[re-org] setup wizard in frappe
This commit is contained in:
Rushabh Mehta
committed by
Anand Doshi
Anand Doshi
parent
f71ecbba2c
commit
37b4d75e4a
523
erpnext/setup/setup_wizard/setup_wizard.py
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523
erpnext/setup/setup_wizard/setup_wizard.py
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# 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, copy
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from frappe.utils import cstr, flt, getdate
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from frappe import _
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from frappe.utils.file_manager import save_file
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from frappe.translate import set_default_language
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from frappe.geo.country_info import get_country_info
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from .default_website import website_maker
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import install_fixtures
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from .sample_data import make_sample_data
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from erpnext.accounts.utils import FiscalYearError
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from erpnext.accounts.doctype.account.account import RootNotEditable
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def setup_complete(args=None):
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if frappe.db.sql("select name from tabCompany"):
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frappe.throw(_("Setup Already Complete!!"))
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if args.language and args.language != "english":
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set_default_language(args.language)
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frappe.clear_cache()
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install_fixtures.install(args.get("country"))
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update_user_name(args)
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create_fiscal_year_and_company(args)
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create_users(args)
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set_defaults(args)
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create_territories()
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create_price_lists(args)
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create_feed_and_todo()
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create_email_digest()
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create_letter_head(args)
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create_taxes(args)
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create_items(args)
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create_customers(args)
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create_suppliers(args)
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frappe.local.message_log = []
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website_maker(args.company_name.strip(), args.company_tagline, args.name)
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create_logo(args)
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frappe.db.commit()
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login_as_first_user(args)
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frappe.db.commit()
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frappe.clear_cache()
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if args.get("add_sample_data"):
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try:
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make_sample_data()
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frappe.clear_cache()
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except FiscalYearError:
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pass
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def update_user_name(args):
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if args.get("email"):
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args['name'] = args.get("email")
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_mute_emails, frappe.flags.mute_emails = frappe.flags.mute_emails, True
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doc = frappe.get_doc({
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"doctype":"User",
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"email": args.get("email"),
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"first_name": args.get("first_name"),
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"last_name": args.get("last_name")
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})
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doc.flags.no_welcome_mail = True
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doc.insert()
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frappe.flags.mute_emails = _mute_emails
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from frappe.auth import _update_password
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_update_password(args.get("email"), args.get("password"))
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else:
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args['name'] = frappe.session.user
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# Update User
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if not args.get('last_name') or args.get('last_name')=='None':
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args['last_name'] = None
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frappe.db.sql("""update `tabUser` SET first_name=%(first_name)s,
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last_name=%(last_name)s WHERE name=%(name)s""", args)
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if args.get("attach_user"):
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attach_user = args.get("attach_user").split(",")
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if len(attach_user)==3:
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filename, filetype, content = attach_user
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fileurl = save_file(filename, content, "User", args.get("name"), decode=True).file_url
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frappe.db.set_value("User", args.get("name"), "user_image", fileurl)
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add_all_roles_to(args.get("name"))
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def create_fiscal_year_and_company(args):
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curr_fiscal_year = get_fy_details(args.get('fy_start_date'), args.get('fy_end_date'))
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frappe.get_doc({
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"doctype":"Fiscal Year",
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'year': curr_fiscal_year,
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'year_start_date': args.get('fy_start_date'),
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'year_end_date': args.get('fy_end_date'),
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}).insert()
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# Company
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frappe.get_doc({
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"doctype":"Company",
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'domain': args.get("industry"),
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'company_name':args.get('company_name').strip(),
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'abbr':args.get('company_abbr'),
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'default_currency':args.get('currency'),
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'country': args.get('country'),
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'chart_of_accounts': args.get(('chart_of_accounts')),
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}).insert()
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# Bank Account
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args["curr_fiscal_year"] = curr_fiscal_year
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def create_price_lists(args):
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for pl_type, pl_name in (("Selling", _("Standard Selling")), ("Buying", _("Standard Buying"))):
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frappe.get_doc({
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"doctype": "Price List",
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"price_list_name": pl_name,
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"enabled": 1,
