554 lines
26 KiB
Python
554 lines
26 KiB
Python
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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import json
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import os
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import frappe
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from frappe import _
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from frappe.desk.doctype.global_search_settings.global_search_settings import (
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update_global_search_doctypes,
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)
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from frappe.desk.page.setup_wizard.setup_wizard import make_records
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from frappe.utils import cstr, getdate
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from frappe.utils.nestedset import rebuild_tree
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from erpnext.accounts.doctype.account.account import RootNotEditable
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from erpnext.regional.address_template.setup import set_up_address_templates
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default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
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"Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing",
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"Customer's Vendor", "Campaign", "Walk In"]
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default_sales_partner_type = ["Channel Partner", "Distributor", "Dealer", "Agent",
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"Retailer", "Implementation Partner", "Reseller"]
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def install(country=None):
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records = [
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# domains
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{ 'doctype': 'Domain', 'domain': 'Distribution'},
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{ 'doctype': 'Domain', 'domain': 'Manufacturing'},
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{ 'doctype': 'Domain', 'domain': 'Retail'},
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{ 'doctype': 'Domain', 'domain': 'Services'},
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{ 'doctype': 'Domain', 'domain': 'Education'},
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{ 'doctype': 'Domain', 'domain': 'Healthcare'},
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{ 'doctype': 'Domain', 'domain': 'Non Profit'},
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# ensure at least an empty Address Template exists for this Country
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{'doctype':"Address Template", "country": country},
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# item group
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{'doctype': 'Item Group', 'item_group_name': _('All Item Groups'),
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'is_group': 1, 'parent_item_group': ''},
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{'doctype': 'Item Group', 'item_group_name': _('Products'),
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'is_group': 0, 'parent_item_group': _('All Item Groups'), "show_in_website": 1 },
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{'doctype': 'Item Group', 'item_group_name': _('Raw Material'),
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'is_group': 0, 'parent_item_group': _('All Item Groups') },
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{'doctype': 'Item Group', 'item_group_name': _('Services'),
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'is_group': 0, 'parent_item_group': _('All Item Groups') },
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{'doctype': 'Item Group', 'item_group_name': _('Sub Assemblies'),
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'is_group': 0, 'parent_item_group': _('All Item Groups') },
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{'doctype': 'Item Group', 'item_group_name': _('Consumable'),
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'is_group': 0, 'parent_item_group': _('All Item Groups') },
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# salary component
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{'doctype': 'Salary Component', 'salary_component': _('Income Tax'), 'description': _('Income Tax'), 'type': 'Deduction', 'is_income_tax_component': 1},
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{'doctype': 'Salary Component', 'salary_component': _('Basic'), 'description': _('Basic'), 'type': 'Earning'},
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{'doctype': 'Salary Component', 'salary_component': _('Arrear'), 'description': _('Arrear'), 'type': 'Earning'},
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{'doctype': 'Salary Component', 'salary_component': _('Leave Encashment'), 'description': _('Leave Encashment'), 'type': 'Earning'},
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# expense claim type
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{'doctype': 'Expense Claim Type', 'name': _('Calls'), 'expense_type': _('Calls')},
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{'doctype': 'Expense Claim Type', 'name': _('Food'), 'expense_type': _('Food')},
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{'doctype': 'Expense Claim Type', 'name': _('Medical'), 'expense_type': _('Medical')},
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{'doctype': 'Expense Claim Type', 'name': _('Others'), 'expense_type': _('Others')},
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{'doctype': 'Expense Claim Type', 'name': _('Travel'), 'expense_type': _('Travel')},
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# leave type
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{'doctype': 'Leave Type', 'leave_type_name': _('Casual Leave'), 'name': _('Casual Leave'),
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'allow_encashment': 1, 'is_carry_forward': 1, 'max_continuous_days_allowed': '3', 'include_holiday': 1},
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{'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'),
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'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1, 'is_compensatory':1 },
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{'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'),
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'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
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{'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'),
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'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
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{'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'),
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'allow_encashment': 0, 'is_carry_forward': 0, 'is_lwp':1, 'include_holiday': 1},
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# Employment Type
