from __future__ import print_function, unicode_literals import random, json import frappe, erpnext from frappe.utils.nestedset import get_root_of from frappe.utils import flt, now_datetime, cstr, random_string from frappe.utils.make_random import add_random_children, get_random from frappe.custom.doctype.custom_field.custom_field import create_custom_fields from erpnext.demo.domains import data from frappe import _ def setup(domain): frappe.flags.in_demo = 1 complete_setup(domain) setup_demo_page() setup_fiscal_year() setup_holiday_list() setup_user() setup_employee() setup_user_roles(domain) setup_role_permissions() setup_custom_field_for_domain() employees = frappe.get_all('Employee', fields=['name', 'date_of_joining']) # monthly salary setup_salary_structure(employees[:5], 0) # based on timesheet setup_salary_structure(employees[5:], 1) setup_leave_allocation() setup_customer() setup_supplier() setup_warehouse() import_json('Address') import_json('Contact') import_json('Lead') setup_currency_exchange() #setup_mode_of_payment() setup_account_to_expense_type() setup_budget() setup_pos_profile() frappe.db.commit() frappe.clear_cache() def complete_setup(domain='Manufacturing'): print("Complete Setup...") from frappe.desk.page.setup_wizard.setup_wizard import setup_complete if not frappe.get_all('Company', limit=1): setup_complete({ "full_name": "Test User", "email": "test_demo@erpnext.com", "company_tagline": 'Awesome Products and Services', "password": "demo", "fy_start_date": "2015-01-01", "fy_end_date": "2015-12-31", "bank_account": "National Bank", "domains": [domain], "company_name": data.get(domain).get('company_name'), "chart_of_accounts": "Standard", "company_abbr": ''.join([d[0] for d in data.get(domain).get('company_name').split()]).upper(), "currency": 'USD', "timezone": 'America/New_York', "country": 'United States', "language": "english" }) company = erpnext.get_default_company() if company: company_doc = frappe.get_doc("Company", company) company_doc.db_set('default_payroll_payable_account', frappe.db.get_value('Account', dict(account_name='Payroll Payable'))) def setup_demo_page(): # home page should always be "start" website_settings = frappe.get_doc("Website Settings", "Website Settings") website_settings.home_page = "demo" website_settings.save() def setup_fiscal_year(): fiscal_year = None for year in range(2010, now_datetime().year + 1, 1): try: fiscal_year = frappe.get_doc({ "doctype": "Fiscal Year", "year": cstr(year), "year_start_date": "{0}-01-01".format(year), "year_end_date": "{0}-12-31".format(year) }).insert() except frappe.DuplicateEntryError: pass # set the last fiscal year (current year) as default if fiscal_year: fiscal_year.set_as_default() def setup_holiday_list(): """Setup Holiday List for the current year""" year = now_datetime().year holiday_list = frappe.get_doc({ "doctype": "Holiday List", "holiday_list_name": str(year), "from_date": "{0}-01-01".format(year), "to_date": "{0}-12-31".format(year), }) holiday_list.insert() holiday_list.weekly_off = "Saturday" holiday_list.get_weekly_off_dates() holiday_list.weekly_off = "Sunday" holiday_list.get_weekly_off_dates() holiday_list.save() frappe.set_value("Company", erpnext.get_default_company(), "default_holiday_list", holiday_list.name) def setup_user(): frappe.db.sql('delete from tabUser where name not in ("Guest", "Administrator")') for u in json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', 'user.json')).read()): user = frappe.new_doc("User") user.update(u) user.flags.no_welcome_mail = True user.new_password = 'Demo1234567!!!' user.insert() def setup_employee(): frappe.db.set_value("HR Settings", None, "emp_created_by", "Naming