From b0eb72ffac0f35cd04c79098c1087648aefb52ba Mon Sep 17 00:00:00 2001 From: Ankush Menat Date: Tue, 23 May 2023 15:35:55 +0530 Subject: [PATCH] fix: replace quotation with invoice in first onboarding (#35389) [skip ci] --- .../sales_invoice/sales_invoice.json | 41 +++++++++++++++++++ .../form_tour/quotation/quotation.json | 12 ++---- .../setup/module_onboarding/home/home.json | 7 +--- .../create_a_customer/create_a_customer.json | 2 +- .../create_an_item/create_an_item.json | 2 +- .../create_your_first_sales_invoice.json | 20 +++++++++ 6 files changed, 68 insertions(+), 16 deletions(-) create mode 100644 erpnext/accounts/form_tour/sales_invoice/sales_invoice.json create mode 100644 erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json diff --git a/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json b/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json new file mode 100644 index 0000000000..414b897d54 --- /dev/null +++ b/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json @@ -0,0 +1,41 @@ +{ + "creation": "2023-05-23 09:58:17.235916", + "docstatus": 0, + "doctype": "Form Tour", + "first_document": 0, + "idx": 0, + "include_name_field": 0, + "is_standard": 1, + "modified": "2023-05-23 13:10:56.227127", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Sales Invoice", + "owner": "Administrator", + "reference_doctype": "Sales Invoice", + "save_on_complete": 1, + "steps": [ + { + "description": "Select a customer for whom this invoice is being prepared.", + "fieldname": "customer", + "fieldtype": "Link", + "has_next_condition": 1, + "is_table_field": 0, + "label": "Customer", + "next_step_condition": "eval: doc.customer", + "position": "Right", + "title": "Select Customer" + }, + { + "child_doctype": "Sales Invoice Item", + "description": "Select item that you have sold along with quantity and rate.", + "fieldname": "items", + "fieldtype": "Table", + "has_next_condition": 0, + "is_table_field": 0, + "parent_fieldname": "items", + "position": "Top", + "title": "Select Item" + } + ], + "title": "Sales Invoice" +} \ No newline at end of file diff --git a/erpnext/selling/form_tour/quotation/quotation.json b/erpnext/selling/form_tour/quotation/quotation.json index 2a2aa5e63e..8c977009fb 100644 --- a/erpnext/selling/form_tour/quotation/quotation.json +++ b/erpnext/selling/form_tour/quotation/quotation.json @@ -2,9 +2,11 @@ "creation": "2021-11-23 12:00:36.138824", "docstatus": 0, "doctype": "Form Tour", + "first_document": 0, "idx": 0, + "include_name_field": 0, "is_standard": 1, - "modified": "2021-11-23 12:02:48.010298", + "modified": "2023-05-23 12:51:48.684517", "modified_by": "Administrator", "module": "Selling", "name": "Quotation", @@ -14,51 +16,43 @@ "steps": [ { "description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.", - "field": "", "fieldname": "quotation_to", "fieldtype": "Link", "has_next_condition": 0, "is_table_field": 0, "label": "Quotation To", - "parent_field": "", "position": "Right", "title": "Quotation To" }, { "description": "Select a specific Customer to whom this quotation will be sent.", - "field": "", "fieldname": "party_name", "fieldtype": "Dynamic Link", "has_next_condition": 0, "is_table_field": 0, "label": "Party", - "parent_field": "", "position": "Right", "title": "Party" }, { "child_doctype": "Quotation Item", "description": "Select an item for which you will be quoting a price.", - "field": "", "fieldname": "items", "fieldtype": "Table", "has_next_condition": 0, "is_table_field": 0, "label": "Items", - "parent_field": "", "parent_fieldname": "items", "position": "Bottom", "title": "Items" }, { "description": "You can select pre-populated Sales Taxes and Charges from here.", - "field": "", "fieldname": "taxes", "fieldtype": "Table", "has_next_condition": 0, "is_table_field": 0, "label": "Sales Taxes and Charges", - "parent_field": "", "position": "Bottom", "title": "Sales Taxes and Charges" } diff --git a/erpnext/setup/module_onboarding/home/home.json b/erpnext/setup/module_onboarding/home/home.json index 1fd96796cb..7b0d77ff50 100644 --- a/erpnext/setup/module_onboarding/home/home.json +++ b/erpnext/setup/module_onboarding/home/home.json @@ -25,7 +25,7 @@ "documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup", "idx": 0, "is_complete": 0, - "modified": "2023-05-20 19:45:03.936741", + "modified": "2023-05-23 13:20:19.703506", "modified_by": "Administrator", "module": "Setup", "name": "Home", @@ -38,10 +38,7 @@ "step": "Create a Customer" }, { - "step": "Create a Supplier" - }, - { - "step": "Create a Quotation" + "step": "Create Your First Sales Invoice" } ], "subtitle": "Item, Customer, Supplier and Quotation", diff --git a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json index 5b0fd419c2..dc07578122 100644 --- a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json +++ b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json @@ -9,7 +9,7 @@ "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2023-05-16 20:01:34.202622", + "modified": "2023-05-23 12:45:55.138580", "modified_by": "Administrator", "name": "Create a Customer", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json index 15f36bec81..4115196ffa 100644 --- a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json +++ b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json @@ -11,7 +11,7 @@ "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2023-05-16 12:56:40.355878", + "modified": "2023-05-23 12:43:08.484206", "modified_by": "Administrator", "name": "Create an Item", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json b/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json new file mode 100644 index 0000000000..96fa68e8c9 --- /dev/null +++ b/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json @@ -0,0 +1,20 @@ +{ + "action": "Create Entry", + "creation": "2020-05-14 17:48:21.019019", + "description": "# All about sales invoice\n\nA Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment. Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.", + "docstatus": 0, + "doctype": "Onboarding Step", + "idx": 0, + "is_complete": 0, + "is_single": 0, + "is_skipped": 0, + "modified": "2023-05-22 21:20:15.589644", + "modified_by": "Administrator", + "name": "Create Your First Sales Invoice", + "owner": "Administrator", + "reference_document": "Sales Invoice", + "show_form_tour": 1, + "show_full_form": 1, + "title": "Create Your First Sales Invoice ", + "validate_action": 1 +} \ No newline at end of file