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{'doctype': 'Employment Type', 'employee_type_name': _('Full-time')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Part-time')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Probation')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Contract')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Commission')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Piecework')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Intern')},
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{'doctype': 'Employment Type', 'employee_type_name': _('Apprentice')},
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# Stock Entry Type
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{'doctype': 'Stock Entry Type', 'name': 'Material Issue', 'purpose': 'Material Issue'},
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{'doctype': 'Stock Entry Type', 'name': 'Material Receipt', 'purpose': 'Material Receipt'},
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{'doctype': 'Stock Entry Type', 'name': 'Material Transfer', 'purpose': 'Material Transfer'},
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{'doctype': 'Stock Entry Type', 'name': 'Manufacture', 'purpose': 'Manufacture'},
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{'doctype': 'Stock Entry Type', 'name': 'Repack', 'purpose': 'Repack'},
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{'doctype': 'Stock Entry Type', 'name': 'Send to Subcontractor', 'purpose': 'Send to Subcontractor'},
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{'doctype': 'Stock Entry Type', 'name': 'Material Transfer for Manufacture', 'purpose': 'Material Transfer for Manufacture'},
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{'doctype': 'Stock Entry Type', 'name': 'Material Consumption for Manufacture', 'purpose': 'Material Consumption for Manufacture'},
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# Designation
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{'doctype': 'Designation', 'designation_name': _('CEO')},
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{'doctype': 'Designation', 'designation_name': _('Manager')},
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{'doctype': 'Designation', 'designation_name': _('Analyst')},
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{'doctype': 'Designation', 'designation_name': _('Engineer')},
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{'doctype': 'Designation', 'designation_name': _('Accountant')},
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{'doctype': 'Designation', 'designation_name': _('Secretary')},
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{'doctype': 'Designation', 'designation_name': _('Associate')},
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{'doctype': 'Designation', 'designation_name': _('Administrative Officer')},
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{'doctype': 'Designation', 'designation_name': _('Business Development Manager')},
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{'doctype': 'Designation', 'designation_name': _('HR Manager')},
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{'doctype': 'Designation', 'designation_name': _('Project Manager')},
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{'doctype': 'Designation', 'designation_name': _('Head of Marketing and Sales')},
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{'doctype': 'Designation', 'designation_name': _('Software Developer')},
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{'doctype': 'Designation', 'designation_name': _('Designer')},
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{'doctype': 'Designation', 'designation_name': _('Researcher')},
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# territory: with two default territories, one for home country and one named Rest of the World
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{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
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{'doctype': 'Territory', 'territory_name': country.replace("'", ""), 'is_group': 0, 'parent_territory': _('All Territories')},
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{'doctype': 'Territory', 'territory_name': _("Rest Of The World"), 'is_group': 0, 'parent_territory': _('All Territories')},
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# customer group
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{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''},
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{'doctype': 'Customer Group', 'customer_group_name': _('Individual'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
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{'doctype': 'Customer Group', 'customer_group_name': _('Commercial'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
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{'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
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{'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
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# supplier group
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{'doctype': 'Supplier Group', 'supplier_group_name': _('All Supplier Groups'), 'is_group': 1, 'name': _('All Supplier Groups'), 'parent_supplier_group': ''},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Services'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Local'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Raw Material'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Electrical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Hardware'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Pharmaceutical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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{'doctype': 'Supplier Group', 'supplier_group_name': _('Distributor'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
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# Sales Person
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{'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""},
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# Mode of Payment
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{'doctype': 'Mode of Payment',
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'mode_of_payment': 'Check' if country=="United States" else _('Cheque'),
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'type': 'Bank'},
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{'doctype': 'Mode of Payment', 'mode_of_payment': _('Cash'),
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'type': 'Cash'},
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{'doctype': 'Mode of Payment', 'mode_of_payment': _('Credit Card'),
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'type': 'Bank'},
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{'doctype': 'Mode of Payment', 'mode_of_payment': _('Wire Transfer'),
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'type': 'Bank'},
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{'doctype': 'Mode of Payment', 'mode_of_payment': _('Bank Draft'),
