# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe, copy import os import json from frappe.utils import cstr, flt, getdate from frappe import _ from frappe.utils.file_manager import save_file from .default_website import website_maker import install_fixtures from .sample_data import make_sample_data from erpnext.accounts.doctype.account.account import RootNotEditable from frappe.core.doctype.communication.comment import add_info_comment from erpnext.setup.setup_wizard.domainify import setup_domain def setup_complete(args=None): if frappe.db.sql("select name from tabCompany"): frappe.throw(_("Setup Already Complete!!")) install_fixtures.install(args.get("country")) create_price_lists(args) create_fiscal_year_and_company(args) create_sales_tax(args) create_users(args) set_defaults(args) create_territories() create_feed_and_todo() create_email_digest() create_letter_head(args) create_taxes(args) create_items(args) create_customers(args) create_suppliers(args) if args.domain.lower() == 'education': create_academic_year() create_academic_term() create_program(args) create_course(args) create_instructor(args) create_room(args) if args.get('setup_website'): website_maker(args) create_logo(args) frappe.local.message_log = [] setup_domain(args.get('domain')) frappe.db.commit() login_as_first_user(args) frappe.db.commit() frappe.clear_cache() if args.get("add_sample_data"): try: make_sample_data(args) frappe.clear_cache() except: # clear message if frappe.message_log: frappe.message_log.pop() pass def create_fiscal_year_and_company(args): if (args.get('fy_start_date')): curr_fiscal_year = get_fy_details(args.get('fy_start_date'), args.get('fy_end_date')) frappe.get_doc({ "doctype":"Fiscal Year", 'year': curr_fiscal_year, 'year_start_date': args.get('fy_start_date'), 'year_end_date': args.get('fy_end_date'), }).insert() args["curr_fiscal_year"] = curr_fiscal_year # Company if (args.get('company_name')): frappe.get_doc({ "doctype":"Company", 'company_name':args.get('company_name'), 'enable_perpetual_inventory': 1, 'abbr':args.get('company_abbr'), 'default_currency':args.get('currency'), 'country': args.get('country'), 'create_chart_of_accounts_based_on': 'Standard Template', 'chart_of_accounts': args.get('chart_of_accounts'), 'domain': args.get('domain') }).insert() #Enable shopping cart enable_shopping_cart(args) # Bank Account create_bank_account(args) def enable_shopping_cart(args): frappe.get_doc({ "doctype": "Shopping Cart Settings", "enabled": 1, 'company': args.get('company_name') , 'price_list': frappe.db.get_value("Price List", {"selling": 1}), 'default_customer_group': _("Individual"), 'quotation_series': "QTN-", }).insert() def create_bank_account(args): if args.get("bank_account"): company_name = args.get('company_name') bank_account_group = frappe.db.get_value("Account", {"account_type": "Bank", "is_group": 1, "root_type": "Asset", "company": company_name}) if bank_account_group: bank_account = frappe.get_doc({ "doctype": "Account", 'account_name': args.get("bank_account"), 'parent_account': bank_account_group, 'is_group':0, 'company': company_name, "account_type": "Bank", }) try: return bank_account.insert() except RootNotEditable: frappe.throw(_("Bank account cannot be named as {0}").format(args.get("bank_account"))) except frappe.DuplicateEntryError: # bank account same as a CoA entry pass def create_price_lists(args): for pl_type, pl_name in (("Selling", _("Standard Selling")), ("Buying", _("Standard Buying"))): frappe.get_doc({ "doctype": "Price List", "price_list_name": pl_name, "enabled": 1, "buying": 1 if pl_type == "Buying" else 0, "selling": 1 if pl_type == "Selling" else 0, "currency": args["currency"] }).insert() def set_defaults(args): # enable default currency frappe.db.set_value("Currency", args.get("currency"), "enabled", 1) global_defaults = frappe.get_doc("Global Defaults", "Global Defaults") global_defaults.update({ 'current_fiscal_year': args.curr_fiscal_year, 'default_currency': args.get('currency'), 'default_company':args.get('company_name') , "country": args.get("country"), }) global_defaults.save() frappe.db.set_value("System Settings", None, "email_footer_address", args.get("company")) stock_settings = frappe.get_doc("Stock Settings") stock_settings.item_naming_by = "Item Code" stock_settings.valuation_method = "FIFO" stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')}) stock_settings.stock_uom = _("Nos") stock_settings.auto_indent = 1 stock_settings.auto_insert_price_list_rate_if_missing = 1 stock_settings.automatically_set_serial_nos_based_on_fifo = 1 stock_settings.save() selling_settings = frappe.get_doc("Selling Settings") selling_settings.cust_master_name = "Customer Name" selling_settings.so_required = "No" selling_settings.dn_required = "No" selling_settings.allow_multiple_items = 1 selling_settings.save() buying_settings = frappe.get_doc("Buying Settings") buying_settings.supp_master_name = "Supplier Name" buying_settings.po_required = "No" buying_settings.pr_required = "No" buying_settings.maintain_same_rate = 1 buying_settings.allow_multiple_items = 1 buying_settings.save() notification_control = frappe.get_doc("Notification Control") notification_control.quotation = 1 notification_control.sales_invoice = 1 notification_control.purchase_order = 1 notification_control.save() hr_settings = frappe.get_doc("HR Settings") hr_settings.emp_created_by = "Naming Series" hr_settings.save() domain_settings = frappe.get_doc("Domain Settings") domain_settings.append('active_domains', dict(domain=_(args.domain))) domain_settings.save() def create_feed_and_todo(): """update Activity feed and create todo for creation of item, customer, vendor""" add_info_comment(**{ "subject": _("ERPNext Setup Complete!") }) def create_email_digest(): from frappe.utils.user import get_system_managers system_managers = get_system_managers(only_name=True) if not system_managers: return companies = frappe.db.sql_list("select name FROM `tabCompany`") for company in companies: if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company): edigest = frappe.get_doc({ "doctype": "Email Digest", "name": "Default Weekly Digest - " + company, "company": company, "frequency": "Weekly", "recipient_list": "\n".join(system_managers) }) for df in edigest.meta.get("fields", {"fieldtype": "Check"}): if df.fieldname != "scheduler_errors": edigest.set(df.fieldname, 1) edigest.insert() # scheduler errors digest if companies: edigest = frappe.new_doc("Email Digest") edigest.update({ "name": "Scheduler Errors", "company": companies[0], "frequency": "Daily", "recipient_list": "\n".join(system_managers), "scheduler_errors": 1, "enabled": 1 }) edigest.insert() def get_fy_details(fy_start_date, fy_end_date): start_year = getdate(fy_start_date).year if start_year == getdate(fy_end_date).year: fy = cstr(start_year) else: fy = cstr(start_year) + '-' + cstr(start_year + 1) return fy def create_sales_tax(args): country_wise_tax = get_country_wise_tax(args.get("country")) if country_wise_tax and len(country_wise_tax) > 0: for sales_tax, tax_data in country_wise_tax.items(): make_tax_account_and_template( args.get("company_name"), tax_data.get('account_name'), tax_data.get('tax_rate'), sales_tax) def get_country_wise_tax(country): data = {} with open (os.path.join(os.path.dirname(__file__), "data", "country_wise_tax.json")) as countrywise_tax: data = json.load(countrywise_tax).get(country) return data def create_taxes(args): for i in xrange(1,6): if args.get("tax_" + str(i)): # replace % in case someone also enters the % symbol tax_rate = cstr(args.get("tax_rate_" + str(i)) or "").replace("%", "") account_name = args.get("tax_" + str(i)) make_tax_account_and_template(args.get("company_name") , account_name, tax_rate) def make_tax_account_and_template(company, account_name, tax_rate, template_name=None): try: if not isinstance(account_name, (list, tuple)): account_name = [account_name] tax_rate = [tax_rate] accounts = [] for i, name in enumerate(account_name): accounts.append(make_tax_account(company, account_name[i], tax_rate[i])) if accounts: make_sales_and_purchase_tax_templates(accounts, template_name) except frappe.NameError, e: if e.args[2][0]==1062: pass else: raise except RootNotEditable, e: pass def get_tax_account_group(company): tax_group = frappe.db.get_value("Account", {"account_name": "Duties and Taxes", "is_group": 1, "company": company}) if not tax_group: tax_group = frappe.db.get_value("Account", {"is_group": 1, "root_type": "Liability", "account_type": "Tax", "company": company}) return tax_group def make_tax_account(company, account_name, tax_rate): tax_group = get_tax_account_group(company) if tax_group: return frappe.get_doc({ "doctype":"Account", "company": company, "parent_account": tax_group, "account_name": account_name, "is_group": 0, "report_type": "Balance Sheet", "root_type": "Liability", "account_type": "Tax", "tax_rate": flt(tax_rate) if tax_rate else None }).insert(ignore_permissions=True) def make_sales_and_purchase_tax_templates(accounts, template_name=None): if not template_name: template_name = accounts[0].name sales_tax_template = { "doctype": "Sales Taxes and Charges Template", "title": template_name, "company": accounts[0].company, 'taxes': [] } for account in accounts: sales_tax_template['taxes'].append({ "category": "Valuation and Total", "charge_type": "On Net Total", "account_head": account.name, "description": "{0} @ {1}".format(account.account_name, account.tax_rate), "rate": account.tax_rate }) # Sales frappe.get_doc(copy.deepcopy(sales_tax_template)).insert(ignore_permissions=True) # Purchase purchase_tax_template = copy.deepcopy(sales_tax_template) purchase_tax_template["doctype"] = "Purchase Taxes and Charges Template" doc = frappe.get_doc(purchase_tax_template) doc.insert(ignore_permissions=True) def create_items(args): for i in xrange(1,6): item = args.get("item_" + str(i)) if item: item_group = args.get("item_group_" + str(i)) is_sales_item = args.get("is_sales_item_" + str(i)) is_purchase_item = args.get("is_purchase_item_" + str(i)) is_stock_item = item_group!=_("Services") default_warehouse = "" if is_stock_item: default_warehouse = frappe.db.get_value("Warehouse", filters={ "warehouse_name": _("Finished Goods") if is_sales_item else _("Stores"), "company": args.get("company_name") }) try: frappe.get_doc({ "doctype":"Item", "item_code": item, "item_name": item, "description": item, "show_in_website": 1, "is_sales_item": is_sales_item, "is_purchase_item": is_purchase_item, "is_stock_item": is_stock_item and 1 or 0, "item_group": item_group, "stock_uom": args.get("item_uom_" + str(i)), "default_warehouse": default_warehouse }).insert() if args.get("item_img_" + str(i)): item_image = args.get("item_img_" + str(i)).split(",") if len(item_image)==3: filename, filetype, content = item_image fileurl = save_file(filename, content, "Item", item, decode=True).file_url frappe.db.set_value("Item", item, "image", fileurl) if args.get("item_price_" + str(i)): item_price = flt(args.get("item_price_" + str(i))) if is_sales_item: price_list_name = frappe.db.get_value("Price List", {"selling": 1}) make_item_price(item, price_list_name, item_price) if is_purchase_item: price_list_name = frappe.db.get_value("Price List", {"buying": 1}) make_item_price(item, price_list_name, item_price) except frappe.NameError: pass def make_item_price(item, price_list_name, item_price): frappe.get_doc({ "doctype": "Item Price", "price_list": price_list_name, "item_code": item, "price_list_rate": item_price }).insert() def create_customers(args): for i in xrange(1,6): customer = args.get("customer_" + str(i)) if customer: try: doc = frappe.get_doc({ "doctype":"Customer", "customer_name": customer, "customer_type": "Company", "customer_group": _("Commercial"), "territory": args.get("country"), "company": args.get("company_name") }).insert() if args.get("customer_contact_" + str(i)): create_contact(args.get("customer_contact_" + str(i)), "Customer", doc.name) except frappe.NameError: pass def create_suppliers(args): for i in xrange(1,6): supplier = args.get("supplier_" + str(i)) if supplier: try: doc = frappe.get_doc({ "doctype":"Supplier", "supplier_name": supplier, "supplier_type": _("Local"), "company": args.get("company_name") }).insert() if args.get("supplier_contact_" + str(i)): create_contact(args.get("supplier_contact_" + str(i)), "Supplier", doc.name) except frappe.NameError: pass def create_contact(contact, party_type, party): """Create contact based on given contact name""" contact = contact .split(" ") contact = frappe.get_doc({ "doctype":"Contact", "first_name":contact[0], "last_name": len(contact) > 1 and contact[1] or "" }) contact.append('links', dict(link_doctype=party_type, link_name=party)) contact.insert() def create_letter_head(args): if args.get("attach_letterhead"): frappe.get_doc({ "doctype":"Letter Head", "letter_head_name": _("Standard"), "is_default": 1 }).insert() attach_letterhead = args.get("attach_letterhead").split(",") if len(attach_letterhead)==3: filename, filetype, content = attach_letterhead fileurl = save_file(filename, content, "Letter Head", _("Standard"), decode=True).file_url frappe.db.set_value("Letter Head", _("Standard"), "content", "" % fileurl) def create_logo(args): if args.get("attach_logo"): attach_logo = args.get("attach_logo").split(",") if len(attach_logo)==3: filename, filetype, content = attach_logo fileurl = save_file(filename, content, "Website Settings", "Website Settings", decode=True).file_url frappe.db.set_value("Website Settings", "Website Settings", "brand_html", " {1}".format(fileurl, args.get("company_name") )) def create_territories(): """create two default territories, one for home country and one named Rest of the World""" from frappe.utils.nestedset import get_root_of country = frappe.db.get_default("country") root_territory = get_root_of("Territory") for name in (country, _("Rest Of The World")): if name and not frappe.db.exists("Territory", name): frappe.get_doc({ "doctype": "Territory", "territory_name": name.replace("'", ""), "parent_territory": root_territory, "is_group": "No" }).insert() def login_as_first_user(args): if args.get("email") and hasattr(frappe.local, "login_manager"): frappe.local.login_manager.login_as(args.get("email")) def create_users(args): if frappe.session.user == 'Administrator': return # create employee for self emp = frappe.get_doc({ "doctype": "Employee", "employee_name": " ".join(filter(None, [args.get("first_name"), args.get("last_name")])), "user_id": frappe.session.user, "status": "Active", "company": args.get("company_name") }) emp.flags.ignore_mandatory = True emp.insert(ignore_permissions = True) for i in xrange(1,5): email = args.get("user_email_" + str(i)) fullname = args.get("user_fullname_" + str(i)) if email: if not fullname: fullname = email.split("@")[0] parts = fullname.split(" ", 1) user = frappe.get_doc({ "doctype": "User", "email": email, "first_name": parts[0], "last_name": parts[1] if len(parts) > 1 else "", "enabled": 1, "user_type": "System User" }) # default roles user.append_roles("Projects User", "Stock User", "Support Team") if args.get("user_sales_" + str(i)): user.append_roles("Sales User", "Sales Manager", "Accounts User") if args.get("user_purchaser_" + str(i)): user.append_roles("Purchase User", "Purchase Manager", "Accounts User") if args.get("user_accountant_" + str(i)): user.append_roles("Accounts Manager", "Accounts User") user.flags.delay_emails = True if not frappe.db.get_value("User", email): user.insert(ignore_permissions=True) # create employee emp = frappe.get_doc({ "doctype": "Employee", "employee_name": fullname, "user_id": email, "status": "Active", "company": args.get("company_name") }) emp.flags.ignore_mandatory = True emp.insert(ignore_permissions = True) def create_academic_term(): at = ["Semester 1", "Semester 2", "Semester 3"] ay = ["2013-14", "2014-15", "2015-16", "2016-17", "2017-18"] for y in ay: for t in at: academic_term = frappe.new_doc("Academic Term") academic_term.academic_year = y academic_term.term_name = t try: academic_term.save() except frappe.DuplicateEntryError: pass def create_academic_year(): ac = ["2013-14", "2014-15", "2015-16", "2016-17", "2017-18"] for d in ac: academic_year = frappe.new_doc("Academic Year") academic_year.academic_year_name = d try: academic_year.save() except frappe.DuplicateEntryError: pass def create_program(args): for i in xrange(1,6): if args.get("program_" + str(i)): program = frappe.new_doc("Program") program.program_code = args.get("program_" + str(i)) program.program_name = args.get("program_" + str(i)) try: program.save() except frappe.DuplicateEntryError: pass def create_course(args): for i in xrange(1,6): if args.get("course_" + str(i)): course = frappe.new_doc("Course") course.course_code = args.get("course_" + str(i)) course.course_name = args.get("course_" + str(i)) try: course.save() except frappe.DuplicateEntryError: pass def create_instructor(args): for i in xrange(1,6): if args.get("instructor_" + str(i)): instructor = frappe.new_doc("Instructor") instructor.instructor_name = args.get("instructor_" + str(i)) try: instructor.save() except frappe.DuplicateEntryError: pass def create_room(args): for i in xrange(1,6): if args.get("room_" + str(i)): room = frappe.new_doc("Room") room.room_name = args.get("room_" + str(i)) room.seating_capacity = args.get("room_capacity_" + str(i)) try: room.save() except frappe.DuplicateEntryError: pass