6ecb2556b7
* Add Delivery Settings + improve 'Notify Customers' functionality * Minor improvements * Add patch to create a default dispatch notification template * Fix travis errors
342 lines
19 KiB
Python
342 lines
19 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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from __future__ import unicode_literals
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import frappe, os, json
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from frappe import _
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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': 'Agriculture'},
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{ 'doctype': 'Domain', 'domain': 'Non Profit'},
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# Setup Progress
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{'doctype': "Setup Progress", "actions": [
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{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
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"domains": '[]' },
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{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
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"action_document": frappe.defaults.get_defaults().get("company") or '',
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"action_field": "monthly_sales_target", "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
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{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
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"domains": '["Education"]' },
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{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
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"domains": '[]' },
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{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
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"domains": '[]' }
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]},
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# address template
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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'},
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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},
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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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# 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
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{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
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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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#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": "Member", "account_type": "Receivable"},
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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": "Hub"},
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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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]
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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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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_fixture_records(records)
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# set default customer group and territory
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selling_settings = frappe.get_doc("Selling Settings")
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selling_settings.set_default_customer_group_and_territory()
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selling_settings.save()
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add_uom_data()
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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())
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for d in uoms:
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if not frappe.db.exists('UOM', _(d.get("uom_name"))):
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uom_doc = frappe.get_doc({
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"doctype": "UOM",
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"uom_name": _(d.get("uom_name")),
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"name": _(d.get("uom_name")),
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"must_be_whole_number": d.get("must_be_whole_number")
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}).insert(ignore_permissions=True)
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# bootstrap uom conversion factors
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uom_conversions = json.loads(open(frappe.get_app_path("erpnext", "setup", "setup_wizard", "data", "uom_conversion_data.json")).read())
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for d in uom_conversions:
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if not frappe.db.exists("UOM Category", _(d.get("category"))):
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frappe.get_doc({
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"doctype": "UOM Category",
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"category_name": _(d.get("category"))
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}).insert(ignore_permissions=True)
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uom_conversion = frappe.get_doc({
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"doctype": "UOM Conversion Factor",
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"category": _(d.get("category")),
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"from_uom": _(d.get("from_uom")),
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"to_uom": _(d.get("to_uom")),
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"value": d.get("value")
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}).insert(ignore_permissions=True)
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def make_fixture_records(records):
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from frappe.modules import scrub
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for r in records:
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doc = frappe.new_doc(r.get("doctype"))
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doc.update(r)
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# ignore mandatory for root
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parent_link_field = ("parent_" + scrub(doc.doctype))
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if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field):
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doc.flags.ignore_mandatory = True
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try:
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doc.insert(ignore_permissions=True)
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except frappe.DuplicateEntryError as e:
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# pass DuplicateEntryError and continue
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if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name:
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# make sure DuplicateEntryError is for the exact same doc and not a related doc
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pass
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else:
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raise
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def install_post_company_fixtures(company=None):
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records = [
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# Department
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{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
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{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': company},
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{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': company},
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|
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': company},
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|
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': company},
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|
{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': company},
|
|
]
|
|
|
|
make_fixture_records(records)
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