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'type': 'Bank'},
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# Activity Type
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{'doctype': 'Activity Type', 'activity_type': _('Planning')},
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{'doctype': 'Activity Type', 'activity_type': _('Research')},
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{'doctype': 'Activity Type', 'activity_type': _('Proposal Writing')},
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{'doctype': 'Activity Type', 'activity_type': _('Execution')},
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{'doctype': 'Activity Type', 'activity_type': _('Communication')},
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{'doctype': "Item Attribute", "attribute_name": _("Size"), "item_attribute_values": [
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{"attribute_value": _("Extra Small"), "abbr": "XS"},
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{"attribute_value": _("Small"), "abbr": "S"},
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{"attribute_value": _("Medium"), "abbr": "M"},
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{"attribute_value": _("Large"), "abbr": "L"},
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{"attribute_value": _("Extra Large"), "abbr": "XL"}
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]},
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{'doctype': "Item Attribute", "attribute_name": _("Colour"), "item_attribute_values": [
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{"attribute_value": _("Red"), "abbr": "RED"},
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{"attribute_value": _("Green"), "abbr": "GRE"},
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{"attribute_value": _("Blue"), "abbr": "BLU"},
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{"attribute_value": _("Black"), "abbr": "BLA"},
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{"attribute_value": _("White"), "abbr": "WHI"}
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]},
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# Issue Priority
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{'doctype': 'Issue Priority', 'name': _('Low')},
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{'doctype': 'Issue Priority', 'name': _('Medium')},
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{'doctype': 'Issue Priority', 'name': _('High')},
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#Job Applicant Source
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{'doctype': 'Job Applicant Source', 'source_name': _('Website Listing')},
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{'doctype': 'Job Applicant Source', 'source_name': _('Walk In')},
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{'doctype': 'Job Applicant Source', 'source_name': _('Employee Referral')},
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{'doctype': 'Job Applicant Source', 'source_name': _('Campaign')},
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{'doctype': "Email Account", "email_id": "sales@example.com", "append_to": "Opportunity"},
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{'doctype': "Email Account", "email_id": "support@example.com", "append_to": "Issue"},
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{'doctype': "Email Account", "email_id": "jobs@example.com", "append_to": "Job Applicant"},
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{'doctype': "Party Type", "party_type": "Customer", "account_type": "Receivable"},
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{'doctype': "Party Type", "party_type": "Supplier", "account_type": "Payable"},
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{'doctype': "Party Type", "party_type": "Employee", "account_type": "Payable"},
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{'doctype': "Party Type", "party_type": "Shareholder", "account_type": "Payable"},
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{'doctype': "Party Type", "party_type": "Student", "account_type": "Receivable"},
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{'doctype': "Opportunity Type", "name": _("Sales")},
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{'doctype': "Opportunity Type", "name": _("Support")},
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{'doctype': "Opportunity Type", "name": _("Maintenance")},
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{'doctype': "Project Type", "project_type": "Internal"},
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{'doctype': "Project Type", "project_type": "External"},
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{'doctype': "Project Type", "project_type": "Other"},
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{"doctype": "Offer Term", "offer_term": _("Date of Joining")},
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{"doctype": "Offer Term", "offer_term": _("Annual Salary")},
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{"doctype": "Offer Term", "offer_term": _("Probationary Period")},
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{"doctype": "Offer Term", "offer_term": _("Employee Benefits")},
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{"doctype": "Offer Term", "offer_term": _("Working Hours")},
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{"doctype": "Offer Term", "offer_term": _("Stock Options")},
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{"doctype": "Offer Term", "offer_term": _("Department")},
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{"doctype": "Offer Term", "offer_term": _("Job Description")},
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{"doctype": "Offer Term", "offer_term": _("Responsibilities")},
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{"doctype": "Offer Term", "offer_term": _("Leaves per Year")},
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{"doctype": "Offer Term", "offer_term": _("Notice Period")},
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{"doctype": "Offer Term", "offer_term": _("Incentives")},
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{'doctype': "Print Heading", 'print_heading': _("Credit Note")},
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{'doctype': "Print Heading", 'print_heading': _("Debit Note")},
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# Assessment Group
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{'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'),
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'is_group': 1, 'parent_assessment_group': ''},
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# Share Management
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{"doctype": "Share Type", "title": _("Equity")},
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{"doctype": "Share Type", "title": _("Preference")},
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# Market Segments
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{"doctype": "Market Segment", "market_segment": _("Lower Income")},
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{"doctype": "Market Segment", "market_segment": _("Middle Income")},
