327 lines
11 KiB
JavaScript
327 lines
11 KiB
JavaScript
frappe.provide("erpnext.wiz");
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frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
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if(sys_defaults.company) {
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frappe.set_route("desk");
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return;
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}
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};
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function load_erpnext_slides() {
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$.extend(erpnext.wiz, {
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org: {
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app_name: "erpnext",
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title: __("The Organization"),
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icon: "icon-building",
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fields: [
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{fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1,
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placeholder: __('e.g. "My Company LLC"')},
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{fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data',
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description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1},
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{fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data',
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placeholder:__('e.g. "Build tools for builders"'), reqd:1},
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{fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data',
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placeholder: __('e.g. "XYZ National Bank"'), reqd:1 },
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{fieldname:'domain', label: __('Domain'), fieldtype:'Select',
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options: [
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{"label": __("Distribution"), "value": "Distribution"},
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{"label": __("Manufacturing"), "value": "Manufacturing"},
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{"label": __("Retail"), "value": "Retail"},
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{"label": __("Services"), "value": "Services"},
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{"label": __("Other"), "value": "Other"},
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], reqd:1},
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{fieldname:'chart_of_accounts', label: __('Chart of Accounts'),
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options: "", fieldtype: 'Select'},
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// TODO remove this
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{fieldtype: "Section Break"},
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{fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date',
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description: __('Your financial year begins on'), reqd:1},
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{fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date',
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description: __('Your financial year ends on'), reqd:1},
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],
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help: __('The name of your company for which you are setting up this system.'),
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onload: function(slide) {
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erpnext.wiz.org.load_chart_of_accounts(slide);
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erpnext.wiz.org.bind_events(slide);
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erpnext.wiz.org.set_fy_dates(slide);
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},
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validate: function() {
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// validate fiscal year start and end dates
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if (this.values.fy_start_date=='Invalid date' || this.values.fy_end_date=='Invalid date') {
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msgprint(__("Please enter valid Financial Year Start and End Dates"));
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return false;
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}
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if ((this.values.company_name || "").toLowerCase() == "company") {
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msgprint(__("Company Name cannot be Company"));
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return false;
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}
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return true;
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},
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css_class: "single-column",
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set_fy_dates: function(slide) {
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var country = slide.wiz.get_values().country;
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if(country) {
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var fy = erpnext.wiz.fiscal_years[country];
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var current_year = moment(new Date()).year();
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var next_year = current_year + 1;
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if(!fy) {
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fy = ["01-01", "12-31"];
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next_year = current_year;
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}
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slide.get_field("fy_start_date").set_input(current_year + "-" + fy[0]);
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slide.get_field("fy_end_date").set_input(next_year + "-" + fy[1]);
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}
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},
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load_chart_of_accounts: function(slide) {
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var country = slide.wiz.get_values().country;
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if(country) {
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frappe.call({
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method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
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args: {"country": country},
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callback: function(r) {
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if(r.message) {
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slide.get_input("chart_of_accounts").empty()
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.add_options(r.message);
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if (r.message.length===1) {
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var field = slide.get_field("chart_of_accounts");
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field.set_value(r.message[0]);
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field.df.hidden = 1;
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field.refresh();
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}
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}
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}
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})
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}
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},
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bind_events: function(slide) {
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slide.get_input("company_name").on("change", function() {
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var parts = slide.get_input("company_name").val().split(" ");
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var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join("");
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slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase());
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}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
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slide.get_input("company_abbr").on("change", function() {
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if(slide.get_input("company_abbr").val().length > 5) {
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msgprint("Company Abbreviation cannot have more than 5 characters");
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slide.get_field("company_abbr").set_input("");
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}
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});
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// TODO remove this
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slide.get_input("fy_start_date").on("change", function() {
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var year_end_date =
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frappe.datetime.add_days(frappe.datetime.add_months(
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frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1);
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slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date));
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});
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}
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},
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branding: {
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app_name: "erpnext",
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icon: "icon-bookmark",
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title: __("The Brand"),
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help: __('Upload your letter head and logo. (you can edit them later).'),
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fields: [
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{fieldtype:"Attach Image", fieldname:"attach_letterhead",
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label: __("Attach Letterhead"),
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description: __("Keep it web friendly 900px (w) by 100px (h)"),
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is_private: 0
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},
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{fieldtype: "Column Break"},
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{fieldtype:"Attach Image", fieldname:"attach_logo",
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label:__("Attach Logo"),
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description: __("100px by 100px"),
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is_private: 0
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},
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],
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css_class: "two-column"
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},
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users: {
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app_name: "erpnext",
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icon: "icon-money",
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title: __("Add Users"),
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help: __("Add users to your organization, other than yourself"),
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fields: [],
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before_load: function(slide) {
