User Progress (#10336)
* [user-progress] first cut * [user-progress] Add users slide, remove taxes, make sample data * wip tests * [setup-wiz] UI test * [user-progress] notif test, docs trim * wip * [user-progress] Setup Progress single to update action states, fixtures * setup progress actions patch * rename sales_target field patch * [progress] wip reform slide data * [progress] remove slide data * [setup] add roles for GST doctypes, remove commit from fixtures
This commit is contained in:
Prateeksha Singh
committed by
Rushabh Mehta
Rushabh Mehta
parent
fd39d6bd3c
commit
95d8fd38f5
@@ -7,7 +7,11 @@ frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
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}
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};
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var erpnext_slides = [
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frappe.setup.on("before_load", function () {
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erpnext.setup.slides_settings.map(frappe.setup.add_slide);
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});
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erpnext.setup.slides_settings = [
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{
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// Domain
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name: 'domain',
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@@ -18,14 +22,14 @@ var erpnext_slides = [
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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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{ "label": __("Services"), "value": "Services" },
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{ "label": __("Education"), "value": "Education" }
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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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// 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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@@ -40,7 +44,7 @@ var erpnext_slides = [
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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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// 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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@@ -79,6 +83,12 @@ var erpnext_slides = [
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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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validate: function() {
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if (!this.values.company_abbr) {
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return false;
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}
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return true;
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}
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},
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{
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@@ -87,9 +97,9 @@ var erpnext_slides = [
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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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// 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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@@ -189,213 +199,6 @@ var erpnext_slides = [
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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: 0,
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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",
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label:__("We sell this Item"), default: 1, static: 1},
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{fieldtype: "Check", fieldname: "is_purchase_item",
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label:__("We buy this Item"), default: 1, 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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@@ -422,23 +225,19 @@ erpnext.setup.fiscal_years = {
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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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});
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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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// 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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