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brotherton-erpnext/erpnext/setup/setup_wizard/install_fixtures.py
rohitwaghchaure ea092a7b24 [Enhancement] Booking of an employee's expense claim (#7267) 
* [Enhancement] Auto book of an employee's expense claim

* test cases

* documentation

* fixes and changes

* removed payable from employee and added into the company

* Added party in account, patch to update party type for customer and supplier accounts

* added party type in erpnext, fix patch

* fixed travis
2017-02-01 12:02:08 +05:30

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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
default_lead_sources = ["Existing Customer", "Reference", "Advertisement",
"Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing",
"Customer's Vendor", "Campaign", "Walk In"]
def install(country=None):
records = [
# address template
{'doctype':"Address Template", "country": country},
# item group
{'doctype': 'Item Group', 'item_group_name': _('All Item Groups'),
'is_group': 1, 'parent_item_group': ''},
{'doctype': 'Item Group', 'item_group_name': _('Products'),
'is_group': 0, 'parent_item_group': _('All Item Groups'), "show_in_website": 1 },
{'doctype': 'Item Group', 'item_group_name': _('Raw Material'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Services'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Sub Assemblies'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Consumable'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
# salary component
{'doctype': 'Salary Component', 'salary_component': _('Income Tax'), 'description': _('Income Tax'), 'type': 'Deduction'},
{'doctype': 'Salary Component', 'salary_component': _('Basic'), 'description': _('Basic'), 'type': 'Earning'},
# expense claim type
{'doctype': 'Expense Claim Type', 'name': _('Calls'), 'expense_type': _('Calls')},
{'doctype': 'Expense Claim Type', 'name': _('Food'), 'expense_type': _('Food')},
{'doctype': 'Expense Claim Type', 'name': _('Medical'), 'expense_type': _('Medical')},
{'doctype': 'Expense Claim Type', 'name': _('Others'), 'expense_type': _('Others')},
{'doctype': 'Expense Claim Type', 'name': _('Travel'), 'expense_type': _('Travel')},
# leave type
{'doctype': 'Leave Type', 'leave_type_name': _('Casual Leave'), 'name': _('Casual Leave'),
'is_encash': 1, 'is_carry_forward': 1, 'max_days_allowed': '3', 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'),
'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'),
'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'),
'is_encash': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'),
'is_encash': 0, 'is_carry_forward': 0, 'is_lwp':1, 'include_holiday': 1},
# Employment Type
{'doctype': 'Employment Type', 'employee_type_name': _('Full-time')},
{'doctype': 'Employment Type', 'employee_type_name': _('Part-time')},
{'doctype': 'Employment Type', 'employee_type_name': _('Probation')},
{'doctype': 'Employment Type', 'employee_type_name': _('Contract')},
{'doctype': 'Employment Type', 'employee_type_name': _('Commission')},
{'doctype': 'Employment Type', 'employee_type_name': _('Piecework')},
{'doctype': 'Employment Type', 'employee_type_name': _('Intern')},
{'doctype': 'Employment Type', 'employee_type_name': _('Apprentice')},
# Department
{'doctype': 'Department', 'department_name': _('Accounts')},
{'doctype': 'Department', 'department_name': _('Marketing')},
{'doctype': 'Department', 'department_name': _('Sales')},
{'doctype': 'Department', 'department_name': _('Purchase')},
{'doctype': 'Department', 'department_name': _('Operations')},
{'doctype': 'Department', 'department_name': _('Production')},
{'doctype': 'Department', 'department_name': _('Dispatch')},
{'doctype': 'Department', 'department_name': _('Customer Service')},
{'doctype': 'Department', 'department_name': _('Human Resources')},
{'doctype': 'Department', 'department_name': _('Management')},
{'doctype': 'Department', 'department_name': _('Quality Management')},
{'doctype': 'Department', 'department_name': _('Research & Development')},
{'doctype': 'Department', 'department_name': _('Legal')},
# Designation
{'doctype': 'Designation', 'designation_name': _('CEO')},
{'doctype': 'Designation', 'designation_name': _('Manager')},
{'doctype': 'Designation', 'designation_name': _('Analyst')},
{'doctype': 'Designation', 'designation_name': _('Engineer')},
{'doctype': 'Designation', 'designation_name': _('Accountant')},
{'doctype': 'Designation', 'designation_name': _('Secretary')},
{'doctype': 'Designation', 'designation_name': _('Associate')},
{'doctype': 'Designation', 'designation_name': _('Administrative Officer')},
{'doctype': 'Designation', 'designation_name': _('Business Development Manager')},
{'doctype': 'Designation', 'designation_name': _('HR Manager')},
{'doctype': 'Designation', 'designation_name': _('Project Manager')},
{'doctype': 'Designation', 'designation_name': _('Head of Marketing and Sales')},
{'doctype': 'Designation', 'designation_name': _('Software Developer')},
{'doctype': 'Designation', 'designation_name': _('Designer')},
{'doctype': 'Designation', 'designation_name': _('Researcher')},
# territory
{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
