Merge pull request #24147 from scmmishra/desk-enhancements

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Shivam Mishra 2020-12-16 13:27:04 +05:30 committed by GitHub
commit c634e24b60
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69 changed files with 8408 additions and 6225 deletions

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},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Supplier Scorecard",
"link_to": "Supplier Scorecard",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Supplier Scorecard Variable",
"link_to": "Supplier Scorecard Variable",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Supplier Scorecard Criteria",
"link_to": "Supplier Scorecard Criteria",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Supplier Scorecard Standing",
"link_to": "Supplier Scorecard Standing",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Key Reports",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Purchase Analytics",
"link_to": "Purchase Analytics",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Purchase Order Analysis",
"link_to": "Purchase Order Analysis",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Supplier-Wise Sales Analytics",
"link_to": "Supplier-Wise Sales Analytics",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Items to Order and Receive",
"link_to": "Requested Items to Order and Receive",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Purchase Order Trends",
"link_to": "Purchase Order Trends",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Procurement Tracker",
"link_to": "Procurement Tracker",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Other Reports",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Items To Be Requested",
"link_to": "Items To Be Requested",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Item-wise Purchase History",
"link_to": "Item-wise Purchase History",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Purchase Receipt Trends",
"link_to": "Purchase Receipt Trends",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Purchase Invoice Trends",
"link_to": "Purchase Invoice Trends",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Subcontracted Raw Materials To Be Transferred",
"link_to": "Subcontracted Raw Materials To Be Transferred",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Subcontracted Item To Be Received",
"link_to": "Subcontracted Item To Be Received",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Supplier Quotation Comparison",
"link_to": "Supplier Quotation Comparison",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Material Requests for which Supplier Quotations are not created",
"link_to": "Material Requests for which Supplier Quotations are not created",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Supplier Addresses And Contacts",
"link_to": "Address And Contacts",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Regional",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Import Supplier Invoice",
"link_to": "Import Supplier Invoice",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
}
],
"modified": "2020-12-01 13:38:38.615167",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying",
"onboarding": "Buying",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "Green",
"format": "{} Available",
"label": "Item",
"link_to": "Item",
"stats_filter": "{\n \"disabled\": 0\n}",
"type": "DocType"
},
{
"color": "Yellow",
"format": "{} Pending",
"label": "Material Request",
"link_to": "Material Request",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"Pending\"\n}",
"type": "DocType"
},
{
"color": "Yellow",
"format": "{} To Receive",
"label": "Purchase Order",
"link_to": "Purchase Order",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\":[\"in\", [\"To Receive\", \"To Receive and Bill\"]]\n}",
"type": "DocType"
},
{
"label": "Purchase Analytics",
"link_to": "Purchase Analytics",
"type": "Report"
},
{
"label": "Purchase Order Analysis",
"link_to": "Purchase Order Analysis",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "Buying",
"type": "Dashboard"
}
],
"shortcuts_label": ""
}

View File

@ -1,626 +0,0 @@
from __future__ import unicode_literals
from frappe import _
import frappe
def get_data():
config = [
{
"label": _("Accounts Receivable"),
"items": [
{
"type": "doctype",
"name": "Sales Invoice",
"description": _("Bills raised to Customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Payment Entry",
"description": _("Bank/Cash transactions against party or for internal transfer")
},
{
"type": "doctype",
"name": "Payment Request",
"description": _("Payment Request"),
},
{
"type": "report",
"name": "Accounts Receivable",
"doctype": "Sales Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Accounts Receivable Summary",
"doctype": "Sales Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Sales Register",
"doctype": "Sales Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Item-wise Sales Register",
"is_query_report": True,
"doctype": "Sales Invoice"
},
{
"type": "report",
"name": "Ordered Items To Be Billed",
"is_query_report": True,
"doctype": "Sales Invoice"
},
{
"type": "report",
"name": "Delivered Items To Be Billed",
"is_query_report": True,
"doctype": "Sales Invoice"
},
]
},
{
"label": _("Accounts Payable"),
"items": [
{
"type": "doctype",
"name": "Purchase Invoice",
"description": _("Bills raised by Suppliers."),
"onboard": 1
},
{
"type": "doctype",
"name": "Supplier",
"description": _("Supplier database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Payment Entry",
"description": _("Bank/Cash transactions against party or for internal transfer")
},
{
"type": "report",
"name": "Accounts Payable",
"doctype": "Purchase Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Accounts Payable Summary",
"doctype": "Purchase Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Purchase Register",
"doctype": "Purchase Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Item-wise Purchase Register",
"is_query_report": True,
"doctype": "Purchase Invoice"
},
{
"type": "report",
"name": "Purchase Order Items To Be Billed",
"is_query_report": True,
"doctype": "Purchase Invoice"
},
{
"type": "report",
"name": "Received Items To Be Billed",
"is_query_report": True,
"doctype": "Purchase Invoice"
},
]
},
{
"label": _("Accounting Masters"),
"items": [
{
"type": "doctype",
"name": "Company",
"description": _("Company (not Customer or Supplier) master."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Account",
"icon": "fa fa-sitemap",
"label": _("Chart of Accounts"),
"route": "#Tree/Account",
"description": _("Tree of financial accounts."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Accounts Settings",
},
{
"type": "doctype",
"name": "Fiscal Year",
"description": _("Financial / accounting year.")
},
{
"type": "doctype",
"name": "Accounting Dimension",
},
{
"type": "doctype",
"name": "Finance Book",
},
{
"type": "doctype",
"name": "Accounting Period",
},
{
"type": "doctype",
"name": "Payment Term",
"description": _("Payment Terms based on conditions")
},
]
},
{
"label": _("Banking and Payments"),
"items": [
{
"type": "doctype",
"label": _("Match Payments with Invoices"),
"name": "Payment Reconciliation",
"description": _("Match non-linked Invoices and Payments.")
},
{
"type": "doctype",
"label": _("Update Bank Clearance Dates"),
"name": "Bank Clearance",
"description": _("Update bank payment dates with journals.")
},
{
"type": "doctype",
"label": _("Invoice Discounting"),
"name": "Invoice Discounting",
},
{
"type": "report",
"name": "Bank Reconciliation Statement",
"is_query_report": True,
"doctype": "Journal Entry"
},{
"type": "page",
"name": "bank-reconciliation",
"label": _("Bank Reconciliation"),
"icon": "fa fa-bar-chart"
},
{
"type": "report",
"name": "Bank Clearance Summary",
"is_query_report": True,
"doctype": "Journal Entry"
},
{
"type": "doctype",
"name": "Bank Guarantee"
},
{
"type": "doctype",
"name": "Cheque Print Template",
"description": _("Setup cheque dimensions for printing")
},
]
},
{
"label": _("General Ledger"),
"items": [
{
"type": "doctype",
"name": "Journal Entry",
"description": _("Accounting journal entries.")
},
{
"type": "report",
"name": "General Ledger",
"doctype": "GL Entry",
"is_query_report": True,
},
{
"type": "report",
"name": "Customer Ledger Summary",
"doctype": "Sales Invoice",
"is_query_report": True,
},
{
"type": "report",
"name": "Supplier Ledger Summary",
"doctype": "Sales Invoice",
"is_query_report": True,
},
{
"type": "doctype",
"name": "Process Deferred Accounting"
}
]
},
{
"label": _("Taxes"),
"items": [
{
"type": "doctype",
"name": "Sales Taxes and Charges Template",
"description": _("Tax template for selling transactions.")
},
{
"type": "doctype",
"name": "Purchase Taxes and Charges Template",
"description": _("Tax template for buying transactions.")
},
{
"type": "doctype",
"name": "Item Tax Template",
"description": _("Tax template for item tax rates.")
},
{
"type": "doctype",
"name": "Tax Category",
"description": _("Tax Category for overriding tax rates.")
},
{
"type": "doctype",
"name": "Tax Rule",
"description": _("Tax Rule for transactions.")
},
{
"type": "doctype",
"name": "Tax Withholding Category",
"description": _("Tax Withholding rates to be applied on transactions.")
},
]
},
{
"label": _("Cost Center and Budgeting"),
"items": [
{
"type": "doctype",
"name": "Cost Center",
"icon": "fa fa-sitemap",
"label": _("Chart of Cost Centers"),
"route": "#Tree/Cost Center",
"description": _("Tree of financial Cost Centers."),
},
{
"type": "doctype",
"name": "Budget",
"description": _("Define budget for a financial year.")
},
{
"type": "doctype",
"name": "Accounting Dimension",
},
{
"type": "report",
"name": "Budget Variance Report",
"is_query_report": True,
"doctype": "Cost Center"
},
{
"type": "doctype",
"name": "Monthly Distribution",
"description": _("Seasonality for setting budgets, targets etc.")
},
]
},
{
"label": _("Financial Statements"),
"items": [
{
"type": "report",
"name": "Trial Balance",
"doctype": "GL Entry",
"is_query_report": True,
},
{
"type": "report",
"name": "Profit and Loss Statement",
"doctype": "GL Entry",
"is_query_report": True
},
{
"type": "report",
"name": "Balance Sheet",
"doctype": "GL Entry",
"is_query_report": True
},
{
"type": "report",
"name": "Cash Flow",
"doctype": "GL Entry",
"is_query_report": True
},
{
"type": "report",
"name": "Consolidated Financial Statement",
"doctype": "GL Entry",
"is_query_report": True
},
]
},
{
"label": _("Opening and Closing"),
"items": [
{
"type": "doctype",
"name": "Opening Invoice Creation Tool",
},
{
"type": "doctype",
"name": "Chart of Accounts Importer",
},
{
"type": "doctype",
"name": "Period Closing Voucher",
"description": _("Close Balance Sheet and book Profit or Loss.")
},
]
},
{
"label": _("Multi Currency"),
"items": [
{
"type": "doctype",
"name": "Currency",
"description": _("Enable / disable currencies.")
},
{
"type": "doctype",
"name": "Currency Exchange",
"description": _("Currency exchange rate master.")
},
{
"type": "doctype",
"name": "Exchange Rate Revaluation",
"description": _("Exchange Rate Revaluation master.")
},
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "Payment Gateway Account",
"description": _("Setup Gateway accounts.")
},
{
"type": "doctype",
"name": "Terms and Conditions",
"label": _("Terms and Conditions Template"),
"description": _("Template of terms or contract.")
},
{
"type": "doctype",
"name": "Mode of Payment",
"description": _("e.g. Bank, Cash, Credit Card")
},
]
},
{
"label": _("Subscription Management"),
"items": [
{
"type": "doctype",
"name": "Subscriber",
},
{
"type": "doctype",
"name": "Subscription Plan",
},
{
"type": "doctype",
"name": "Subscription"
},
{
"type": "doctype",
"name": "Subscription Settings"
}
]
},
{
"label": _("Bank Statement"),
"items": [
{
"type": "doctype",
"label": _("Bank"),
"name": "Bank",
},
{
"type": "doctype",
"label": _("Bank Account"),
"name": "Bank Account",
},
{
"type": "doctype",
"name": "Bank Statement Transaction Entry",
},
{
"type": "doctype",
"label": _("Bank Statement Settings"),
"name": "Bank Statement Settings",
},
]
},
{
"label": _("Profitability"),
"items": [
{
"type": "report",
"name": "Gross Profit",
"doctype": "Sales Invoice",
"is_query_report": True
},
{
"type": "report",
"name": "Profitability Analysis",
"doctype": "GL Entry",
"is_query_report": True,
},
{
"type": "report",
"name": "Sales Invoice Trends",
"is_query_report": True,
"doctype": "Sales Invoice"
},
{
"type": "report",
"name": "Purchase Invoice Trends",
"is_query_report": True,
"doctype": "Purchase Invoice"
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-table",
"items": [
{
"type": "report",
"name": "Trial Balance for Party",
"doctype": "GL Entry",
"is_query_report": True,
},
{
"type": "report",
"name": "Payment Period Based On Invoice Date",
"is_query_report": True,
"doctype": "Journal Entry"
},
{
"type": "report",
"name": "Sales Partners Commission",
"is_query_report": True,
"doctype": "Sales Invoice"
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Credit Balance",
"doctype": "Customer"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Payment Summary",
"doctype": "Sales Invoice"
},
{
"type": "report",
"is_query_report": True,
"name": "Address And Contacts",
"doctype": "Address"
}
]
},
{
"label": _("Share Management"),
"icon": "fa fa-microchip ",
"items": [
{
"type": "doctype",
"name": "Shareholder",
"description": _("List of available Shareholders with folio numbers")
},
{
"type": "doctype",
"name": "Share Transfer",
"description": _("List of all share transactions"),
},
{
"type": "report",
"name": "Share Ledger",
"doctype": "Share Transfer",
"is_query_report": True
},
{
"type": "report",
"name": "Share Balance",
"doctype": "Share Transfer",
"is_query_report": True
}
]
},
]
gst = {
"label": _("Goods and Services Tax (GST India)"),
"items": [
{
"type": "doctype",
"name": "GST Settings",
},
{
"type": "doctype",
"name": "GST HSN Code",
},
{
"type": "report",
"name": "GSTR-1",
"is_query_report": True
},
{
"type": "report",
"name": "GSTR-2",
"is_query_report": True
},
{
"type": "doctype",
"name": "GSTR 3B Report",
},
{
"type": "report",
"name": "GST Sales Register",
"is_query_report": True
},
{
"type": "report",
"name": "GST Purchase Register",
"is_query_report": True
},
{
"type": "report",
"name": "GST Itemised Sales Register",
"is_query_report": True
},
{
"type": "report",
"name": "GST Itemised Purchase Register",
"is_query_report": True
},
{
"type": "doctype",
"name": "C-Form",
"description": _("C-Form records"),
"country": "India"
},
]
}
countries = frappe.get_all("Company", fields="country")
countries = [country["country"] for country in countries]
if "India" in countries:
config.insert(9, gst)
domains = frappe.get_active_domains()
return config

