domain': args.get("industry"),
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'company_name':args.get('company_name'),
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'abbr':args.get('company_abbr'),
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'default_currency':args.get('currency'),
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}]).insert()
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self.curr_fiscal_year = curr_fiscal_year
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def create_price_lists(self, args):
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for pl_type in ["Selling", "Buying"]:
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webnotes.bean([
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{
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"doctype": "Price List",
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"price_list_name": "Standard " + pl_type,
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"buying_or_selling": pl_type,
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"currency": args["currency"]
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},
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{
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"doctype": "For Territory",
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"parentfield": "valid_for_territories",
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"territory": "All Territories"
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}
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]).insert()
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def set_defaults(self, args):
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# enable default currency
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webnotes.conn.set_value("Currency", args.get("currency"), "enabled", 1)
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global_defaults = webnotes.bean("Global Defaults", "Global Defaults")
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global_defaults.doc.fields.update({
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'current_fiscal_year': self.curr_fiscal_year,
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'default_currency': args.get('currency'),
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'default_company':args.get('company_name'),
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'date_format': webnotes.conn.get_value("Country", args.get("country"), "date_format"),
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"float_precision": 4
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})
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global_defaults.save()
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accounts_settings = webnotes.bean("Accounts Settings")
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accounts_settings.doc.auto_accounting_for_stock = 1
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accounts_settings.save()
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stock_settings = webnotes.bean("Stock Settings")
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stock_settings.doc.item_naming_by = "Item Code"
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stock_settings.doc.valuation_method = "FIFO"
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stock_settings.doc.stock_uom = "Nos"
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stock_settings.doc.auto_indent = 1
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stock_settings.save()
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selling_settings = webnotes.bean("Selling Settings")
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selling_settings.doc.cust_master_name = "Customer Name"
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selling_settings.doc.so_required = "No"
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selling_settings.doc.dn_required = "No"
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selling_settings.save()
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buying_settings = webnotes.bean("Buying Settings")
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buying_settings.doc.supp_master_name = "Supplier Name"
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buying_settings.doc.po_required = "No"
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buying_settings.doc.pr_required = "No"
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buying_settings.doc.maintain_same_rate = 1
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buying_settings.save()
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notification_control = webnotes.bean("Notification Control")
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notification_control.doc.quotation = 1
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notification_control.doc.sales_invoice = 1
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notification_control.doc.purchase_order = 1
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notification_control.save()
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hr_settings = webnotes.bean("HR Settings")
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hr_settings.doc.emp_created_by = "Naming Series"
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hr_settings.save()
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# control panel
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cp = webnotes.doc("Control Panel", "Control Panel")
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for k in ['country', 'timezone', 'company_name']:
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cp.fields[k] = args[k]
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cp.save()
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def create_feed_and_todo(self):
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"""update activty feed and create todo for creation of item, customer, vendor"""
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import home
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home.make_feed('Comment', 'ToDo', '', webnotes.session['user'],
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'<i>"' + 'Setup Complete. Please check your <a href="#!todo">\
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To Do List</a>' + '"</i>', '#6B24B3')
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d = Document('ToDo')
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d.description = '<a href="#Setup">Complete ERPNext Setup</a>'
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d.priority = 'High'
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d.date = nowdate()
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d.save(1)
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def create_email_digest(self):
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"""
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create a default weekly email digest
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* Weekly Digest
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* For all companies
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* Recipients: System Managers
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* Full content
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* Enabled by default
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"""
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import webnotes
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companies_list = webnotes.conn.sql("SELECT company_name FROM `tabCompany`", as_list=1)
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from webnotes.profile import get_system_managers
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system_managers = get_system_managers()
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if not system_managers: return
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from webnotes.model.doc import Document
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for company in companies_list:
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if company and company[0]:
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edigest = webnotes.bean({
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"doctype": "Email Digest",
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"name": "Default Weekly Digest - " + company[0],
