# 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 from frappe import _ default_lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"] def install(country=None): records = [ # domains { 'doctype': 'Domain', 'domain': 'Distribution'}, { 'doctype': 'Domain', 'domain': 'Manufacturing'}, { 'doctype': 'Domain', 'domain': 'Retail'}, { 'doctype': 'Domain', 'domain': 'Services'}, { 'doctype': 'Domain', 'domain': 'Education'}, { 'doctype': 'Domain', 'domain': 'Healthcare'}, # Setup Progress {'doctype': "Setup Progress", "actions": [ {"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1, "domains": '[]' }, {"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99, "action_document": frappe.defaults.get_defaults().get("company") or '', "action_field": "monthly_sales_target", "is_completed": 0, "domains": '["Manufacturing", "Services", "Retail", "Distribution"]' }, {"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0, "domains": '["Manufacturing", "Services", "Retail", "Distribution"]' }, {"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0, "domains": '["Manufacturing", "Services", "Retail", "Distribution"]' }, {"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0, "domains": '["Manufacturing", "Services", "Retail", "Distribution"]' }, {"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0, "domains": '["Education"]' }, {"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0, "domains": '["Education"]' }, {"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0, "domains": '["Education"]' }, {"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0, "domains": '["Education"]' }, {"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0, "domains": '[]' } ]}, # address template {'doctype':"Address Template", "country": country}, # item group {'doctype': 'Item Group', 'item_group_name': _('All Item Groups'), 'is_group': 1, 'parent_item_group': ''}, {'doctype': 'Item Group', 'item_group_name': _('Products'), 'is_group': 0, 'parent_item_group': _('All Item Groups'), "show_in_website": 1 }, {'doctype': 'Item Group', 'item_group_name': _('Raw Material'), 'is_group': 0, 'parent_item_group': _('All Item Groups') }, {'doctype': 'Item Group', 'item_group_name': _('Services'), 'is_group': 0, 'parent_item_group': _('All Item Groups') }, {'doctype': 'Item Group', 'item_group_name': _('Sub Assemblies'), 'is_group': 0, 'parent_item_group': _('All Item Groups') }, {'doctype': 'Item Group', 'item_group_name': _('Consumable'), 'is_group': 0, 'parent_item_group': _('All Item Groups') }, # salary component {'doctype': 'Salary Component', 'salary_component': _('Income Tax'), 'description': _('Income Tax'), 'type': 'Deduction'}, {'doctype': 'Salary Component', 'salary_component': _('Basic'), 'description': _('Basic'), 'type': 'Earning'}, {'doctype': 'Salary Component', 'salary_component': _('Arrear'), 'description': _('Arrear'), 'type': 'Earning'}, {'doctype': 'Salary Component', 'salary_component': _('Leave Encashment'), 'description': _('Leave Encashment'), 'type': 'Earning'}, # expense claim type {'doctype': 'Expense Claim Type', 'name': _('Calls'), 'expense_type': _('Calls')}, {'doctype': 'Expense Claim Type', 'name': _('Food'), 'expense_type': _('Food')}, {'doctype': 'Expense Claim Type', 'name': _('Medical'), 'expense_type': _('Medical')}, {'doctype': 'Expense Claim Type', 'name': _('Others'), 'expense_type': _('Others')}, {'doctype': 'Expense Claim Type', 'name': _('Travel'), 'expense_type': _('Travel')}, # leave type {'doctype': 'Leave Type', 'leave_type_name': _('Casual Leave'), 'name': _('Casual Leave'), 'is_encash': 1, 'is_carry_forward': 1, 'max_days_allowed': '3', 'include_holiday': 1}, {'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'), 'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1}, {'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'), 'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1}, {'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'), 'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1}, {'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'), 'is_encash': 0, 'is_carry_forward': 0, 'is_lwp':1, 'include_holiday': 1}, # Employment Type {'doctype': 'Employment Type', 'employee_type_name': _('Full-time')}, {'doctype': 'Employment Type', 'employee_type_name': _('Part-time')}, {'doctype': 