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@ -1,70 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Crops & Lands"),
"items": [
{
"type": "doctype",
"name": "Crop",
"onboard": 1,
},
{
"type": "doctype",
"name": "Crop Cycle",
"onboard": 1,
},
{
"type": "doctype",
"name": "Location",
"onboard": 1,
}
]
},
{
"label": _("Diseases & Fertilizers"),
"items": [
{
"type": "doctype",
"name": "Disease",
"onboard": 1,
},
{
"type": "doctype",
"name": "Fertilizer",
"onboard": 1,
}
]
},
{
"label": _("Analytics"),
"items": [
{
"type": "doctype",
"name": "Plant Analysis",
},
{
"type": "doctype",
"name": "Soil Analysis",
},
{
"type": "doctype",
"name": "Water Analysis",
},
{
"type": "doctype",
"name": "Soil Texture",
},
{
"type": "doctype",
"name": "Weather",
},
{
"type": "doctype",
"name": "Agriculture Analysis Criteria",
}
]
},
]

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@ -1,94 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Assets"),
"items": [
{
"type": "doctype",
"name": "Asset",
"onboard": 1,
},
{
"type": "doctype",
"name": "Location",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Category",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Movement",
"description": _("Transfer an asset from one warehouse to another")
},
]
},
{
"label": _("Maintenance"),
"items": [
{
"type": "doctype",
"name": "Asset Maintenance Team",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Maintenance",
"onboard": 1,
"dependencies": ["Asset Maintenance Team"],
},
{
"type": "doctype",
"name": "Asset Maintenance Tasks",
"onboard": 1,
"dependencies": ["Asset Maintenance"],
},
{
"type": "doctype",
"name": "Asset Maintenance Log",
"dependencies": ["Asset Maintenance"],
},
{
"type": "doctype",
"name": "Asset Value Adjustment",
"dependencies": ["Asset"],
},
{
"type": "doctype",
"name": "Asset Repair",
"dependencies": ["Asset"],
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-table",
"items": [
{
"type": "report",
"name": "Asset Depreciation Ledger",
"doctype": "Asset",
"is_query_report": True,
"dependencies": ["Asset"],
},
{
"type": "report",
"name": "Asset Depreciations and Balances",
"doctype": "Asset",
"is_query_report": True,
"dependencies": ["Asset"],
},
{
"type": "report",
"name": "Asset Maintenance",
"doctype": "Asset Maintenance",
"dependencies": ["Asset Maintenance"]
},
]
}
]

View File

@ -1,264 +0,0 @@
from __future__ import unicode_literals
import frappe
from frappe import _
def get_data():
config = [
{
"label": _("Purchasing"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Material Request",
"onboard": 1,
"dependencies": ["Item"],
"description": _("Request for purchase."),
},
{
"type": "doctype",
"name": "Purchase Order",
"onboard": 1,
"dependencies": ["Item", "Supplier"],
"description": _("Purchase Orders given to Suppliers."),
},
{
"type": "doctype",
"name": "Purchase Invoice",
"onboard": 1,
"dependencies": ["Item", "Supplier"]
},
{
"type": "doctype",
"name": "Request for Quotation",
"onboard": 1,
"dependencies": ["Item", "Supplier"],
"description": _("Request for quotation."),
},
{
"type": "doctype",
"name": "Supplier Quotation",
"dependencies": ["Item", "Supplier"],
"description": _("Quotations received from Suppliers."),
},
]
},
{
"label": _("Items and Pricing"),
"items": [
{
"type": "doctype",
"name": "Item",
"onboard": 1,
"description": _("All Products or Services."),
},
{
"type": "doctype",
"name": "Item Price",
"description": _("Multiple Item prices."),
"onboard": 1,
"route": "#Report/Item Price"
},
{
"type": "doctype",
"name": "Price List",
"description": _("Price List master.")
},
{
"type": "doctype",
"name": "Pricing Rule",
"description": _("Rules for applying pricing and discount.")
},
{
"type": "doctype",
"name": "Product Bundle",
"description": _("Bundle items at time of sale."),
},
{
"type": "doctype",
"name": "Item Group",
"icon": "fa fa-sitemap",
"label": _("Item Group"),
"link": "Tree/Item Group",
"description": _("Tree of Item Groups."),
},
{
"type": "doctype",
"name": "Promotional Scheme",
"description": _("Rules for applying different promotional schemes.")
}
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "Buying Settings",
"settings": 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.")
},
]
},
{
"label": _("Supplier"),
"items": [
{
"type": "doctype",
"name": "Supplier",
"onboard": 1,
"description": _("Supplier database."),
},
{
"type": "doctype",
"name": "Supplier Group",
"description": _("Supplier Group master.")
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
},
{
"type": "doctype",
"name": "Address",
"description": _("All Addresses."),
},
]
},
{
"label": _("Key Reports"),
"icon": "fa fa-table",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Purchase Analytics",
"reference_doctype": "Purchase Order",
"onboard": 1
},
{
"type": "report",
"is_query_report": True,
"name": "Purchase Order Trends",
"reference_doctype": "Purchase Order",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Procurement Tracker",
"reference_doctype": "Purchase Order",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Requested Items To Order",
"reference_doctype": "Material Request",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Address And Contacts",
"label": _("Supplier Addresses And Contacts"),
"reference_doctype": "Address",
"route_options": {
"party_type": "Supplier"
}
}
]
},
{
"label": _("Supplier Scorecard"),
"items": [
{
"type": "doctype",
"name": "Supplier Scorecard",
"description": _("All Supplier scorecards."),
},
{
"type": "doctype",
"name": "Supplier Scorecard Variable",
"description": _("Templates of supplier scorecard variables.")
},
{
"type": "doctype",
"name": "Supplier Scorecard Criteria",
"description": _("Templates of supplier scorecard criteria."),
},
{
"type": "doctype",
"name": "Supplier Scorecard Standing",
"description": _("Templates of supplier standings."),
},
]
},
{
"label": _("Other Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Items To Be Requested",
"reference_doctype": "Item",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Item-wise Purchase History",
"reference_doctype": "Item",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Supplier-Wise Sales Analytics",
"reference_doctype": "Stock Ledger Entry",
"onboard": 1
},
{
"type": "report",
"is_query_report": True,
"name": "Material Requests for which Supplier Quotations are not created",
"reference_doctype": "Material Request"
}
]
},
]
regional = {
"label": _("Regional"),
"items": [
{
"type": "doctype",
"name": "Import Supplier Invoice",
"description": _("Import Italian Supplier Invoice."),
"onboard": 1,
}
]
}
countries = frappe.get_all("Company", fields="country")
countries = [country["country"] for country in countries]
if "Italy" in countries:
config.append(regional)
return config