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"buying": 1 if pl_type == "Buying" else 0,
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"selling": 1 if pl_type == "Selling" else 0,
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"currency": args["currency"]
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}).insert()
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def set_defaults(args):
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# enable default currency
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frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
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global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
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global_defaults.update({
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'current_fiscal_year': args.curr_fiscal_year,
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'default_currency': args.get('currency'),
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'default_company':args.get('company_name').strip(),
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"country": args.get("country"),
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})
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global_defaults.save()
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number_format = get_country_info(args.get("country")).get("number_format", "#,###.##")
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# replace these as float number formats, as they have 0 precision
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# and are currency number formats and not for floats
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if number_format=="#.###":
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number_format = "#.###,##"
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elif number_format=="#,###":
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number_format = "#,###.##"
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system_settings = frappe.get_doc("System Settings", "System Settings")
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system_settings.update({
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"language": args.get("language"),
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"time_zone": args.get("timezone"),
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"float_precision": 3,
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"email_footer_address": args.get("company"),
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'date_format': frappe.db.get_value("Country", args.get("country"), "date_format"),
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'number_format': number_format,
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'enable_scheduler': 1 if not frappe.flags.in_test else 0
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})
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system_settings.save()
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accounts_settings = frappe.get_doc("Accounts Settings")
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accounts_settings.auto_accounting_for_stock = 1
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accounts_settings.save()
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stock_settings = frappe.get_doc("Stock Settings")
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stock_settings.item_naming_by = "Item Code"
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stock_settings.valuation_method = "FIFO"
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stock_settings.stock_uom = _("Nos")
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stock_settings.auto_indent = 1
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stock_settings.auto_insert_price_list_rate_if_missing = 1
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stock_settings.automatically_set_serial_nos_based_on_fifo = 1
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stock_settings.save()
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selling_settings = frappe.get_doc("Selling Settings")
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selling_settings.cust_master_name = "Customer Name"
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selling_settings.so_required = "No"
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selling_settings.dn_required = "No"
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selling_settings.save()
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buying_settings = frappe.get_doc("Buying Settings")
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buying_settings.supp_master_name = "Supplier Name"
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buying_settings.po_required = "No"
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buying_settings.pr_required = "No"
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buying_settings.maintain_same_rate = 1
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buying_settings.save()
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notification_control = frappe.get_doc("Notification Control")
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notification_control.quotation = 1
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notification_control.sales_invoice = 1
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notification_control.purchase_order = 1
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notification_control.save()
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hr_settings = frappe.get_doc("HR Settings")
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hr_settings.emp_created_by = "Naming Series"
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hr_settings.save()
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def create_feed_and_todo():
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"""update Activity feed and create todo for creation of item, customer, vendor"""
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frappe.get_doc({
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"doctype": "Feed",
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"feed_type": "Comment",
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"subject": "ERPNext Setup Complete!"
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}).insert(ignore_permissions=True)
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def create_email_digest():
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from frappe.utils.user import get_system_managers
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system_managers = get_system_managers(only_name=True)
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if not system_managers:
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return
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companies = frappe.db.sql_list("select name FROM `tabCompany`")
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for company in companies:
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if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company):
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edigest = frappe.get_doc({
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"doctype": "Email Digest",
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"name": "Default Weekly Digest - " + company,
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"company": company,
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"frequency": "Weekly",
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"recipient_list": "\n".join(system_managers)
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})
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for df in edigest.meta.get("fields", {"fieldtype": "Check"}):
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if df.fieldname != "scheduler_errors":
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edigest.set(df.fieldname, 1)
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edigest.insert()
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# scheduler errors digest
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if companies:
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edigest = frappe.new_doc("Email Digest")
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edigest.update({
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"name": "Scheduler Errors",
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"company": companies[0],
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"frequency": "Daily",
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"recipient_list": "\n".join(system_managers),
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"scheduler_errors": 1,
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"enabled": 1
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})