'Employment Type', 'employee_type_name': _('Probation')}, {'doctype': 'Employment Type', 'employee_type_name': _('Contract')}, {'doctype': 'Employment Type', 'employee_type_name': _('Commission')}, {'doctype': 'Employment Type', 'employee_type_name': _('Piecework')}, {'doctype': 'Employment Type', 'employee_type_name': _('Intern')}, {'doctype': 'Employment Type', 'employee_type_name': _('Apprentice')}, # Department {'doctype': 'Department', 'department_name': _('Accounts')}, {'doctype': 'Department', 'department_name': _('Marketing')}, {'doctype': 'Department', 'department_name': _('Sales')}, {'doctype': 'Department', 'department_name': _('Purchase')}, {'doctype': 'Department', 'department_name': _('Operations')}, {'doctype': 'Department', 'department_name': _('Production')}, {'doctype': 'Department', 'department_name': _('Dispatch')}, {'doctype': 'Department', 'department_name': _('Customer Service')}, {'doctype': 'Department', 'department_name': _('Human Resources')}, {'doctype': 'Department', 'department_name': _('Management')}, {'doctype': 'Department', 'department_name': _('Quality Management')}, {'doctype': 'Department', 'department_name': _('Research & Development')}, {'doctype': 'Department', 'department_name': _('Legal')}, # Designation {'doctype': 'Designation', 'designation_name': _('CEO')}, {'doctype': 'Designation', 'designation_name': _('Manager')}, {'doctype': 'Designation', 'designation_name': _('Analyst')}, {'doctype': 'Designation', 'designation_name': _('Engineer')}, {'doctype': 'Designation', 'designation_name': _('Accountant')}, {'doctype': 'Designation', 'designation_name': _('Secretary')}, {'doctype': 'Designation', 'designation_name': _('Associate')}, {'doctype': 'Designation', 'designation_name': _('Administrative Officer')}, {'doctype': 'Designation', 'designation_name': _('Business Development Manager')}, {'doctype': 'Designation', 'designation_name': _('HR Manager')}, {'doctype': 'Designation', 'designation_name': _('Project Manager')}, {'doctype': 'Designation', 'designation_name': _('Head of Marketing and Sales')}, {'doctype': 'Designation', 'designation_name': _('Software Developer')}, {'doctype': 'Designation', 'designation_name': _('Designer')}, {'doctype': 'Designation', 'designation_name': _('Researcher')}, # territory {'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''}, # customer group {'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''}, {'doctype': 'Customer Group', 'customer_group_name': _('Individual'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')}, {'doctype': 'Customer Group', 'customer_group_name': _('Commercial'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')}, {'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')}, {'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')}, # supplier type {'doctype': 'Supplier Type', 'supplier_type': _('Services')}, {'doctype': 'Supplier Type', 'supplier_type': _('Local')}, {'doctype': 'Supplier Type', 'supplier_type': _('Raw Material')}, {'doctype': 'Supplier Type', 'supplier_type': _('Electrical')}, {'doctype': 'Supplier Type', 'supplier_type': _('Hardware')}, {'doctype': 'Supplier Type', 'supplier_type': _('Pharmaceutical')}, {'doctype': 'Supplier Type', 'supplier_type': _('Distributor')}, # Sales Person {'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""}, # UOM {'uom_name': _('Unit'), 'doctype': 'UOM', 'name': _('Unit'), "must_be_whole_number": 1}, {'uom_name': _('Box'), 'doctype': 'UOM', 'name': _('Box'), "must_be_whole_number": 1}, {'uom_name': _('Kg'), 'doctype': 'UOM', 'name': _('Kg')}, {'uom_name': _('Meter'), 'doctype': 'UOM', 'name': _('Meter')}, {'uom_name': _('Litre'), 'doctype': 'UOM', 'name': _('Litre')}, {'uom_name': _('Gram'), 'doctype': 'UOM', 'name': _('Gram')}, {'uom_name': _('Nos'), 'doctype': 'UOM', 'name': _('Nos'), "must_be_whole_number": 1}, {'uom_name': _('Pair'), 'doctype': 'UOM', 'name': _('Pair'), "must_be_whole_number": 1}, {'uom_name': _('Set'), 'doctype': 'UOM', 'name': _('Set'), "must_be_whole_number": 1}, {'uom_name': _('Hour'), 'doctype': 'UOM', 'name': _('Hour')}, {'uom_name': _('Minute'), 'doctype': 'UOM', 'name': _('Minute')}, # Mode of Payment {'doctype': 'Mode of Payment', 'mode_of_payment': 'Check' if country=="United States" else _('Cheque'), 'type': 'Bank'}, {'doctype': 'Mode of