267 lines
9.0 KiB
Python
267 lines
9.0 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 frappe, erpnext
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from frappe import _
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from erpnext.setup.doctype.setup_progress.setup_progress import get_action_completed_state
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def get_slide_settings():
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defaults = frappe.defaults.get_defaults()
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domain = frappe.db.get_value('Company', erpnext.get_default_company(), 'domain')
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company = defaults.get("company") or ''
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currency = defaults.get("currency") or ''
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doc = frappe.get_doc("Setup Progress")
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item = [d for d in doc.get("actions") if d.action_name == "Set Sales Target"][0]
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item.action_document = company
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item.save()
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doc.save()
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# Initial state of slides
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return [
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frappe._dict(
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action_name='Add Company',
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title=_("Setup Company") if domain != 'Education' else _("Setup Institution"),
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help=_('Setup your ' + ('company' if domain != 'Education' else 'institution') + ' and brand.'),
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# image_src="/assets/erpnext/images/illustrations/shop.jpg",
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fields=[],
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done_state_title=_("You added " + company),
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done_state_title_route=["Form", "Company", company],
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help_links=[
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{
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"label": _("Chart of Accounts"),
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"url": ["https://erpnext.org/docs/user/manual/en/accounts/chart-of-accounts"]
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},
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{
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"label": _("Opening Balances"),
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"video_id": "U5wPIvEn-0c"
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}
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]
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),
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frappe._dict(
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action_name='Set Sales Target',
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domains=('Manufacturing', 'Services', 'Retail', 'Distribution'),
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title=_("Set a Target"),
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help=_("Set a sales goal you'd like to achieve for your company."),
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fields=[
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{"fieldtype":"Currency", "fieldname":"monthly_sales_target",
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"label":_("Monthly Sales Target (" + currency + ")")},
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],
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submit_method="erpnext.utilities.user_progress_utils.set_sales_target",
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done_state_title=_("Go to " + company),
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done_state_title_route=["Form", "Company", company],
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help_links=[
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{
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"label": _('Learn More'),
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"url": ["https://erpnext.org/docs/user/manual/en/setting-up/setting-company-sales-goal"]
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}
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]
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),
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frappe._dict(
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action_name='Add Customers',
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domains=('Manufacturing', 'Services', 'Retail', 'Distribution'),
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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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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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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_customers",
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done_state_title=_("Go to Customers"),
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done_state_title_route=["List", "Customer"],
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help_links=[
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{
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"label": _('Learn More'),
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"url": ["https://erpnext.org/docs/user/manual/en/CRM/customer.html"]
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}
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]
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),
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frappe._dict(
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action_name='Add 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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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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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_suppliers",
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done_state_title=_("Go to Suppliers"),
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done_state_title_route=["List", "Supplier"],
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help_links=[
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{
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"label": _('Learn More'),
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"url": ["https://erpnext.org/docs/user/manual/en/buying/supplier"]
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},
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{
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"label": _('Customers and Suppliers'),
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"video_id": "zsrrVDk6VBs"
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},
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]
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),
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frappe._dict(
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action_name='Add 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."),
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fields=[
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{"fieldtype":"Section Break", "show_section_border": 1},
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{"fieldtype":"Data", "fieldname":"item", "label":_("Item"),
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"placeholder":_("A Product")},
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{"fieldtype":"Column Break"},
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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":"Column Break"},
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{"fieldtype":"Currency", "fieldname":"item_price", "label":_("Rate"), "static": 1}
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],
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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_items",
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done_state_title=_("Go to Items"),
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done_state_title_route=["List", "Item"],
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help_links=[
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{
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"label": _("Explore Sales Cycle"),
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"video_id": "1eP90MWoDQM"
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},
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]
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),
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# School slides begin
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frappe._dict(
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action_name='Add Programs',
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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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fields=[
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{"fieldtype":"Section Break", "show_section_border": 1},
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{"fieldtype":"Data", "fieldname":"program", "label":_("Program"), "placeholder": _("Program Name")},
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],
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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_program",
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done_state_title=_("Go to Programs"),
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done_state_title_route=["List", "Program"],
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help_links=[
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{
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"label": _("Student Application"),
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"video_id": "l8PUACusN3E"
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},
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]
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),
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frappe._dict(
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action_name='Add Courses',
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domains=["Education"],
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title=_("Course"),
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help=_("Example: Basic Mathematics"),
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fields=[
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{"fieldtype":"Section Break", "show_section_border": 1},
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{"fieldtype":"Data", "fieldname":"course", "label":_("Course"), "placeholder": _("Course Name")},
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],
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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_course",
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done_state_title=_("Go to Courses"),
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done_state_title_route=["List", "Course"],
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help_links=[
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{
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"label": _('Add Students'),
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"route": ["List", "Student"]
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}
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]
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),
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frappe._dict(
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action_name='Add Instructors',
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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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fields=[
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{"fieldtype":"Section Break", "show_section_border": 1},
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{"fieldtype":"Data", "fieldname":"instructor", "label":_("Instructor"), "placeholder": _("Instructor Name")},
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],
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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_instructor",
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done_state_title=_("Go to Instructors"),
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done_state_title_route=["List", "Instructor"],
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help_links=[
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{
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"label": _('Student Batches'),
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"route": ["List", "Student Batch"]
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}
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]
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),
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frappe._dict(
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action_name='Add Rooms',
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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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fields=[
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{"fieldtype":"Section Break", "show_section_border": 1},
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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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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_room",
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done_state_title=_("Go to Rooms"),
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done_state_title_route=["List", "Room"],
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help_links=[]
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),
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# School slides end
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frappe._dict(
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action_name='Add Users',
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title=_("Add Users"),
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help=_("Add users to your organization, other than yourself."),
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fields=[
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{"fieldtype":"Section Break"},
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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":"Data", "fieldname":"user_fullname",
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"label":_("Full Name"), "static": 1},
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],
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add_more=1, max_count=3, mandatory_entry=1,
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submit_method="erpnext.utilities.user_progress_utils.create_users",
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done_state_title=_("Go to Users"),
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done_state_title_route=["List", "User"],
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help_links=[
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{
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"label": _('Learn More'),
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"url": ["https://erpnext.org/docs/user/manual/en/setting-up/users-and-permissions"]
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},
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{
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"label": _('Users and Permissions'),
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"video_id": "8Slw1hsTmUI"
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},
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]
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)
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]
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def get_user_progress_slides():
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slides = []
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slide_settings = get_slide_settings()
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domain = frappe.db.get_value('Company', erpnext.get_default_company(), 'domain')
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for s in slide_settings:
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if not s.domains or (domain and domain in s.domains):
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s.mark_as_done_method = "erpnext.setup.doctype.setup_progress.setup_progress.set_action_completed_state"
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s.done = get_action_completed_state(s.action_name) or 0
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slides.append(s)
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return slides
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