Series") frappe.db.commit() for d in frappe.get_all('Salary Component'): salary_component = frappe.get_doc('Salary Component', d.name) salary_component.append('accounts', dict( company=erpnext.get_default_company(), account=frappe.get_value('Account', dict(account_name=('like', 'Salary%'))) )) salary_component.save() import_json('Employee') holiday_list = frappe.db.get_value("Holiday List", {"holiday_list_name": str(now_datetime().year)}, 'name') frappe.db.sql('''update tabEmployee set holiday_list={0}'''.format(holiday_list)) def setup_salary_structure(employees, salary_slip_based_on_timesheet=0): ss = frappe.new_doc('Salary Structure') ss.name = "Sample Salary Structure - " + random_string(5) ss.salary_slip_based_on_timesheet = salary_slip_based_on_timesheet if salary_slip_based_on_timesheet: ss.salary_component = 'Basic' ss.hour_rate = flt(random.random() * 10, 2) else: ss.payroll_frequency = 'Monthly' ss.payment_account = frappe.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name") ss.append('earnings', { 'salary_component': 'Basic', "abbr":'B', 'formula': 'base*.2', 'amount_based_on_formula': 1, "idx": 1 }) ss.append('deductions', { 'salary_component': 'Income Tax', "abbr":'IT', 'condition': 'base > 10000', 'formula': 'base*.1', "idx": 1 }) ss.insert() ss.submit() for e in employees: sa = frappe.new_doc("Salary Structure Assignment") sa.employee = e.name sa.salary_structure = ss.name sa.from_date = "2015-01-01" sa.base = random.random() * 10000 sa.insert() sa.submit() return ss def setup_user_roles(domain): user = frappe.get_doc('User', 'demo@erpnext.com') user.add_roles('HR User', 'HR Manager', 'Accounts User', 'Accounts Manager', 'Stock User', 'Stock Manager', 'Sales User', 'Sales Manager', 'Purchase User', 'Purchase Manager', 'Projects User', 'Manufacturing User', 'Manufacturing Manager', 'Support Team') if domain == "Healthcare": user.add_roles('Physician', 'Healthcare Administrator', 'Laboratory User', 'Nursing User', 'Patient') if domain == "Education": user.add_roles('Academics User') if not frappe.db.get_global('demo_hr_user'): user = frappe.get_doc('User', 'CaitlinSnow@example.com') user.add_roles('HR User', 'HR Manager', 'Accounts User') frappe.db.set_global('demo_hr_user', user.name) update_employee_department(user.name, 'Human Resources') for d in frappe.get_all('User Permission', filters={"user": "CaitlinSnow@example.com"}): frappe.delete_doc('User Permission', d.name) if not frappe.db.get_global('demo_sales_user_1'): user = frappe.get_doc('User', 'VandalSavage@example.com') user.add_roles('Sales User') update_employee_department(user.name, 'Sales') frappe.db.set_global('demo_sales_user_1', user.name) if not frappe.db.get_global('demo_sales_user_2'): user = frappe.get_doc('User', 'GraceChoi@example.com') user.add_roles('Sales User', 'Sales Manager', 'Accounts User') update_employee_department(user.name, 'Sales') frappe.db.set_global('demo_sales_user_2', user.name) if not frappe.db.get_global('demo_purchase_user'): user = frappe.get_doc('User', 'MaxwellLord@example.com') user.add_roles('Purchase User', 'Purchase Manager', 'Accounts User', 'Stock User') update_employee_department(user.name, 'Purchase') frappe.db.set_global('demo_purchase_user', user.name) if not frappe.db.get_global('demo_manufacturing_user'): user = frappe.get_doc('User', 'NeptuniaAquaria@example.com') user.add_roles('Manufacturing User', 'Stock Manager', 'Stock User', 'Purchase User', 'Accounts User') update_employee_department(user.name, 'Production') frappe.db.set_global('demo_manufacturing_user', user.name) if not frappe.db.get_global('demo_stock_user'): user = frappe.get_doc('User', 'HollyGranger@example.com') user.add_roles('Manufacturing