frappe.provide("erpnext.wiz"); frappe.pages['setup-wizard'].on_page_load = function(wrapper) { if(sys_defaults.company) { frappe.set_route("desk"); return; } }; function load_erpnext_slides() { $.extend(erpnext.wiz, { select_domain: { domains: ["all"], title: __('Select your Domain'), fields: [ {fieldname:'domain', label: __('Domain'), fieldtype:'Select', options: [ {"label": __("Distribution"), "value": "Distribution"}, {"label": __("Education"), "value": "Education"}, {"label": __("Manufacturing"), "value": "Manufacturing"}, {"label": __("Retail"), "value": "Retail"}, {"label": __("Services"), "value": "Services"} ], reqd:1}, ], help: __('Select the nature of your business.'), onload: function(slide) { slide.get_input("domain").on("change", function() { frappe.wiz.domain = $(this).val(); frappe.wizard.refresh_slides(); }); }, css_class: "single-column" }, org: { domains: ["all"], title: __("The Organization"), icon: "icon-building", fields: [ {fieldname:'company_name', label: frappe.wiz.domain==='Education' ? __('Institute Name') : __('Company Name'), fieldtype:'Data', reqd:1}, {fieldname:'company_abbr', label: frappe.wiz.domain==='Education' ? __('Institute Abbreviation') : __('Company Abbreviation'), fieldtype:'Data'}, {fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data', placeholder: frappe.wiz.domain==='Education' ? __('e.g. "Primary School" or "University"') : __('e.g. "Build tools for builders"'), reqd:1}, {fieldname:'bank_account', label: __('Bank Name'), fieldtype:'Data', reqd:1}, {fieldname:'chart_of_accounts', label: __('Chart of Accounts'), options: "", fieldtype: 'Select'}, // TODO remove this {fieldtype: "Section Break"}, {fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date', description: __('Your financial year begins on'), reqd:1}, {fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date', description: __('Your financial year ends on'), reqd:1}, ], help: (frappe.wiz.domain==='Education' ? __('The name of the institute for which you are setting up this system.'): __('The name of your company for which you are setting up this system.')), onload: function(slide) { erpnext.wiz.org.load_chart_of_accounts(slide); erpnext.wiz.org.bind_events(slide); erpnext.wiz.org.set_fy_dates(slide); }, validate: function() { // validate fiscal year start and end dates if (this.values.fy_start_date=='Invalid date' || this.values.fy_end_date=='Invalid date') { msgprint(__("Please enter valid Financial Year Start and End Dates")); return false; } if ((this.values.company_name || "").toLowerCase() == "company") { msgprint(__("Company Name cannot be Company")); return false; } return true; }, css_class: "single-column", set_fy_dates: function(slide) { var country = frappe.wizard.values.country; if(country) { var fy = erpnext.wiz.fiscal_years[country]; var current_year = moment(new Date()).year(); var next_year = current_year + 1; if(!fy) { fy = ["01-01", "12-31"]; next_year = current_year; } slide.get_field("fy_start_date").set_input(current_year + "-" + fy[0]); slide.get_field("fy_end_date").set_input(next_year + "-" + fy[1]); } }, load_chart_of_accounts: function(slide) { var country = frappe.wizard.values.country; if(country) { frappe.call({ method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country", args: {"country": country}, callback: function(r) { if(r.message) { slide.get_input("chart_of_accounts").empty() .add_options(r.message); if (r.message.length===1) { var field = slide.get_field("chart_of_accounts"); field.set_value(r.message[0]); field.df.hidden = 1; field.refresh(); } } } }) } }, bind_events: function(slide) { slide.get_input("company_name").on("change", function() { var parts = slide.get_input("company_name").val().split(" "); var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join(""); slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase()); }).val(frappe.boot.sysdefaults.company_name || "").trigger("change"); slide.get_input("company_abbr").on("change", function() { if(slide.get_input("company_abbr").val().length > 5) { msgprint("Company Abbreviation cannot