blob: 3879b38aa13e20f86965e9144ea2cd0e01331eab [file] [log] [blame]
frappe.provide("erpnext.setup");
frappe.pages["setup-wizard"].on_page_load = function (wrapper) {
if (frappe.sys_defaults.company) {
frappe.set_route("desk");
return;
}
};
frappe.setup.on("before_load", function () {
erpnext.setup.slides_settings.map(frappe.setup.add_slide);
});
erpnext.setup.slides_settings = [
{
// Organization
name: "organization",
title: __("Setup your organization"),
icon: "fa fa-building",
fields: [
{
fieldname: "company_name",
label: __("Company Name"),
fieldtype: "Data",
reqd: 1,
},
{ fieldtype: "Column Break" },
{
fieldname: "company_abbr",
label: __("Company Abbreviation"),
fieldtype: "Data",
reqd: 1,
},
{ fieldtype: "Section Break" },
{
fieldname: "chart_of_accounts",
label: __("Chart of Accounts"),
options: "",
fieldtype: "Select",
},
{ fieldname: "view_coa", label: __("View Chart of Accounts"), fieldtype: "Button" },
{ fieldname: "fy_start_date", label: __("Financial Year Begins On"), fieldtype: "Date", reqd: 1 },
// end date should be hidden (auto calculated)
{ fieldname: "fy_end_date", label: __("End Date"), fieldtype: "Date", reqd: 1, hidden: 1 },
{ fieldtype: "Section Break" },
{
fieldname: "setup_demo",
label: __("Generate Demo Data for Exploration"),
fieldtype: "Check",
description: __(
"If checked, we will create demo data for you to explore the system. This demo data can be erased later."
),
},
],
onload: function (slide) {
this.bind_events(slide);
this.load_chart_of_accounts(slide);
this.set_fy_dates(slide);
},
validate: function () {
if (!this.validate_fy_dates()) {
return false;
}
if ((this.values.company_name || "").toLowerCase() == "company") {
frappe.msgprint(__("Company Name cannot be Company"));
return false;
}
if (!this.values.company_abbr) {
return false;
}
if (this.values.company_abbr.length > 10) {
return false;
}
return true;
},
validate_fy_dates: function () {
// validate fiscal year start and end dates
const invalid =
this.values.fy_start_date == "Invalid date" || this.values.fy_end_date == "Invalid date";
const start_greater_than_end = this.values.fy_start_date > this.values.fy_end_date;
if (invalid || start_greater_than_end) {
frappe.msgprint(__("Please enter valid Financial Year Start and End Dates"));
return false;
}
return true;
},
set_fy_dates: function (slide) {
var country = frappe.wizard.values.country;
if (country) {
let fy = erpnext.setup.fiscal_years[country];
let current_year = moment(new Date()).year();
let next_year = current_year + 1;
if (!fy) {
fy = ["01-01", "12-31"];
next_year = current_year;
}
let year_start_date = current_year + "-" + fy[0];
if (year_start_date > frappe.datetime.get_today()) {
next_year = current_year;
current_year -= 1;
}
slide.get_field("fy_start_date").set_value(current_year + "-" + fy[0]);
slide.get_field("fy_end_date").set_value(next_year + "-" + fy[1]);
}
},
load_chart_of_accounts: function (slide) {
let country = frappe.wizard.values.country;
if (country) {
frappe.call({
method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
args: { country: country, with_standard: true },
callback: function (r) {
if (r.message) {
slide.get_input("chart_of_accounts").empty().add_options(r.message);
}
},
});
}
},
bind_events: function (slide) {
let me = this;
slide.get_input("fy_start_date").on("change", function () {
var start_date = slide.form.fields_dict.fy_start_date.get_value();
var year_end_date = frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1);
slide.form.fields_dict.fy_end_date.set_value(year_end_date);
});
slide.get_input("view_coa").on("click", function () {
let chart_template = slide.form.fields_dict.chart_of_accounts.get_value();
if (!chart_template) return;
me.charts_modal(slide, chart_template);
});
slide
.get_input("company_name")
.on("input", function () {
let parts = slide.get_input("company_name").val().split(" ");
let abbr = $.map(parts, function (p) {
return p ? p.substr(0, 1) : null;
}).join("");
slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase());
})
.val(frappe.boot.sysdefaults.company_name || "")
.trigger("change");
slide
.get_input("company_abbr")
.on("change", function () {
let abbr = slide.get_input("company_abbr").val();
if (abbr.length > 10) {
frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters"));
abbr = abbr.slice(0, 10);
}
slide.get_field("company_abbr").set_value(abbr);
})
.val(frappe.boot.sysdefaults.company_abbr || "")
.trigger("change");
},
charts_modal: function (slide, chart_template) {
let parent = __("All Accounts");
let dialog = new frappe.ui.Dialog({
title: chart_template,
fields: [
{
fieldname: "expand_all",
label: __("Expand All"),
fieldtype: "Button",
click: function () {
// expand all nodes on button click
coa_tree.load_children(coa_tree.root_node, true);
},
},
{
fieldname: "collapse_all",
label: __("Collapse All"),
fieldtype: "Button",
click: function () {
// collapse all nodes
coa_tree
.get_all_nodes(coa_tree.root_node.data.value, coa_tree.root_node.is_root)
.then((data_list) => {
data_list.map((d) => {
coa_tree.toggle_node(coa_tree.nodes[d.parent]);
});
});
},
},
],
});
// render tree structure in the dialog modal
let coa_tree = new frappe.ui.Tree({
parent: $(dialog.body),
label: parent,
expandable: true,
method: "erpnext.accounts.utils.get_coa",
args: {
chart: chart_template,
parent: parent,
doctype: "Account",
},
onclick: function (node) {
parent = node.value;
},
});
// add class to show buttons side by side
const form_container = $(dialog.body).find("form");
const buttons = $(form_container).find(".frappe-control");
form_container.addClass("flex");
buttons.map((index, button) => {
$(button).css({ "margin-right": "1em" });
});
dialog.show();
coa_tree.load_children(coa_tree.root_node, true); // expand all node trigger
},
},
];
// Source: https://en.wikipedia.org/wiki/Fiscal_year
// default 1st Jan - 31st Dec
erpnext.setup.fiscal_years = {
Afghanistan: ["12-21", "12-20"],
Australia: ["07-01", "06-30"],
Bangladesh: ["07-01", "06-30"],
Canada: ["04-01", "03-31"],
"Costa Rica": ["10-01", "09-30"],
Egypt: ["07-01", "06-30"],
"Hong Kong": ["04-01", "03-31"],
India: ["04-01", "03-31"],
Iran: ["06-23", "06-22"],
Myanmar: ["04-01", "03-31"],
"New Zealand": ["04-01", "03-31"],
Pakistan: ["07-01", "06-30"],
Singapore: ["04-01", "03-31"],
"South Africa": ["03-01", "02-28"],
Thailand: ["10-01", "09-30"],
"United Kingdom": ["04-01", "03-31"],
};