User', 'Stock User', 'Purchase User', 'Accounts User') update_employee_department(user.name, 'Production') frappe.db.set_global('demo_stock_user', user.name) if not frappe.db.get_global('demo_accounts_user'): user = frappe.get_doc('User', 'BarryAllen@example.com') user.add_roles('Accounts User', 'Accounts Manager', 'Sales User', 'Purchase User') update_employee_department(user.name, 'Accounts') frappe.db.set_global('demo_accounts_user', user.name) if not frappe.db.get_global('demo_projects_user'): user = frappe.get_doc('User', 'PeterParker@example.com') user.add_roles('HR User', 'Projects User') update_employee_department(user.name, 'Management') frappe.db.set_global('demo_projects_user', user.name) if domain == "Education": if not frappe.db.get_global('demo_education_user'): user = frappe.get_doc('User', 'ArthurCurry@example.com') user.add_roles('Academics User') update_employee_department(user.name, 'Management') frappe.db.set_global('demo_education_user', user.name) #Add Expense Approver user = frappe.get_doc('User', 'ClarkKent@example.com') user.add_roles('Expense Approver') def setup_leave_allocation(): year = now_datetime().year for employee in frappe.get_all('Employee', fields=['name']): leave_types = frappe.get_all("Leave Type", fields=['name', 'max_continuous_days_allowed']) for leave_type in leave_types: if not leave_type.max_continuous_days_allowed: leave_type.max_continuous_days_allowed = 10 leave_allocation = frappe.get_doc({ "doctype": "Leave Allocation", "employee": employee.name, "from_date": "{0}-01-01".format(year), "to_date": "{0}-12-31".format(year), "leave_type": leave_type.name, "new_leaves_allocated": random.randint(1, int(leave_type.max_continuous_days_allowed)) }) leave_allocation.insert() leave_allocation.submit() frappe.db.commit() def setup_customer(): customers = [u'Asian Junction', u'Life Plan Counselling', u'Two Pesos', u'Mr Fables', u'Intelacard', u'Big D Supermarkets', u'Adaptas', u'Nelson Brothers', u'Landskip Yard Care', u'Buttrey Food & Drug', u'Fayva', u'Asian Fusion', u'Crafts Canada', u'Consumers and Consumers Express', u'Netobill', u'Choices', u'Chi-Chis', u'Red Food', u'Endicott Shoes', u'Hind Enterprises'] for c in customers: frappe.get_doc({ "doctype": "Customer", "customer_name": c, "customer_group": "Commercial", "customer_type": random.choice(["Company", "Individual"]), "territory": "Rest Of The World" }).insert() def setup_supplier(): suppliers = [u'Helios Air', u'Ks Merchandise', u'HomeBase', u'Scott Ties', u'Reliable Investments', u'Nan Duskin', u'Rainbow Records', u'New World Realty', u'Asiatic Solutions', u'Eagle Hardware', u'Modern Electricals'] for s in suppliers: frappe.get_doc({ "doctype": "Supplier", "supplier_name": s, "supplier_group": random.choice(["Services", "Raw Material"]), }).insert() def setup_warehouse(): w = frappe.new_doc('Warehouse') w.warehouse_name = 'Supplier' w.insert() def setup_currency_exchange(): frappe.get_doc({ 'doctype': 'Currency Exchange', 'from_currency': 'EUR', 'to_currency': 'USD', 'exchange_rate': 1.13 }).insert() frappe.get_doc({ 'doctype': 'Currency Exchange', 'from_currency': 'CNY', 'to_currency': 'USD', 'exchange_rate': 0.16 }).insert() def setup_mode_of_payment(): company_abbr = frappe.get_cached_value('Company', erpnext.get_default_company(), "abbr") account_dict = {'Cash': 'Cash - '+ company_abbr , 'Bank': 'National Bank - '+ company_abbr} for payment_mode in frappe.get_all('Mode of Payment', fields = ["name", "type"]): if payment_mode.type: mop = frappe.get_doc('Mode of Payment', payment_mode.name) mop.append('accounts', { 'company': erpnext.get_default_company(), 'default_account': account_dict.get(payment_mode.type) }) mop.save(ignore_permissions=True) def