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{"doctype": "Market Segment", "market_segment": _("Upper Income")},
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# Sales Stages
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{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
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{"doctype": "Sales Stage", "stage_name": _("Qualification")},
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{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
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{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
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{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
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{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
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{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
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{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")},
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# Warehouse Type
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{'doctype': 'Warehouse Type', 'name': 'Transit'},
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]
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from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
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records += [{"doctype":"Industry Type", "industry": d} for d in get_industry_types()]
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# records += [{"doctype":"Operation", "operation": d} for d in get_operations()]
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records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources]
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records += [{'doctype': 'Sales Partner Type', 'sales_partner_type': _(d)} for d in default_sales_partner_type]
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base_path = frappe.get_app_path("erpnext", "hr", "doctype")
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response = frappe.read_file(os.path.join(base_path, "leave_application/leave_application_email_template.html"))
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records += [{'doctype': 'Email Template', 'name': _("Leave Approval Notification"), 'response': response,
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'subject': _("Leave Approval Notification"), 'owner': frappe.session.user}]
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records += [{'doctype': 'Email Template', 'name': _("Leave Status Notification"), 'response': response,
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'subject': _("Leave Status Notification"), 'owner': frappe.session.user}]
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response = frappe.read_file(os.path.join(base_path, "interview/interview_reminder_notification_template.html"))
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records += [{'doctype': 'Email Template', 'name': _('Interview Reminder'), 'response': response,
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'subject': _('Interview Reminder'), 'owner': frappe.session.user}]
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response = frappe.read_file(os.path.join(base_path, "interview/interview_feedback_reminder_template.html"))
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records += [{'doctype': 'Email Template', 'name': _('Interview Feedback Reminder'), 'response': response,
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'subject': _('Interview Feedback Reminder'), 'owner': frappe.session.user}]
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response = frappe.read_file(os.path.join(base_path, 'exit_interview/exit_questionnaire_notification_template.html'))
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records += [{'doctype': 'Email Template', 'name': _('Exit Questionnaire Notification'), 'response': response,
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'subject': _('Exit Questionnaire Notification'), 'owner': frappe.session.user}]
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base_path = frappe.get_app_path("erpnext", "stock", "doctype")
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response = frappe.read_file(os.path.join(base_path, "delivery_trip/dispatch_notification_template.html"))
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records += [{'doctype': 'Email Template', 'name': _("Dispatch Notification"), 'response': response,
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'subject': _("Your order is out for delivery!"), 'owner': frappe.session.user}]
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# Records for the Supplier Scorecard
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from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
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make_default_records()
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make_records(records)
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set_up_address_templates(default_country=country)
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set_more_defaults()
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update_global_search_doctypes()
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def set_more_defaults():
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# Do more setup stuff that can be done here with no dependencies
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update_selling_defaults()
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update_buying_defaults()
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update_hr_defaults()
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add_uom_data()
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update_item_variant_settings()
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def update_selling_defaults():
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selling_settings = frappe.get_doc("Selling Settings")
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selling_settings.cust_master_name = "Customer Name"
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selling_settings.so_required = "No"
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selling_settings.dn_required = "No"
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selling_settings.allow_multiple_items = 1
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selling_settings.sales_update_frequency = "Each Transaction"
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selling_settings.save()
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def update_buying_defaults():
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buying_settings = frappe.get_doc("Buying Settings")
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buying_settings.supp_master_name = "Supplier Name"
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buying_settings.po_required = "No"
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buying_settings.pr_required = "No"
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buying_settings.maintain_same_rate = 1
