frappe.provide("erpnext.setup"); frappe.pages['setup-wizard'].on_page_load = function(wrapper) { if(frappe.sys_defaults.company) { frappe.set_route("desk"); return; } }; var erpnext_slides = [ { // Domain name: '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.setup.domain = $(this).val(); frappe.wizard.refresh_slides(); }); }, }, { // Brand name: 'brand', domains: ["all"], icon: "fa fa-bookmark", title: __("The Brand"), help: __('Upload your letter head and logo. (you can edit them later).'), fields: [ { fieldtype: "Attach Image", fieldname: "attach_logo", label: __("Attach Logo"), description: __("100px by 100px"), is_private: 0, align: 'center' }, { fieldname: 'company_name', label: frappe.setup.domain === 'Education' ? __('Institute Name') : __('Company Name'), fieldtype: 'Data', reqd: 1 }, { fieldname: 'company_abbr', label: frappe.setup.domain === 'Education' ? __('Institute Abbreviation') : __('Company Abbreviation'), fieldtype: 'Data' } ], onload: function(slide) { this.bind_events(slide); }, 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_value(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) { frappe.msgprint("Company Abbreviation cannot have more than 5 characters"); slide.get_field("company_abbr").set_value(""); } }); } }, { // Organisation name: 'organisation', domains: ["all"], title: __("Your Organization"), icon: "fa fa-building", help: (frappe.setup.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.')), fields: [ { fieldname: 'company_tagline', label: __('What does it do?'), fieldtype: 'Data', placeholder: frappe.setup.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' }, { fieldtype: "Section Break", label: __('Financial Year') }, { fieldname: 'fy_start_date', label: __('Start Date'), fieldtype: 'Date', reqd: 1 }, { fieldtype: "Column Break" }, { fieldname: 'fy_end_date', label: __('End Date'), fieldtype: 'Date', reqd: 1 }, ], onload: function (slide) { this.load_chart_of_accounts(slide); this.bind_events(slide); this.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') { frappe.msgprint(__("Please enter valid Financial Year Start and End Dates")); return false; } if ((this.values.company_name || "").toLowerCase() == "company") { frappe.msgprint(__("Company Name cannot be Company")); return false; } return true; }, set_fy_dates: function (slide) { var country = frappe.wizard.values.country; if (country) { var fy = erpnext.setup.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; } var year_start_date = current_year + "-" + fy[0]; if (year_start_date > frappe.datetime.get_today()) { next_year = current_year; current_year -= 1; } slide.get_field("fy_start_date").set_value(current_year + '-' + fy[0]); slide.get_field("fy_end_date").set_value(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("fy_start_date").on("change", function () { var start_date = slide.form.fields_dict.fy_start_date.get_value(); var year_end_date = frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1); slide.form.fields_dict.fy_end_date.set_value(year_end_date); }); } }, { // Users name: 'users', domains: ["all"], title: __("Add Users"), help: __("Add users to your organization, other than yourself"), add_more: 1, max_count: 3, fields: [ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"user_fullname", label:__("Full Name"), static: 1}, {fieldtype:"Data", fieldname:"user_email", label:__("Email ID"), placeholder:__("user@example.com"), options: "Email", static: 1}, {fieldtype:"Column Break"}, {fieldtype: "Check", fieldname: "user_sales", label:__("Sales"), "default": 1, static: 1, hidden: frappe.setup.domain==='Education' ? 1 : 0}, {fieldtype: "Check", fieldname: "user_purchaser", label:__("Purchaser"), "default": 1, static: 1, hidden: frappe.setup.domain==='Education' ? 1 : 0}, {fieldtype: "Check", fieldname: "user_accountant", label:__("Accountant"), "default": 1, static: 1, hidden: frappe.setup.domain==='Education' ? 