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"company": company[0],
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"frequency": "Weekly",
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"recipient_list": "\n".join(system_managers)
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})
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if webnotes.conn.sql("""select name from `tabEmail Digest` where name=%s""", edigest.doc.name):
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continue
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for fieldname in edigest.meta.get_fieldnames({"fieldtype": "Check"}):
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edigest.doc.fields[fieldname] = 1
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edigest.insert()
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# Get Fiscal year Details
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# ------------------------
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def get_fy_details(self, fy_start, last_year=False):
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st = {'1st Jan':'01-01','1st Apr':'04-01','1st Jul':'07-01', '1st Oct': '10-01'}
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if cint(getdate(nowdate()).month) < cint((st[fy_start].split('-'))[0]):
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curr_year = getdate(nowdate()).year - 1
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else:
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curr_year = getdate(nowdate()).year
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if last_year:
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curr_year = curr_year - 1
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stdt = cstr(curr_year)+'-'+cstr(st[fy_start])
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if(fy_start == '1st Jan'):
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fy = cstr(curr_year)
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abbr = cstr(fy)[-2:]
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else:
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fy = cstr(curr_year) + '-' + cstr(curr_year+1)
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abbr = cstr(curr_year)[-2:] + '-' + cstr(curr_year+1)[-2:]
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return fy, stdt, abbr
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def create_profile(self, user_email, user_fname, user_lname, pwd=None):
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pr = Document('Profile')
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pr.first_name = user_fname
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pr.last_name = user_lname
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pr.name = pr.email = user_email
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pr.enabled = 1
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pr.save(1)
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if pwd:
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webnotes.conn.sql("""insert into __Auth (user, `password`)
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values (%s, password(%s))
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on duplicate key update `password`=password(%s)""",
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(user_email, pwd, pwd))
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add_all_roles_to(pr.name)
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def add_all_roles_to(name):
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profile = webnotes.doc("Profile", name)
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for role in webnotes.conn.sql("""select name from tabRole"""):
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if role[0] not in ["Administrator", "Guest", "All", "Customer", "Supplier", "Partner"]:
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d = profile.addchild("user_roles", "UserRole")
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d.role = role[0]
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d.insert()
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def create_territories():
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"""create two default territories, one for home country and one named Rest of the World"""
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from setup.utils import get_root_of
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country = webnotes.conn.get_value("Control Panel", None, "country")
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root_territory = get_root_of("Territory")
|
||||
for name in (country, "Rest Of The World"):
|
||||
if name and not webnotes.conn.exists("Territory", name):
|
||||
webnotes.bean({
|
||||
"doctype": "Territory",
|
||||
"territory_name": name.replace("'", ""),
|
||||
"parent_territory": root_territory,
|
||||
"is_group": "No"
|
||||
}).insert()
|
||||
|
||||
@ -1,24 +0,0 @@
|
||||
[
|
||||
{
|
||||
"creation": "2012-03-27 14:36:25",
|
||||
"docstatus": 0,
|
||||
"modified": "2012-03-27 14:36:25",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "DocType",
|
||||
"in_create": 1,
|
||||
"issingle": 1,
|
||||
"istable": 0,
|
||||
"module": "Setup",
|
||||
"name": "__common__",
|
||||
"read_only": 1,
|
||||
"section_style": "Simple",
|
||||
"version": 73
|
||||
},
|
||||
{
|
||||
"doctype": "DocType",
|
||||
"name": "Setup Control"
|
||||
}
|
||||
]
|
||||
@ -1,9 +1,59 @@
|
||||
wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
if(sys_defaults.company) {
|
||||
wn.set_route("desktop");
|
||||
return;
|
||||
}
|
||||
$(".navbar:first").toggle(false);
|
||||
$("body").css({"padding-top":"30px"});
|
||||
|
||||
erpnext.wiz = new wn.wiz.Wizard({
|
||||
page_name: "setup-wizard",
|
||||
parent: wrapper,
|
||||
on_complete: function(wiz) {
|
||||
var values = wiz.get_values();
|
||||
wiz.show_working();
|
||||
console.log(values);
|
||||
wn.call({
|
||||
method: "setup.page.setup_wizard.setup_wizard.setup_account",
|
||||
args: values,
|
||||
callback: function(r) {
|
||||
if(r.exc) {
|
||||
var d = msgprint(wn._("There were errors."));
|
||||
d.custom_onhide = function() {
|
||||
wn.set_route(me.wiz.page_name, "0");
|
||||
}
|
||||
} else {
|
||||
wiz.show_complete();
|
||||
setTimeout(function() {
|
||||
if(user==="Administrator") {
|
||||
wn.msgprint(wn._("Login with your new User ID") + ":" + values.email);
|
||||
setTimeout(function() {
|
||||
wn.app.logout();
|
||||
}, 2000);
|
||||
} else {
|
||||
window.location = "app.html";
|
||||
}
|
||||
}, 2000);
|
||||
}
|
||||
}
|
||||
})
|
||||
},
|
||||
title: wn._("ERPNext Setup Guide"),
|
||||
welcome_html: '<h1 class="text-muted text-center"><i class="icon-magic"></i></h1>\
|
||||
<h2 class="text-center">'+wn._('ERPNext Setup')+'</h2>\
|
||||
<p class="text-center">' +
|
||||
wn._('Welcome to ERPNext. Over the next few minutes we will help you setup your ERPNext account. Try and fill in as much information as you have even if it takes a bit longer. It will save you a lot of time later. Good Luck!') +
|
||||
'</p>',
|
||||
working_html: '<h3 class="text-muted text-center"><i class="icon-refresh icon-spin"></i></h3>\
|
||||
<h2 class="text-center">'+wn._('Setting up...')+'</h2>\
|
||||
<p class="text-center">' +
|
||||
wn._('Sit tight while your system is being setup. This may take a few moments.') +
|
||||
'</p>',
|
||||
complete_html: '<h1 class="text-muted text-center"><i class="icon-thumbs-up"></i></h1>\
|
||||
<h2 class="text-center">'+wn._('Setup Complete!')+'</h2>\
|
||||
<p class="text-center">' +
|
||||
wn._('Your setup is complete. Refreshing...') +
|
||||
'</p>',
|
||||
slides: [
|
||||
// User
|
||||
{
|
||||
@ -12,9 +62,19 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
fields: [
|
||||
{"fieldname": "first_name", "label": wn._("First Name"), "fieldtype": "Data", reqd:1},
|
||||
{"fieldname": "last_name", "label": wn._("Last Name"), "fieldtype": "Data", reqd:1},
|
||||
{"email_id": "email", "label": wn._("Email Id"), "fieldtype": "Data", reqd:1, "description":"Your Login Id"},
|
||||
{"password": "password", "label": wn._("Password"), "fieldtype": "Password", reqd:1},
|
||||
{fieldtype:"Attach Image", fieldname:"attach_profile", label:"Attach Your Profile..."},
|
||||
],
|
||||
help: wn._('The first user will become the System Manager (you can change that later).')
