config(modules): Rearrange links
diff --git a/erpnext/config/accounting.py b/erpnext/config/accounting.py
index 788d044..0db5ff0 100644
--- a/erpnext/config/accounting.py
+++ b/erpnext/config/accounting.py
@@ -6,43 +6,30 @@
def get_data():
config = [
{
- "label": _("Billing"),
+ "label": _("Masters and Accounts"),
"items": [
{
"type": "doctype",
- "name": "Sales Invoice",
- "description": _("Bills raised to Customers.")
+ "name": "Item",
+ "onboard": 1,
},
{
"type": "doctype",
- "name": "Purchase Invoice",
- "description": _("Bills raised by Suppliers.")
+ "name": "Customer",
+ "description": _("Customer database."),
+ "onboard": 1,
},
{
"type": "doctype",
- "name": "Payment Request",
- "description": _("Payment Request")
+ "name": "Supplier",
+ "description": _("Supplier database."),
+ "onboard": 1,
},
{
"type": "doctype",
- "name": "Payment Entry",
- "description": _("Bank/Cash transactions against party or for internal transfer")
- }
- ]
-
- },
- {
- "label": _("Company and Accounts"),
- "items": [
- {
- "type": "doctype",
"name": "Company",
- "description": _("Company (not Customer or Supplier) master.")
- },
- {
- "type": "doctype",
- "name": "Journal Entry",
- "description": _("Accounting journal entries.")
+ "description": _("Company (not Customer or Supplier) master."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -51,37 +38,144 @@
"label": _("Chart of Accounts"),
"route": "Tree/Account",
"description": _("Tree of financial accounts."),
+ "onboard": 1,
},
{
+ "type": "doctype",
+ "name": "Journal Entry",
+ "description": _("Accounting journal entries."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Opening Invoice Creation Tool",
+ "description": _("Create Opening Sales and Purchase Invoices")
+ },
+ ]
+ },
+ {
+ "label": _("Billing"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Sales Invoice",
+ "description": _("Bills raised to Customers."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Purchase Invoice",
+ "description": _("Bills raised by Suppliers."),
+ "onboard": 1
+ },
+ {
+ "type": "doctype",
+ "name": "Payment Request",
+ "description": _("Payment Request"),
+ },
+ {
+ "type": "doctype",
+ "name": "Payment Entry",
+ "description": _("Bank/Cash transactions against party or for internal transfer")
+ },
+
+ # Reports
+ {
+ "type": "report",
+ "name": "Ordered Items To Be Billed",
+ "is_query_report": True,
+ "reference_doctype": "Sales Invoice"
+ },
+ {
+ "type": "report",
+ "name": "Delivered Items To Be Billed",
+ "is_query_report": True,
+ "reference_doctype": "Sales Invoice"
+ },
+ {
+ "type": "report",
+ "name": "Purchase Order Items To Be Billed",
+ "is_query_report": True,
+ "reference_doctype": "Purchase Invoice"
+ },
+ {
+ "type": "report",
+ "name": "Received Items To Be Billed",
+ "is_query_report": True,
+ "reference_doctype": "Purchase Invoice"
+ },
+ ]
+
+ },
+ {
+ "label": _("Setup"),
+ "icon": "fa fa-cog",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Opening Invoice Creation Tool",
+ "description": _("Create Opening Sales and Purchase Invoices")
+ },
+ {
+ "type": "doctype",
+ "name": "Accounts Settings",
+ "description": _("Default settings for accounting transactions.")
+ },
+ {
+ "type": "doctype",
+ "name": "Fiscal Year",
+ "description": _("Financial / accounting year.")
+ },
+ {
+ "type": "doctype",
+ "name": "Currency",
+ "description": _("Enable / disable currencies.")
+ },
+ {
+ "type": "doctype",
+ "name": "Currency Exchange",
+ "description": _("Currency exchange rate master.")
+ },
+ {
+ "type": "doctype",
+ "name": "Payment Gateway Account",
+ "description": _("Setup Gateway accounts.")
