e012e24423
* [sales goal] in company; dashboard, graph, notifs, wiz * [test] target notifications * cache past year monthly sales of every company daily, patch * [minor] query fixes * update sales goal docs
450 lines
14 KiB
JavaScript
450 lines
14 KiB
JavaScript
frappe.provide("erpnext.setup");
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frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
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if(frappe.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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var erpnext_slides = [
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{
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// Domain
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name: 'domain',
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domains: ["all"],
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title: __('Select your Domain'),
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fields: [
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{
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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": __("Education"), "value": "Education" },
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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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], reqd: 1
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},
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],
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help: __('Select the nature of your business.'),
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onload: function (slide) {
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slide.get_input("domain").on("change", function () {
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frappe.setup.domain = $(this).val();
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frappe.wizard.refresh_slides();
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});
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},
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},
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{
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// Brand
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name: 'brand',
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domains: ["all"],
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icon: "fa fa-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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{
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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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fieldname: 'company_name',
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label: frappe.setup.domain === 'Education' ?
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__('Institute Name') : __('Company Name'),
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fieldtype: 'Data', reqd: 1
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},
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{
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fieldname: 'company_abbr',
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label: frappe.setup.domain === 'Education' ?
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__('Institute Abbreviation') : __('Company Abbreviation'),
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fieldtype: 'Data'
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}
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],
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onload: function(slide) {
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this.bind_events(slide);
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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_value(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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frappe.msgprint("Company Abbreviation cannot have more than 5 characters");
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slide.get_field("company_abbr").set_value("");
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}
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});
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}
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},
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{
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// Organisation
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name: 'organisation',
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domains: ["all"],
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title: __("Your Organization"),
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icon: "fa fa-building",
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help: (frappe.setup.domain === 'Education' ?
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__('The name of the institute for which you are setting up this system.') :
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__('The name of your company for which you are setting up this system.')),
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fields: [
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{
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fieldname: 'company_tagline',
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label: __('What does it do?'),
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fieldtype: 'Data',
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placeholder: frappe.setup.domain === 'Education' ?
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__('e.g. "Primary School" or "University"') :
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__('e.g. "Build tools for builders"'),
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reqd: 1
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},
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{ fieldname: 'bank_account', label: __('Bank Name'), fieldtype: 'Data', reqd: 1 },
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{
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fieldname: 'chart_of_accounts', label: __('Chart of Accounts'),
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options: "", fieldtype: 'Select'
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},
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{ fieldtype: "Section Break", label: __('Financial Year') },
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{ fieldname: 'fy_start_date', label: __('Start Date'), fieldtype: 'Date', reqd: 1 },
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{ fieldtype: "Column Break" },
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{ fieldname: 'fy_end_date', label: __('End Date'), fieldtype: 'Date', reqd: 1 },
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],
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onload: function (slide) {
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this.load_chart_of_accounts(slide);
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this.bind_events(slide);
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this.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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frappe.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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frappe.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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set_fy_dates: function (slide) {
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var country = frappe.wizard.values.country;
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if (country) {
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var fy = erpnext.setup.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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var year_start_date = current_year + "-" + fy[0];
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if (year_start_date > frappe.datetime.get_today()) {
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next_year = current_year;
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current_year -= 1;
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}
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slide.get_field("fy_start_date").set_value(current_year + '-' + fy[0]);
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slide.get_field("fy_end_date").set_value(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 = frappe.wizard.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("fy_start_date").on("change", function () {
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var start_date = slide.form.fields_dict.fy_start_date.get_value();
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var year_end_date =
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frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1);
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slide.form.fields_dict.fy_end_date.set_value(year_end_date);
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});
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}
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},
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{
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// Users
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name: 'users',
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domains: ["all"],
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title: __("Add Users"),
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help: __("Add users to your organization, other than yourself"),
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add_more: 1,
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max_count: 3,
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fields: [
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"user_fullname",
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label:__("Full Name"), static: 1},
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{fieldtype:"Data", fieldname:"user_email", label:__("Email ID"),
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placeholder:__("user@example.com"), options: "Email", static: 1},
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{fieldtype:"Column Break"},
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{fieldtype: "Check", fieldname: "user_sales",
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label:__("Sales"), "default": 1, static: 1,
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hidden: frappe.setup.domain==='Education' ? 1 : 0},
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{fieldtype: "Check", fieldname: "user_purchaser",
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label:__("Purchaser"), "default": 1, static: 1,
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hidden: frappe.setup.domain==='Education' ? 1 : 0},
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{fieldtype: "Check", fieldname: "user_accountant",
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label:__("Accountant"), "default": 1, static: 1,
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hidden: frappe.setup.domain==='Education' ? 1 : 0},
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]
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},
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{
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// Sales Target
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name: 'Goals',
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domains: ['manufacturing', 'services', 'retail', 'distribution'],
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title: __("Set your Target"),
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help: __("Set a sales target you'd like to achieve."),
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fields: [
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{fieldtype:"Currency", fieldname:"sales_target", label:__("Monthly Sales Target")},
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]
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},
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{
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// Taxes
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name: 'taxes',
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domains: ['manufacturing', 'services', 'retail', 'distribution'],