|
||||
help: wn._('The first user will become the System Manager (you can change that later).'),
|
||||
onload: function(slide) {
|
||||
if(user!=="Administrator") {
|
||||
slide.form.fields_dict.password.$wrapper.toggle(false);
|
||||
slide.form.fields_dict.email_id.$wrapper.toggle(false);
|
||||
delete slide.form.fields_dict.email;
|
||||
delete slide.form.fields_dict.password;
|
||||
}
|
||||
}
|
||||
},
|
||||
|
||||
// Organization
|
||||
@ -26,8 +86,11 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
placeholder: 'e.g. "My Company LLC"'},
|
||||
{fieldname:'company_abbr', label: wn._('Company Abbreviation'), fieldtype:'Data',
|
||||
placeholder:'e.g. "MC"',reqd:1},
|
||||
{fieldname:'fy_start', label:'Financial Year Start Date', fieldtype:'Select',
|
||||
description:'Your financial year begins on', reqd:1,
|
||||
options: ['', '1st Jan', '1st Apr', '1st Jul', '1st Oct'] },
|
||||
{fieldname:'company_tagline', label: wn._('What does it do?'), fieldtype:'Data',
|
||||
placeholder:'e.g. "Build tools for builders"',reqd:1},
|
||||
placeholder:'e.g. "Build tools for builders"', reqd:1},
|
||||
],
|
||||
help: wn._('The name of your company for which you are setting up this system.'),
|
||||
onload: function(slide) {
|
||||
@ -94,24 +157,6 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
{fieldtype:"Attach Image", fieldname:"attach_letterhead", label:"Attach Letterhead..."},
|
||||
{fieldtype:"Attach Image", fieldname:"attach_logo", label:"Attach Logo..."},
|
||||
],
|
||||
// html: '<h4>' + wn._('Upload Logo') + '</h4><div class="upload-area-letter-head"></div><hr>'
|
||||
// +'<h4>' + wn._('Upload Letter Head') + '</h4><div class="upload-area-logo"></div>',
|
||||
onload: function(slide) {
|
||||
// wn.upload.make({
|
||||
// parent: slide.$wrapper.find(".upload-area-letter-head").css({"margin-left": "10px"}),
|
||||
// on_attach: function(fileobj) {
|
||||
// console.log(fileobj);
|
||||
// }
|
||||
// });
|
||||
//
|
||||
// wn.upload.make({
|
||||
// parent: slide.$wrapper.find(".upload-area-logo").css({"margin-left": "10px"}),
|
||||
// on_attach: function(fileobj) {
|
||||
// console.log(fileobj);
|
||||
// }
|
||||
// });
|
||||
}
|
||||
|
||||
},
|
||||
|
||||
// Taxes
|
||||
@ -120,39 +165,46 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
"title": wn._("Add Taxes"),
|
||||
"help": wn._("List your tax heads (e.g. VAT, Excise) (upto 3) and their standard rates. This will create a standard template, you can edit and add more later."),
|
||||
"fields": [
|
||||
{fieldtype:"Column Break", fieldname:"cb_1", "label": "Tax Heads"},
|
||||
{fieldtype:"Data", fieldname:"tax_1", label:"Tax 1", placeholder:"e.g. VAT"},
|
||||
{fieldtype:"Data", fieldname:"tax_2", label:"Tax 2", placeholder:"e.g. Customs Duty"},
|
||||
{fieldtype:"Data", fieldname:"tax_3", label:"Tax 3", placeholder:"e.g. Excise"},
|
||||
{fieldtype:"Column Break", fieldname:"cb_2", "label": "Tax Rates"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"tax_rate_1", label:"Rate (%)", placeholder:"e.g. 5"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"tax_2", label:"Tax 2", placeholder:"e.g. Customs Duty"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"tax_rate_2", label:"Rate (%)", placeholder:"e.g. 5"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"tax_3", label:"Tax 3", placeholder:"e.g. Excise"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"tax_rate_3", label:"Rate (%)", placeholder:"e.g. 5"},
|
||||
],
|
||||
onload: function(slide) {
|
||||
}
|
||||
},
|
||||
|
||||
// Items to Sell
|
||||
{
|
||||
icon: "icon-barcode",
|
||||
"title": wn._("Your Products or Services"),
|
||||
"help": wn._("List your products or services that you sell to your customers."),
|
||||
"help": wn._("List your products or services that you sell to your customers. Make sure to check the Item Group, Unit of Measure and other properties when you start."),
|
||||
"fields": [
|
||||