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buying_settings.allow_multiple_items = 1
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buying_settings.save()
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def update_hr_defaults():
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hr_settings = frappe.get_doc("HR Settings")
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hr_settings.emp_created_by = "Naming Series"
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hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
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hr_settings.leave_status_notification_template = _("Leave Status Notification")
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hr_settings.send_interview_reminder = 1
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hr_settings.interview_reminder_template = _("Interview Reminder")
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hr_settings.remind_before = "00:15:00"
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hr_settings.send_interview_feedback_reminder = 1
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hr_settings.feedback_reminder_notification_template = _("Interview Feedback Reminder")
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hr_settings.save()
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def update_item_variant_settings():
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# set no copy fields of an item doctype to item variant settings
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doc = frappe.get_doc('Item Variant Settings')
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doc.set_default_fields()
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doc.save()
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def add_uom_data():
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# add UOMs
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uoms = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_data.json")).read())
|
|
for d in uoms:
|
|
if not frappe.db.exists('UOM', _(d.get("uom_name"))):
|
|
uom_doc = frappe.get_doc({
|
|
"doctype": "UOM",
|
|
"uom_name": _(d.get("uom_name")),
|
|
"name": _(d.get("uom_name")),
|
|
"must_be_whole_number": d.get("must_be_whole_number"),
|
|
"enabled": 1,
|
|
}).db_insert()
|
|
|
|
# bootstrap uom conversion factors
|
|
uom_conversions = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_conversion_data.json")).read())
|
|
for d in uom_conversions:
|
|
if not frappe.db.exists("UOM Category", _(d.get("category"))):
|
|
frappe.get_doc({
|
|
"doctype": "UOM Category",
|
|
"category_name": _(d.get("category"))
|
|
}).db_insert()
|
|
|
|
if not frappe.db.exists("UOM Conversion Factor", {"from_uom": _(d.get("from_uom")), "to_uom": _(d.get("to_uom"))}):
|
|
uom_conversion = frappe.get_doc({
|
|
"doctype": "UOM Conversion Factor",
|
|
"category": _(d.get("category")),
|
|
"from_uom": _(d.get("from_uom")),
|
|
"to_uom": _(d.get("to_uom")),
|
|
"value": d.get("value")
|
|
}).insert(ignore_permissions=True)
|
|
|
|
def add_market_segments():
|
|
records = [
|
|
# Market Segments
|
|
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
|
|
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
|
|
{"doctype": "Market Segment", "market_segment": _("Upper Income")}
|
|
]
|
|
|
|
make_records(records)
|
|
|
|
def add_sale_stages():
|
|
# Sale Stages
|
|
records = [
|
|
{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Qualification")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
|
|
{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
|
|
]
|
|
for sales_stage in records:
|
|
frappe.get_doc(sales_stage).db_insert()
|
|
|
|
def install_company(args):
|
|
records = [
|
|
# Fiscal Year
|
|
{
|
|
'doctype': "Fiscal Year",
|
|
'year': get_fy_details(args.fy_start_date, args.fy_end_date),
|
|
'year_start_date': args.fy_start_date,
|
|
'year_end_date': args.fy_end_date
|
|
},
|
|
|
|
# Company
|
|
{
|
|
"doctype":"Company",
|
|
'company_name': args.company_name,
|
|
'enable_perpetual_inventory': 1,
|
|
'abbr': args.company_abbr,
|
|
'default_currency': args.currency,
|
|
'country': args.country,
|
|
'create_chart_of_accounts_based_on': 'Standard Template',
|
|
'chart_of_accounts': args.chart_of_accounts,
|
|
'domain': args.domain
|
|
}
|
|
]
|
|
|
|
make_records(records)
|
|
|
|
|
|
def install_post_company_fixtures(args=None):
|
|
records = [
|
|
# Department
|
|
{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
|
|
{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': args.company_name},
|
|
]
|
|
|
|
# Make root department with NSM updation
|
|
make_records(records[:1])
|
|
|
|
frappe.local.flags.ignore_update_nsm = True
|
|
make_records(records[1:])
|
|
frappe.local.flags.ignore_update_nsm = False
|
|
rebuild_tree("Department", "parent_department")
|
|
|
|
|
|
def install_defaults(args=None):
|
|
records = [
|
|
# Price Lists
|
|
{ "doctype": "Price List", "price_list_name": _("Standard Buying"), "enabled": 1, "buying": 1, "selling": 0, "currency": args.currency },
|
|
{ "doctype": "Price List", "price_list_name": _("Standard Selling"), "enabled": 1, "buying": 0, "selling": 1, "currency": args.currency },
|
|
]
|
|
|
|
make_records(records)
|
|
|
|
# enable default currency
|
|
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
|
|
frappe.db.set_value("Stock Settings", None, "email_footer_address", args.get("company_name"))
|
|
|
|
set_global_defaults(args)
|
|
set_active_domains(args)
|
|
update_stock_settings()
|
|
update_shopping_cart_settings(args)
|
|
|
|
args.update({"set_default": 1})
|
|
create_bank_account(args)
|
|
|
|
def set_global_defaults(args):
|
|
global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
|
|
current_fiscal_year = frappe.get_all("Fiscal Year")[0]
|
|
|
|
global_defaults.update({
|
|
'current_fiscal_year': current_fiscal_year.name,
|
|
'default_currency': args.get('currency'),
|
|
'default_company':args.get('company_name') ,
|
|
"country": args.get("country"),
|
|
})
|
|
|
|
global_defaults.save()
|
|
|
|
def set_active_domains(args):
|
|
frappe.get_single('Domain Settings').set_active_domains(args.get('domains'))
|
|
|
|
def update_stock_settings():
|
|
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.set_qty_in_transactions_based_on_serial_no_input = 1
|
|
stock_settings.save()
|
|
|
|
def create_bank_account(args):
|
|
if not args.get('bank_account'):
|
|
return
|
|
|
|
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:
|
|
doc = bank_account.insert()
|
|
|
|
if args.get('set_default'):
|
|
frappe.db.set_value("Company", args.get('company_name'), "default_bank_account", bank_account.name, update_modified=False)
|
|
|
|
return doc
|
|
|
|
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 update_shopping_cart_settings(args): # nosemgrep
|
|
shopping_cart = frappe.get_doc("E Commerce Settings")
|
|
shopping_cart.update({
|
|
"enabled": 1,
|
|
'company': args.company_name,
|
|
'price_list': frappe.db.get_value("Price List", {"selling": 1}),
|
|
'default_customer_group': _("Individual"),
|
|
'quotation_series': "QTN-",
|
|
})
|
|
shopping_cart.update_single(shopping_cart.get_valid_dict())
|
|
|
|
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
|