+ },
+ {
+ "type": "doctype",
+ "name": "Terms and Conditions",
+ "label": _("Terms and Conditions Template"),
+ "description": _("Template of terms or contract.")
+ },
+ {
+ "type": "doctype",
+ "name": "Mode of Payment",
+ "description": _("e.g. Bank, Cash, Credit Card")
+ },
+ {
+ "type": "doctype",
+ "name": "Auto Repeat",
+ "label": _("Auto Repeat"),
+ "description": _("To make recurring documents")
+ },
+ {
+ "type": "doctype",
+ "name": "C-Form",
+ "description": _("C-Form records"),
+ "country": "India"
+ }
+ ]
+ },
+ {
+ "label": _("Financial Statements"),
+ "items": [
+ {
"type": "report",
"name": "General Ledger",
"doctype": "GL Entry",
"is_query_report": True,
+ "onboard": 1,
},
- ]
- },
- {
- "label": _("Masters"),
- "items": [
- {
- "type": "doctype",
- "name": "Customer",
- "description": _("Customer database.")
- },
- {
- "type": "doctype",
- "name": "Supplier",
- "description": _("Supplier database.")
- },
- {
- "type": "doctype",
- "name": "Item",
- }
- ]
- },
- {
- "label": _("Accounting Statements"),
- "items": [
{
"type": "report",
"name": "Accounts Receivable",
@@ -193,22 +287,10 @@
"name": "Tax Withholding Category",
"description": _("Tax Withholding rates to be applied on transactions.")
},
- {
- "type": "report",
- "name": "Sales Register",
- "doctype": "Sales Invoice",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Purchase Register",
- "doctype": "Purchase Invoice",
- "is_query_report": True
- },
]
},
{
- "label": _("Budget and Cost Center"),
+ "label": _("Cost Center and Budgeting"),
"items": [
{
"type": "doctype",
@@ -234,11 +316,6 @@
"name": "Monthly Distribution",
"description": _("Seasonality for setting budgets, targets etc.")
},
- ]
- },
- {
- "label": _("Tools"),
- "items": [
{
"type": "doctype",
"name": "Period Closing Voucher",
@@ -249,99 +326,10 @@
"name": "Cheque Print Template",
"description": _("Setup cheque dimensions for printing")
},
- {
- "type": "doctype",
- "name": "Opening Invoice Creation Tool",
- "description": _("Create Opening Sales and Purchase Invoices")
- },
]
},
{
- "label": _("Setup"),
- "icon": "fa fa-cog",
- "items": [
- {
- "type": "doctype",
- "name": "Accounts Settings",
- "description": _("Default settings for accounting transactions.")
- },
- {
- "type": "doctype",
- "name": "Fiscal Year",
- "description": _("Financial / accounting year.")
- },
- {
- "type": "doctype",
- "name": "Currency",
- "description": _("Enable / disable currencies.")
- },
- {
- "type": "doctype",
- "name": "Currency Exchange",
- "description": _("Currency exchange rate master.")
- },
- {
- "type": "doctype",
- "name": "Payment Gateway Account",
- "description": _("Setup Gateway accounts.")
- },
- {
- "type": "doctype",
- "name": "Terms and Conditions",
- "label": _("Terms and Conditions Template"),
- "description": _("Template of terms or contract.")