have more than 5 characters"); slide.get_field("company_abbr").set_input(""); } }); // TODO remove this slide.get_input("fy_start_date").on("change", function() { var year_end_date = frappe.datetime.add_days(frappe.datetime.add_months( frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1); slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date)); }); } }, branding: { domains: ["all"], icon: "icon-bookmark", title: __("The Brand"), help: __('Upload your letter head and logo. (you can edit them later).'), fields: [ {fieldtype:"Attach Image", fieldname:"attach_letterhead", label: __("Attach Letterhead"), description: __("Keep it web friendly 900px (w) by 100px (h)"), is_private: 0 }, {fieldtype: "Column Break"}, {fieldtype:"Attach Image", fieldname:"attach_logo", label:__("Attach Logo"), description: __("100px by 100px"), is_private: 0 }, ], css_class: "two-column" }, users: { domains: ["all"], icon: "icon-money", title: __("Add Users"), help: __("Add users to your organization, other than yourself"), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<5; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"user_fullname_"+ i, label:__("Full Name")}, {fieldtype:"Data", fieldname:"user_email_" + i, label:__("Email ID"), placeholder:__("user@example.com"), options: "Email"}, {fieldtype:"Column Break"}, {fieldtype: "Check", fieldname: "user_sales_" + i, label:__("Sales"), "default": 1, hidden: frappe.wiz.domain==='Education' ? 1 : 0}, {fieldtype: "Check", fieldname: "user_purchaser_" + i, label:__("Purchaser"), "default": 1, hidden: frappe.wiz.domain==='Education' ? 1 : 0}, {fieldtype: "Check", fieldname: "user_accountant_" + i, label:__("Accountant"), "default": 1, hidden: frappe.wiz.domain==='Education' ? 1 : 0}, ]); } }, css_class: "two-column" }, taxes: { domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "icon-money", title: __("Add Taxes"), help: __("List your tax heads (e.g. VAT, Customs etc; they should have unique names) and their standard rates. This will create a standard template, which you can edit and add more later."), "fields": [], before_load: function(slide) { slide.fields = []; for(var i=1; i<4; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i, placeholder:__("e.g. VAT") + " " + i}, {fieldtype:"Column Break"}, {fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")}, ]); } }, css_class: "two-column" }, customers: { domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "icon-group", title: __("Your Customers"), help: __("List a few of your customers. They could be organizations or individuals."), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i, placeholder:__("Customer Name")}, {fieldtype:"Column Break"}, {fieldtype:"Data", fieldname:"customer_contact_" + i, label:__("Contact Name") + " " + i, placeholder:__("Contact Name")} ]) } slide.fields[1].reqd = 1; }, css_class: "two-column" }, suppliers: { domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "icon-group", title: __("Your Suppliers"), help: __("List a few of your suppliers. They could be organizations or individuals."), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i, placeholder:__("Supplier Name")}, {fieldtype:"Column Break"}, {fieldtype:"Data", fieldname:"supplier_contact_" + i, label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}, ]) } slide.fields[1].reqd = 1; }, css_class: "two-column" }, items: { domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "icon-barcode", title: __("Your Products or Services"), help: __("List your products or services that you buy or sell. Make sure to check the Item Group, Unit of Measure and other properties when you start."), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i, placeholder:__("A Product or Service")}, {fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i, options:[__("Products"), __("Services"), __("Raw Material"), __("Consumable"), __("Sub Assemblies")], "default": __("Products")}, {fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"), options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"), __("Hour"), __("Minute"), __("Litre"), __("Meter"), __("Gram")], "default": __("Unit")}, {fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1}, {fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")}, {fieldtype:"Column