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@ -1,236 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Sales Pipeline"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Opportunity",
"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",
"name": "Communication",
"description": _("Record of all communications of type email, phone, chat, visit, etc."),
},
{
"type": "doctype",
"name": "Lead Source",
"description": _("Track Leads by Lead Source.")
},
{
"type": "doctype",
"name": "Contract",
"description": _("Helps you keep tracks of Contracts based on Supplier, Customer and Employee"),
},
{
"type": "doctype",
"name": "Appointment",
"description" : _("Helps you manage appointments with your leads"),
},
{
"type": "doctype",
"name": "Newsletter",
"label": _("Newsletter"),
}
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Lead Details",
"doctype": "Lead",
"onboard": 1,
},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "fa fa-bar-chart",
"onboard": 1,
},
{
"type": "report",
"name": "Prospects Engaged But Not Converted",
"doctype": "Lead",
"is_query_report": True,
"onboard": 1,
},
{
"type": "report",
"name": "Minutes to First Response for Opportunity",
"doctype": "Opportunity",
"is_query_report": True,
"dependencies": ["Opportunity"]
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Addresses And Contacts",
"doctype": "Contact",
"dependencies": ["Customer"]
},
{
"type": "report",
"is_query_report": True,
"name": "Inactive Customers",
"doctype": "Sales Order",
"dependencies": ["Sales Order"]
},
{
"type": "report",
"is_query_report": True,
"name": "Campaign Efficiency",
"doctype": "Lead",
"dependencies": ["Lead"]
},
{
"type": "report",
"is_query_report": True,
"name": "Lead Owner Efficiency",
"doctype": "Lead",
"dependencies": ["Lead"]
},
{
"type": "report",
"is_query_report": True,
"name": "Territory-wise Sales",
"doctype": "Opportunity",
"dependencies": ["Opportunity"]
}
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Territory"),
"name": "Territory",
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"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,
},
{
"type": "doctype",
"name": "Campaign",
"description": _("Sales campaigns."),
},
{
"type": "doctype",
"name": "Email Campaign",
"description": _("Sends Mails to lead or contact based on a Campaign schedule"),
},
{
"type": "doctype",
"name": "SMS Center",
"description":_("Send mass SMS to your contacts"),
},
{
"type": "doctype",
"name": "SMS Log",
"description":_("Logs for maintaining sms delivery status"),
},
{
"type": "doctype",
"name": "SMS Settings",
"description": _("Setup SMS gateway settings")
},
{
"type": "doctype",
"label": _("Email Group"),
"name": "Email Group",
}
]
},
{
"label": _("Maintenance"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Maintenance Schedule",
"description": _("Plan for maintenance visits."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Maintenance Visit",
"description": _("Visit report for maintenance call."),
},
{
"type": "report",
"name": "Maintenance Schedules",
"is_query_report": True,
"doctype": "Maintenance Schedule"
},
{
"type": "doctype",
"name": "Warranty Claim",
"description": _("Warranty Claim against Serial No."),
},
]
},
# {
# "label": _("Help"),
# "items": [
# {
# "type": "help",
# "label": _("Lead to Quotation"),
# "youtube_id": "TxYX4r4JAKA"
# },
# {
# "type": "help",
# "label": _("Newsletters"),
# "youtube_id": "muLKsCrrDRo"
# },
# ]
# },
]

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@ -1,220 +0,0 @@
# coding=utf-8
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
# Modules
{
"module_name": "Getting Started",
"category": "Modules",
"label": _("Getting Started"),
"color": "#1abc9c",
"icon": "fa fa-check-square-o",
"type": "module",
"disable_after_onboard": 1,
"description": "Dive into the basics for your organisation's needs.",
"onboard_present": 1
},
{
"module_name": "Accounts",
"category": "Modules",
"label": _("Accounting"),
"color": "#3498db",
"icon": "octicon octicon-repo",
"type": "module",
"description": "Accounts, billing, payments, cost center and budgeting."
},
{
"module_name": "Selling",
"category": "Modules",
"label": _("Selling"),
"color": "#1abc9c",
"icon": "octicon octicon-tag",
"type": "module",
"description": "Sales orders, quotations, customers and items."
},
{
"module_name": "Buying",
"category": "Modules",
"label": _("Buying"),
"color": "#c0392b",
"icon": "octicon octicon-briefcase",
"type": "module",
"description": "Purchasing, suppliers, material requests, and items."
},
{
"module_name": "Stock",
"category": "Modules",
"label": _("Stock"),
"color": "#f39c12",
"icon": "octicon octicon-package",
"type": "module",
"description": "Stock transactions, reports, serial numbers and batches."
},
{
"module_name": "Assets",
"category": "Modules",
"label": _("Assets"),
"color": "#4286f4",
"icon": "octicon octicon-database",
"type": "module",
"description": "Asset movement, maintainance and tools."
},
{
"module_name": "Projects",
"category": "Modules",
"label": _("Projects"),
"color": "#8e44ad",
"icon": "octicon octicon-rocket",
"type": "module",
"description": "Updates, Timesheets and Activities."
},
{
"module_name": "CRM",
"category": "Modules",
"label": _("CRM"),
"color": "#EF4DB6",
"icon": "octicon octicon-broadcast",
"type": "module",
"description": "Sales pipeline, leads, opportunities and customers."
},
{
"module_name": "Loan Management",
"category": "Modules",
"label": _("Loan Management"),
"color": "#EF4DB6",
"icon": "octicon octicon-repo",
"type": "module",
"description": "Loan Management for Customer and Employees"
},
{
"module_name": "Support",
"category": "Modules",
"label": _("Support"),
"color": "#1abc9c",
"icon": "fa fa-check-square-o",
"type": "module",
"description": "User interactions, support issues and knowledge base."
},
{
"module_name": "HR",
"category": "Modules",
"label": _("Human Resources"),
"color": "#2ecc71",
"icon": "octicon octicon-organization",
"type": "module",
"description": "Employees, attendance, payroll, leaves and shifts."
},
{
"module_name": "Quality Management",
"category": "Modules",
"label": _("Quality"),
"color": "#1abc9c",
"icon": "fa fa-check-square-o",
"type": "module",
"description": "Quality goals, procedures, reviews and action."
},
# Category: "Domains"
{
"module_name": "Manufacturing",
"category": "Domains",
"label": _("Manufacturing"),
"color": "#7f8c8d",
"icon": "octicon octicon-tools",
"type": "module",
"description": "BOMS, work orders, operations, and timesheets."
},
{
"module_name": "Retail",
"category": "Domains",
"label": _("Retail"),
"color": "#7f8c8d",
"icon": "octicon octicon-credit-card",
"type": "module",
"description": "Point of Sale and cashier closing."
},
{
"module_name": "Education",
"category": "Domains",
"label": _("Education"),
"color": "#428B46",
"icon": "octicon octicon-mortar-board",
"type": "module",
"description": "Student admissions, fees, courses and scores."
},
{
"module_name": "Healthcare",
"category": "Domains",
"label": _("Healthcare"),
"color": "#FF888B",
"icon": "fa fa-heartbeat",
"type": "module",
"description": "Patient appointments, procedures and tests."
},
{
"module_name": "Agriculture",
"category": "Domains",
"label": _("Agriculture"),
"color": "#8BC34A",
"icon": "octicon octicon-globe",
"type": "module",
"description": "Crop cycles, land areas, soil and plant analysis."
},
{
"module_name": "Hotels",
"category": "Domains",
"label": _("Hotels"),
"color": "#EA81E8",
"icon": "fa fa-bed",
"type": "module",
"description": "Hotel rooms, pricing, reservation and amenities."
},
{
"module_name": "Non Profit",
"category": "Domains",
"label": _("Non Profit"),
"color": "#DE2B37",
"icon": "octicon octicon-heart",
"type": "module",
"description": "Volunteers, memberships, grants and chapters."
},
{
"module_name": "Restaurant",
"category": "Domains",
"label": _("Restaurant"),
"color": "#EA81E8",
"icon": "fa fa-cutlery",
"_doctype": "Restaurant",
"type": "module",
"link": "List/Restaurant",
"description": "Menu, Orders and Table Reservations."
},
{
"module_name": "Help",
"category": "Administration",
"label": _("Learn"),
"color": "#FF888B",
"icon": "octicon octicon-device-camera-video",
"type": "module",
"is_help": True,
"description": "Explore Help Articles and Videos."
},
{
"module_name": 'Marketplace',
"category": "Places",
"label": _('Marketplace'),
"icon": "octicon octicon-star",
"type": 'link',
"link": '#marketplace/home',
"color": '#FF4136',
'standard': 1,
"description": "Publish items to other ERPNext users."
},
]