- },
- {
- "type": "doctype",
- "name": "Mode of Payment",
- "description": _("e.g. Bank, Cash, Credit Card")
- },
- {
- "type": "doctype",
- "name": "Auto Repeat",
- "label": _("Auto Repeat"),
- "description": _("To make recurring documents")
- },
- {
- "type": "doctype",
- "name": "C-Form",
- "description": _("C-Form records"),
- "country": "India"
- }
- ]
- },
- {
- "label": _("To Bill"),
- "items": [
- {
- "type": "report",
- "name": "Ordered Items To Be Billed",
- "is_query_report": True,
- "doctype": "Sales Invoice"
- },
- {
- "type": "report",
- "name": "Delivered Items To Be Billed",
- "is_query_report": True,
- "doctype": "Sales Invoice"
- },
- {
- "type": "report",
- "name": "Purchase Order Items To Be Billed",
- "is_query_report": True,
- "doctype": "Purchase Invoice"
- },
- {
- "type": "report",
- "name": "Received Items To Be Billed",
- "is_query_report": True,
- "doctype": "Purchase Invoice"
- },
- ]
-
- },
- {
- "label": _("Analytics"),
+ "label": _("Key Reports"),
"items": [
{
"type": "report",
@@ -351,6 +339,18 @@
},
{
"type": "report",
+ "name": "Sales Register",
+ "doctype": "Sales Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Purchase Register",
+ "doctype": "Purchase Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
"name": "Purchase Invoice Trends",
"is_query_report": True,
"doctype": "Purchase Invoice"
@@ -572,7 +572,7 @@
config.insert(7, gst)
domains = frappe.get_active_domains()
if "Services" in domains:
- config.insert(2, subscriptions)
+ config.insert(5, subscriptions)
else:
config.insert(7, subscriptions)
return config
diff --git a/erpnext/config/assets.py b/erpnext/config/assets.py
index 08e28a0..3c9452f 100644
--- a/erpnext/config/assets.py
+++ b/erpnext/config/assets.py
@@ -9,19 +9,27 @@
{
"type": "doctype",
"name": "Asset",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Location",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Asset Category",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Asset Settings",
- }
+ },
+ {
+ "type": "doctype",
+ "name": "Asset Movement",
+ "description": _("Transfer an asset from one warehouse to another")
+ },
]
},
{
@@ -30,36 +38,34 @@
{
"type": "doctype",
"name": "Asset Maintenance Team",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Asset Maintenance",
+ "onboard": 1,
+ "dependencies": ["Asset Maintenance Team"],
},
{
"type": "doctype",
"name": "Asset Maintenance Tasks",
+ "onboard": 1,
+ "dependencies": ["Asset Maintenance"],
},
{
"type": "doctype",
"name": "Asset Maintenance Log",
+ "dependencies": ["Asset Maintenance"],
},
{
"type": "doctype",
"name": "Asset Value Adjustment",
+ "dependencies": ["Asset"],
},
{
"type": "doctype",
"name": "Asset Repair",
- },
- ]
- },
- {
- "label": _("Tools"),
- "items": [
- {
- "type": "doctype",
- "name": "Asset Movement",
- "description": _("Transfer an asset from one warehouse to another")
+ "dependencies": ["Asset"],
},
]
},
@@ -72,17 +78,20 @@
"name": "Asset Depreciation Ledger",
"doctype": "Asset",
"is_query_report": True,
+ "dependencies": ["Asset"],
},
{
"type": "report",
"name": "Asset Depreciations and Balances",
"doctype": "Asset",
"is_query_report": True,
+ "dependencies": ["Asset"],
},
{
"type": "report",
"name": "Asset Maintenance",
- "doctype": "Asset Maintenance"
+ "doctype": "Asset Maintenance",
+ "dependencies": ["Asset Maintenance"]
},
]
}
diff --git a/erpnext/config/buying.py b/erpnext/config/buying.py
index 13a1c97..735d7b9 100644
--- a/erpnext/config/buying.py
+++ b/erpnext/config/buying.py
@@ -14,12 +14,6 @@
},
{
"type": "doctype",
- "name": "Price List",
- "onboard": 1,
- "description": _("Price List master.")
- },
- {
- "type": "doctype",
"name": "Item Price",
"description": _("Multiple Item prices."),
"onboard": 1,
@@ -27,6 +21,11 @@
},
{
"type": "doctype",
+ "name": "Price List",
+ "description": _("Price List master.")
+ },
+ {
+ "type": "doctype",
"name": "Product Bundle",
"description": _("Bundle items at time of sale."),
},
@@ -43,7 +42,6 @@
"name": "Pricing Rule",
"description": _("Rules for applying pricing and discount.")
