From 9adad2988de6b2967fd55c5acf69ff00ecc0035e Mon Sep 17 00:00:00 2001 From: Prateeksha Singh Date: Tue, 12 Feb 2019 08:37:53 +0530 Subject: [PATCH] feat(getting_started): Minimum requirements to setup --- erpnext/config/getting_started.py | 449 ++---------------------------- 1 file changed, 26 insertions(+), 423 deletions(-) diff --git a/erpnext/config/getting_started.py b/erpnext/config/getting_started.py index a785c6b7ed..e27ac12843 100644 --- a/erpnext/config/getting_started.py +++ b/erpnext/config/getting_started.py @@ -1,6 +1,9 @@ from __future__ import unicode_literals +import frappe from frappe import _ +active_domains = frappe.get_active_domains() + def get_data(): return [ { @@ -38,110 +41,38 @@ def get_data(): "description": _("Tree of financial accounts."), "onboard": 1, }, - { - "type": "doctype", - "name": "Journal Entry", - "description": _("Accounting journal entries."), - "onboard": 1, - }, { "type": "doctype", "name": "Opening Invoice Creation Tool", - "description": _("Create Opening Sales and Purchase Invoices") - }, - ] - }, - { - "label": _("Selling"), - "items": [ - { - "type": "doctype", - "name": "Customer", - "description": _("Customer database."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Quotation", - "description": _("Quotes to Leads or Customers."), - "onboard": 1, - "dependencies": ["Item", "Customer"], - }, - { - "type": "doctype", - "name": "Sales Order", - "description": _("Confirmed orders from Customers."), - "onboard": 1, - "dependencies": ["Item", "Customer"], - }, - { - "type": "doctype", - "name": "Sales Partner", - "description": _("Manage Sales Partners."), - "dependencies": ["Item"], - }, - { - "type": "doctype", - "name": "Selling Settings", - "description": _("Default settings for selling transactions."), - "onboard": 1, - }, - { - "type": "doctype", - "name":"Terms and Conditions", - "label": _("Terms and Conditions Template"), - "description": _("Template of terms or contract."), + "description": _("Create Opening Sales and Purchase Invoices"), "onboard": 1, }, ] }, { - "label": _("Buying"), + "label": _("Data Import and Settings"), "items": [ { "type": "doctype", - "name": "Purchase Order", + "name": "Data Import", + "label": _("Import Data"), + "icon": "octicon octicon-cloud-upload", + "description": _("Import Data from CSV / Excel files."), "onboard": 1, - "dependencies": ["Item", "Supplier"], - "description": _("Purchase Orders given to Suppliers."), }, { "type": "doctype", - "name": "Material Request", + "name": "Letter Head", + "description": _("Letter Heads for print templates."), "onboard": 1, - "dependencies": ["Item"], - "description": _("Request for purchase."), }, { "type": "doctype", - "name": "Request for Quotation", + "name": "Email Account", + "description": _("Add / Manage Email Accounts."), "onboard": 1, - "dependencies": ["Item", "Supplier"], - "description": _("Request for quotation."), - }, - { - "type": "doctype", - "name": "Supplier Quotation", - "dependencies": ["Item", "Supplier"], - "description": _("Quotations received from Suppliers."), - }, - { - "type": "doctype", - "name": "Buying Settings", - "onboard": 1, - "description": _("Default settings for buying transactions.") - }, - { - "type": "doctype", - "name": "Purchase Taxes and Charges Template", - "description": _("Tax template for buying transactions.") - }, - { - "type": "doctype", - "name":"Terms and Conditions", - "label": _("Terms and Conditions Template"), - "description": _("Template of terms or contract.") }, + ] }, { @@ -149,97 +80,23 @@ def get_data(): "items": [ { "type": "doctype", - "name": "Stock Entry", - "onboard": 1, - "dependencies": ["Item"], - }, - { - "type": "doctype", - "name": "Delivery Note", - "onboard": 1, - "dependencies": ["Item", "Customer"], - }, - { - "type": "doctype", - "name": "Purchase Receipt", - "onboard": 1, - "dependencies": ["Item", "Supplier"], - }, - { - "type": "doctype", - "name": "Material