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@ -1,3 +0,0 @@
from __future__ import unicode_literals
source_link = "https://github.com/erpnext/foundation"

View File

@ -1,268 +0,0 @@
from __future__ import unicode_literals
import frappe
from frappe import _
active_domains = frappe.get_active_domains()
def get_data():
return [
{
"label": _("Accounting"),
"items": [
{
"type": "doctype",
"name": "Item",
"onboard": 1,
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Supplier",
"description": _("Supplier database."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Company",
"description": _("Company (not Customer or Supplier) master."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Account",
"icon": "fa fa-sitemap",
"label": _("Chart of Accounts"),
"route": "#Tree/Account",
"description": _("Tree of financial accounts."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Opening Invoice Creation Tool",
"description": _("Create Opening Sales and Purchase Invoices"),
"onboard": 1,
},
]
},
{
"label": _("Data Import and Settings"),
"items": [
{
"type": "doctype",
"name": "Data Import",
"label": _("Import Data"),
"icon": "octicon octicon-cloud-upload",
"description": _("Import Data from CSV / Excel files."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Chart of Accounts Importer",
"label": _("Chart of Accounts Importer"),
"description": _("Import Chart of Accounts from CSV / Excel files"),
"onboard": 1
},
{
"type": "doctype",
"name": "Letter Head",
"description": _("Letter Heads for print templates."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Email Account",
"description": _("Add / Manage Email Accounts."),
"onboard": 1,
},
]
},
{
"label": _("Stock"),
"items": [
{
"type": "doctype",
"name": "Warehouse",
"onboard": 1,
},
{
"type": "doctype",
"name": "Brand",
"onboard": 1,
},
{
"type": "doctype",
"name": "UOM",
"label": _("Unit of Measure") + " (UOM)",
"onboard": 1,
},
{
"type": "doctype",
"name": "Stock Reconciliation",
"onboard": 1,
},
]
},
{
"label": _("CRM"),
"items": [
{
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
"onboard": 1,
},
{
"type": "doctype",
"label": _("Territory"),
"name": "Territory",
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
"onboard": 1,
},
]
},
{
"label": _("Human Resources"),
"items": [
{
"type": "doctype",
"name": "Employee",
"onboard": 1,
},
{
"type": "doctype",
"name": "Employee Attendance Tool",
"hide_count": True,
"onboard": 1,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Salary Structure",
"onboard": 1,
},
]
},
{
"label": _("Education"),
"condition": "Education" in active_domains,
"items": [
{
"type": "doctype",
"name": "Student",
"onboard": 1,
},
{
"type": "doctype",
"name": "Course",
"onboard": 1,
},
{
"type": "doctype",
"name": "Instructor",
"onboard": 1,
},
{
"type": "doctype",
"name": "Room",
"onboard": 1,
},
]
},
{
"label": _("Healthcare"),
"condition": "Healthcare" in active_domains,
"items": [
{
"type": "doctype",
"name": "Patient",
"label": _("Patient"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Physician",
"label": _("Physician"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Diagnosis",
"label": _("Diagnosis"),
"onboard": 1,
}
]
},
{
"label": _("Agriculture"),
"condition": "Agriculture" in active_domains,
"items": [
{
"type": "doctype",
"name": "Crop",
"onboard": 1,
},
{
"type": "doctype",
"name": "Crop Cycle",
"onboard": 1,
},
{
"type": "doctype",
"name": "Location",
"onboard": 1,
},
{
"type": "doctype",
"name": "Fertilizer",
"onboard": 1,
}
]
},
{
"label": _("Non Profit"),
"condition": "Non Profit" in active_domains,
"items": [
{
"type": "doctype",
"name": "Member",
"description": _("Member information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Volunteer",
"description": _("Volunteer information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Chapter",
"description": _("Chapter information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Donor",
"description": _("Donor information."),
"onboard": 1,
},
]
}
]

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@ -1,254 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Masters"),
"items": [
{
"type": "doctype",
"name": "Patient",
"label": _("Patient"),
"onboard": 1
},
{
"type": "doctype",
"name": "Healthcare Practitioner",
"label": _("Healthcare Practitioner"),
"onboard": 1
},
{
"type": "doctype",
"name": "Practitioner Schedule",
"label": _("Practitioner Schedule"),
"onboard": 1
},
{
"type": "doctype",
"name": "Medical Department",
"label": _("Medical Department"),
},
{
"type": "doctype",
"name": "Healthcare Service Unit Type",
"label": _("Healthcare Service Unit Type")
},
{
"type": "doctype",
"name": "Healthcare Service Unit",
"label": _("Healthcare Service Unit")
},
{
"type": "doctype",
"name": "Medical Code Standard",
"label": _("Medical Code Standard")
},
{
"type": "doctype",
"name": "Medical Code",
"label": _("Medical Code")
}
]
},
{
"label": _("Consultation Setup"),
"items": [
{
"type": "doctype",
"name": "Appointment Type",
"label": _("Appointment Type"),
},
{
"type": "doctype",
"name": "Clinical Procedure Template",
"label": _("Clinical Procedure Template")
},
{
"type": "doctype",
"name": "Prescription Dosage",
"label": _("Prescription Dosage")
},
{
"type": "doctype",
"name": "Prescription Duration",
"label": _("Prescription Duration")
},
{
"type": "doctype",
"name": "Antibiotic",
"label": _("Antibiotic")
}
]
},
{
"label": _("Consultation"),
"items": [
{
"type": "doctype",
"name": "Patient Appointment",
"label": _("Patient Appointment")
},
{
"type": "doctype",
"name": "Clinical Procedure",
"label": _("Clinical Procedure")
},
{
"type": "doctype",
"name": "Patient Encounter",
"label": _("Patient Encounter")
},
{
"type": "doctype",
"name": "Vital Signs",
"label": _("Vital Signs")
},
{
"type": "doctype",
"name": "Complaint",
"label": _("Complaint")
},
{
"type": "doctype",
"name": "Diagnosis",
"label": _("Diagnosis")
},
{
"type": "doctype",
"name": "Fee Validity",
"label": _("Fee Validity")
}
]
},
{
"label": _("Settings"),
"items": [
{
"type": "doctype",
"name": "Healthcare Settings",
"label": _("Healthcare Settings"),
"onboard": 1
}
]
},
{
"label": _("Laboratory Setup"),
"items": [
{
"type": "doctype",
"name": "Lab Test Template",
"label": _("Lab Test Template")
},
{
"type": "doctype",
"name": "Lab Test Sample",
"label": _("Lab Test Sample")
},
{
"type": "doctype",
"name": "Lab Test UOM",
"label": _("Lab Test UOM")
},
{
"type": "doctype",
"name": "Sensitivity",
"label": _("Sensitivity")
}
]
},
{
"label": _("Laboratory"),
"items": [
{
"type": "doctype",
"name": "Lab Test",
"label": _("Lab Test")
},
{
"type": "doctype",
"name": "Sample Collection",
"label": _("Sample Collection")
},
{
"type": "doctype",
"name": "Dosage Form",
"label": _("Dosage Form")
}
]
},
{
"label": _("Records and History"),
"items": [
{
"type": "page",
"name": "patient_history",
"label": _("Patient History"),
},
{
"type": "doctype",
"name": "Patient Medical Record",
"label": _("Patient Medical Record")
},
{
"type": "doctype",
"name": "Inpatient Record",
"label": _("Inpatient Record")
}
]
},
{
"label": _("Reports"),
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Patient Appointment Analytics",
"doctype": "Patient Appointment"
},
{
"type": "report",
"is_query_report": True,
"name": "Lab Test Report",
"doctype": "Lab Test",
"label": _("Lab Test Report")
}
]
},
{
"label": _("Rehabilitation"),
"icon": "icon-cog",
"items": [
{
"type": "doctype",
"name": "Exercise Type",
"label": _("Exercise Type")
},
{
"type": "doctype",
"name": "Exercise Difficulty Level",
"label": _("Exercise Difficulty Level")
},
{
"type": "doctype",
"name": "Therapy Type",
"label": _("Therapy Type")
},
{
"type": "doctype",
"name": "Therapy Plan",
"label": _("Therapy Plan")
},
{
"type": "doctype",
"name": "Therapy Session",
"label": _("Therapy Session")
},
{
"type": "doctype",
"name": "Motor Assessment Scale",
"label": _("Motor Assessment Scale")
}
]
}
]