},
-
]
},
{
@@ -52,13 +50,22 @@
"items": [
{
"type": "doctype",
+ "name": "Purchase Order",
+ "onboard": 1,
+ "dependencies": ["Item", "Supplier"],
+ "description": _("Purchase Orders given to Suppliers."),
+ },
+ {
+ "type": "doctype",
"name": "Material Request",
+ "onboard": 1,
"dependencies": ["Item"],
"description": _("Request for purchase."),
},
{
"type": "doctype",
"name": "Request for Quotation",
+ "onboard": 1,
"dependencies": ["Item", "Supplier"],
"description": _("Request for quotation."),
},
@@ -68,12 +75,6 @@
"dependencies": ["Item", "Supplier"],
"description": _("Quotations received from Suppliers."),
},
- {
- "type": "doctype",
- "name": "Purchase Order",
- "dependencies": ["Item", "Supplier"],
- "description": _("Purchase Orders given to Suppliers."),
- },
]
},
{
@@ -110,6 +111,7 @@
{
"type": "doctype",
"name": "Buying Settings",
+ "onboard": 1,
"description": _("Default settings for buying transactions.")
},
{
@@ -133,19 +135,22 @@
"type": "report",
"is_query_report": True,
"name": "Purchase Analytics",
- "doctype": "Purchase Order"
+ "reference_doctype": "Purchase Order",
+ "onboard": 1
},
{
"type": "report",
"is_query_report": True,
"name": "Supplier-Wise Sales Analytics",
- "doctype": "Stock Ledger Entry"
+ "reference_doctype": "Stock Ledger Entry",
+ "onboard": 1
},
{
"type": "report",
"is_query_report": True,
"name": "Purchase Order Trends",
- "doctype": "Purchase Order"
+ "reference_doctype": "Purchase Order",
+ "onboard": 1,
},
]
},
@@ -183,32 +188,35 @@
"type": "report",
"is_query_report": True,
"name": "Items To Be Requested",
- "doctype": "Item"
+ "reference_doctype": "Item",
+ "onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Requested Items To Be Ordered",
- "doctype": "Material Request"
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Material Requests for which Supplier Quotations are not created",
- "doctype": "Material Request"
+ "reference_doctype": "Material Request",
+ "onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Item-wise Purchase History",
- "doctype": "Item"
+ "reference_doctype": "Item",
+ "onboard": 1,
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Material Requests for which Supplier Quotations are not created",
+ "reference_doctype": "Material Request"
},
{
"type": "report",
"is_query_report": True,
"name": "Address And Contacts",
"label": "Supplier Addresses And Contacts",
- "doctype": "Address",
+ "reference_doctype": "Address",
"route_options": {
"party_type": "Supplier"
}
diff --git a/erpnext/config/crm.py b/erpnext/config/crm.py
index 1f0cdf6..3ea0d9c 100644
--- a/erpnext/config/crm.py
+++ b/erpnext/config/crm.py
@@ -11,21 +11,25 @@
"type": "doctype",
"name": "Lead",
"description": _("Database of potential customers."),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Opportunity",
"description": _("Potential opportunities for selling."),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Customer",
"description": _("Customer database."),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Contact",
"description": _("All Contacts."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -46,6 +50,7 @@
"type": "doctype",
"name": "Issue",
"description": _("Support queries from customers."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -72,13 +77,15 @@
"type": "report",
"name": "Minutes to First Response for Issues",
"doctype": "Issue",
- "is_query_report": True
+ "is_query_report": True,
+ "dependencies": ["Issue"],
},
{
"type": "report",
"name": "Support Hours",
"doctype": "Issue",
- "is_query_report": True