{fieldtype:"Data", fieldname:"item_1", label:"Item 1", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Data", fieldname:"item_2", label:"Item 2", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Data", fieldname:"item_3", label:"Item 3", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Data", fieldname:"item_4", label:"Item 4", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Data", fieldname:"item_5", label:"Item 5", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Column Break", fieldname:"cb_2", "label": "Attachments"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Attach", fieldname:"item_img_1", label:"Attach Image..."},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"item_2", label:"Item 2", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Attach", fieldname:"item_img_2", label:"Attach Image..."},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"item_3", label:"Item 3", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Attach", fieldname:"item_img_3", label:"Attach Image..."},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"item_4", label:"Item 4", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Attach", fieldname:"item_img_4", label:"Attach Image..."},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"item_5", label:"Item 5", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Attach", fieldname:"item_img_5", label:"Attach Image..."},
|
||||
],
|
||||
onload: function(slide) {
|
||||
}
|
||||
},
|
||||
|
||||
// Items to Buy
|
||||
@ -167,8 +219,6 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
{fieldtype:"Data", fieldname:"item_buy_4", label:"Item 4", placeholder:"A Product or Service"},
|
||||
{fieldtype:"Data", fieldname:"item_buy_5", label:"Item 5", placeholder:"A Product or Service"},
|
||||
],
|
||||
onload: function(slide) {
|
||||
}
|
||||
},
|
||||
|
||||
// Customers
|
||||
@ -178,13 +228,25 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
"help": wn._("List a few of your customers. They could be organizations or individuals."),
|
||||
"fields": [
|
||||
{fieldtype:"Data", fieldname:"customer_1", label:"Customer 1", placeholder:"Customer Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_contact_1", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_2", label:"Customer 2", placeholder:"Customer Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_contact_2", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_3", label:"Customer 3", placeholder:"Customer Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_contact_3", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_4", label:"Customer 4", placeholder:"Customer Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_contact_4", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_5", label:"Customer 5", placeholder:"Customer Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"customer_contact_5", label:"", placeholder:"Contact Name"},
|
||||
],
|
||||
onload: function(slide) {
|
||||
}
|
||||
},
|
||||
|
||||
// Suppliers
|
||||
@ -194,13 +256,25 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
"help": wn._("List a few of your suppliers. They could be organizations or individuals."),
|
||||
"fields": [
|
||||
{fieldtype:"Data", fieldname:"supplier_1", label:"Supplier 1", placeholder:"Supplier Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_contact_1", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_2", label:"Supplier 2", placeholder:"Supplier Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_contact_2", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_3", label:"Supplier 3", placeholder:"Supplier Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_contact_3", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_4", label:"Supplier 4", placeholder:"Supplier Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_contact_4", label:"", placeholder:"Contact Name"},
|
||||
{fieldtype:"Section Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_5", label:"Supplier 5", placeholder:"Supplier Name"},
|
||||
{fieldtype:"Column Break"},
|
||||
{fieldtype:"Data", fieldname:"supplier_contact_5", label:"", placeholder:"Contact Name"},
|
||||
],
|
||||
onload: function(slide) {
|
||||
}
|
||||
}
|
||||
|
||||
]
|
||||
@ -209,7 +283,8 @@ wn.pages['setup-wizard'].onload = function(wrapper) {
|
||||
}
|
||||
|
||||
wn.pages['setup-wizard'].onshow = function(wrapper) {
|
||||
erpnext.wiz.show(wn.get_route()[1] || "0");
|
||||
if(wn.get_route()[1])
|
||||
erpnext.wiz.show(wn.get_route()[1]);
|
||||
}
|
||||
|
||||
wn.provide("wn.wiz");
|
||||
@ -217,10 +292,45 @@ wn.provide("wn.wiz");
|
||||
wn.wiz.Wizard = Class.extend({
|
||||
init: function(opts) {
|
||||
$.extend(this, opts);
|
||||
this.slides = this.slides;
|
||||
this.slide_dict = {};
|
||||
wn.set_route("setup-wizard", "0");
|
||||
this.show_welcome();
|
||||
},
|
||||
get_message: function(html) {
|
||||