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@ -1,273 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("General"),
"items": [
{
"type": "help",
"label": _("Navigating"),
"youtube_id": "YDoI2DF4Lmc"
},
{
"type": "help",
"label": _("Setup Wizard"),
"youtube_id": "oIOf_zCFWKQ"
},
{
"type": "help",
"label": _("Customizing Forms"),
"youtube_id": "pJhL9mmxV_U"
},
{
"type": "help",
"label": _("Report Builder"),
"youtube_id": "TxJGUNarcQs"
},
]
},
{
"label": _("Settings"),
"items": [
{
"type": "help",
"label": _("Data Import and Export"),
"youtube_id": "6wiriRKPhmg"
},
{
"type": "help",
"label": _("Opening Stock Balance"),
"youtube_id": "nlHX0ZZ84Lw"
},
{
"type": "help",
"label": _("Setting up Email Account"),
"youtube_id": "YFYe0DrB95o"
},
{
"type": "help",
"label": _("Printing and Branding"),
"youtube_id": "cKZHcx1znMc"
},
{
"type": "help",
"label": _("Users and Permissions"),
"youtube_id": "8Slw1hsTmUI"
},
{
"type": "help",
"label": _("Workflow"),
"youtube_id": "yObJUg9FxFs"
},
{
"type": "help",
"label": _("File Manager"),
"youtube_id": "4-osLW3E_Rk"
},
]
},
{
"label": _("Accounting"),
"items": [
{
"type": "help",
"label": _("Chart of Accounts"),
"youtube_id": "DyR-DST-PyA"
},
{
"type": "help",
"label": _("Setting up Taxes"),
"youtube_id": "nQ1zZdPgdaQ"
},
{
"type": "help",
"label": _("Opening Accounting Balance"),
"youtube_id": "kdgM20Q-q68"
},
{
"type": "help",
"label": _("Advance Payments"),
"youtube_id": "J46-6qtyZ9U"
},
]
},
{
"label": _("CRM"),
"items": [
{
"type": "help",
"label": _("Lead to Quotation"),
"youtube_id": "TxYX4r4JAKA"
},
{
"type": "help",
"label": _("Newsletters"),
"youtube_id": "muLKsCrrDRo"
},
]
},
{
"label": _("Selling"),
"items": [
{
"type": "help",
"label": _("Customer and Supplier"),
"youtube_id": "anoGi_RpQ20"
},
{
"type": "help",
"label": _("Sales Order to Payment"),
"youtube_id": "1eP90MWoDQM"
},
{
"type": "help",
"label": _("Point-of-Sale"),
"youtube_id": "4WkelWkbP_c"
},
{
"type": "help",
"label": _("Product Bundle"),
"youtube_id": "yk3kPrRyRRc"
},
{
"type": "help",
"label": _("Drop Ship"),
"youtube_id": "hUc0hu_XLdo"
},
]
},
{
"label": _("Stock"),
"items": [
{
"type": "help",
"label": _("Items and Pricing"),
"youtube_id": "qXaEwld4_Ps"
},
{
"type": "help",
"label": _("Item Variants"),
"youtube_id": "OGBETlCzU5o"
},
{
"type": "help",
"label": _("Opening Stock Balance"),
"youtube_id": "0yPgrtfeCTs"
},
{
"type": "help",
"label": _("Making Stock Entries"),
"youtube_id": "Njt107hlY3I"
},
{
"type": "help",
"label": _("Serialized Inventory"),
"youtube_id": "gvOVlEwFDAk"
},
{
"type": "help",
"label": _("Batch Inventory"),
"youtube_id": "J0QKl7ABPKM"
},
{
"type": "help",
"label": _("Managing Subcontracting"),
"youtube_id": "ThiMCC2DtKo"
},
{
"type": "help",
"label": _("Quality Inspection"),
"youtube_id": "WmtcF3Y40Fs"
},
]
},
{
"label": _("Buying"),
"items": [
{
"type": "help",
"label": _("Customer and Supplier"),
"youtube_id": "anoGi_RpQ20"
},
{
"type": "help",
"label": _("Material Request to Purchase Order"),
"youtube_id": "55Gk2j7Q8Zw"
},
{
"type": "help",
"label": _("Purchase Order to Payment"),
"youtube_id": "efFajTTQBa8"
},
{
"type": "help",
"label": _("Managing Subcontracting"),
"youtube_id": "ThiMCC2DtKo"
},
]
},
{
"label": _("Manufacturing"),
"items": [
{
"type": "help",
"label": _("Bill of Materials"),
"youtube_id": "hDV0c1OeWLo"
},
{
"type": "help",
"label": _("Work Order"),
"youtube_id": "ZotgLyp2YFY"
},
]
},
{
"label": _("Human Resource"),
"items": [
{
"type": "help",
"label": _("Setting up Employees"),
"youtube_id": "USfIUdZlUhw"
},
{
"type": "help",
"label": _("Leave Management"),
"youtube_id": "fc0p_AXebc8"
},
{
"type": "help",
"label": _("Expense Claims"),
"youtube_id": "5SZHJF--ZFY"
}
]
},
{
"label": _("Projects"),
"items": [
{
"type": "help",
"label": _("Managing Projects"),
"youtube_id": "gCzShu9Niu4"
},
]
},
{
"label": _("Website"),
"items": [
{
"type": "help",
"label": _("Publish Items on Website"),
"youtube_id": "W31LBBNzbgc"
},
{
"type": "help",
"label": _("Shopping Cart"),
"youtube_id": "xkrYO-KFukM"
},
]
},
]

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@ -1,470 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Employee"),
"items": [
{
"type": "doctype",
"name": "Employee",
"onboard": 1,
},
{
"type": "doctype",
"name": "Employment Type",
},
{
"type": "doctype",
"name": "Branch",
},
{
"type": "doctype",
"name": "Department",
},
{
"type": "doctype",
"name": "Designation",
},
{
"type": "doctype",
"name": "Employee Grade",
},
{
"type": "doctype",
"name": "Employee Group",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Health Insurance"
},
]
},
{
"label": _("Attendance"),
"items": [
{
"type": "doctype",
"name": "Employee Attendance Tool",
"hide_count": True,
"onboard": 1,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Attendance",
"onboard": 1,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Attendance Request",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Upload Attendance",
"hide_count": True,
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Checkin",
"hide_count": True,
"dependencies": ["Employee"]
},
{
"type": "report",
"is_query_report": True,
"name": "Monthly Attendance Sheet",
"doctype": "Attendance"
},
]
},
{
"label": _("Leaves"),
"items": [
{
"type": "doctype",
"name": "Leave Application",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Leave Allocation",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Leave Policy",
"dependencies": ["Leave Type"]
},
{
"type": "doctype",
"name": "Leave Period",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name":"Leave Type",
},
{
"type": "doctype",
"name": "Holiday List",
},
{
"type": "doctype",
"name": "Compensatory Leave Request",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Leave Encashment",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Leave Block List",
},
{
"type": "report",
"is_query_report": True,
"name": "Employee Leave Balance",
"doctype": "Leave Application"
},
{
"type": "report",
"is_query_report": True,
"name": "Leave Ledger Entry",
"doctype": "Leave Ledger Entry"
},
]
},
{
"label": _("Payroll"),
"items": [
{
"type": "doctype",
"name": "Salary Structure",
"onboard": 1,
},
{
"type": "doctype",
"name": "Salary Structure Assignment",
"onboard": 1,
"dependencies": ["Salary Structure", "Employee"],
},
{
"type": "doctype",
"name": "Payroll Entry",
"onboard": 1,
},
{
"type": "doctype",
"name": "Salary Slip",
"onboard": 1,
},
{
"type": "doctype",
"name": "Payroll Period",
},
{
"type": "doctype",
"name": "Income Tax Slab",
},
{
"type": "doctype",
"name": "Salary Component",
},
{
"type": "doctype",
"name": "Additional Salary",
},
{
"type": "doctype",
"name": "Retention Bonus",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Incentive",
"dependencies": ["Employee"]
},
{
"type": "report",
"is_query_report": True,
"name": "Salary Register",
"doctype": "Salary Slip"
},
]
},
{
"label": _("Employee Tax and Benefits"),
"items": [
{
"type": "doctype",
"name": "Employee Tax Exemption Declaration",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Tax Exemption Proof Submission",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Other Income",
},
{
"type": "doctype",
"name": "Employee Benefit Application",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Benefit Claim",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Tax Exemption Category",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Tax Exemption Sub Category",
"dependencies": ["Employee"]
},
]
},
{
"label": _("Employee Lifecycle"),
"items": [
{
"type": "doctype",
"name": "Employee Onboarding",
"dependencies": ["Job Applicant"],
},
{
"type": "doctype",
"name": "Employee Skill Map",
"dependencies": ["Employee"],
},
{
"type": "doctype",
"name": "Employee Promotion",
"dependencies": ["Employee"],
},
{
"type": "doctype",
"name": "Employee Transfer",
"dependencies": ["Employee"],
},
{
"type": "doctype",
"name": "Employee Separation",
"dependencies": ["Employee"],
},
{
"type": "doctype",
"name": "Employee Onboarding Template",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Separation Template",
"dependencies": ["Employee"]
},
]
},
{
"label": _("Recruitment"),
"items": [
{
"type": "doctype",
"name": "Job Opening",
"onboard": 1,
},
{
"type": "doctype",
"name": "Job Applicant",
"onboard": 1,
},
{
"type": "doctype",
"name": "Job Offer",
"onboard": 1,
},
{
"type": "doctype",
"name": "Appointment Letter",
},
{
"type": "doctype",
"name": "Staffing Plan",
},
]
},
{
"label": _("Training"),
"items": [
{
"type": "doctype",
"name": "Training Program"
},
{
"type": "doctype",
"name": "Training Event"
},
{
"type": "doctype",
"name": "Training Result"
},
{
"type": "doctype",
"name": "Training Feedback"
},
]
},
{
"label": _("Performance"),
"items": [
{
"type": "doctype",
"name": "Appraisal",
},
{
"type": "doctype",
"name": "Appraisal Template",
},
{
"type": "doctype",
"name": "Energy Point Rule",
},
{
"type": "doctype",
"name": "Energy Point Log",
},
{
"type": "link",
"doctype": "Energy Point Log",
"label": _("Energy Point Leaderboard"),
"route": "#social/users"
},
]
},
{
"label": _("Expense Claims"),
"items": [
{
"type": "doctype",
"name": "Expense Claim",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Advance",
"dependencies": ["Employee"]
},
]
},
{
"label": _("Loans"),
"items": [
{
"type": "doctype",
"name": "Loan Application",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Loan"
},
{
"type": "doctype",
"name": "Loan Type",
},
]
},
{
"label": _("Shift Management"),
"items": [
{
"type": "doctype",
"name": "Shift Type",
},
{
"type": "doctype",
"name": "Shift Request",
},
{
"type": "doctype",
"name": "Shift Assignment",
},
]
},
{
"label": _("Fleet Management"),
"items": [
{
"type": "doctype",
"name": "Vehicle"
},
{
"type": "doctype",
"name": "Vehicle Log"
},
{
"type": "report",
"is_query_report": True,
"name": "Vehicle Expenses",
"doctype": "Vehicle"
},
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "HR Settings",
},
{
"type": "doctype",
"name": "Daily Work Summary Group"
},
{
"type": "page",
"name": "team-updates",
"label": _("Team Updates")
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Employee Birthday",
"doctype": "Employee"
},
{
"type": "report",
"is_query_report": True,
"name": "Employees working on a holiday",
"doctype": "Employee"
},
{
"type": "report",
"is_query_report": True,
"name": "Department Analytics",
"doctype": "Employee"
},
]
},
]