+ "is_query_report": True,
+ "dependencies": ["Issue"]
},
]
},
@@ -90,6 +97,7 @@
"type": "doctype",
"name": "Maintenance Schedule",
"description": _("Plan for maintenance visits."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -117,49 +125,57 @@
"type": "report",
"is_query_report": True,
"name": "Lead Details",
- "doctype": "Lead"
+ "doctype": "Lead",
+ "onboard": 1,
},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "fa fa-bar-chart",
+ "onboard": 1,
},
{
"type": "report",
"name": "Prospects Engaged But Not Converted",
"doctype": "Lead",
- "is_query_report": True
+ "is_query_report": True,
+ "onboard": 1,
},
{
"type": "report",
"name": "Minutes to First Response for Opportunity",
"doctype": "Opportunity",
- "is_query_report": True
+ "is_query_report": True,
+ "dependencies": ["Opportunity"]
},
{
"type": "report",
"is_query_report": True,
"name": "Customer Addresses And Contacts",
- "doctype": "Contact"
+ "doctype": "Contact",
+ "dependencies": ["Customer"]
},
{
"type": "report",
"is_query_report": True,
"name": "Inactive Customers",
- "doctype": "Sales Order"
+ "doctype": "Sales Order",
+ "dependencies": ["Sales Order"]
},
{
"type": "report",
"is_query_report": True,
"name": "Campaign Efficiency",
- "doctype": "Lead"
+ "doctype": "Lead",
+ "dependencies": ["Lead"]
},
{
"type": "report",
"is_query_report": True,
"name": "Lead Owner Efficiency",
- "doctype": "Lead"
+ "doctype": "Lead",
+ "dependencies": ["Lead"]
}
]
},
@@ -169,16 +185,12 @@
"items": [
{
"type": "doctype",
- "name": "Campaign",
- "description": _("Sales campaigns."),
- },
- {
- "type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
"link": "Tree/Customer Group",
"description": _("Manage Customer Group Tree."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -187,6 +199,7 @@
"icon": "fa fa-sitemap",
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
+ "onboard": 1,
},
{
"type": "doctype",
@@ -195,6 +208,12 @@
"icon": "fa fa-sitemap",
"link": "Tree/Sales Person",
"description": _("Manage Sales Person Tree."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Campaign",
+ "description": _("Sales campaigns."),
},
{
"type": "doctype",
diff --git a/erpnext/config/desktop.py b/erpnext/config/desktop.py
index 18132c6..f32de66 100644
--- a/erpnext/config/desktop.py
+++ b/erpnext/config/desktop.py
@@ -464,7 +464,7 @@
"icon": "octicon octicon-briefcase",
"type": "module",
"hidden": 1,
- "description": "Purchasing, Suppliers and Products. Bluuuuu"
+ "description": "Purchasing, Suppliers and Products."
},
{
"module_name": "Stock",
diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py
index 647d152..cf7612d 100644
--- a/erpnext/config/hr.py
+++ b/erpnext/config/hr.py
@@ -201,10 +201,6 @@
"type": "doctype",
"name": "Loan Application",
},
- {
- "type": "doctype",
- "name": "Loan"
- },
]
},
{
diff --git a/erpnext/config/projects.py b/erpnext/config/projects.py
index 2f8b92d..ffd5ed4 100644
--- a/erpnext/config/projects.py
+++ b/erpnext/config/projects.py
@@ -11,29 +11,33 @@
"type": "doctype",
"name": "Project",
"description": _("Project master."),
- },
- {
- "type": "doctype",
- "name": "Project Update",
- "description": _("Project Update."),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Task",
"route": "List/Task",
"description": _("Project activity / task."),
- },
- {
- "type": "doctype",
- "name": "Project Type",
- "description": _("Define Project type."),
+ "onboard": 1,
},
{
"type": "report",
"route": "List/Task/Gantt",
"doctype": "Task",
"name": "Gantt Chart",
- "description": _("Gantt chart of all tasks.")