Request", - "onboard": 1, - "dependencies": ["Item"], - }, - { - "type": "doctype", - "name": "Delivery Trip" - }, - ] - }, - { - "label": _("Assets"), - "items": [ - { - "type": "doctype", - "name": "Asset", + "name": "Warehouse", "onboard": 1, }, { "type": "doctype", - "name": "Location", + "name": "Brand", "onboard": 1, }, { "type": "doctype", - "name": "Asset Category", + "name": "UOM", + "label": _("Unit of Measure") + " (UOM)", "onboard": 1, }, { "type": "doctype", - "name": "Asset Settings", - }, - { - "type": "doctype", - "name": "Asset Movement", - "description": _("Transfer an asset from one warehouse to another") - }, - ] - }, - { - "label": _("Projects"), - "items": [ - { - "type": "doctype", - "name": "Project", - "description": _("Project master."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Task", - "route": "List/Task", - "description": _("Project activity / task."), - "onboard": 1, - }, - { - "type": "report", - "route": "List/Task/Gantt", - "doctype": "Task", - "name": "Gantt Chart", - "description": _("Gantt chart of all tasks."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Project Update", - "description": _("Project Update."), - "dependencies": ["Project"], - }, - { - "type": "doctype", - "name": "Timesheet", - "description": _("Timesheet for tasks."), + "name": "Stock Reconciliation", "onboard": 1, }, ] @@ -259,18 +116,6 @@ def get_data(): "description": _("Potential opportunities for selling."), "onboard": 1, }, - { - "type": "doctype", - "name": "Customer", - "description": _("Customer database."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Contact", - "description": _("All Contacts."), - "onboard": 1, - }, { "type": "doctype", "label": _("Customer Group"), @@ -289,50 +134,6 @@ def get_data(): "description": _("Manage Territory Tree."), "onboard": 1, }, - { - "type": "doctype", - "label": _("Sales Person"), - "name": "Sales Person", - "icon": "fa fa-sitemap", - "link": "Tree/Sales Person", - "description": _("Manage Sales Person Tree."), - "onboard": 1, - }, - ] - }, - { - "label": _("Help Desk"), - "items": [ - { - "type": "doctype", - "name": "Issue", - "description": _("Support queries from customers."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Communication", - "description": _("Communication log."), - "onboard": 1, - }, - { - "type": "page", - "name": "support-analytics", - "label": _("Support Analytics"), - "icon": "fa fa-bar-chart" - }, - { - "type": "report", - "name": "Minutes to First Response for Issues", - "doctype": "Issue", - "is_query_report": True - }, - { - "type": "report", - "name": "Support Hours", - "doctype": "Issue", - "is_query_report": True - }, ] }, { @@ -350,167 +151,16 @@ def get_data(): "onboard": 1, "dependencies": ["Employee"] }, - { - "type": "doctype", - "name": "Attendance", - "onboard": 1, - "dependencies": ["Employee"] - }, { "type": "doctype", "name": "Salary Structure", "onboard": 1, }, - { - "type": "doctype", - "name": "Salary Structure Assignment", - "onboard": 1, - "dependencies": ["Salary Structure", "Employee"], - }, - { - "type": "doctype", - "name": "Salary Slip", - "onboard": 1, - }, - { - "type": "doctype", - "name": "Payroll Entry", - "onboard": 1, - }, - ] - }, - { - "label": _("Quality"), - "items": [ - { - "type": "doctype", - "name": "Quality Goal", - "description":_("Quality Goal."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Quality Procedure", - "description":_("Quality Procedure."