[enhance] added roles for portal users frappe/frappe#2091 (#6452)
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Rushabh Mehta
GitHub
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@ -14,7 +14,7 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
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},
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{
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"fieldname": "based_on",
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"label": __("Baed On"),
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"label": __("Based On"),
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"fieldtype": "Select",
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"options": "Cost Center\nProject",
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"default": "Cost Center",
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@ -101,17 +101,25 @@ website_route_rules = [
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portal_menu_items = [
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{"title": _("Projects"), "route": "/project", "reference_doctype": "Project"},
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{"title": _("Request for Quotations"), "route": "/rfq", "reference_doctype": "Request for Quotation"},
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{"title": _("Supplier Quotation"), "route": "/quotations", "reference_doctype": "Supplier Quotation"},
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{"title": _("Orders"), "route": "/orders", "reference_doctype": "Sales Order"},
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{"title": _("Invoices"), "route": "/invoices", "reference_doctype": "Sales Invoice"},
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{"title": _("Shipments"), "route": "/shipments", "reference_doctype": "Delivery Note"},
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{"title": _("Issues"), "route": "/issues", "reference_doctype": "Issue", "show_always": True},
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{"title": _("Request for Quotations"), "route": "/rfq", "reference_doctype": "Request for Quotation", "role": "Supplier"},
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{"title": _("Supplier Quotation"), "route": "/quotations", "reference_doctype": "Supplier Quotation", "role": "Supplier"},
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{"title": _("Orders"), "route": "/orders", "reference_doctype": "Sales Order", "role":"Customer"},
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{"title": _("Invoices"), "route": "/invoices", "reference_doctype": "Sales Invoice", "role":"Customer"},
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{"title": _("Shipments"), "route": "/shipments", "reference_doctype": "Delivery Note", "role":"Customer"},
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{"title": _("Issues"), "route": "/issues", "reference_doctype": "Issue", "role":"Customer"},
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{"title": _("Addresses"), "route": "/addresses", "reference_doctype": "Address"},
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{"title": _("Announcements"), "route": "/announcement", "reference_doctype": "Announcement"},
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{"title": _("Courses"), "route": "/course", "reference_doctype": "Course"},
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{"title": _("Assessment Schedule"), "route": "/assessment", "reference_doctype": "Assessment"},
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{"title": _("Fees"), "route": "/fees", "reference_doctype": "Fees"}
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{"title": _("Courses"), "route": "/course", "reference_doctype": "Course", "role":"Student"},
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{"title": _("Assessment Schedule"), "route": "/assessment", "reference_doctype": "Assessment", "role":"Student"},
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{"title": _("Fees"), "route": "/fees", "reference_doctype": "Fees", "role":"Student"}
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]
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default_roles = [
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{'role': 'Customer', 'doctype':'Contact', 'email_field': 'email_id',
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'filters': {'ifnull(customer, "")': ('!=', '')}},
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{'role': 'Supplier', 'doctype':'Contact', 'email_field': 'email_id',
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'filters': {'ifnull(supplier, "")': ('!=', '')}},
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{'role': 'Student', 'doctype':'Student', 'email_field': 'student_email_id'}
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]
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has_website_permission = {
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@ -328,3 +328,4 @@ erpnext.patches.v7_1.fix_link_for_customer_from_lead
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erpnext.patches.v7_0.update_mode_of_payment_type
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execute:frappe.reload_doctype("Salary Slip")
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execute:frappe.db.sql("update `tabSalary Slip` set posting_date=creation")
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erpnext.patches.v7_1.update_portal_roles
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18
erpnext/patches/v7_1/update_portal_roles.py
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18
erpnext/patches/v7_1/update_portal_roles.py
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@ -0,0 +1,18 @@
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import frappe
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def execute():
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frappe.reload_doctype('Role')
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for role_name in ('Customer', 'Supplier', 'Student'):
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if frappe.db.exists('Role', role_name):
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frappe.db.set_value('Role', role_name, 'desk_access', 0)
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else:
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frappe.get_doc(dict(doctype='Role', role_name=role_name, desk_access=0)).insert()
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# set customer, supplier roles
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for c in frappe.get_all('Contact', fields=['user'], filters={'ifnull(user, "")': ('!=', '')}):
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user = frappe.get_doc('User', c.user)
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user.set_default_roles()
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user.save()
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@ -18,7 +18,7 @@ def get_domain(domain):
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'set_value': [
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['Stock Settings', None, 'show_barcode_field', 1]
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],
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'remove_sidebar_items': ['/announcement', '/course', '/assessment', '/fees']
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'default_portal_role': 'Customer'
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},
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'Retail': {
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@ -32,7 +32,7 @@ def get_domain(domain):
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'set_value': [
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['Stock Settings', None, 'show_barcode_field', 1]
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],
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'remove_sidebar_items': ['/announcement', '/course', '/assessment', '/fees']
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'default_portal_role': 'Customer'
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},
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'Distribution': {
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@ -45,7 +45,7 @@ def get_domain(domain):
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'set_value': [
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['Stock Settings', None, 'show_barcode_field', 1]
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],
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'remove_sidebar_items': ['/announcement', '/course', '/assessment', '/fees']
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'default_portal_role': 'Customer'
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},
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'Services': {
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@ -58,14 +58,15 @@ def get_domain(domain):
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'set_value': [
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['Stock Settings', None, 'show_barcode_field', 0]
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],
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'remove_sidebar_items': ['/announcement', '/course', '/assessment', '/fees']
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'default_portal_role': 'Customer'
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},
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'Education': {
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'desktop_icons': ['Student', 'Program', 'Course', 'Student Group', 'Instructor',
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'Fees', 'ToDo', 'Schools'],
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'allow_roles': ['Academics User', 'Accounts User', 'Accounts Manager', 'Item Manager',
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'Website Manager', 'HR User', 'HR Manager', 'Purchase User', 'Purchase Manager'],
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'allow_sidebar_items': ['/announcement', '/course', '/assessment', '/fees']
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'Website Manager', 'HR User', 'HR Manager', 'Purchase User', 'Purchase Manager',
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'Student'],
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'default_portal_role': 'Student'
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},
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}
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if not domain in data:
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@ -80,6 +81,8 @@ def setup_domain(domain):
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setup_properties(data)
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set_values(data)
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setup_sidebar_items(data)
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if data.get('default_portal_role'):
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frappe.db.set_value('Portal Settings', None, 'default_role', data.get('default_portal_role'))
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frappe.clear_cache()
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def setup_desktop_icons(data):
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@ -13,6 +13,9 @@ default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
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def install(country=None):
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records = [
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dict(doctype='Role', role_name='Supplier', desk_access=0),
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dict(doctype='Role', role_name='Customer', desk_access=0),
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dict(doctype='Role', role_name='Student', desk_access=0),
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# address template
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{'doctype':"Address Template", "country": country},
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