Payment', 'mode_of_payment': _('Cash'), 'type': 'Cash'}, {'doctype': 'Mode of Payment', 'mode_of_payment': _('Credit Card'), 'type': 'Bank'}, {'doctype': 'Mode of Payment', 'mode_of_payment': _('Wire Transfer'), 'type': 'Bank'}, {'doctype': 'Mode of Payment', 'mode_of_payment': _('Bank Draft'), 'type': 'Bank'}, # Activity Type {'doctype': 'Activity Type', 'activity_type': _('Planning')}, {'doctype': 'Activity Type', 'activity_type': _('Research')}, {'doctype': 'Activity Type', 'activity_type': _('Proposal Writing')}, {'doctype': 'Activity Type', 'activity_type': _('Execution')}, {'doctype': 'Activity Type', 'activity_type': _('Communication')}, # Lead Source {'doctype': "Item Attribute", "attribute_name": _("Size"), "item_attribute_values": [ {"attribute_value": _("Extra Small"), "abbr": "XS"}, {"attribute_value": _("Small"), "abbr": "S"}, {"attribute_value": _("Medium"), "abbr": "M"}, {"attribute_value": _("Large"), "abbr": "L"}, {"attribute_value": _("Extra Large"), "abbr": "XL"} ]}, {'doctype': "Item Attribute", "attribute_name": _("Colour"), "item_attribute_values": [ {"attribute_value": _("Red"), "abbr": "RED"}, {"attribute_value": _("Green"), "abbr": "GRE"}, {"attribute_value": _("Blue"), "abbr": "BLU"}, {"attribute_value": _("Black"), "abbr": "BLA"}, {"attribute_value": _("White"), "abbr": "WHI"} ]}, {'doctype': "Email Account", "email_id": "sales@example.com", "append_to": "Opportunity"}, {'doctype': "Email Account", "email_id": "support@example.com", "append_to": "Issue"}, {'doctype': "Email Account", "email_id": "jobs@example.com", "append_to": "Job Applicant"}, {'doctype': "Party Type", "party_type": "Customer"}, {'doctype': "Party Type", "party_type": "Supplier"}, {'doctype': "Party Type", "party_type": "Employee"}, {'doctype': "Opportunity Type", "name": "Hub"}, {'doctype': "Opportunity Type", "name": _("Sales")}, {'doctype': "Opportunity Type", "name": _("Support")}, {'doctype': "Opportunity Type", "name": _("Maintenance")}, {'doctype': "Project Type", "project_type": "Internal"}, {'doctype': "Project Type", "project_type": "External"}, {'doctype': "Project Type", "project_type": "Other"}, {"doctype": "Offer Term", "offer_term": _("Date of Joining")}, {"doctype": "Offer Term", "offer_term": _("Annual Salary")}, {"doctype": "Offer Term", "offer_term": _("Probationary Period")}, {"doctype": "Offer Term", "offer_term": _("Employee Benefits")}, {"doctype": "Offer Term", "offer_term": _("Working Hours")}, {"doctype": "Offer Term", "offer_term": _("Stock Options")}, {"doctype": "Offer Term", "offer_term": _("Department")}, {"doctype": "Offer Term", "offer_term": _("Job Description")}, {"doctype": "Offer Term", "offer_term": _("Responsibilities")}, {"doctype": "Offer Term", "offer_term": _("Leaves per Year")}, {"doctype": "Offer Term", "offer_term": _("Notice Period")}, {"doctype": "Offer Term", "offer_term": _("Incentives")}, {'doctype': "Print Heading", 'print_heading': _("Credit Note")}, {'doctype': "Print Heading", 'print_heading': _("Debit Note")}, # Assessment Group {'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'), 'is_group': 1, 'parent_assessment_group': ''}, ] from erpnext.setup.setup_wizard.industry_type import get_industry_types records += [{"doctype":"Industry Type", "industry": d} for d in get_industry_types()] # records += [{"doctype":"Operation", "operation": d} for d in get_operations()] records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources] # Records for the Supplier Scorecard from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records make_default_records() from frappe.modules import scrub for r in records: doc = frappe.new_doc(r.get("doctype")) doc.update(r) # ignore mandatory for root parent_link_field = ("parent_" + scrub(doc.doctype)) if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field): doc.flags.ignore_mandatory = True try: doc.insert(ignore_permissions=True) except frappe.DuplicateEntryError as e: # pass DuplicateEntryError and continue if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name: # make sure DuplicateEntryError is for the exact same doc and not a related doc pass else: raise # set default customer group and territory selling_settings = frappe.get_doc("Selling Settings") selling_settings.set_default_customer_group_and_territory() selling_settings.save()