# customer group
{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''},
{'doctype': 'Customer Group', 'customer_group_name': _('Individual'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Commercial'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
# supplier type
{'doctype': 'Supplier Type', 'supplier_type': _('Services')},
{'doctype': 'Supplier Type', 'supplier_type': _('Local')},
{'doctype': 'Supplier Type', 'supplier_type': _('Raw Material')},
{'doctype': 'Supplier Type', 'supplier_type': _('Electrical')},
{'doctype': 'Supplier Type', 'supplier_type': _('Hardware')},
{'doctype': 'Supplier Type', 'supplier_type': _('Pharmaceutical')},
{'doctype': 'Supplier Type', 'supplier_type': _('Distributor')},
# Sales Person
{'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""},
# UOM
{'uom_name': _('Unit'), 'doctype': 'UOM', 'name': _('Unit'), "must_be_whole_number": 1},
{'uom_name': _('Box'), 'doctype': 'UOM', 'name': _('Box'), "must_be_whole_number": 1},
{'uom_name': _('Kg'), 'doctype': 'UOM', 'name': _('Kg')},
{'uom_name': _('Meter'), 'doctype': 'UOM', 'name': _('Meter')},
{'uom_name': _('Litre'), 'doctype': 'UOM', 'name': _('Litre')},
{'uom_name': _('Gram'), 'doctype': 'UOM', 'name': _('Gram')},
{'uom_name': _('Nos'), 'doctype': 'UOM', 'name': _('Nos'), "must_be_whole_number": 1},
{'uom_name': _('Pair'), 'doctype': 'UOM', 'name': _('Pair'), "must_be_whole_number": 1},
{'uom_name': _('Set'), 'doctype': 'UOM', 'name': _('Set'), "must_be_whole_number": 1},
{'uom_name': _('Hour'), 'doctype': 'UOM', 'name': _('Hour')},
{'uom_name': _('Minute'), 'doctype': 'UOM', 'name': _('Minute')},
# Mode of Payment
{'doctype': 'Mode of Payment',
'mode_of_payment': 'Check' if country=="United States" else _('Cheque'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Cash'),
'type': 'Cash'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Credit Card'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Wire Transfer'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Bank Draft'),
'type': 'Bank'},
# Activity Type
{'doctype': 'Activity Type', 'activity_type': _('Planning')},
{'doctype': 'Activity Type', 'activity_type': _('Research')},
{'doctype': 'Activity Type', 'activity_type': _('Proposal Writing')},
{'doctype': 'Activity Type', 'activity_type': _('Execution')},
{'doctype': 'Activity Type', 'activity_type': _('Communication')},
# Lead Source
{'doctype': "Item Attribute", "attribute_name": _("Size"), "item_attribute_values": [
{"attribute_value": _("Extra Small"), "abbr": "XS"},
{"attribute_value": _("Small"), "abbr": "S"},
{"attribute_value": _("Medium"), "abbr": "M"},
{"attribute_value": _("Large"), "abbr": "L"},
{"attribute_value": _("Extra Large"), "abbr": "XL"}
]},
{'doctype': "Item Attribute", "attribute_name": _("Colour"), "item_attribute_values": [
{"attribute_value": _("Red"), "abbr": "RED"},
{"attribute_value": _("Green"), "abbr": "GRE"},
{"attribute_value": _("Blue"), "abbr": "BLU"},
{"attribute_value": _("Black"), "abbr": "BLA"},
{"attribute_value": _("White"), "abbr": "WHI"}
]},
{'doctype': "Email Account", "email_id": "sales@example.com", "append_to": "Opportunity"},
{'doctype': "Email Account", "email_id": "support@example.com", "append_to": "Issue"},
{'doctype': "Email Account", "email_id": "jobs@example.com", "append_to": "Job Applicant"},
{'doctype': "Party Type", "party_type": "Customer"},
{'doctype': "Party Type", "party_type": "Supplier"},
{'doctype': "Party Type", "party_type": "Employee"},
{"doctype": "Offer Term", "offer_term": _("Date of Joining")},
{"doctype": "Offer Term", "offer_term": _("Annual Salary")},
{"doctype": "Offer Term", "offer_term": _("Probationary Period")},
{"doctype": "Offer Term", "offer_term": _("Employee Benefits")},
{"doctype": "Offer Term", "offer_term": _("Working Hours")},
{"doctype": "Offer Term", "offer_term": _("Stock Options")},
{"doctype": "Offer Term", "offer_term": _("Department")},
{"doctype": "Offer Term", "offer_term": _("Job Description")},
{"doctype": "Offer Term", "offer_term": _("Responsibilities")},
{"doctype": "Offer Term", "offer_term": _("Leaves per Year")},
{"doctype": "Offer Term", "offer_term": _("Notice Period")},
{"doctype": "Offer Term", "offer_term": _("Incentives")},
{'doctype': "Print Heading", 'print_heading': _("Credit Note")},
{'doctype': "Print Heading", 'print_heading': _("Debit Note")},
]
from erpnext.setup.setup_wizard.industry_type import get_industry_types
records += [{"doctype":"Industry Type", "industry": d} for d in get_industry_types()]
# records += [{"doctype":"Operation", "operation": d} for d in get_operations()]
records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources]
from frappe.modules import scrub
for r in records:
doc = frappe.new_doc(r.get("doctype"))
doc.update(r)
# ignore mandatory for root
parent_link_field = ("parent_" + scrub(doc.doctype))
if doc.meta.get_field(parent_link_field) and not doc.get(parent_link_field):
doc.flags.ignore_mandatory = True
try:
doc.insert(ignore_permissions=True)
except frappe.DuplicateEntryError, e:
# pass DuplicateEntryError and continue
if e.args and e.args[0]==doc.doctype and e.args[1]==doc.name:
# make sure DuplicateEntryError is for the exact same doc and not a related doc
pass
else:
raise
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