return $(repl('<div class="panel panel-default" style="max-width: 400px; margin: auto;">\
|
||||
<div class="panel-body" style="padding: 40px;">%(html)s</div>\
|
||||
</div>', {html:html}))
|
||||
},
|
||||
show_welcome: function() {
|
||||
if(this.$welcome)
|
||||
return;
|
||||
var me = this;
|
||||
this.$welcome = this.get_message(this.welcome_html +
|
||||
'<br><p class="text-center"><button class="btn btn-primary">'+wn._("Start")+'</button></p>')
|
||||
.appendTo(this.parent);
|
||||
|
||||
this.$welcome.find(".btn").click(function() {
|
||||
me.$welcome.toggle(false);
|
||||
me.welcomed = true;
|
||||
wn.set_route(me.page_name, "0");
|
||||
})
|
||||
|
||||
this.current_slide = {"$wrapper": this.$welcome};
|
||||
},
|
||||
show_working: function() {
|
||||
this.hide_current_slide();
|
||||
wn.set_route(this.page_name);
|
||||
this.current_slide = {"$wrapper": this.get_message(this.working_html).appendTo(this.parent)};
|
||||
},
|
||||
show_complete: function() {
|
||||
this.hide_current_slide();
|
||||
this.current_slide = {"$wrapper": this.get_message(this.complete_html).appendTo(this.parent)};
|
||||
},
|
||||
show: function(id) {
|
||||
if(!this.welcomed) {
|
||||
wn.set_route(this.wiz.page_name);
|
||||
return;
|
||||
}
|
||||
id = cint(id);
|
||||
if(this.current_slide && this.current_slide.id===id)
|
||||
return;
|
||||
@ -229,12 +339,24 @@ wn.wiz.Wizard = Class.extend({
|
||||
this.slide_dict[id].make();
|
||||
}
|
||||
|
||||
if(this.current_slide)
|
||||
this.current_slide.$wrapper.toggle(false);
|
||||
this.hide_current_slide();
|
||||
|
||||
this.current_slide = this.slide_dict[id];
|
||||
this.current_slide.$wrapper.toggle(true);
|
||||
},
|
||||
hide_current_slide: function() {
|
||||
if(this.current_slide) {
|
||||
this.current_slide.$wrapper.toggle(false);
|
||||
this.current_slide = null;
|
||||
}
|
||||
},
|
||||
get_values: function() {
|
||||
var values = {};
|
||||
$.each(this.slide_dict, function(id, slide) {
|
||||
$.extend(values, slide.values)
|
||||
})
|
||||
return values;
|
||||
}
|
||||
});
|
||||
|
||||
wn.wiz.WizardSlide = Class.extend({
|
||||
@ -249,10 +371,12 @@ wn.wiz.WizardSlide = Class.extend({
|
||||
<div class="progress">\
|
||||
<div class="progress-bar" style="width: %(width)s%"></div>\
|
||||
</div>\
|
||||
<h3><i class="%(icon)s text-muted"></i> %(title)s</h3><br>\
|
||||
<div class="row">\
|
||||
<div class="col-sm-6 form"></div>\
|
||||
<div class="col-sm-6 help"><p class="text-muted">%(help)s</p></div>\
|
||||
<div class="col-sm-6 help">\
|
||||
<h3><i class="%(icon)s text-muted"></i> %(title)s</h3><br>\
|
||||
<p class="text-muted">%(help)s</p>\
|
||||
</div>\
|
||||
</div>\
|
||||
<hr>\
|
||||
<div class="footer"></div>\
|
||||
@ -276,17 +400,29 @@ wn.wiz.WizardSlide = Class.extend({
|
||||
|
||||
if(this.id > 0) {
|
||||
this.$prev = $("<button class='btn btn-default'>Previous</button>")
|
||||
.click(function() { wn.set_route("setup-wizard", me.id-1 + ""); })
|
||||
.click(function() {
|
||||
wn.set_route(me.wiz.page_name, me.id-1 + "");
|
||||
})
|
||||
.appendTo(this.$wrapper.find(".footer"))
|
||||
.css({"margin-right": "5px"});
|
||||
}
|
||||
if(this.id+1 < this.wiz.slides.length) {
|
||||
this.$next = $("<button class='btn btn-primary'>Next</button>")
|
||||
.click(function() { wn.set_route("setup-wizard", me.id+1 + ""); })
|
||||
.click(function() {
|
||||
me.values = me.form.get_values();
|
||||
if(me.values===null)
|
||||
return;
|
||||
wn.set_route(me.wiz.page_name, me.id+1 + "");
|
||||
})
|
||||
.appendTo(this.$wrapper.find(".footer"));
|
||||
} else {
|
||||
this.$complete = $("<button class='btn btn-primary'>Complete Setup</button>")
|
||||
.click(function() { me.wiz.complete(); }).appendTo(this.$wrapper.find(".footer"));
|
||||
.click(function() {
|
||||
me.values = me.form.get_values();
|
||||
if(me.values===null)
|
||||
return;
|
||||
me.wiz.on_complete(me.wiz);
|
||||
}).appendTo(this.$wrapper.find(".footer"));
|
||||
}
|
||||
|
||||
if(this.onload) {
|
||||
|
||||
349
setup/page/setup_wizard/setup_wizard.py
Normal file
349
setup/page/setup_wizard/setup_wizard.py
Normal file
@ -0,0 +1,349 @@
|
||||
# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes, json, base64
|
||||
|
||||
from webnotes.utils import cint, cstr, getdate, now, nowdate, get_defaults
|
||||
from webnotes import _
|
||||
from webnotes.utils.file_manager import save_file
|
||||
|
||||
@webnotes.whitelist()
|
||||
def setup_account(args=None):
