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refactor: updated onboarding cards and tours

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This commit is contained in:
Noah Jacob 2021-08-19 14:18:50 +05:30
parent bf75ea70fb
commit f5e0cad6a1
8 changed files with 280 additions and 29 deletions
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4
erpnext/buying/doctype/buying_settings/buying_settings.js
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@ -11,7 +11,7 @@ frappe.tour['Buying Settings'] = [
{
fieldname: "supp_master_name",
title: "Supplier Naming By",
description: __("By default, the Supplier Name is set as per the Supplier Name entered. If you want Suppliers to be named by a ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a>" + __(" choose the 'Naming Series' option."),
description: __("By default, the Supplier Name is set as per the Supplier Name entered. If you want Suppliers to be named by a <a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a> choose the 'Naming Series' option."),
},
{
fieldname: "buying_price_list",
@ -28,4 +28,4 @@ frappe.tour['Buying Settings'] = [
title: "Purchase Receipt Required for Purchase Invoice Creation",
description: __("If this option is configured 'Yes', ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first. This configuration can be overridden for a particular supplier by enabling the 'Allow Purchase Invoice Creation Without Purchase Receipt' checkbox in the Supplier master.")
}
];
];

77
erpnext/buying/form_tour/buying_settings/buying_settings.json Normal file
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@ -0,0 +1,77 @@
{
"creation": "2021-07-28 11:51:42.319984",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-10-05 13:06:56.414584",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying Settings",
"owner": "Administrator",
"reference_doctype": "Buying Settings",
"save_on_complete": 0,
"steps": [
{
"description": "When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions.",
"field": "",
"fieldname": "supp_master_name",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Supplier Naming By",
"parent_field": "",
"position": "Bottom",
"title": "Supplier Naming By"
},
{
"description": "Configure what should be the default value of Supplier Group when creating a new Supplier.",
"field": "",
"fieldname": "supplier_group",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default Supplier Group",
"parent_field": "",
"position": "Right",
"title": "Default Supplier Group"
},
{
"description": "Item prices will be fetched from this Price List.",
"field": "",
"fieldname": "buying_price_list",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default Buying Price List",
"parent_field": "",
"position": "Bottom",
"title": "Default Buying Price List"
},
{
"description": "If this option is configured \"Yes\", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first.",
"field": "",
"fieldname": "po_required",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Purchase Order Required for Purchase Invoice & Receipt Creation?",
"parent_field": "",
"position": "Bottom",
"title": "Purchase Order Required"
},
{
"description": "If this option is configured \"Yes\", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first.",
"field": "",
"fieldname": "pr_required",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Purchase Receipt Required for Purchase Invoice Creation?",
"parent_field": "",
"position": "Bottom",
"title": "Purchase Receipt Required"
}
],
"title": "Buying Settings"
}

82
erpnext/buying/form_tour/purchase_order/purchase_order.json Normal file
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@ -0,0 +1,82 @@
{
"creation": "2021-07-29 14:11:58.271113",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-10-05 13:11:31.436135",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",
"owner": "Administrator",
"reference_doctype": "Purchase Order",
"save_on_complete": 1,
"steps": [
{
"description": "Select a Supplier",
"field": "",
"fieldname": "supplier",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Supplier",
"parent_field": "",
"position": "Right",
"title": "Supplier"
},
{
"description": "Set the \"Required By\" date for the materials. This sets the \"Required By\" date for all the items.",
"field": "",
"fieldname": "schedule_date",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Required By",
"parent_field": "",
"position": "Left",
"title": "Required By"
},
{
"description": "Items to be purchased can be added here.",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"position": "Bottom",
"title": "Items Table"
},
{
"child_doctype": "Purchase Order Item",
"description": "Enter the Item Code.",
"field": "",
"fieldname": "item_code",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 1,
"label": "Item Code",
"next_step_condition": "eval: doc.item_code",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Item Code"
},
{
"child_doctype": "Purchase Order Item",
"description": "Enter the required quantity for the material.",
"field": "",
"fieldname": "qty",
"fieldtype": "Float",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Quantity",
"parent_field": "",
"parent_fieldname": "items",
"position": "Bottom",
"title": "Quantity"
}
],
"title": "Purchase Order"
}

14
erpnext/buying/module_onboarding/buying/buying.json
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@ -19,7 +19,7 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/buying",
"idx": 0,
"is_complete": 0,
"modified": "2020-07-08 14:05:28.273641",
"modified": "2021-08-24 18:13:42.463776",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying",
@ -28,23 +28,11 @@
{
"step": "Introduction to Buying"
},
{
"step": "Create a Supplier"
},
{
"step": "Setup your Warehouse"
},
{
"step": "Create a Product"
},
{
"step": "Create a Material Request"
},
{
"step": "Create your first Purchase Order"
},
{
"step": "Buying Settings"
}
],
"subtitle": "Products, Purchases, Analysis, and more.",