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slide.fields = [];
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for(var i=1; i<5; i++) {
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slide.fields = slide.fields.concat([
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"user_fullname_"+ i,
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label:__("Full Name")},
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{fieldtype:"Data", fieldname:"user_email_" + i,
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label:__("Email ID"), placeholder:__("user@example.com"),
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options: "Email"},
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{fieldtype:"Column Break"},
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{fieldtype: "Check", fieldname: "user_sales_" + i,
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label:__("Sales"), default: 1},
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{fieldtype: "Check", fieldname: "user_purchaser_" + i,
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label:__("Purchaser"), default: 1},
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{fieldtype: "Check", fieldname: "user_accountant_" + i,
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label:__("Accountant"), default: 1},
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]);
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}
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},
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css_class: "two-column"
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},
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taxes: {
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app_name: "erpnext",
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icon: "icon-money",
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title: __("Add Taxes"),
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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."),
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"fields": [],
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before_load: function(slide) {
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slide.fields = [];
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for(var i=1; i<4; i++) {
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slide.fields = slide.fields.concat([
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i,
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placeholder:__("e.g. VAT") + " " + i},
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{fieldtype:"Column Break"},
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{fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")},
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]);
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}
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},
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css_class: "two-column"
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},
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customers: {
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app_name: "erpnext",
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icon: "icon-group",
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title: __("Your Customers"),
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help: __("List a few of your customers. They could be organizations or individuals."),
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fields: [],
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before_load: function(slide) {
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slide.fields = [];
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for(var i=1; i<6; i++) {
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slide.fields = slide.fields.concat([
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i,
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placeholder:__("Customer Name")},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact_" + i,
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label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}
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])
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}
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slide.fields[1].reqd = 1;
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},
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css_class: "two-column"
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},
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suppliers: {
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app_name: "erpnext",
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icon: "icon-group",
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title: __("Your Suppliers"),
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help: __("List a few of your suppliers. They could be organizations or individuals."),
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fields: [],
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before_load: function(slide) {
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slide.fields = [];
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for(var i=1; i<6; i++) {
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slide.fields = slide.fields.concat([
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i,
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placeholder:__("Supplier Name")},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact_" + i,
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label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
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])
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}
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slide.fields[1].reqd = 1;
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},
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css_class: "two-column"
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},
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items: {
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app_name: "erpnext",
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icon: "icon-barcode",
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title: __("Your Products or Services"),
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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."),
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fields: [],
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before_load: function(slide) {
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slide.fields = [];
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for(var i=1; i<6; i++) {
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slide.fields = slide.fields.concat([
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i,
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placeholder:__("A Product or Service")},
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{fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i,
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options:[__("Products"), __("Services"),
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__("Raw Material"), __("Consumable"), __("Sub Assemblies")],
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"default": __("Products")},
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{fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"),
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options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
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__("Hour"), __("Minute")],
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"default": __("Unit")},
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{fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1},
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{fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")},
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{fieldtype:"Column Break"},
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{fieldtype:"Currency", fieldname:"item_price_" + i, label:__("Rate")},
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{fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image"), is_private: 0},
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])
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}
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slide.fields[1].reqd = 1;
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// dummy data
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slide.fields.push({fieldtype: "Section Break"});
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slide.fields.push({fieldtype: "Check", fieldname: "add_sample_data",
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label: __("Add a few sample records"), "default": 1});
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},
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css_class: "two-column"
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},
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});
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// Source: https://en.wikipedia.org/wiki/Fiscal_year
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// default 1st Jan - 31st Dec
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erpnext.wiz.fiscal_years = {
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"Afghanistan": ["12-20", "12-21"],
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"Australia": ["07-01", "06-30"],
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"Bangladesh": ["07-01", "06-30"],
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"Canada": ["04-01", "03-31"],
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"Costa Rica": ["10-01", "09-30"],
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"Egypt": ["07-01", "06-30"],
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"Hong Kong": ["04-01", "03-31"],
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"India": ["04-01", "03-31"],
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"Iran": ["06-23", "06-22"],
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"Italy": ["07-01", "06-30"],
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"Myanmar": ["04-01", "03-31"],
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"New Zealand": ["04-01", "03-31"],
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"Pakistan": ["07-01", "06-30"],
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"Singapore": ["04-01", "03-31"],
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"South Africa": ["03-01", "02-28"],
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"Thailand": ["10-01", "09-30"],
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"United Kingdom": ["04-01", "03-31"],
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};
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};
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frappe.wiz.on("before_load", function() {
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load_erpnext_slides();
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frappe.wiz.add_slide(erpnext.wiz.org);
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frappe.wiz.add_slide(erpnext.wiz.branding);
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frappe.wiz.add_slide(erpnext.wiz.users);
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frappe.wiz.add_slide(erpnext.wiz.taxes);
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frappe.wiz.add_slide(erpnext.wiz.customers);
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frappe.wiz.add_slide(erpnext.wiz.suppliers);
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frappe.wiz.add_slide(erpnext.wiz.items);
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frappe.wiz.welcome_page = "#welcome-to-erpnext";
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});
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