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Quality Procedure", - "icon": "fa fa-sitemap", - "label": _("Tree of Procedures"), - "route": "Tree/Quality Procedure", - "description": _("Tree of Quality Procedures."), - }, - { - "type": "doctype", - "name": "Quality Review", - "description":_("Quality Review"), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Quality Action", - "description":_("Quality Action"), - } - ] - }, - { - "label": _("Manufacturing"), - "items": [ - { - "type": "doctype", - "name": "Work Order", - "description": _("Orders released for production."), - "onboard": 1, - "dependencies": ["Item", "BOM"] - }, - { - "type": "doctype", - "name": "Production Plan", - "description": _("Generate Material Requests (MRP) and Work Orders."), - "onboard": 1, - "dependencies": ["Item", "BOM"] - }, - { - "type": "doctype", - "name": "Stock Entry", - "onboard": 1, - "dependencies": ["Item"] - }, - { - "type": "doctype", - "name": "Timesheet", - "description": _("Time Sheet for manufacturing."), - "onboard": 1, - "dependencies": ["Activity Type"] - }, - { - "type": "doctype", - "name": "Job Card" - }, - { - "type": "doctype", - "name": "Item", - "description": _("All Products or Services."), - "onboard": 1, - }, - { - "type": "doctype", - "name": "BOM", - "description": _("Bill of Materials (BOM)"), - "label": _("Bill of Materials"), - "onboard": 1, - "dependencies": ["Item"] - }, - ] - }, - { - "label": _("Retail"), - "items": [ - { - "type": "doctype", - "name": "POS Profile", - "label": _("Point-of-Sale Profile"), - "description": _("Setup default values for POS Invoices"), - "onboard": 1, - }, - { - "type": "page", - "name": "pos", - "label": _("POS"), - "description": _("Point of Sale"), - "onboard": 1, - "dependencies": ["POS Profile"] - }, - { - "type": "doctype", - "name": "Cashier Closing", - "description": _("Cashier Closing"), - "onboard": 1, - }, - { - "type": "doctype", - "name": "POS Settings", - "description": _("Setup mode of POS (Online / Offline)"), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Loyalty Program", - "label": _("Loyalty Program"), - "description": _("To make Customer based incentive schemes.") - }, - { - "type": "doctype", - "name": "Loyalty Point Entry", - "label": _("Loyalty Point Entry"), - "description": _("To view logs of Loyalty Points assigned to a Customer.") - } ] }, { "label": _("Education"), + "condition": "Education" in active_domains, "items": [ { "type": "doctype", @@ -519,7 +169,7 @@ def get_data(): }, { "type": "doctype", - "name": "Guardian", + "name": "Course", "onboard": 1, }, { @@ -527,32 +177,11 @@ def get_data(): "name": "Student Group", "onboard": 1, }, - { - "type": "doctype", - "name": "Student Attendance", - "onboard": 1, - }, - { - "type": "doctype", - "name": "Fees", - "onboard": 1, - }, - { - "type": "doctype", - "name": "Program Enrollment Tool" - }, - { - "type": "doctype", - "name": "Course Scheduling Tool" - }, - { - "type": "doctype", - "name": "Fee Schedule" - }, ] }, { "label": _("Healthcare"), + "condition": "Healthcare" in active_domains, "items": [ { "type": "doctype", @@ -560,45 +189,23 @@ def get_data(): "label": _("Patient Appointment"), "onboard": 1, }, - { - "type": "doctype", - "name": "Patient Encounter", - "label": _("Patient Encounter"), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Vital Signs", - "label": _("Vital Signs"), - "description": _("Record Patient Vitals"), - "onboard": 1, - }, - { - "type": "page", - "name": "medical_record", - "label": _("Patient Medical Record"), - "onboard": 1, - }, - { - "type": "page", - "name": "appointment-analytic", - "label": _("Appointment Analytics"), - "onboard": 1, - }, { "type": "doctype", "name": "Clinical Procedure", "label": _("Clinical Procedure"), + "onboard": 1, }, { "type": "doctype", "name": "Inpatient Record", "label": _("Inpatient Record"), + "onboard": 1, } ] }, { "label": _("Agriculture"), + "condition": "Agriculture" in active_domains, "items": [ { "type": "doctype", @@ -615,11 +222,6 @@ def get_data(): "name": "Location", "onboard": 1, }, - { - "type": "doctype", - "name": "Disease", - "onboard": 1, - }, { "type": "doctype", "name": "Fertilizer", @@ -629,6 +231,7 @@ def get_data(): }, { "label": _("Non Profit"), + "condition": "Non Profit" in active_domains, "items": [ { "type": "doctype",