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edigest.insert()
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def get_fy_details(fy_start_date, fy_end_date):
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start_year = getdate(fy_start_date).year
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if start_year == getdate(fy_end_date).year:
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fy = cstr(start_year)
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else:
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fy = cstr(start_year) + '-' + cstr(start_year + 1)
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return fy
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def create_taxes(args):
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for i in xrange(1,6):
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if args.get("tax_" + str(i)):
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# replace % in case someone also enters the % symbol
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tax_rate = (args.get("tax_rate_" + str(i)) or "").replace("%", "")
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try:
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tax_group = frappe.db.get_value("Account", {"company": args.get("company_name"),
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"is_group": 1, "account_type": "Tax", "root_type": "Liability"})
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if tax_group:
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account = make_tax_head(args, i, tax_group, tax_rate)
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make_sales_and_purchase_tax_templates(account)
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except frappe.NameError, e:
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if e.args[2][0]==1062:
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pass
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else:
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raise
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except RootNotEditable, e:
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pass
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def make_tax_head(args, i, tax_group, tax_rate):
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return frappe.get_doc({
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"doctype":"Account",
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"company": args.get("company_name").strip(),
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"parent_account": tax_group,
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"account_name": args.get("tax_" + str(i)),
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"is_group": 0,
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"report_type": "Balance Sheet",
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"account_type": "Tax",
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"tax_rate": flt(tax_rate) if tax_rate else None
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}).insert(ignore_permissions=True)
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def make_sales_and_purchase_tax_templates(account):
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doc = {
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"doctype": "Sales Taxes and Charges Template",
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"title": account.name,
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"taxes": [{
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"category": "Valuation and Total",
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"charge_type": "On Net Total",
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"account_head": account.name,
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"description": "{0} @ {1}".format(account.account_name, account.tax_rate),
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"rate": account.tax_rate
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}]
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}
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# Sales
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frappe.get_doc(copy.deepcopy(doc)).insert()
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# Purchase
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doc["doctype"] = "Purchase Taxes and Charges Template"
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frappe.get_doc(copy.deepcopy(doc)).insert()
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def create_items(args):
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for i in xrange(1,6):
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item = args.get("item_" + str(i))
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if item:
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item_group = args.get("item_group_" + str(i))
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is_sales_item = args.get("is_sales_item_" + str(i))
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is_purchase_item = args.get("is_purchase_item_" + str(i))
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is_stock_item = item_group!=_("Services")
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is_pro_applicable = item_group!=_("Services")
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default_warehouse = ""
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if is_stock_item:
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default_warehouse = frappe.db.get_value("Warehouse", filters={
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"warehouse_name": _("Finished Goods") if is_sales_item else _("Stores"),
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"company": args.get("company_name").strip()
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})
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try:
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frappe.get_doc({
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"doctype":"Item",
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"item_code": item,
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"item_name": item,
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"description": item,
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"is_sales_item": 1 if is_sales_item else 0,
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"is_purchase_item": 1 if is_purchase_item else 0,
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"show_in_website": 1,
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"is_stock_item": is_stock_item and 1 or 0,
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"is_pro_applicable": is_pro_applicable and 1 or 0,
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"item_group": item_group,
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"stock_uom": args.get("item_uom_" + str(i)),
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"default_warehouse": default_warehouse
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}).insert()
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if args.get("item_img_" + str(i)):
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item_image = args.get("item_img_" + str(i)).split(",")
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if len(item_image)==3:
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filename, filetype, content = item_image
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fileurl = save_file(filename, content, "Item", item, decode=True).file_url
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frappe.db.set_value("Item", item, "image", fileurl)
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if args.get("item_price_" + str(i)):
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item_price = flt(args.get("item_price_" + str(i)))
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if is_sales_item:
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price_list_name = frappe.db.get_value("Price List", {"selling": 1})
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make_item_price(item, price_list_name, item_price)
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if is_purchase_item:
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price_list_name = frappe.db.get_value("Price List", {"buying": 1})
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make_item_price(item, price_list_name, item_price)
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except frappe.NameError:
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pass
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def make_item_price(item, price_list_name, item_price):
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frappe.get_doc({
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"doctype": "Item Price",
