Merge pull request #7970 from rmehta/sample-tasks

Descriptions on sample tasks

erpnext/selling/doctype/sales_order/sales_order.py

@@ -50,7 +50,9 @@ class SalesOrder(SellingController):
 		# validate transaction date v/s delivery date
 		if self.delivery_date:
 			if getdate(self.transaction_date) > getdate(self.delivery_date):
-				frappe.throw(_("Expected Delivery Date cannot be before Sales Order Date"))
+				frappe.msgprint(_("Expected Delivery Date is be before Sales Order Date"),
+					indicator='orange',
+					title=_('Warning'))
 
 	def validate_po(self):
 		# validate p.o date v/s delivery date
@@ -81,7 +83,8 @@ class SalesOrder(SellingController):
 		unique_chk_list = set(check_list)
 		if len(unique_chk_list) != len(check_list) and \
 			not cint(frappe.db.get_single_value("Selling Settings", "allow_multiple_items")):
-			frappe.msgprint(_("Warning: Same item has been entered multiple times."))
+			frappe.msgprint(_("Same item has been entered multiple times"),
+				title=_("Warning"), indicator='orange')
 
 	def product_bundle_has_stock_item(self, product_bundle):
 		"""Returns true if product bundle has stock item"""
@@ -442,7 +445,7 @@ def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
 		target.amount = flt(source.amount) - flt(source.billed_amt)
 		target.base_amount = target.amount * flt(source_parent.conversion_rate)
 		target.qty = target.amount / flt(source.rate) if (source.rate and source.billed_amt) else source.qty
-		
+
 		item = frappe.db.get_value("Item", target.item_code, ["item_group", "selling_cost_center"], as_dict=1)
 		target.cost_center = frappe.db.get_value("Project", source_parent.project, "cost_center") \
 			or item.selling_cost_center \

erpnext/setup/setup_wizard/domainify.py

@@ -22,8 +22,8 @@ def get_domain(domain):
 		},
 
 		'Retail': {
-			'desktop_icons': ['POS', 'Item', 'Customer', 'Sales Invoice',  'Purchase Order', 'Warranty Claim',
-			'Accounts', 'Buying', 'ToDo'],
+			'desktop_icons': ['POS', 'Item', 'Customer', 'Sales Invoice',  'Purchase Order',
+			'Warranty Claim', 'Accounts', 'Task', 'Buying', 'ToDo'],
 			'remove_roles': ['Manufacturing User', 'Manufacturing Manager', 'Academics User'],
 			'properties': [
 				{'doctype': 'Item', 'fieldname': 'manufacturing', 'property': 'hidden', 'value': 1},
@@ -36,7 +36,7 @@ def get_domain(domain):
 		},
 
 		'Distribution': {
-			'desktop_icons': ['Item', 'Customer', 'Supplier', 'Lead', 'Sales Order',
+			'desktop_icons': ['Item', 'Customer', 'Supplier', 'Lead', 'Sales Order', 'Task',
 				 'Sales Invoice', 'CRM', 'Selling', 'Buying', 'Stock', 'Accounts', 'HR', 'ToDo'],
 			'remove_roles': ['Manufacturing User', 'Manufacturing Manager', 'Academics User'],
 			'set_value': [
@@ -46,8 +46,8 @@ def get_domain(domain):
 		},
 
 		'Services': {
-			'desktop_icons': ['Project', 'Timesheet', 'Customer', 'Sales Order', 'Sales Invoice', 'Lead', 'Opportunity',
-				'Expense Claim', 'Employee', 'HR', 'ToDo'],
+			'desktop_icons': ['Project', 'Timesheet', 'Customer', 'Sales Order', 'Sales Invoice',
+				'Lead', 'Opportunity', 'Task', 'Expense Claim', 'Employee', 'HR', 'ToDo'],
 			'remove_roles': ['Manufacturing User', 'Manufacturing Manager', 'Academics User'],
 			'properties': [
 				{'doctype': 'Item', 'fieldname': 'is_stock_item', 'property': 'default', 'value': 0},
@@ -59,10 +59,10 @@ def get_domain(domain):
 		},
 		'Education': {
 			'desktop_icons': ['Student', 'Program', 'Course', 'Student Group', 'Instructor',
-				'Fees',  'ToDo', 'Schools'],
+				'Fees',  'Task', 'ToDo', 'Schools'],
 			'allow_roles': ['Academics User', 'Accounts User', 'Accounts Manager', 'Item Manager',
 				'Website Manager', 'HR User', 'HR Manager', 'Purchase User', 'Purchase Manager',
-				'Student'],
+				'Student', 'Projects User'],
 			'default_portal_role': 'Student'
 		},
 	}

erpnext/setup/setup_wizard/sample_data.py

@@ -6,9 +6,11 @@ from __future__ import unicode_literals
 import frappe
 from frappe.utils.make_random import add_random_children
 import frappe.utils
-import random
+import random, os, json
+from frappe import _
+from markdown2 import markdown
 