+ "description": _("Gantt chart of all tasks."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Project Update",
+ "description": _("Project Update."),
+ "dependencies": ["Project"],
+ },
+ {
+ "type": "doctype",
+ "name": "Project Type",
+ "description": _("Define Project type."),
},
]
},
@@ -44,16 +48,19 @@
"type": "doctype",
"name": "Timesheet",
"description": _("Timesheet for tasks."),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Activity Type",
"description": _("Types of activities for Time Logs"),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Activity Cost",
"description": _("Cost of various activities"),
+ "dependencies": ["Activity Type"],
},
]
},
@@ -65,13 +72,16 @@
"type": "report",
"is_query_report": True,
"name": "Daily Timesheet Summary",
- "doctype": "Timesheet"
+ "doctype": "Timesheet",
+ "onboard": 1,
+ "dependencies": ["Timesheet"],
},
{
"type": "report",
"is_query_report": True,
"name": "Project wise Stock Tracking",
- "doctype": "Project"
+ "doctype": "Project",
+ "dependencies": ["Project"],
},
]
},
diff --git a/erpnext/config/selling.py b/erpnext/config/selling.py
index 94f3102..be44e4c 100644
--- a/erpnext/config/selling.py
+++ b/erpnext/config/selling.py
@@ -9,23 +9,154 @@
"items": [
{
"type": "doctype",
+ "name": "Customer",
+ "description": _("Customer database."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
"name": "Quotation",
"description": _("Quotes to Leads or Customers."),
+ "onboard": 1,
+ "dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Sales Order",
"description": _("Confirmed orders from Customers."),
+ "onboard": 1,
+ "dependencies": ["Item", "Customer"],
+ },
+ {
+ "type": "doctype",
+ "name": "Sales Partner",
+ "description": _("Manage Sales Partners."),
+ "dependencies": ["Item"],
+ },
+ {
+ "type": "doctype",
+ "label": _("Sales Person"),
+ "name": "Sales Person",
+ "icon": "fa fa-sitemap",
+ "link": "Tree/Sales Person",
+ "description": _("Manage Sales Person Tree."),
+ "dependencies": ["Item", "Customer"],
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Address And Contacts",
+ "label": _("Sales Partner Addresses And Contacts"),
+ "doctype": "Address",
+ "route_options": {
+ "party_type": "Sales Partner"
+ }
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Territory Target Variance (Item Group-Wise)",
+ "route": "query-report/Territory Target Variance Item Group-Wise",
+ "doctype": "Territory",
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Sales Person Target Variance (Item Group-Wise)",
+ "route": "query-report/Sales Person Target Variance Item Group-Wise",
+ "doctype": "Sales Person",
+ "dependencies": ["Sales Person"],
},
]
},
{
- "label": _("Customers"),
+ "label": _("Items and Pricing"),
"items": [
{
"type": "doctype",
- "name": "Customer",
- "description": _("Customer database."),
+ "name": "Item",
+ "description": _("All Products or Services."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Item Group",
+ "icon": "fa fa-sitemap",
+ "label": _("Item Group"),
+ "link": "Tree/Item Group",
+ "description": _("Tree of Item Groups."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Product Bundle",
+ "description": _("Bundle items at time of sale."),
+ "dependencies": ["Item"],
+ },
+ {
+ "type": "doctype",
+ "name": "Price List",
+ "description": _("Price List master."),
+ "dependencies": ["Item"],
+ },
+ {
+ "type": "doctype",
+ "name": "Item Price",
+ "description": _("Multiple Item prices."),
+ "route": "Report/Item Price",
+ "dependencies": ["Item", "Price List"],
+ },
+ {
+ "type": "doctype",
+ "name": "Pricing Rule",
+ "description": _("Rules for applying pricing and discount."),
+ "dependencies": ["Item"],
+ },
+ {
+ "type": "doctype",
+ "name": "Shipping Rule",
+ "description": _("Rules for adding shipping costs."),
+ },
+
+ ]
+ },
+ {
+ "label": _("Setup"),
+ "icon": "fa fa-cog",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Selling Settings",
+ "description": _("Default settings for selling transactions."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Campaign",
+ "description": _("Sales campaigns."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Industry Type",
+ "description": _("Track Leads by Industry Type."),
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name":"Terms and Conditions",
+ "label": _("Terms and Conditions Template"),
+ "description": _("Template of terms or contract.")