setup_account(): frappe.flags.in_import = True data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', 'account.json')).read()) for d in data: doc = frappe.new_doc('Account') doc.update(d) doc.parent_account = frappe.db.get_value('Account', {'account_name': doc.parent_account}) doc.insert() frappe.flags.in_import = False def setup_account_to_expense_type(): company_abbr = frappe.get_cached_value('Company', erpnext.get_default_company(), "abbr") expense_types = [{'name': _('Calls'), "account": "Sales Expenses - "+ company_abbr}, {'name': _('Food'), "account": "Entertainment Expenses - "+ company_abbr}, {'name': _('Medical'), "account": "Utility Expenses - "+ company_abbr}, {'name': _('Others'), "account": "Miscellaneous Expenses - "+ company_abbr}, {'name': _('Travel'), "account": "Travel Expenses - "+ company_abbr}] for expense_type in expense_types: doc = frappe.get_doc("Expense Claim Type", expense_type["name"]) doc.append("accounts", { "company" : erpnext.get_default_company(), "default_account" : expense_type["account"] }) doc.save(ignore_permissions=True) def setup_budget(): fiscal_years = frappe.get_all("Fiscal Year", order_by="year_start_date")[-2:] for fy in fiscal_years: budget = frappe.new_doc("Budget") budget.cost_center = get_random("Cost Center") budget.fiscal_year = fy.name budget.action_if_annual_budget_exceeded = "Warn" expense_ledger_count = frappe.db.count("Account", {"is_group": "0", "root_type": "Expense"}) add_random_children(budget, "accounts", rows=random.randint(10, expense_ledger_count), randomize = { "account": ("Account", {"is_group": "0", "root_type": "Expense"}) }, unique="account") for d in budget.accounts: d.budget_amount = random.randint(5, 100) * 10000 budget.save() budget.submit() def setup_pos_profile(): company_abbr = frappe.get_cached_value('Company', erpnext.get_default_company(), "abbr") pos = frappe.new_doc('POS Profile') pos.user = frappe.db.get_global('demo_accounts_user') pos.name = "Demo POS Profile" pos.naming_series = 'SINV-' pos.update_stock = 0 pos.write_off_account = 'Cost of Goods Sold - '+ company_abbr pos.write_off_cost_center = 'Main - '+ company_abbr pos.customer_group = get_root_of('Customer Group') pos.territory = get_root_of('Territory') pos.append('payments', { 'mode_of_payment': frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'), 'amount': 0.0, 'default': 1 }) pos.insert() def setup_role_permissions(): role_permissions = {'Batch': ['Accounts User', 'Item Manager']} for doctype, roles in role_permissions.items(): for role in roles: if not frappe.db.get_value('Custom DocPerm', {'parent': doctype, 'role': role}): frappe.get_doc({ 'doctype': 'Custom DocPerm', 'role': role, 'read': 1, 'write': 1, 'create': 1, 'delete': 1, 'parent': doctype }).insert(ignore_permissions=True) def import_json(doctype, submit=False, values=None): frappe.flags.in_import = True data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', frappe.scrub(doctype) + '.json')).read()) for d in data: doc = frappe.new_doc(doctype) doc.update(d) doc.insert() if submit: doc.submit() frappe.db.commit() frappe.flags.in_import = False def update_employee_department(user_id, department): employee = frappe.db.get_value('Employee', {"user_id": user_id}, 'name') department = frappe.db.get_value('Department', {'department_name': department}, 'name') frappe.db.set_value('Employee', employee, 'department', department) def setup_custom_field_for_domain(): field = { "Item": [ dict(fieldname='domain', label='Domain', fieldtype='Select', hidden=1, default="Manufacturing", options="Manufacturing\nService\nDistribution\nRetail" ) ] } create_custom_fields(field)