10
erpnext/buying/onboarding_step/create_a_material_request/create_a_material_request.json
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@ -1,19 +1,21 @@
{
"action": "Create Entry",
"action": "Show Form Tour",
"action_label": "Let\u2019s create your first Material Request",
"creation": "2020-05-15 14:39:09.818764",
"description": "# Track Material Request\n\n\nAlso known as Purchase Request or an Indent, is a document identifying a requirement of a set of items (products or services) for various purposes like procurement, transfer, issue, or manufacturing. Once the Material Request is validated, a purchase manager can take the next actions for purchasing items like requesting RFQ from a supplier or directly placing an order with an identified Supplier.\n\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 1,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-15 14:39:09.818764",
"modified": "2021-08-24 18:08:08.347501",
"modified_by": "Administrator",
"name": "Create a Material Request",
"owner": "Administrator",
"reference_document": "Material Request",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create a Material Request",
"title": "Track Material Request",
"validate_action": 1
}

10
erpnext/buying/onboarding_step/create_your_first_purchase_order/create_your_first_purchase_order.json
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@ -1,19 +1,21 @@
{
"action": "Create Entry",
"action": "Show Form Tour",
"action_label": "Let\u2019s create your first Purchase Order",
"creation": "2020-05-12 18:17:49.976035",
"description": "# Create first Purchase Order\n\nPurchase Order is at the heart of your buying transactions. In ERPNext, Purchase Order can can be created against a Purchase Material Request (indent) and Supplier Quotation as well. Purchase Orders is also linked to Purchase Receipt and Purchase Invoices, allowing you to keep a birds-eye view on your purchase deals.\n\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-12 18:31:56.856112",
"modified": "2021-08-24 18:08:08.936484",
"modified_by": "Administrator",
"name": "Create your first Purchase Order",
"owner": "Administrator",
"reference_document": "Purchase Order",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create your first Purchase Order",
"title": "Create first Purchase Order",
"validate_action": 1
}

15
erpnext/buying/onboarding_step/introduction_to_buying/introduction_to_buying.json
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@ -1,19 +1,22 @@
{
"action": "Watch Video",
"action": "Show Form Tour",
"action_label": "Let\u2019s walk-through few Buying Settings",
"creation": "2020-05-06 15:37:09.477765",
"description": "# Buying Settings\n\n\nBuying module\u2019s features are highly configurable as per your business needs. Buying Settings is the place where you can set your preferences for:\n\n- Supplier naming and default values\n- Billing and shipping preference in buying transactions\n\n\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-05-12 18:25:08.509900",
"modified": "2021-08-24 18:08:08.345735",
"modified_by": "Administrator",
"name": "Introduction to Buying",
"owner": "Administrator",
"show_full_form": 0,
"title": "Introduction to Buying",
"reference_document": "Buying Settings",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Buying Settings",
"validate_action": 1,
"video_url": "https://youtu.be/efFajTTQBa8"
}

97
erpnext/stock/form_tour/material_request/material_request.json Normal file
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@ -0,0 +1,97 @@
{
"creation": "2021-07-29 12:32:08.929900",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-10-05 13:11:13.119453",
"modified_by": "Administrator",
"module": "Stock",
"name": "Material Request",
"owner": "Administrator",
"reference_doctype": "Material Request",
"save_on_complete": 1,
"steps": [
{
"description": "The purpose of the material request can be selected here. For now select \"Purchase\" as the purpose.",
"field": "",
"fieldname": "material_request_type",
"fieldtype": "Select",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Purpose",
"next_step_condition": "eval: doc.material_request_type == \"Purchase\"",
"parent_field": "",
"position": "Bottom",
"title": "Purpose"
},
{
"description": "Set the \"Required By\" date for the materials. This sets the \"Required By\" date for all the items.",
"field": "",
"fieldname": "schedule_date",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Required By",
"next_step_condition": "",
"parent_field": "",
"position": "Left",
"title": "Required By"
},
{
"description": "Setting the target warehouse sets it for all the items.",
"field": "",
"fieldname": "set_warehouse",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Set Target Warehouse",
"next_step_condition": "",
"parent_field": "",
"position": "Left",
"title": "Target Warehouse"
},
{
"description": "Items table",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"position": "Bottom",
"title": "Items"
},
{
"child_doctype": "Material Request Item",
"description": "Select an Item code. Item details will be fetched automatically.",
"field": "",
"fieldname": "item_code",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 1,
"label": "Item Code",
"next_step_condition": "eval: doc.item_code",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Item Code"
},
{
"child_doctype": "Material Request Item",
"description": "Enter the required quantity for the material.",
"field": "",
"fieldname": "qty",
"fieldtype": "Float",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Quantity",
"parent_field": "",
"parent_fieldname": "items",
"position": "Bottom",
"title": "Quantity"
}
],
"title": "Material Request"
}