1 : 0}, ] }, { // Sales Target name: 'Goals', domains: ['manufacturing', 'services', 'retail', 'distribution'], title: __("Set your Target"), help: __("Set a sales target you'd like to achieve."), fields: [ {fieldtype:"Currency", fieldname:"sales_target", label:__("Monthly Sales Target")}, ] }, { // Taxes name: 'taxes', domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "fa fa-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."), add_more: 1, max_count: 3, mandatory_entry: 0, fields: [ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"tax", label:__("Tax"), placeholder:__("e.g. VAT")}, {fieldtype:"Column Break"}, {fieldtype:"Float", fieldname:"tax_rate", label:__("Rate (%)"), placeholder:__("e.g. 5")} ] }, { // Customers name: 'customers', domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "fa fa-group", title: __("Add Customers"), help: __("List a few of your customers. They could be organizations or individuals."), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"customer", label:__("Customer"), placeholder:__("Customer Name")}, {fieldtype:"Column Break"}, {fieldtype:"Data", fieldname:"customer_contact", label:__("Contact Name"), placeholder:__("Contact Name")} ], }, { // Suppliers name: 'suppliers', domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "fa fa-group", title: __("Your Suppliers"), help: __("List a few of your suppliers. They could be organizations or individuals."), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break"}, {fieldtype:"Data", fieldname:"supplier", label:__("Supplier"), placeholder:__("Supplier Name")}, {fieldtype:"Column Break"}, {fieldtype:"Data", fieldname:"supplier_contact", label:__("Contact Name"), placeholder:__("Contact Name")}, ] }, { // Products name: 'products', domains: ['manufacturing', 'services', 'retail', 'distribution'], icon: "fa fa-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."), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"item", label:__("Item"), placeholder:__("A Product or Service")}, {fieldtype:"Select", label:__("Group"), fieldname:"item_group", options:[__("Products"), __("Services"), __("Raw Material"), __("Consumable"), __("Sub Assemblies")], "default": __("Products"), static: 1}, {fieldtype:"Select", fieldname:"item_uom", label:__("UOM"), options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"), __("Hour"), __("Minute"), __("Litre"), __("Meter"), __("Gram")], "default": __("Unit"), static: 1}, {fieldtype: "Check", fieldname: "is_sales_item", label:__("We sell this Item"), default: 1, static: 1}, {fieldtype: "Check", fieldname: "is_purchase_item", label:__("We buy this Item"), default: 1, static: 1}, {fieldtype:"Column Break"}, {fieldtype:"Currency", fieldname:"item_price", label:__("Rate"), static: 1}, {fieldtype:"Attach Image", fieldname:"item_img", label:__("Attach Image"), is_private: 0, static: 1}, ], get_item_count: function() { return this.item_count; } }, { // Program name: 'program', domains: ["education"], title: __("Program"), help: __("Example: Masters in Computer Science"), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"program", label:__("Program"), placeholder: __("Program Name")}, ], }, { // Course name: 'course', domains: ["education"], title: __("Course"), help: __("Example: Basic Mathematics"), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"course", label:__("Course"), placeholder: __("Course Name")}, ] }, { // Instructor name: 'instructor', domains: ["education"], title: __("Instructor"), help: __("People who teach at your organisation"), add_more: 1, max_count: 5, mandatory_entry: 1, fields: [ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"instructor", label:__("Instructor"), placeholder: __("Instructor Name")}, ] }, { // Room name: 'room', domains: ["education"], title: __("Room"), help: __("Classrooms/ Laboratories etc where lectures can be scheduled."), add_more: 1, max_count: 3, mandatory_entry: 1, fields: [ {fieldtype:"Section Break", show_section_border: true}, {fieldtype:"Data", fieldname:"room", label:__("Room")}, {fieldtype:"Column Break"}, {fieldtype:"Int", fieldname:"room_capacity", label:__("Room") + " Capacity", static: 1}, ] }, { // last slide: Sample Data name: 'bootstrap', domains: ["all"], title: __("Sample Data"), fields: [{fieldtype: "Section Break"}, {fieldtype: "Check", fieldname: "add_sample_data", label: __("Add a few sample records"), "default": 1}, {fieldtype: "Check", fieldname: "setup_website", label: __("Setup a simple website for my organization"), "default": 1} ] } ]; // Source: https://en.wikipedia.org/wiki/Fiscal_year // default 1st Jan - 31st Dec erpnext.setup.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.setup.on("before_load", function () { erpnext_slides.map(frappe.setup.add_slide); }); var 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" }