|
||||
# if webnotes.conn.sql("select name from tabCompany"):
|
||||
# webnotes.throw(_("Setup Already Complete!!"))
|
||||
|
||||
if not args:
|
||||
args = webnotes.local.form_dict
|
||||
if isinstance(args, basestring):
|
||||
args = json.loads(args)
|
||||
|
||||
webnotes.conn.begin()
|
||||
|
||||
update_profile_name(args)
|
||||
create_fiscal_year_and_company(args)
|
||||
set_defaults(args)
|
||||
create_territories()
|
||||
create_price_lists(args)
|
||||
create_feed_and_todo()
|
||||
create_email_digest()
|
||||
create_taxes(args)
|
||||
create_items(args)
|
||||
create_customers(args)
|
||||
create_suppliers(args)
|
||||
webnotes.conn.set_value('Control Panel', None, 'home_page', 'desktop')
|
||||
|
||||
webnotes.clear_cache()
|
||||
webnotes.conn.commit()
|
||||
|
||||
return "okay"
|
||||
|
||||
def update_profile_name(args):
|
||||
if args.get("email_id"):
|
||||
args['name'] = args.get("email")
|
||||
webnotes.mute_emails = True
|
||||
webnotes.bean({
|
||||
"doctype":"Profile",
|
||||
"email": args.get("email"),
|
||||
"first_name": args.get("first_name"),
|
||||
"last_name": args.get("last_name")
|
||||
}).insert()
|
||||
webnotes.mute_emails = False
|
||||
from webnotes.auth import _update_password
|
||||
_update_password(args.get("email"), args.get("password"))
|
||||
|
||||
else:
|
||||
args['name'] = webnotes.session.user
|
||||
|
||||
# Update Profile
|
||||
if not args.get('last_name') or args.get('last_name')=='None':
|
||||
args['last_name'] = None
|
||||
webnotes.conn.sql("""update `tabProfile` SET first_name=%(first_name)s,
|
||||
last_name=%(last_name)s WHERE name=%(name)s""", args)
|
||||
|
||||
if args.get("attach_profile"):
|
||||
filename, filetype, content = args.get("attach_profile").split(",")
|
||||
fileurl = save_file(filename, content, "Profile", args.get("name"), decode=True).file_name
|
||||
webnotes.conn.set_value("Profile", args.get("name"), "user_image", fileurl)
|
||||
|
||||
add_all_roles_to(args.get("name"))
|
||||
|
||||
def create_fiscal_year_and_company(args):
|
||||
curr_fiscal_year, fy_start_date, fy_abbr = get_fy_details(args.get('fy_start'), True)
|
||||
webnotes.bean([{
|
||||
"doctype":"Fiscal Year",
|
||||
'year': curr_fiscal_year,
|
||||
'year_start_date': fy_start_date
|
||||
}]).insert()
|
||||
|
||||
curr_fiscal_year, fy_start_date, fy_abbr = get_fy_details(args.get('fy_start'))
|
||||
webnotes.bean([{
|
||||
"doctype":"Fiscal Year",
|
||||
'year': curr_fiscal_year,
|
||||
'year_start_date': fy_start_date,
|
||||
}]).insert()
|
||||
|
||||
|
||||
# Company
|
||||
webnotes.bean([{
|
||||
"doctype":"Company",
|
||||
'domain': args.get("industry"),
|
||||
'company_name':args.get('company_name'),
|
||||
'abbr':args.get('company_abbr'),
|
||||
'default_currency':args.get('currency'),
|
||||
}]).insert()
|
||||
|
||||
args["curr_fiscal_year"] = curr_fiscal_year
|
||||
|
||||
def create_price_lists(args):
|
||||
for pl_type in ["Selling", "Buying"]:
|
||||
webnotes.bean([
|
||||
{
|
||||
"doctype": "Price List",
|
||||
"price_list_name": "Standard " + pl_type,
|
||||
"buying_or_selling": pl_type,
|
||||
"currency": args["currency"]
|
||||
},
|
||||
{
|
||||
"doctype": "For Territory",
|
||||
"parentfield": "valid_for_territories",
|
||||
"territory": "All Territories"
|
||||
}
|
||||
]).insert()
|
||||
|
||||
def set_defaults(args):
|
||||
# enable default currency
|
||||
webnotes.conn.set_value("Currency", args.get("currency"), "enabled", 1)
|
||||
|
||||
global_defaults = webnotes.bean("Global Defaults", "Global Defaults")
|
||||
global_defaults.doc.fields.update({
|
||||
'current_fiscal_year': args.curr_fiscal_year,
|
||||
'default_currency': args.get('currency'),
|
||||
'default_company':args.get('company_name'),
|
||||
'date_format': webnotes.conn.get_value("Country", args.get("country"), "date_format"),
|
||||
"float_precision": 4
|
||||
})
|
||||
global_defaults.save()
|
||||
|
||||
accounts_settings = webnotes.bean("Accounts Settings")
|
||||
accounts_settings.doc.auto_accounting_for_stock = 1
|
||||
accounts_settings.save()
|
||||
|
||||
stock_settings = webnotes.bean("Stock Settings")
|
||||
stock_settings.doc.item_naming_by = "Item Code"
|
||||
stock_settings.doc.valuation_method = "FIFO"
|
||||
stock_settings.doc.stock_uom = "Nos"
|
||||
stock_settings.doc.auto_indent = 1
|
||||
stock_settings.save()
|
||||
|
||||
selling_settings = webnotes.bean("Selling Settings")
|
||||
selling_settings.doc.cust_master_name = "Customer Name"
|
||||
selling_settings.doc.so_required = "No"
|
||||
selling_settings.doc.dn_required = "No"
|
||||
selling_settings.save()
|
||||
|
||||
buying_settings = webnotes.bean("Buying Settings")
|
||||
buying_settings.doc.supp_master_name = "Supplier Name"
|
||||
buying_settings.doc.po_required = "No"