+ },
+ {
+ "type": "doctype",
+ "name": "Sales Taxes and Charges Template",
+ "description": _("Tax template for selling transactions.")
+ },
+ {
+ "type": "doctype",
+ "name": "Lead Source",
+ "description": _("Track Leads by Lead Source.")
},
{
"type": "doctype",
@@ -45,57 +176,6 @@
"name": "Address",
"description": _("All Addresses."),
},
-
- ]
- },
- {
- "label": _("Items and Pricing"),
- "items": [
- {
- "type": "doctype",
- "name": "Item",
- "description": _("All Products or Services."),
- },
- {
- "type": "doctype",
- "name": "Product Bundle",
- "description": _("Bundle items at time of sale."),
- },
- {
- "type": "doctype",
- "name": "Price List",
- "description": _("Price List master.")
- },
- {
- "type": "doctype",
- "name": "Item Group",
- "icon": "fa fa-sitemap",
- "label": _("Item Group"),
- "link": "Tree/Item Group",
- "description": _("Tree of Item Groups."),
- },
- {
- "type": "doctype",
- "name": "Item Price",
- "description": _("Multiple Item prices."),
- "route": "Report/Item Price"
- },
- {
- "type": "doctype",
- "name": "Shipping Rule",
- "description": _("Rules for adding shipping costs.")
- },
- {
- "type": "doctype",
- "name": "Pricing Rule",
- "description": _("Rules for applying pricing and discount.")
- },
-
- ]
- },
- {
- "label": _("Sales Partners and Territory"),
- "items": [
{
"type": "doctype",
"label": _("Territory"),
@@ -104,80 +184,6 @@
"link": "Tree/Territory",
"description": _("Manage Territory Tree."),
},
- {
- "type": "doctype",
- "name": "Sales Partner",
- "description": _("Manage Sales Partners."),
- },
- {
- "type": "doctype",
- "label": _("Sales Person"),
- "name": "Sales Person",
- "icon": "fa fa-sitemap",
- "link": "Tree/Sales Person",
- "description": _("Manage Sales Person Tree."),
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Address And Contacts",
- "label": _("Sales Partner Addresses And Contacts"),
- "doctype": "Address",
- "route_options": {
- "party_type": "Sales Partner"
- }
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Territory Target Variance (Item Group-Wise)",
- "route": "query-report/Territory Target Variance Item Group-Wise",
- "doctype": "Territory"
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Sales Person Target Variance (Item Group-Wise)",
- "route": "query-report/Sales Person Target Variance Item Group-Wise",
- "doctype": "Sales Person",
- },
- ]
- },
- {
- "label": _("Setup"),
- "icon": "fa fa-cog",
- "items": [
- {
- "type": "doctype",
- "name": "Selling Settings",
- "description": _("Default settings for selling transactions.")
- },
- {
- "type": "doctype",
- "name": "Campaign",
- "description": _("Sales campaigns."),
- },
- {
- "type": "doctype",
- "name":"Terms and Conditions",
- "label": _("Terms and Conditions Template"),
- "description": _("Template of terms or contract.")
- },
- {
- "type": "doctype",
- "name": "Sales Taxes and Charges Template",
- "description": _("Tax template for selling transactions.")
- },
- {
- "type": "doctype",
- "name": "Industry Type",
- "description": _("Track Leads by Industry Type.")
- },
- {
- "type": "doctype",
- "name": "Lead Source",
- "description": _("Track Leads by Lead Source.")