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@ -1,24 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Settings"),
"items": [
{
"type": "doctype",
"name": "Marketplace Settings"
},
]
},
{
"label": _("Marketplace"),
"items": [
{
"type": "page",
"name": "marketplace/home"
},
]
},
]

View File

@ -1,51 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Payments"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "GoCardless Settings",
"description": _("GoCardless payment gateway settings"),
},
{
"type": "doctype",
"name": "GoCardless Mandate",
"description": _("GoCardless SEPA Mandate"),
}
]
},
{
"label": _("Settings"),
"items": [
{
"type": "doctype",
"name": "Woocommerce Settings"
},
{
"type": "doctype",
"name": "Shopify Settings",
"description": _("Connect Shopify with ERPNext"),
},
{
"type": "doctype",
"name": "Amazon MWS Settings",
"description": _("Connect Amazon with ERPNext"),
},
{
"type": "doctype",
"name": "Plaid Settings",
"description": _("Connect your bank accounts to ERPNext"),
},
{
"type": "doctype",
"name": "Exotel Settings",
"description": _("Connect your Exotel Account to ERPNext and track call logs"),
}
]
}
]

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@ -1,107 +0,0 @@
from __future__ import unicode_literals
from frappe import _
import frappe
def get_data():
return [
{
"label": _("Loan"),
"items": [
{
"type": "doctype",
"name": "Loan Type",
"description": _("Loan Type for interest and penalty rates"),
},
{
"type": "doctype",
"name": "Loan Application",
"description": _("Loan Applications from customers and employees."),
},
{
"type": "doctype",
"name": "Loan",
"description": _("Loans provided to customers and employees."),
},
]
},
{
"label": _("Loan Security"),
"items": [
{
"type": "doctype",
"name": "Loan Security Type",
},
{
"type": "doctype",
"name": "Loan Security Price",
},
{
"type": "doctype",
"name": "Loan Security",
},
{
"type": "doctype",
"name": "Loan Security Pledge",
},
{
"type": "doctype",
"name": "Loan Security Unpledge",
},
{
"type": "doctype",
"name": "Loan Security Shortfall",
},
]
},
{
"label": _("Disbursement and Repayment"),
"items": [
{
"type": "doctype",
"name": "Loan Disbursement",
},
{
"type": "doctype",
"name": "Loan Repayment",
},
{
"type": "doctype",
"name": "Loan Interest Accrual"
}
]
},
{
"label": _("Loan Processes"),
"items": [
{
"type": "doctype",
"name": "Process Loan Security Shortfall",
},
{
"type": "doctype",
"name": "Process Loan Interest Accrual",
}
]
},
{
"label": _("Reports"),
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Loan Repayment and Closure",
"route": "#query-report/Loan Repayment and Closure",
"doctype": "Loan Repayment",
},
{
"type": "report",
"is_query_report": True,
"name": "Loan Security Status",
"route": "#query-report/Loan Security Status",
"doctype": "Loan Security Pledge",
}
]
}
]

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@ -1,168 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Bill of Materials"),
"items": [
{
"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"]
},
{
"type": "doctype",
"name": "BOM Browser",
"icon": "fa fa-sitemap",
"label": _("BOM Browser"),
"description": _("Tree of Bill of Materials"),
"link": "Tree/BOM",
"onboard": 1,
"dependencies": ["Item"]
},
{
"type": "doctype",
"name": "Workstation",
"description": _("Where manufacturing operations are carried."),
},
{
"type": "doctype",
"name": "Operation",
"description": _("Details of the operations carried out."),
},
{
"type": "doctype",
"name": "Routing"
}
]
},
{
"label": _("Production"),
"icon": "fa fa-star",
"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"
}
]
},
{
"label": _("Tools"),
"icon": "fa fa-wrench",
"items": [
{
"type": "doctype",
"name": "BOM Update Tool",
"description": _("Replace BOM and update latest price in all BOMs"),
},
{
"type": "page",
"label": _("BOM Comparison Tool"),
"name": "bom-comparison-tool",
"description": _("Compare BOMs for changes in Raw Materials and Operations"),
"data_doctype": "BOM"
},
]
},
{
"label": _("Settings"),
"items": [
{
"type": "doctype",
"name": "Manufacturing Settings",
"description": _("Global settings for all manufacturing processes."),
}
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Work Order Summary",
"doctype": "Work Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Issued Items Against Work Order",
"doctype": "Work Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Production Analytics",
"doctype": "Work Order"
},
{
"type": "report",
"is_query_report": True,
"name": "BOM Search",
"doctype": "BOM"
},
{
"type": "report",
"is_query_report": True,
"name": "BOM Stock Report",
"doctype": "BOM"
}
]
},
{
"label": _("Help"),
"icon": "fa fa-facetime-video",
"items": [
{
"type": "help",
"label": _("Bill of Materials"),
"youtube_id": "hDV0c1OeWLo"
},
{
"type": "help",
"label": _("Work Order"),
"youtube_id": "ZotgLyp2YFY"
},
]
}
]

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@ -1,101 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Chapter"),
"icon": "fa fa-star",
"items": [
{
"type": "doctype",
"name": "Chapter",
"description": _("Chapter information."),
"onboard": 1,
}
]
},
{
"label": _("Membership"),
"items": [
{
"type": "doctype",
"name": "Member",
"description": _("Member information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Membership",
"description": _("Memebership Details"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Membership Type",
"description": _("Memebership Type Details"),
},
]
},
{
"label": _("Volunteer"),
"items": [
{
"type": "doctype",
"name": "Volunteer",
"description": _("Volunteer information."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Volunteer Type",
"description": _("Volunteer Type information."),
}
]
},
{
"label": _("Donor"),
"items": [
{
"type": "doctype",
"name": "Donor",
"description": _("Donor information."),
},
{
"type": "doctype",
"name": "Donor Type",
"description": _("Donor Type information."),
}
]
},
{
"label": _("Loan Management"),
"icon": "icon-list",
"items": [
{
"type": "doctype",
"name": "Loan Type",
"description": _("Define various loan types")
},
{
"type": "doctype",
"name": "Loan Application",
"description": _("Loan Application")
},
{
"type": "doctype",
"name": "Loan"
},
]
},
{
"label": _("Grant Application"),
"items": [
{
"type": "doctype",
"name": "Grant Application",
"description": _("Grant information."),
}
]
}
]

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@ -1,73 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Goal and Procedure"),
"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."),
},
]
},
{
"label": _("Review and Action"),
"items": [
{
"type": "doctype",
"name": "Quality Review",
"description":_("Quality Review"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Action",
"description":_("Quality Action"),
}
]
},
{
"label": _("Meeting"),
"items": [
{
"type": "doctype",
"name": "Quality Meeting",
"description":_("Quality Meeting"),
}
]
},
{
"label": _("Feedback"),
"items": [
{
"type": "doctype",
"name": "Quality Feedback",
"description":_("Quality Feedback"),
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Feedback Template",
"description":_("Quality Feedback Template"),
}
]
},
]

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@ -1,48 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Retail Operations"),
"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"),
},
{
"type": "doctype",
"name": "POS Settings",
"description": _("Setup mode of POS (Online / Offline)")
},
{
"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.")
}
]
}
]