|
||||
buying_settings.doc.pr_required = "No"
|
||||
buying_settings.doc.maintain_same_rate = 1
|
||||
buying_settings.save()
|
||||
|
||||
notification_control = webnotes.bean("Notification Control")
|
||||
notification_control.doc.quotation = 1
|
||||
notification_control.doc.sales_invoice = 1
|
||||
notification_control.doc.purchase_order = 1
|
||||
notification_control.save()
|
||||
|
||||
hr_settings = webnotes.bean("HR Settings")
|
||||
hr_settings.doc.emp_created_by = "Naming Series"
|
||||
hr_settings.save()
|
||||
|
||||
# control panel
|
||||
cp = webnotes.doc("Control Panel", "Control Panel")
|
||||
for k in ['country', 'timezone', 'company_name']:
|
||||
cp.fields[k] = args[k]
|
||||
|
||||
cp.save()
|
||||
|
||||
def create_feed_and_todo():
|
||||
"""update activty feed and create todo for creation of item, customer, vendor"""
|
||||
import home
|
||||
home.make_feed('Comment', 'ToDo', '', webnotes.session['user'],
|
||||
'ERNext Setup Complete!', '#6B24B3')
|
||||
|
||||
def create_email_digest():
|
||||
from webnotes.profile import get_system_managers
|
||||
system_managers = get_system_managers()
|
||||
if not system_managers:
|
||||
return
|
||||
|
||||
for company in webnotes.conn.sql_list("select name FROM `tabCompany`"):
|
||||
if not webnotes.conn.exists("Email Digest", "Default Weekly Digest - " + company):
|
||||
edigest = webnotes.bean({
|
||||
"doctype": "Email Digest",
|
||||
"name": "Default Weekly Digest - " + company,
|
||||
"company": company,
|
||||
"frequency": "Weekly",
|
||||
"recipient_list": "\n".join(system_managers)
|
||||
})
|
||||
|
||||
for fieldname in edigest.meta.get_fieldnames({"fieldtype": "Check"}):
|
||||
edigest.doc.fields[fieldname] = 1
|
||||
|
||||
edigest.insert()
|
||||
|
||||
def get_fy_details(fy_start, last_year=False):
|
||||
st = {'1st Jan':'01-01','1st Apr':'04-01','1st Jul':'07-01', '1st Oct': '10-01'}
|
||||
if cint(getdate(nowdate()).month) < cint((st[fy_start].split('-'))[0]):
|
||||
curr_year = getdate(nowdate()).year - 1
|
||||
else:
|
||||
curr_year = getdate(nowdate()).year
|
||||
|
||||
if last_year:
|
||||
curr_year = curr_year - 1
|
||||
|
||||
stdt = cstr(curr_year)+'-'+cstr(st[fy_start])
|
||||
|
||||
if(fy_start == '1st Jan'):
|
||||
fy = cstr(curr_year)
|
||||
abbr = cstr(fy)[-2:]
|
||||
else:
|
||||
fy = cstr(curr_year) + '-' + cstr(curr_year+1)
|
||||
abbr = cstr(curr_year)[-2:] + '-' + cstr(curr_year+1)[-2:]
|
||||
return fy, stdt, abbr
|
||||
|
||||
def create_taxes(args):
|
||||
for i in xrange(1,6):
|
||||
if args.get("tax_" + str(i)):
|
||||
webnotes.bean({
|
||||
"doctype":"Account",
|
||||
"company": args.get("company_name"),
|
||||
"parent_account": "Duties and Taxes - " + args.get("company_abbr"),
|
||||
"account_name": args.get("tax_" + str(i)),
|
||||
"group_or_ledger": "Ledger",
|
||||
"is_pl_account": "No",
|
||||
"account_type": "Tax",
|
||||
"tax_rate": args.get("tax_rate_" + str(i))
|
||||
}).insert()
|
||||
|
||||
def create_items(args):
|
||||
for i in xrange(1,6):
|
||||
item = args.get("item_" + str(i))
|
||||
if item:
|
||||
webnotes.bean({
|
||||
"doctype":"Item",
|
||||
"item_code": item,
|
||||
"item_name": item,
|
||||
"description": item,
|
||||
"is_sales_item": "Yes",
|
||||
"is_stock_item": "Yes",
|
||||
"item_group":"Products",
|
||||
"stock_uom": "Unit",
|
||||
"default_warehouse": "Finished Goods - " + args.get("company_abbr")
|
||||
}).insert()
|
||||
|
||||
if args.get("item_img_" + str(i)):
|
||||
filename, filetype, content = args.get("item_img_" + str(i)).split(",")
|
||||
fileurl = save_file(filename, content, "Item", item, decode=True).file_name
|
||||
webnotes.conn.set_value("Item", item, "image", fileurl)
|
||||
|
||||
for i in xrange(1,6):
|
||||
item = args.get("item_buy_" + str(i))
|
||||
if item:
|
||||
webnotes.bean({
|
||||
"doctype":"Item",
|
||||
"item_code": item,
|
||||
"item_name": item,
|
||||
"description": item,
|
||||
"is_sales_item": "No",
|
||||
"is_stock_item": "Yes",
|
||||
"item_group":"Raw Material",
|
||||
"stock_uom": "Unit",
|
||||
"default_warehouse": "Stores - " + args.get("company_abbr")
|
||||
}).insert()
|
||||
|
||||
if args.get("item_img_" + str(i)):
|
||||
filename, filetype, content = args.get("item_img_" + str(i)).split(",")
|
||||
fileurl = save_file(filename, content, "Item", item, decode=True).file_name
|
||||
webnotes.conn.set_value("Item", item, "image", fileurl)
|
||||
|
||||
|
||||
def create_customers(args):
|
||||
for i in xrange(1,6):
|
||||
customer = args.get("customer_" + str(i))
|
||||
if customer:
|
||||
webnotes.bean({
|
||||
"doctype":"Customer",
|
||||
"customer_name": customer,
|
||||
"customer_type": "Company",
|
||||
"customer_group": "Commercial",
|
||||
"territory": args.get("country"),
|
||||
