311 lines
17 KiB
Python
311 lines
17 KiB
Python
# 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, os
|
|
|
|
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 = [
|
|
# domains
|
|
{ 'doctype': 'Domain', 'domain': 'Distribution'},
|
|
{ 'doctype': 'Domain', 'domain': 'Manufacturing'},
|
|
{ 'doctype': 'Domain', 'domain': 'Retail'},
|
|
{ 'doctype': 'Domain', 'domain': 'Services'},
|
|
{ 'doctype': 'Domain', 'domain': 'Education'},
|
|
{ 'doctype': 'Domain', 'domain': 'Healthcare'},
|
|
{ 'doctype': 'Domain', 'domain': 'Agriculture'},
|
|
{ 'doctype': 'Domain', 'domain': 'Non Profit'},
|
|
|
|
# Setup Progress
|
|
{'doctype': "Setup Progress", "actions": [
|
|
{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
|
|
"domains": '[]' },
|
|
{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
|
|
"action_document": frappe.defaults.get_defaults().get("company") or '',
|
|
"action_field": "monthly_sales_target", "is_completed": 0,
|
|
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
|
|
{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
|
|
{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
|
|
{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
|
|
{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Education"]' },
|
|
{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Education"]' },
|
|
{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Education"]' },
|
|
{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '["Education"]' },
|
|
{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
|
|
"domains": '[]' },
|
|
{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
|
|
"domains": '[]' }
|
|
]},
|
|
|
|
# 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'},
|
|
{'doctype': 'Salary Component', 'salary_component': _('Arrear'), 'description': _('Arrear'), 'type': 'Earning'},
|
|
{'doctype': 'Salary Component', 'salary_component': _('Leave Encashment'), 'description': _('Leave Encashment'), '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'),
|
|
'allow_encashment': 1, 'is_carry_forward': 1, 'max_days_allowed': '3', 'include_holiday': 1},
|
|
{'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'),
|
|
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
|
|
{'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'),
|
|
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
|
|
{'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'),
|
|
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
|
|
{'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'),
|
|
'allow_encashment': 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')},
|
|
|
|
# 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 group
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('All Supplier Groups'), 'is_group': 1, 'name': _('All Supplier Groups'), 'parent_supplier_group': ''},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Services'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Local'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Raw Material'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Electrical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Hardware'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Pharmaceutical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
{'doctype': 'Supplier Group', 'supplier_group_name': _('Distributor'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
|
|
|
|
# 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", "account_type": "Receivable"},
|
|
{'doctype': "Party Type", "party_type": "Supplier", "account_type": "Payable"},
|
|
{'doctype': "Party Type", "party_type": "Employee", "account_type": "Payable"},
|
|
{'doctype': "Party Type", "party_type": "Member", "account_type": "Receivable"},
|
|
{'doctype': "Party Type", "party_type": "Shareholder", "account_type": "Payable"},
|
|
{'doctype': "Party Type", "party_type": "Student", "account_type": "Receivable"},
|
|
|
|
{'doctype': "Opportunity Type", "name": "Hub"},
|
|
{'doctype': "Opportunity Type", "name": _("Sales")},
|
|
{'doctype': "Opportunity Type", "name": _("Support")},
|
|
{'doctype': "Opportunity Type", "name": _("Maintenance")},
|
|
|
|
{'doctype': "Project Type", "project_type": "Internal"},
|
|
{'doctype': "Project Type", "project_type": "External"},
|
|
{'doctype': "Project Type", "project_type": "Other"},
|
|
|
|
{"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")},
|
|
|
|
# Assessment Group
|
|
{'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'),
|
|
'is_group': 1, 'parent_assessment_group': ''},
|
|
|
|
# Share Management
|
|
{"doctype": "Share Type", "title": _("Equity")},
|
|
{"doctype": "Share Type", "title": _("Preference")},
|
|
|
|
|
|
]
|
|
|
|
from erpnext.setup.setup_wizard.data.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]
|
|
|
|
base_path = frappe.get_app_path("erpnext", "hr", "doctype")
|
|
response = frappe.read_file(os.path.join(base_path, "leave_application/leave_application_email_template.html"))
|
|
|
|
records += [{'doctype': 'Email Template', 'name': _("Leave Approval Notification"), 'response': response,\
|
|
'subject': _("Leave Approval Notification"), 'owner': frappe.session.user}]
|
|
|
|
records += [{'doctype': 'Email Template', 'name': _("Leave Status Notification"), 'response': response,\
|
|
'subject': _("Leave Status Notification"), 'owner': frappe.session.user}]
|
|
|
|
# Records for the Supplier Scorecard
|
|
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
|
|
make_default_records()
|
|
|
|
make_fixture_records(records)
|
|
|
|
# set default customer group and territory
|
|
selling_settings = frappe.get_doc("Selling Settings")
|
|
selling_settings.set_default_customer_group_and_territory()
|
|
selling_settings.save()
|
|
|
|
def make_fixture_records(records):
|
|
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 as 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
|
|
|
|
def install_post_company_fixtures(company=None):
|
|
records = [
|
|
# Department
|
|
{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
|
|
{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': company},
|
|
{'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)
|