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@ -1,320 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Sales"),
"icon": "fa fa-star",
"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 Invoice",
"description": _("Invoices for Costumers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Blanket Order",
"description": _("Blanket Orders from Costumers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Sales Partner",
"description": _("Manage Sales Partners."),
"dependencies": ["Item"],
},
{
"type": "doctype",
"label": _("Sales Person"),
"name": "Sales Person",
"icon": "fa fa-sitemap",
"link": "Tree/Sales Person",
"description": _("Manage Sales Person Tree."),
"dependencies": ["Item", "Customer"],
},
{
"type": "report",
"is_query_report": True,
"name": "Territory Target Variance (Item Group-Wise)",
"route": "#query-report/Territory Target Variance Item Group-Wise",
"doctype": "Territory",
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Person Target Variance (Item Group-Wise)",
"route": "#query-report/Sales Person Target Variance Item Group-Wise",
"doctype": "Sales Person",
"dependencies": ["Sales Person"],
},
]
},
{
"label": _("Items and Pricing"),
"items": [
{
"type": "doctype",
"name": "Item",
"description": _("All Products or Services."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Item Price",
"description": _("Multiple Item prices."),
"route": "#Report/Item Price",
"dependencies": ["Item", "Price List"],
"onboard": 1,
},
{
"type": "doctype",
"name": "Price List",
"description": _("Price List master."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Item Group",
"icon": "fa fa-sitemap",
"label": _("Item Group"),
"link": "Tree/Item Group",
"description": _("Tree of Item Groups."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Product Bundle",
"description": _("Bundle items at time of sale."),
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Promotional Scheme",
"description": _("Rules for applying different promotional schemes.")
},
{
"type": "doctype",
"name": "Pricing Rule",
"description": _("Rules for applying pricing and discount."),
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Shipping Rule",
"description": _("Rules for adding shipping costs."),
},
{
"type": "doctype",
"name": "Coupon Code",
"description": _("Define coupon codes."),
}
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "Selling Settings",
"description": _("Default settings for selling transactions."),
"settings": 1,
},
{
"type": "doctype",
"name":"Terms and Conditions",
"label": _("Terms and Conditions Template"),
"description": _("Template of terms or contract."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Sales Taxes and Charges Template",
"description": _("Tax template for selling transactions."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Lead Source",
"description": _("Track Leads by Lead Source.")
},
{
"type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
},
{
"type": "doctype",
"name": "Address",
"description": _("All Addresses."),
},
{
"type": "doctype",
"label": _("Territory"),
"name": "Territory",
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
},
{
"type": "doctype",
"name": "Campaign",
"description": _("Sales campaigns."),
},
]
},
{
"label": _("Key Reports"),
"icon": "fa fa-table",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Sales Analytics",
"doctype": "Sales Order",
"onboard": 1,
},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "fa fa-bar-chart",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Acquisition and Loyalty",
"doctype": "Customer",
"icon": "fa fa-bar-chart",
},
{
"type": "report",
"is_query_report": True,
"name": "Inactive Customers",
"doctype": "Sales Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Ordered Items To Be Delivered",
"doctype": "Sales Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Person-wise Transaction Summary",
"doctype": "Sales Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Item-wise Sales History",
"doctype": "Item"
},
{
"type": "report",
"is_query_report": True,
"name": "Quotation Trends",
"doctype": "Quotation"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Order Trends",
"doctype": "Sales Order"
},
]
},
{
"label": _("Other Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Lead Details",
"doctype": "Lead"
},
{
"type": "report",
"is_query_report": True,
"name": "Address And Contacts",
"label": _("Customer Addresses And Contacts"),
"doctype": "Address",
"route_options": {
"party_type": "Customer"
}
},
{
"type": "report",
"is_query_report": True,
"name": "BOM Search",
"doctype": "BOM"
},
{
"type": "report",
"is_query_report": True,
"name": "Available Stock for Packing Items",
"doctype": "Item",
},
{
"type": "report",
"is_query_report": True,
"name": "Pending SO Items For Purchase Request",
"doctype": "Sales Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Credit Balance",
"doctype": "Customer"
},
{
"type": "report",
"is_query_report": True,
"name": "Customers Without Any Sales Transactions",
"doctype": "Customer"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Partners Commission",
"doctype": "Customer"
}
]
},
]

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@ -1,117 +0,0 @@
from __future__ import unicode_literals
from frappe import _
from frappe.desk.moduleview import add_setup_section
def get_data():
data = [
{
"label": _("Settings"),
"icon": "fa fa-wrench",
"items": [
{
"type": "doctype",
"name": "Global Defaults",
"label": _("ERPNext Settings"),
"description": _("Set Default Values like Company, Currency, Current Fiscal Year, etc."),
"hide_count": True,
"settings": 1,
}
]
},
{
"label": _("Printing"),
"icon": "fa fa-print",
"items": [
{
"type": "doctype",
"name": "Letter Head",
"description": _("Letter Heads for print templates."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Print Heading",
"description": _("Titles for print templates e.g. Proforma Invoice.")
},
{
"type": "doctype",
"name": "Address Template",
"description": _("Country wise default Address Templates")
},
{
"type": "doctype",
"name": "Terms and Conditions",
"description": _("Standard contract terms for Sales or Purchase.")
},
]
},
{
"label": _("Help"),
"items": [
{
"type": "help",
"name": _("Data Import and Export"),
"youtube_id": "6wiriRKPhmg"
},
{
"type": "help",
"label": _("Setting up Email"),
"youtube_id": "YFYe0DrB95o"
},
{
"type": "help",
"label": _("Printing and Branding"),
"youtube_id": "cKZHcx1znMc"
},
{
"type": "help",
"label": _("Users and Permissions"),
"youtube_id": "8Slw1hsTmUI"
},
{
"type": "help",
"label": _("Workflow"),
"youtube_id": "yObJUg9FxFs"
},
]
},
{
"label": _("Customize"),
"icon": "fa fa-glass",
"items": [
{
"type": "doctype",
"name": "Authorization Rule",
"description": _("Create rules to restrict transactions based on values.")
}
]
},
{
"label": _("Email"),
"icon": "fa fa-envelope",
"items": [
{
"type": "doctype",
"name": "Email Digest",
"description": _("Create and manage daily, weekly and monthly email digests.")
},
{
"type": "doctype",
"name": "SMS Settings",
"description": _("Setup SMS gateway settings")
},
]
}
]
for module, label, icon in (
("accounts", _("Accounting"), "fa fa-money"),
("stock", _("Stock"), "fa fa-truck"),
("selling", _("Selling"), "fa fa-tag"),
("buying", _("Buying"), "fa fa-shopping-cart"),
("hr", _("Human Resources"), "fa fa-group"),
("support", _("Support"), "fa fa-phone")):
add_setup_section(data, "erpnext", module, label, icon)
return data

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@ -1,361 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Stock Transactions"),
"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": "Pick List",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Delivery Trip"
},
]
},
{
"label": _("Stock Reports"),
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Stock Ledger",
"doctype": "Stock Ledger Entry",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Balance",
"doctype": "Stock Ledger Entry",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Projected Qty",
"doctype": "Item",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "page",
"name": "stock-balance",
"label": _("Stock Summary"),
"dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Ageing",
"doctype": "Item",
"dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Item Price Stock",
"doctype": "Item",
"dependencies": ["Item"],
}
]
},
{
"label": _("Settings"),
"icon": "fa fa-cog",
"items": [
{
"type": "doctype",
"name": "Stock Settings",
"onboard": 1,
},
{
"type": "doctype",
"name": "Warehouse",
"onboard": 1,
},
{
"type": "doctype",
"name": "UOM",
"label": _("Unit of Measure") + " (UOM)",
"onboard": 1,
},
{
"type": "doctype",
"name": "Brand",
"onboard": 1,
},
{
"type": "doctype",
"name": "Item Attribute",
},
{
"type": "doctype",
"name": "Item Variant Settings",
},
]
},
{
"label": _("Items and Pricing"),
"items": [
{
"type": "doctype",
"name": "Item",
"onboard": 1,
},
{
"type": "doctype",
"name": "Product Bundle",
"onboard": 1,
},
{
"type": "doctype",
"name": "Item Group",
"icon": "fa fa-sitemap",
"label": _("Item Group"),
"link": "Tree/Item Group",
"onboard": 1,
},
{
"type": "doctype",
"name": "Price List",
},
{
"type": "doctype",
"name": "Item Price",
},
{
"type": "doctype",
"name": "Shipping Rule",
},
{
"type": "doctype",
"name": "Pricing Rule",
},
{
"type": "doctype",
"name": "Item Alternative",
},
{
"type": "doctype",
"name": "Item Manufacturer",
},
{
"type": "doctype",
"name": "Item Variant Settings",
},
]
},
{
"label": _("Serial No and Batch"),
"items": [
{
"type": "doctype",
"name": "Serial No",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Batch",
"onboard": 1,
"dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Installation Note",
"dependencies": ["Item"],
},
{
"type": "report",
"name": "Serial No Service Contract Expiry",
"doctype": "Serial No"
},
{
"type": "report",
"name": "Serial No Status",
"doctype": "Serial No"
},
{
"type": "report",
"name": "Serial No Warranty Expiry",
"doctype": "Serial No"
},
]
},
{
"label": _("Tools"),
"icon": "fa fa-wrench",
"items": [
{
"type": "doctype",
"name": "Stock Reconciliation",
"onboard": 1,
},
{
"type": "doctype",
"name": "Landed Cost Voucher",
"onboard": 1,
},
{
"type": "doctype",
"name": "Packing Slip",
"onboard": 1,
},
{
"type": "doctype",
"name": "Quality Inspection",
},
{
"type": "doctype",
"name": "Quality Inspection Template",
},
{
"type": "doctype",
"name": "Quick Stock Balance",
},
]
},
{
"label": _("Key Reports"),
"icon": "fa fa-table",
"items": [
{
"type": "report",
"is_query_report": False,
"name": "Item-wise Price List Rate",
"doctype": "Item Price",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Analytics",
"doctype": "Stock Entry",
"onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Delivery Note Trends",
"doctype": "Delivery Note"
},
{
"type": "report",
"is_query_report": True,
"name": "Purchase Receipt Trends",
"doctype": "Purchase Receipt"
},
{
"type": "report",
"is_query_report": True,
"name": "Ordered Items To Be Delivered",
"doctype": "Delivery Note"
},
{
"type": "report",
"is_query_report": True,
"name": "Purchase Order Items To Be Received",
"doctype": "Purchase Receipt"
},
{
"type": "report",
"is_query_report": True,
"name": "Item Shortage Report",
"doctype": "Bin"
},
{
"type": "report",
"is_query_report": True,
"name": "Batch-Wise Balance History",
"doctype": "Batch"
},
]
},
{
"label": _("Other Reports"),
"icon": "fa fa-list",
"items": [
{
"type": "report",
"is_query_report": True,
"name": "Requested Items To Be Transferred",
"doctype": "Material Request"
},
{
"type": "report",
"is_query_report": True,
"name": "Batch Item Expiry Status",
"doctype": "Stock Ledger Entry"
},
{
"type": "report",
"is_query_report": True,
"name": "Item Prices",
"doctype": "Price List"
},
{
"type": "report",
"is_query_report": True,
"name": "Itemwise Recommended Reorder Level",
"doctype": "Item"
},
{
"type": "report",
"is_query_report": True,
"name": "Item Variant Details",
"doctype": "Item"
},
{
"type": "report",
"is_query_report": True,
"name": "Subcontracted Raw Materials To Be Transferred",
"doctype": "Purchase Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Subcontracted Item To Be Received",
"doctype": "Purchase Order"
},
{
"type": "report",
"is_query_report": True,
"name": "Stock and Account Value Comparison",
"doctype": "Stock Ledger Entry"
}
]
},
]