Break"}, {fieldtype:"Currency", fieldname:"item_price_" + i, label:__("Rate")}, {fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image"), is_private: 0}, ]) } slide.fields[1].reqd = 1; // dummy data slide.fields.push({fieldtype: "Section Break"}); slide.fields.push({fieldtype: "Check", fieldname: "add_sample_data", label: __("Add a few sample records"), "default": 1}); slide.fields.push({fieldtype: "Check", fieldname: "setup_website", label: __("Setup a simple website for my organization"), "default": 1}); }, css_class: "two-column" }, program: { domains: ["education"], title: __("Program"), help: __("Example: Masters in Computer Science"), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"program_" + i, label:__("Program") + " " + i, placeholder: __("Program Name")}, ]) } slide.fields[1].reqd = 1; }, css_class: "single-column" }, course: { domains: ["education"], title: __("Course"), help: __("Example: Basic Mathematics"), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"course_" + i, label:__("Course") + " " + i, placeholder: __("Course Name")}, ]) } slide.fields[1].reqd = 1; }, css_class: "single-column" }, instructor: { domains: ["education"], title: __("Instructor"), help: __("People who teach at your organisation"), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<6; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"instructor_" + i, label:__("Instructor") + " " + i, placeholder: __("Instructor Name")}, ]) } slide.fields[1].reqd = 1; }, css_class: "single-column" }, room: { domains: ["education"], title: __("Room"), help: __("Classrooms/ Laboratories etc where lectures can be scheduled."), fields: [], before_load: function(slide) { slide.fields = []; for(var i=1; i<4; i++) { slide.fields = slide.fields.concat([ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"room_" + i, label:__("Room") + " " + i}, {fieldtype:"Column Break"}, {fieldtype:"Int", fieldname:"room_capacity_" + i, label:__("Room") + " " + i + " Capacity"}, ]) } slide.fields[1].reqd = 1; }, css_class: "two-column" }, }); // Source: https://en.wikipedia.org/wiki/Fiscal_year // default 1st Jan - 31st Dec erpnext.wiz.fiscal_years = { "Afghanistan": ["12-20", "12-21"], "Australia": ["07-01", "06-30"], "Bangladesh": ["07-01", "06-30"], "Canada": ["04-01", "03-31"], "Costa Rica": ["10-01", "09-30"], "Egypt": ["07-01", "06-30"], "Hong Kong": ["04-01", "03-31"], "India": ["04-01", "03-31"], "Iran": ["06-23", "06-22"], "Italy": ["07-01", "06-30"], "Myanmar": ["04-01", "03-31"], "New Zealand": ["04-01", "03-31"], "Pakistan": ["07-01", "06-30"], "Singapore": ["04-01", "03-31"], "South Africa": ["03-01", "02-28"], "Thailand": ["10-01", "09-30"], "United Kingdom": ["04-01", "03-31"], }; }; frappe.wiz.on("before_load", function() { load_erpnext_slides(); frappe.wiz.add_slide(erpnext.wiz.select_domain); frappe.wiz.add_slide(erpnext.wiz.org); frappe.wiz.add_slide(erpnext.wiz.branding); if (!(frappe.boot.limits && frappe.boot.limits.users===1)) { frappe.wiz.add_slide(erpnext.wiz.users); } frappe.wiz.add_slide(erpnext.wiz.taxes); frappe.wiz.add_slide(erpnext.wiz.customers); frappe.wiz.add_slide(erpnext.wiz.suppliers); frappe.wiz.add_slide(erpnext.wiz.items); frappe.wiz.add_slide(erpnext.wiz.program); frappe.wiz.add_slide(erpnext.wiz.course); frappe.wiz.add_slide(erpnext.wiz.instructor); frappe.wiz.add_slide(erpnext.wiz.room); if(frappe.wizard && frappe.wizard.domain && frappe.wizard.domain !== 'Education') { frappe.wiz.welcome_page = "#welcome-to-erpnext"; } }); test_values_edu = { "language":"english", "domain":"Education", "country":"India", "timezone":"Asia/Kolkata", "currency":"INR", "first_name":"Tester", "email":"test@example.com", "password":"test", "company_name":"Hogwarts", "company_abbr":"HS", "company_tagline":"School for magicians", "bank_account":"Gringotts Wizarding Bank", "fy_start_date":"2016-04-01", "fy_end_date":"2017-03-31" }