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() { $.extend(erpnext.wiz, { region: { title: __("Region"), icon: "icon-flag", help: __("Select your Country, Time Zone and Currency"), fields: [ { fieldname: "country", label: __("Country"), reqd:1, fieldtype: "Select" }, { fieldname: "timezone", label: __("Time Zone"), reqd:1, fieldtype: "Select" }, { fieldname: "currency", label: __("Currency"), reqd:1, fieldtype: "Select" }, ], onload: function(slide) { frappe.call({ method:"frappe.geo.country_info.get_country_timezone_info", callback: function(data) { erpnext.wiz.region.data = data.message; erpnext.wiz.region.setup_fields(slide); erpnext.wiz.region.bind_events(slide); } }); }, css_class: "single-column", setup_fields: function(slide) { var data = erpnext.wiz.region.data; slide.get_input("country").empty() .add_options([""].concat(keys(data.country_info).sort())); slide.get_input("currency").empty() .add_options(frappe.utils.unique([""].concat($.map(data.country_info, function(opts, country) { return opts.currency; }))).sort()); slide.get_input("timezone").empty() .add_options([""].concat(data.all_timezones)); if (data.default_country) { slide.set_input("country", data.default_country); } }, bind_events: function(slide) { slide.get_input("country").on("change", function() { var country = slide.get_input("country").val(); var $timezone = slide.get_input("timezone"); var data = erpnext.wiz.region.data; $timezone.empty(); // add country specific timezones first if(country) { var timezone_list = data.country_info[country].timezones || []; $timezone.add_options(timezone_list.sort()); slide.get_field("currency").set_input(data.country_info[country].currency); slide.get_field("currency").$input.trigger("change"); } // add all timezones at the end, so that user has the option to change it to any timezone $timezone.add_options([""].concat(data.all_timezones)); slide.get_field("timezone").set_input($timezone.val()); // temporarily set date format frappe.boot.sysdefaults.date_format = (data.country_info[country].date_format || "dd-mm-yyyy"); }); slide.get_input("currency").on("change", function() { var currency = slide.get_input("currency").val(); if (!currency) return; frappe.model.with_doc("Currency", currency, function() { frappe.provide("locals.:Currency." + currency); var currency_doc = frappe.model.get_doc("Currency", currency); var number_format = currency_doc.number_format; if (number_format==="#.###") { number_format = "#.###,##"; } else if (number_format==="#,###") { number_format = "#,###.##" } frappe.boot.sysdefaults.number_format = number_format; locals[":Currency"][currency] = $.extend({}, currency_doc); }); }); } }, user: { title: __("The First User: You"), icon: "icon-user", fields: [ {"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data", reqd:1}, {"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data"}, {"fieldname": "email", "label": __("Email Address"), "fieldtype": "Data", reqd:1, "description": __("You will use it to Login"), "options":"Email"}, {"fieldname": "password", "label": __("Password"), "fieldtype": "Password", reqd:1}, {fieldtype:"Attach Image", fieldname:"attach_user", label: __("Attach Your Picture")}, ], help: __('The first user will become the System Manager (you can change this later).'), onload: function(slide) { if(user!=="Administrator") { slide.form.fields_dict.password.$wrapper.toggle(false); slide.form.fields_dict.email.$wrapper.toggle(false); slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name); slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name); var user_image = frappe.get_cookie("user_image"); if(user_image) { var $attach_user = slide.form.fields_dict.attach_user.$wrapper; $attach_user.find(".missing-image").toggle(false); $attach_user.find("img").attr("src", decodeURIComponent(user_image)).toggle(true); } delete slide.form.fields_dict.email; delete slide.form.fields_dict.password; } }, css_class: "single-column" }, org: { title: __("The Organization"), icon: "icon-building", fields: [ {fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1, placeholder: __('e.g. "My Company LLC"')}, {fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data', description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1}, {fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data', placeholder:__('e.g. "Build tools for builders"'), reqd:1}, {fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data', placeholder: __('e.g. "XYZ National Bank"'), 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: __('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 = slide.wiz.get_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 = slide.wiz.get_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: { 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)") }, {fieldtype: "Column Break"}, {fieldtype:"Attach Image", fieldname:"attach_logo", label:__("Attach Logo"), description: __("100px by 100px")}, ], css_class: "two-column" }, users: { 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}, {fieldtype: "Check", fieldname: "user_purchaser_" + i, label:__("Purchaser"), default: 1}, {fieldtype: "Check", fieldname: "user_accountant_" + i, label:__("Accountant"), default: 1}, ]); } }, css_class: "two-column" }, taxes: { 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: { 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: { 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: { 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")], "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")}, ]) } 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}); }, 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.user); frappe.wiz.add_slide(erpnext.wiz.org); frappe.wiz.add_slide(erpnext.wiz.branding); 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.welcome_page = "#welcome-to-erpnext"; });