View File

@ -1,105 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Issues"),
"items": [
{
"type": "doctype",
"name": "Issue",
"description": _("Support queries from customers."),
"onboard": 1,
},
{
"type": "doctype",
"name": "Issue Type",
"description": _("Issue Type."),
},
{
"type": "doctype",
"name": "Issue Priority",
"description": _("Issue Priority."),
}
]
},
{
"label": _("Warranty"),
"items": [
{
"type": "doctype",
"name": "Warranty Claim",
"description": _("Warranty Claim against Serial No."),
},
{
"type": "doctype",
"name": "Serial No",
"description": _("Single unit of an Item."),
},
]
},
{
"label": _("Service Level Agreement"),
"items": [
{
"type": "doctype",
"name": "Service Level",
"description": _("Service Level."),
},
{
"type": "doctype",
"name": "Service Level Agreement",
"description": _("Service Level Agreement."),
}
]
},
{
"label": _("Maintenance"),
"items": [
{
"type": "doctype",
"name": "Maintenance Schedule",
},
{
"type": "doctype",
"name": "Maintenance Visit",
},
]
},
{
"label": _("Reports"),
"icon": "fa fa-list",
"items": [
{
"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
},
]
},
{
"label": _("Settings"),
"icon": "fa fa-list",
"items": [
{
"type": "doctype",
"name": "Support Settings",
"label": _("Support Settings"),
},
]
},
]

View File

@ -1,33 +0,0 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return [
{
"label": _("Portal"),
"items": [
{
"type": "doctype",
"name": "Homepage",
"description": _("Settings for website homepage"),
},
{
"type": "doctype",
"name": "Homepage Section",
"description": _("Add cards or custom sections on homepage"),
},
{
"type": "doctype",
"name": "Products Settings",
"description": _("Settings for website product listing"),
},
{
"type": "doctype",
"name": "Shopping Cart Settings",
"label": _("Shopping Cart Settings"),
"description": _("Settings for online shopping cart such as shipping rules, price list etc."),
"hide_count": True
}
]
}
]

View File

@ -1,87 +0,0 @@
{
"cards": [
{
"hidden": 0,
"label": "Sales Pipeline",
"links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Potential opportunities for selling.\",\n \"label\": \"Opportunity\",\n \"name\": \"Opportunity\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Record of all communications of type email, phone, chat, visit, etc.\",\n \"label\": \"Communication\",\n \"name\": \"Communication\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you keep tracks of Contracts based on Supplier, Customer and Employee\",\n \"label\": \"Contract\",\n \"name\": \"Contract\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you manage appointments with your leads\",\n \"label\": \"Appointment\",\n \"name\": \"Appointment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Newsletter\",\n \"name\": \"Newsletter\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Reports",
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"First Response Time for Opportunity\",\n \"name\": \"First Response Time for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
"label": "Maintenance",
"links": "[\n {\n \"description\": \"Plan for maintenance visits.\",\n \"label\": \"Maintenance Schedule\",\n \"name\": \"Maintenance Schedule\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Visit report for maintenance call.\",\n \"label\": \"Maintenance Visit\",\n \"name\": \"Maintenance Visit\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Warranty Claim against Serial No.\",\n \"label\": \"Warranty Claim\",\n \"name\": \"Warranty Claim\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Campaign",
"links": "[\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sends Mails to lead or contact based on a Campaign schedule\",\n \"label\": \"Email Campaign\",\n \"name\": \"Email Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Create and Schedule social media posts\",\n \"label\": \"Social Media Post\",\n \"name\": \"Social Media Post\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Settings",
"links": "[\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Send mass SMS to your contacts\",\n \"label\": \"SMS Center\",\n \"name\": \"SMS Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Logs for maintaining sms delivery status\",\n \"label\": \"SMS Log\",\n \"name\": \"SMS Log\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup SMS gateway settings\",\n \"label\": \"SMS Settings\",\n \"name\": \"SMS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Email Group\",\n \"name\": \"Email Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Twitter Settings\",\n \"name\": \"Twitter Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"LinkedIn Settings\",\n \"name\": \"LinkedIn Settings\",\n \"type\": \"doctype\"\n }\n]"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Territory Wise Sales"
}
],
"creation": "2020-01-23 14:48:30.183272",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"hide_custom": 0,
"icon": "crm",
"idx": 0,
"is_standard": 1,
"label": "CRM",
"modified": "2020-08-11 18:55:18.238900",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"onboarding": "CRM",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "Blue",
"format": "{} Open",
"label": "Lead",
"link_to": "Lead",
"stats_filter": "{\"status\":\"Open\"}",
"type": "DocType"
},
{
"color": "Blue",
"format": "{} Assigned",
"label": "Opportunity",
"link_to": "Opportunity",
"stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
"type": "DocType"
},
{
"label": "Customer",
"link_to": "Customer",
"type": "DocType"
},
{
"label": "Sales Analytics",
"link_to": "Sales Analytics",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "CRM",
"type": "Dashboard"
}
]
}

View File

@ -0,0 +1,407 @@
{
"category": "Modules",
"charts": [
{
"chart_name": "Territory Wise Sales"
}
],
"creation": "2020-01-23 14:48:30.183272",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Workspace",
"extends_another_page": 0,
"hide_custom": 0,
"icon": "crm",
"idx": 0,
"is_standard": 1,
"label": "CRM",
"links": [
{
"hidden": 0,
"is_query_report": 0,
"label": "Sales Pipeline",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead",
"link_to": "Lead",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Opportunity",
"link_to": "Opportunity",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer",
"link_to": "Customer",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contact",
"link_to": "Contact",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Communication",
"link_to": "Communication",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Lead Source",
"link_to": "Lead Source",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Contract",
"link_to": "Contract",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Appointment",
"link_to": "Appointment",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Newsletter",
"link_to": "Newsletter",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Reports",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Lead Details",
"link_to": "Lead Details",
"link_type": "Report",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Sales Funnel",
"link_to": "sales-funnel",
"link_type": "Page",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Prospects Engaged But Not Converted",
"link_to": "Prospects Engaged But Not Converted",
"link_type": "Report",
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"type": "Link"
},
{
"dependencies": "Opportunity",
"hidden": 0,
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"label": "First Response Time for Opportunity",
"link_to": "First Response Time for Opportunity",
"link_type": "Report",
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"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Inactive Customers",
"link_to": "Inactive Customers",
"link_type": "Report",
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"type": "Link"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Campaign Efficiency",
"link_to": "Campaign Efficiency",
"link_type": "Report",
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"type": "Link"
},
{
"dependencies": "Lead",
"hidden": 0,
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"label": "Lead Owner Efficiency",
"link_to": "Lead Owner Efficiency",
"link_type": "Report",
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},
{
"hidden": 0,
"is_query_report": 0,
"label": "Maintenance",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Maintenance Schedule",
"link_to": "Maintenance Schedule",
"link_type": "DocType",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Maintenance Visit",
"link_to": "Maintenance Visit",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Warranty Claim",
"link_to": "Warranty Claim",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Campaign",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Campaign",
"link_to": "Campaign",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Email Campaign",
"link_to": "Email Campaign",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Social Media Post",
"link_to": "Social Media Post",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Settings",
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Customer Group",
"link_to": "Customer Group",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Territory",
"link_to": "Territory",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Sales Person",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "SMS Center",
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"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "SMS Log",
"link_to": "SMS Log",
"link_type": "DocType",
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"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "SMS Settings",
"link_to": "SMS Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Email Group",
"link_to": "Email Group",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Twitter Settings",
"link_to": "Twitter Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "LinkedIn Settings",
"link_to": "LinkedIn Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
}
],
"modified": "2020-12-01 13:38:36.871352",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",
"onboarding": "CRM",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"color": "Blue",
"format": "{} Open",
"label": "Lead",
"link_to": "Lead",
"stats_filter": "{\"status\":\"Open\"}",
"type": "DocType"
},
{
"color": "Blue",
"format": "{} Assigned",
"label": "Opportunity",
"link_to": "Opportunity",
"stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
"type": "DocType"
},
{
"label": "Customer",
"link_to": "Customer",
"type": "DocType"
},
{
"label": "Sales Analytics",
"link_to": "Sales Analytics",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "CRM",
"type": "Dashboard"
}
]
}

View File

@ -1,155 +0,0 @@
{
"cards": [
{
"hidden": 0,
"label": "Student and Instructor",
"links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Guardian\",\n \"name\": \"Guardian\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group\",\n \"name\": \"Student Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Log\",\n \"name\": \"Student Log\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Masters",
"links": "[\n {\n \"label\": \"Program\",\n \"name\": \"Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Topic\",\n \"name\": \"Topic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Content Masters",
"links": "[\n {\n \"label\": \"Article\",\n \"name\": \"Article\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Video\",\n \"name\": \"Video\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz\",\n \"name\": \"Quiz\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Settings",
"links": "[\n {\n \"label\": \"Education Settings\",\n \"name\": \"Education Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Category\",\n \"name\": \"Student Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Batch Name\",\n \"name\": \"Student Batch Name\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Grading Scale\",\n \"name\": \"Grading Scale\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Term\",\n \"name\": \"Academic Term\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Year\",\n \"name\": \"Academic Year\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Admission",
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},
{
"hidden": 0,
"label": "Fees",
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},
{
"hidden": 0,
"label": "Schedule",
"links": "[\n {\n \"label\": \"Course Schedule\",\n \"name\": \"Course Schedule\",\n \"route\": \"#List/Course Schedule/Calendar\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]"
},
{
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