-def make_sample_data():
+def make_sample_data(args):
 	"""Create a few opportunities, quotes, material requests, issues, todos, projects
 	to help the user get started"""
 	items = frappe.get_all("Item", {'is_sales_item': 1})
@@ -22,7 +24,8 @@ def make_sample_data():
 			make_opportunity(items, customer)
 			make_quote(items, customer)
 
-	make_projects()
+	make_projects(args.get('domain'))
+	import_email_alert()
 
 	if items and warehouses:
 		make_material_request(frappe.get_all("Item"))
@@ -84,42 +87,91 @@ def make_material_request(items):
 def make_issue():
 	pass
 
-def make_projects():
+def make_projects(domain):
+	current_date = frappe.utils.nowdate()
 	project = frappe.get_doc({
 		"doctype": "Project",
 		"project_name": "ERPNext Implementation",
 	})
-	current_date = frappe.utils.nowdate()
-	project.set("tasks", [
+
+	tasks = [
+		{
+			"title": "Explore ERPNext",
+			"start_date": current_date,
+			"end_date": current_date,
+			"file": "explore.md"
+		}]
+
+	if domain == 'Education':
+		tasks += [
 			{
-				"title": "Explore ERPNext",
-				"start_date": frappe.utils.add_days(current_date, 1),
-				"end_date": frappe.utils.add_days(current_date, 2)
+				"title": _("Setup your School in ERPNext"),
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "school_masters.md"
 			},
 			{
-				"title": "Run Sales Cycle",
-				"start_date": frappe.utils.add_days(current_date, 2),
-				"end_date": frappe.utils.add_days(current_date, 3)
+				"title": "Setup Master Data",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "school_masters.md"
+			}]
+
+	else:
+		tasks += [
+			{
+				"title": "Setup Your Company",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 1),
+				"file": "masters.md"
 			},
 			{
-				"title": "Run Billing Cycle",
-				"start_date": frappe.utils.add_days(current_date, 3),
-				"end_date": frappe.utils.add_days(current_date, 4)
+				"title": "Start Tracking your Sales",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 2),
+				"file": "sales.md"
 			},
 			{
-				"title": "Run Purchase Cycle",
-				"start_date": frappe.utils.add_days(current_date, 4),
-				"end_date": frappe.utils.add_days(current_date, 5)
+				"title": "Start Managing Purchases",
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 3),
+				"file": "purchase.md"
 			},
 			{
 				"title": "Import Data",
-				"start_date": frappe.utils.add_days(current_date, 5),
-				"end_date": frappe.utils.add_days(current_date, 6)
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 4),
+				"file": "import_data.md"
 			},
 			{
 				"title": "Go Live!",
-				"start_date": frappe.utils.add_days(current_date, 6),
-				"end_date": frappe.utils.add_days(current_date, 7)
-			}])
+				"start_date": current_date,
+				"end_date": frappe.utils.add_days(current_date, 5),
+				"file": "go_live.md"
+			}]
+
+	for t in tasks:
+		with open (os.path.join(os.path.dirname(__file__), "tasks", t['file'])) as f:
+			t['description'] = markdown(f.read())
+			del t['file']
+
+		project.append('tasks', t)
 
 	project.insert(ignore_permissions=True)
+
+def import_email_alert():
+	'''Import email alert for task start'''
+	with open (os.path.join(os.path.dirname(__file__), "tasks/task_alert.json")) as f:
+		email_alert = frappe.get_doc(json.loads(f.read())[0])
+		email_alert.insert()
+
+	# trigger the first message!
+	from frappe.email.doctype.email_alert.email_alert import trigger_daily_alerts
+	trigger_daily_alerts()
+
+def test_sample():
+	frappe.db.sql('delete from `tabEmail Alert`')
+	frappe.db.sql('delete from tabProject')
+	frappe.db.sql('delete from tabTask')
+	make_projects('Education')
+	import_email_alert()

erpnext/setup/setup_wizard/setup_wizard.py

@@ -60,7 +60,7 @@ def setup_complete(args=None):
 
 	if args.get("add_sample_data"):
 		try:
-			make_sample_data()
+			make_sample_data(args)
 			frappe.clear_cache()
 		except:
 			# clear message

erpnext/setup/setup_wizard/tasks/explore.md

@@ -0,0 +1,7 @@
+Thanks for checking this out! ❤️
+
+If you are evaluating an ERP system for the first time, this is going to be quite a task! But don't worry, ERPNext is awesome.
+
+First, get familiar with the surroundings. ERPNext covers a *lot of features*, go to the home page and click on the "Explore" icon.
+
+All the best!