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icon: "fa fa-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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add_more: 1,
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max_count: 3,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"tax", label:__("Tax"),
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placeholder:__("e.g. VAT")},
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{fieldtype:"Column Break"},
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{fieldtype:"Float", fieldname:"tax_rate", label:__("Rate (%)"), placeholder:__("e.g. 5")}
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]
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},
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{
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// Customers
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name: 'customers',
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domains: ['manufacturing', 'services', 'retail', 'distribution'],
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icon: "fa fa-group",
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title: __("Add Customers"),
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help: __("List a few of your customers. They could be organizations or individuals."),
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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"customer", label:__("Customer"),
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placeholder:__("Customer Name")},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"customer_contact",
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label:__("Contact Name"), placeholder:__("Contact Name")}
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],
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},
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{
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// Suppliers
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name: 'suppliers',
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domains: ['manufacturing', 'services', 'retail', 'distribution'],
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icon: "fa fa-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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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break"},
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{fieldtype:"Data", fieldname:"supplier", label:__("Supplier"),
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placeholder:__("Supplier Name")},
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{fieldtype:"Column Break"},
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{fieldtype:"Data", fieldname:"supplier_contact",
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label:__("Contact Name"), placeholder:__("Contact Name")},
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]
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},
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{
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// Products
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name: 'products',
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domains: ['manufacturing', 'services', 'retail', 'distribution'],
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icon: "fa fa-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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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"item", label:__("Item"),
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placeholder:__("A Product or Service")},
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{fieldtype:"Select", label:__("Group"), fieldname:"item_group",
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options:[__("Products"), __("Services"),
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__("Raw Material"), __("Consumable"), __("Sub Assemblies")],
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"default": __("Products"), static: 1},
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{fieldtype:"Select", fieldname:"item_uom", label:__("UOM"),
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options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
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__("Hour"), __("Minute"), __("Litre"), __("Meter"), __("Gram")],
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"default": __("Unit"), static: 1},
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{fieldtype: "Check", fieldname: "is_sales_item", label:__("We sell this Item"), default: 1, static: 1},
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{fieldtype: "Check", fieldname: "is_purchase_item", label:__("We buy this Item"), static: 1},
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{fieldtype:"Column Break"},
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{fieldtype:"Currency", fieldname:"item_price", label:__("Rate"), static: 1},
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{fieldtype:"Attach Image", fieldname:"item_img", label:__("Attach Image"), is_private: 0, static: 1},
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],
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get_item_count: function() {
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return this.item_count;
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}
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},
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{
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// Program
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name: 'program',
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domains: ["education"],
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title: __("Program"),
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help: __("Example: Masters in Computer Science"),
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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"program", label:__("Program"), placeholder: __("Program Name")},
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],
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},
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{
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// Course
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name: 'course',
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domains: ["education"],
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title: __("Course"),
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help: __("Example: Basic Mathematics"),
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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"course", label:__("Course"), placeholder: __("Course Name")},
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]
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},
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{
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// Instructor
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name: 'instructor',
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domains: ["education"],
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title: __("Instructor"),
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help: __("People who teach at your organisation"),
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add_more: 1,
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max_count: 5,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"instructor", label:__("Instructor"), placeholder: __("Instructor Name")},
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]
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},
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{
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// Room
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name: 'room',
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domains: ["education"],
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title: __("Room"),
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help: __("Classrooms/ Laboratories etc where lectures can be scheduled."),
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add_more: 1,
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max_count: 3,
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mandatory_entry: 1,
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fields: [
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{fieldtype:"Section Break", show_section_border: true},
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{fieldtype:"Data", fieldname:"room", label:__("Room")},
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{fieldtype:"Column Break"},
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{fieldtype:"Int", fieldname:"room_capacity", label:__("Room") + " Capacity", static: 1},
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]
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},
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{
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// last slide: Sample Data
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name: 'bootstrap',
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domains: ["all"],
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title: __("Sample Data"),
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fields: [{fieldtype: "Section Break"},
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{fieldtype: "Check", fieldname: "add_sample_data",
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label: __("Add a few sample records"), "default": 1},
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{fieldtype: "Check", fieldname: "setup_website",
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label: __("Setup a simple website for my organization"), "default": 1}
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]
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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.setup.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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frappe.setup.on("before_load", function () {
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erpnext_slides.map(frappe.setup.add_slide);
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// change header brand
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let $brand = $('header .setup-wizard-brand');
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if($brand.find('.erpnext-icon').length === 0) {
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$brand.find('.frappe-icon').hide();
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$brand.append(`<span>
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<img src="/assets/erpnext/images/erp-icon.svg" class="brand-icon erpnext-icon"
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style="width:36px;"><span class="brand-name">ERPNext</span></span>`);
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}
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});
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var test_values_edu = {
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"language": "english",
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"domain": "Education",
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"country": "India",
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"timezone": "Asia/Kolkata",
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"currency": "INR",
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"first_name": "Tester",
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"email": "test@example.com",
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"password": "test",
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"company_name": "Hogwarts",
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"company_abbr": "HS",
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"company_tagline": "School for magicians",
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"bank_account": "Gringotts Wizarding Bank",
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"fy_start_date": "2016-04-01",
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"fy_end_date": "2017-03-31"
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}
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