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"price_list": price_list_name,
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"item_code": item,
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"price_list_rate": item_price
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}).insert()
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def create_customers(args):
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for i in xrange(1,6):
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customer = args.get("customer_" + str(i))
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if customer:
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try:
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frappe.get_doc({
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"doctype":"Customer",
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"customer_name": customer,
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"customer_type": "Company",
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"customer_group": _("Commercial"),
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"territory": args.get("country"),
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"company": args.get("company_name").strip()
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}).insert()
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if args.get("customer_contact_" + str(i)):
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create_contact(args.get("customer_contact_" + str(i)),
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"customer", customer)
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except frappe.NameError:
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pass
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def create_suppliers(args):
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for i in xrange(1,6):
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supplier = args.get("supplier_" + str(i))
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if supplier:
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try:
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frappe.get_doc({
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"doctype":"Supplier",
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"supplier_name": supplier,
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"supplier_type": _("Local"),
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"company": args.get("company_name").strip()
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}).insert()
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if args.get("supplier_contact_" + str(i)):
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create_contact(args.get("supplier_contact_" + str(i)),
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"supplier", supplier)
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except frappe.NameError:
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pass
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def create_contact(contact, party_type, party):
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"""Create contact based on given contact name"""
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contact = contact.strip().split(" ")
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frappe.get_doc({
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"doctype":"Contact",
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party_type: party,
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"first_name":contact[0],
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"last_name": len(contact) > 1 and contact[1] or ""
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}).insert()
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def create_letter_head(args):
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if args.get("attach_letterhead"):
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frappe.get_doc({
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"doctype":"Letter Head",
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"letter_head_name": _("Standard"),
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"is_default": 1
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}).insert()
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attach_letterhead = args.get("attach_letterhead").split(",")
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if len(attach_letterhead)==3:
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filename, filetype, content = attach_letterhead
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fileurl = save_file(filename, content, "Letter Head", _("Standard"), decode=True).file_url
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frappe.db.set_value("Letter Head", _("Standard"), "content", "<img src='%s' style='max-width: 100%%;'>" % fileurl)
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def create_logo(args):
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if args.get("attach_logo"):
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attach_logo = args.get("attach_logo").split(",")
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if len(attach_logo)==3:
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filename, filetype, content = attach_logo
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fileurl = save_file(filename, content, "Website Settings", "Website Settings",
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decode=True).file_url
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frappe.db.set_value("Website Settings", "Website Settings", "brand_html",
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"<img src='{0}' style='max-width: 40px; max-height: 25px;'> {1}".format(fileurl, args.get("company_name").strip()))
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def add_all_roles_to(name):
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user = frappe.get_doc("User", name)
|
||||
for role in frappe.db.sql("""select name from tabRole"""):
|
||||
if role[0] not in ["Administrator", "Guest", "All", "Customer", "Supplier", "Partner", "Employee"]:
|
||||
d = user.append("user_roles")
|
||||
d.role = role[0]
|
||||
user.save()
|
||||
|
||||
def create_territories():
|
||||
"""create two default territories, one for home country and one named Rest of the World"""
|
||||
from frappe.utils.nestedset import get_root_of
|
||||
country = frappe.db.get_default("country")
|
||||
root_territory = get_root_of("Territory")
|
||||
for name in (country, _("Rest Of The World")):
|
||||
if name and not frappe.db.exists("Territory", name):
|
||||
frappe.get_doc({
|
||||
"doctype": "Territory",
|
||||
"territory_name": name.replace("'", ""),
|
||||
"parent_territory": root_territory,
|
||||
"is_group": "No"
|
||||
}).insert()
|
||||
|
||||
def login_as_first_user(args):
|
||||
if args.get("email") and hasattr(frappe.local, "login_manager"):
|
||||
frappe.local.login_manager.login_as(args.get("email"))
|
||||
|
||||
def create_users(args):
|
||||
# create employee for self
|
||||
emp = frappe.get_doc({
|
||||
"doctype": "Employee",
|
||||
"full_name": " ".join(filter(None, [args.get("first_name"), args.get("last_name")])),
|
||||
"user_id": frappe.session.user,
|
||||
"status": "Active",
|
||||
"company": args.get("company_name")
|
||||
})
|
||||
emp.flags.ignore_mandatory = True
|
||||
emp.insert(ignore_permissions = True)
|
||||
|
||||
for i in xrange(1,5):
|
||||
email = args.get("user_email_" + str(i))
|
||||
fullname = args.get("user_fullname_" + str(i))
|
||||
if email:
|
||||
if not fullname:
|
||||
fullname = email.split("@")[0]
|
||||
|
||||
parts = fullname.split(" ", 1)
|
||||
|
||||
user = frappe.get_doc({
|
||||
"doctype": "User",
|
||||
"email": email,
|
||||
"first_name": parts[0],
|
||||
"last_name": parts[1] if len(parts) > 1 else "",
|
||||
"enabled": 1,
|
||||
"user_type": "System User"
|
||||
})
|
||||
|
||||
# default roles
|
||||
user.append_roles("Projects User", "Stock User", "Support Team")
|
||||
|
||||
if args.get("user_sales_" + str(i)):
|
||||
user.append_roles("Sales User", "Sales Manager", "Accounts User")
|
||||
if args.get("user_purchaser_" + str(i)):
|
||||
user.append_roles("Purchase User", "Purchase Manager", "Accounts User")
|
||||
if args.get("user_accountant_" + str(i)):
|
||||
user.append_roles("Accounts Manager", "Accounts User")
|
||||
|
||||
user.flags.delay_emails = True
|
||||
|
||||
if not frappe.db.get_value("User", email):
|
||||
user.insert(ignore_permissions=True)
|
||||
|
||||
# create employee
|
||||
emp = frappe.get_doc({
|
||||
"doctype": "Employee",
|
||||
"full_name": fullname,
|
||||
"user_id": email,
|
||||
"status": "Active",
|
||||
"company": args.get("company_name")
|
||||
})
|
||||
emp.flags.ignore_mandatory = True
|
||||
emp.insert(ignore_permissions = True)
|
||||
|
||||
Reference in New Issue
Block a user