erpnext/setup/setup_wizard/tasks/go_live.md

@@ -0,0 +1,18 @@
+Ready to go live with ERPNext? 🏁🏁🏁
+
+Here are the steps:
+
+1. Sync up your **Chart of Accounts**
+3. Add your opening stock using **Stock Reconciliation**
+4. Add your open invoices (both sales and purchase)
+3. Add your opening account balances by making a **Journal Entry**
+
+If you need help for going live, sign up for an account at erpnext.com or find a partner to help you with this.
+
+Or you can watch these videos 📺:
+
+Setup your chart of accounts: https://www.youtube.com/watch?v=AcfMCT7wLLo
+
+Add Open Stock: https://www.youtube.com/watch?v=nlHX0ZZ84Lw
+
+Add Opening Balances: https://www.youtube.com/watch?v=nlHX0ZZ84Lw

erpnext/setup/setup_wizard/tasks/import_data.md

@@ -0,0 +1,5 @@
+Lets import some data! 💪💪
+
+If you are already running a business, you most likely have your Items, Customers or Suppliers in some spreadsheet file somewhere, import it into ERPNext with the Data Import Tool.
+
+Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E

erpnext/setup/setup_wizard/tasks/masters.md

@@ -0,0 +1,7 @@
+Start building a model of your business in ERPNext by adding your Items and Customers.
+
+These videos 📺 will help you get started:
+
+Adding Customers and Suppliers: https://www.youtube.com/watch?v=zsrrVDk6VBs
+
+Adding Items and Prices: https://www.youtube.com/watch?v=FcOsV-e8ymE

erpnext/setup/setup_wizard/tasks/purchase.md

@@ -0,0 +1,10 @@
+How to manage your purchasing in ERPNext 🛒🛒🛒:
+
+1. Add a few **Suppliers**
+2. Find out what you need by making **Material Requests**.
+3. Now start placing orders via **Purchase Order**.
+4. When your suppliers deliver, make **Purchase Receipts**
+
+Now never run out of stock again! 😎
+
+Watch this video 📺 to get an overview: https://www.youtube.com/watch?v=4TN9kPyfIqM

erpnext/setup/setup_wizard/tasks/sales.md

@@ -0,0 +1,8 @@
+Start managing your sales with ERPNext 🔔🔔🔔:
+
+1. Add potential business contacts as **Leads**
+2. Udpate your deals in pipeline in **Opportunities**
+3. Send proposals to your leads or customers with **Quotations**
+4. Track confirmed orders with **Sales Orders**
+
+Watch this video 📺 to get an overview: https://www.youtube.com/watch?v=o9XCSZHJfpA

erpnext/setup/setup_wizard/tasks/school_import_data.md

@@ -0,0 +1,5 @@
+Lets import some data! 💪💪
+
+If you are already running a school, you most likely have your Students in some spreadsheet file somewhere. Import it into ERPNext with the Data Import Tool.
+
+Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E

erpnext/setup/setup_wizard/tasks/school_masters.md

@@ -0,0 +1,9 @@
+Lets start making things in ERPNext that are representative of your institution.
+
+1. Make a list of **Programs** that you offer
+1. Add a few **Courses** that your programs cover
+1. Create **Academic Terms** and **Academic Years**
+1. Start adding **Students**
+1. Group your students into **Batches**
+
+Watch this video to learn more about ERPNext Schools: https://www.youtube.com/watch?v=f6foQOyGzdA

erpnext/setup/setup_wizard/tasks/task_alert.json

@@ -0,0 +1,28 @@
+[
+ {
+  "attach_print": 0,
+  "condition": "doc.status in ('Open', 'Overdue')",
+  "date_changed": "exp_end_date",
+  "days_in_advance": 0,
+  "docstatus": 0,
+  "doctype": "Email Alert",
+  "document_type": "Task",
+  "enabled": 1,
+  "event": "Days After",
+  "is_standard": 0,
+  "message": "<p>Task due today:</p>\n\n<div>\n{{ doc.description }}\n</div>\n\n<hr>\n<p style=\"font-size: 85%\">\nThis is a notification for a task that is due today, and a sample <b>Email Alert</b>. In ERPNext you can setup email alerts on anything, Invoices, Orders, Leads, Opportunities, so you never miss a thing.\n<br>To edit this, and setup other alerts, just type <b>Email Alert</b> in the search bar.</p>",
+  "method": null,
+  "modified": "2017-03-09 07:34:58.168370",
+  "module": null,
+  "name": "Task Due Alert",
+  "recipients": [
+   {
+    "cc": null,
+    "condition": null,
+    "email_by_document_field": "owner"
+   }
+  ],
+  "subject": "{{ doc.subject }}",
+  "value_changed": null
+ }
+]

erpnext/startup/notifications.py

@@ -8,7 +8,7 @@ def get_notification_config():
 		{
 			"Issue": {"status": "Open"},
 			"Warranty Claim": {"status": "Open"},
-			"Task": {"status": "Overdue"},
+			"Task": {"status": ("in", ("Open", "Overdue"))},
 			"Project": {"status": "Open"},
 			"Item": {"total_projected_qty": ("<", 0)},
 			"Customer": {"status": "Open"},
@@ -23,11 +23,11 @@ def get_notification_config():
 			},
 			"Journal Entry": {"docstatus": 0},
 			"Sales Invoice": {
-				"outstanding_amount": (">", 0), 
-				"docstatus": ("<", 2) 
+				"outstanding_amount": (">", 0),
+				"docstatus": ("<", 2)
 			},
 			"Purchase Invoice": {
-				"outstanding_amount": (">", 0), 
+				"outstanding_amount": (">", 0),
 				"docstatus": ("<", 2)
 			},
 			"Payment Entry": {"docstatus": 0},