- },
]
},
{
@@ -188,13 +194,15 @@
"type": "report",
"is_query_report": True,
"name": "Sales Analytics",
- "doctype": "Sales Order"
+ "doctype": "Sales Order",
+ "onboard": 1,
},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
"icon": "fa fa-bar-chart",
+ "onboard": 1,
},
{
"type": "report",
@@ -294,27 +302,6 @@
]
},
{
- "label": _("SMS"),
- "icon": "fa fa-wrench",
- "items": [
- {
- "type": "doctype",
- "name": "SMS Center",
- "description":_("Send mass SMS to your contacts"),
- },
- {
- "type": "doctype",
- "name": "SMS Log",
- "description":_("Logs for maintaining sms delivery status"),
- },
- {
- "type": "doctype",
- "name": "SMS Settings",
- "description": _("Setup SMS gateway settings")
- },
- ]
- },
- {
"label": _("Help"),
"items": [
{
diff --git a/erpnext/config/stock.py b/erpnext/config/stock.py
index 60eee71..185d029 100644
--- a/erpnext/config/stock.py
+++ b/erpnext/config/stock.py
@@ -9,18 +9,26 @@
{
"type": "doctype",
"name": "Stock Entry",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Delivery Note",
+ "onboard": 1,
+ "dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Purchase Receipt",
+ "onboard": 1,
+ "dependencies": ["Item", "Supplier"],
},
{
"type": "doctype",
"name": "Material Request",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
]
},
@@ -32,35 +40,44 @@
"is_query_report": True,
"name": "Stock Ledger",
"doctype": "Stock Ledger Entry",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Balance",
- "doctype": "Stock Ledger Entry"
+ "doctype": "Stock Ledger Entry",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Projected Qty",
"doctype": "Item",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "page",
"name": "stock-balance",
- "label": _("Stock Summary")
+ "label": _("Stock Summary"),
+ "dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Ageing",
"doctype": "Item",
+ "dependencies": ["Item"],
},
{
"type": "report",
"is_query_report": True,
"name": "Item Price Stock",
"doctype": "Item",
+ "dependencies": ["Item"],
}
]
},
@@ -70,18 +87,12 @@
{
"type": "doctype",
"name": "Item",
- },
- {
- "type": "doctype",
- "name": "Item Alternative",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Product Bundle",
- },
- {
- "type": "doctype",
- "name": "Price List",
+ "onboard": 1,
},
{
"type": "doctype",
@@ -89,6 +100,11 @@
"icon": "fa fa-sitemap",
"label": _("Item Group"),
"link": "Tree/Item Group",
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Price List",
},
{
"type": "doctype",
@@ -104,6 +120,10 @@
},
{
"type": "doctype",
+ "name": "Item Alternative",
+ },
+ {
+ "type": "doctype",
"name": "Item Variant Settings",
},
]
@@ -114,14 +134,19 @@
{
"type": "doctype",
"name": "Serial No",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Batch",
+ "onboard": 1,
+ "dependencies": ["Item"],
},
{
"type": "doctype",
"name": "Installation Note",
+ "dependencies": ["Item"],
},
{
"type": "report",
@@ -145,9 +170,14 @@
"items": [
{
"type": "doctype",
- "name": "Delivery Trip",
- "description": _("Delivery Trip service tours to customers.")
- }
+ "name": "Delivery Note",
+ "description": _("Delivery Trip service tours to customers."),
+ "onboard": 1
+ },
+ {
+ "type": "doctype",
+ "name": "Delivery Trip"
+ },
]
},
{
@@ -157,14 +187,17 @@
{
"type": "doctype",
"name": "Stock Reconciliation",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Packing Slip",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Quality Inspection",
+ "onboard": 1,
},
{
"type": "doctype",
@@ -183,23 +216,27 @@
{
"type": "doctype",
"name": "Stock Settings",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Warehouse",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "UOM",
"label": _("Unit of Measure") + " (UOM)",
- },
- {
- "type": "doctype",
- "name": "Item Attribute",
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Brand",
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Item Attribute",
},
{
"type": "doctype",
@@ -216,12 +253,14 @@
"is_query_report": False,
"name": "Item-wise Price List Rate",
"doctype": "Item Price",
+ "onboard": 1,
},
{
"type": "report",
"is_query_report": True,
"name": "Stock Analytics",
- "doctype": "Stock Entry"
+ "doctype": "Stock Entry",
+ "onboard": 1,
},
{
"type": "report",