"company": args.get("company_name")
|
||||
}).insert()
|
||||
|
||||
if args.get("customer_contact_" + str(i)):
|
||||
contact = args.get("customer_contact_" + str(i)).split(" ")
|
||||
webnotes.bean({
|
||||
"doctype":"Contact",
|
||||
"customer": customer,
|
||||
"first_name":contact[0],
|
||||
"last_name": len(contact) > 1 and contact[1] or ""
|
||||
}).insert()
|
||||
|
||||
def create_suppliers(args):
|
||||
for i in xrange(1,6):
|
||||
supplier = args.get("supplier_" + str(i))
|
||||
if supplier:
|
||||
webnotes.bean({
|
||||
"doctype":"Supplier",
|
||||
"supplier_name": supplier,
|
||||
"supplier_type": "Local",
|
||||
"company": args.get("company_name")
|
||||
}).insert()
|
||||
|
||||
if args.get("supplier_contact_" + str(i)):
|
||||
contact = args.get("supplier_contact_" + str(i)).split(" ")
|
||||
webnotes.bean({
|
||||
"doctype":"Contact",
|
||||
"supplier": supplier,
|
||||
"first_name":contact[0],
|
||||
"last_name": len(contact) > 1 and contact[1] or ""
|
||||
}).insert()
|
||||
|
||||
def create_profile(user_email, user_fname, user_lname, pwd=None):
|
||||
pr = webnotes.doc('Profile')
|
||||
pr.first_name = user_fname
|
||||
pr.last_name = user_lname
|
||||
pr.name = pr.email = user_email
|
||||
pr.enabled = 1
|
||||
pr.save(1)
|
||||
if pwd:
|
||||
webnotes.conn.sql("""insert into __Auth (user, `password`)
|
||||
values (%s, password(%s))
|
||||
on duplicate key update `password`=password(%s)""",
|
||||
(user_email, pwd, pwd))
|
||||
|
||||
add_all_roles_to(pr.name)
|
||||
|
||||
def add_all_roles_to(name):
|
||||
profile = webnotes.doc("Profile", name)
|
||||
for role in webnotes.conn.sql("""select name from tabRole"""):
|
||||
if role[0] not in ["Administrator", "Guest", "All", "Customer", "Supplier", "Partner"]:
|
||||
d = profile.addchild("user_roles", "UserRole")
|
||||
d.role = role[0]
|
||||
d.insert()
|
||||
|
||||
def create_territories():
|
||||
"""create two default territories, one for home country and one named Rest of the World"""
|
||||
from setup.utils import get_root_of
|
||||
country = webnotes.conn.get_value("Control Panel", None, "country")
|
||||
root_territory = get_root_of("Territory")
|
||||
for name in (country, "Rest Of The World"):
|
||||
if name and not webnotes.conn.exists("Territory", name):
|
||||
webnotes.bean({
|
||||
"doctype": "Territory",
|
||||
"territory_name": name.replace("'", ""),
|
||||
"parent_territory": root_territory,
|
||||
"is_group": "No"
|
||||
}).insert()
|
||||
26
setup/page/setup_wizard/test_setup_data.py
Normal file
26
setup/page/setup_wizard/test_setup_data.py
Normal file
File diff suppressed because one or more lines are too long
14
setup/page/setup_wizard/test_setup_wizard.py
Normal file
14
setup/page/setup_wizard/test_setup_wizard.py
Normal file
@ -0,0 +1,14 @@
|
||||
# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd.
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
|
||||
from setup.page.setup_wizard.test_setup_data import args
|
||||
from setup.page.setup_wizard.setup_wizard import setup_account
|
||||
|
||||
if __name__=="__main__":
|
||||
webnotes.connect()
|
||||
webnotes.local.form_dict = webnotes._dict(args)
|
||||
setup_account()
|
||||
|
||||
@ -13,13 +13,13 @@ def post_import():
|
||||
import_country_and_currency()
|
||||
|
||||
# home page
|
||||
webnotes.conn.set_value('Control Panel', None, 'home_page', 'desktop')
|
||||
webnotes.conn.set_value('Control Panel', None, 'home_page', 'setup-wizard')
|
||||
|
||||
# features
|
||||
feature_setup()
|
||||
|
||||
# all roles to Administrator
|
||||
from setup.doctype.setup_control.setup_control import add_all_roles_to
|
||||
from setup.page.setup_wizard.setup_wizard import add_all_roles_to
|
||||
add_all_roles_to("Administrator")
|
||||
|
||||
webnotes.conn.commit()
|
||||
|
||||
@ -376,7 +376,8 @@ def install():
|
||||
|
||||
def complete_setup():
|
||||
print "Complete Setup..."
|
||||
webnotes.get_obj("Setup Control").setup_account({
|
||||
from setup.page.setup_wizard.setup_wizard import setup_account
|
||||
setup_account({
|
||||
"first_name": "Test",
|
||||
"last_name": "User",
|
||||
"fy_start": "1st Jan",
|
||||
|
||||
@ -2,7 +2,7 @@
|
||||
{
|
||||
"creation": "2013-01-10 16:34:32",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-10-03 16:44:08",
|
||||
"modified": "2013-10-08 16:48:50",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -85,7 +85,7 @@
|
||||
"label": "Email Id",
|
||||
"oldfieldname": "email_id",
|
||||
"oldfieldtype": "Data",
|
||||
"reqd": 1,
|
||||
"reqd": 0,
|
||||
"search_index": 1
|
||||
},
|
||||
{
|
||||
@ -95,7 +95,7 @@
|
||||
"label": "Phone",
|
||||
"oldfieldname": "contact_no",
|
||||
"oldfieldtype": "Data",
|
||||
"reqd": 1
|
||||
"reqd": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user