refactor: Refactor module links of Accounting, HR, Project (#18160)
diff --git a/erpnext/config/accounting.py b/erpnext/config/accounting.py
index ce1384a..ab75f21 100644
--- a/erpnext/config/accounting.py
+++ b/erpnext/config/accounting.py
@@ -6,11 +6,12 @@
def get_data():
config = [
{
- "label": _("Masters and Accounts"),
+ "label": _("Accounts Receivable"),
"items": [
{
"type": "doctype",
- "name": "Item",
+ "name": "Sales Invoice",
+ "description": _("Bills raised to Customers."),
"onboard": 1,
},
{
@@ -21,12 +22,115 @@
},
{
"type": "doctype",
+ "name": "Payment Entry",
+ "description": _("Bank/Cash transactions against party or for internal transfer")
+ },
+ {
+ "type": "doctype",
+ "name": "Payment Request",
+ "description": _("Payment Request"),
+ },
+ {
+ "type": "report",
+ "name": "Accounts Receivable",
+ "doctype": "Sales Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Accounts Receivable Summary",
+ "doctype": "Sales Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Sales Register",
+ "doctype": "Sales Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Item-wise Sales Register",
+ "is_query_report": True,
+ "doctype": "Sales Invoice"
+ },
+ {
+ "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"
+ },
+ ]
+ },
+ {
+ "label": _("Accounts Payable"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Purchase Invoice",
+ "description": _("Bills raised by Suppliers."),
+ "onboard": 1
+ },
+ {
+ "type": "doctype",
"name": "Supplier",
"description": _("Supplier database."),
"onboard": 1,
},
{
"type": "doctype",
+ "name": "Payment Entry",
+ "description": _("Bank/Cash transactions against party or for internal transfer")
+ },
+ {
+ "type": "report",
+ "name": "Accounts Payable",
+ "doctype": "Purchase Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Accounts Payable Summary",
+ "doctype": "Purchase Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Purchase Register",
+ "doctype": "Purchase Invoice",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Item-wise Purchase Register",
+ "is_query_report": True,
+ "doctype": "Purchase 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": _("Accounting Masters"),
+ "items": [
+ {
+ "type": "doctype",
"name": "Company",
"description": _("Company (not Customer or Supplier) master."),
"onboard": 1,
@@ -40,70 +144,9 @@
"description": _("Tree of financial accounts."),
"onboard": 1,
},
- ]
- },
- {
- "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 Term",
- "description": _("Payment Terms based on conditions")
- },
-
- # 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": _("Settings"),
- "icon": "fa fa-cog",
- "items": [
{
"type": "doctype",
"name": "Accounts Settings",
- "description": _("Default settings for accounting transactions.")
},
{
"type": "doctype",
@@ -112,129 +155,20 @@
},
{
"type": "doctype",
- "name": "Currency",
- "description": _("Enable / disable currencies.")
- },
- {
- "type": "doctype",
- "name": "Currency Exchange",
- "description": _("Currency exchange rate master.")
- },
- {
- "type": "doctype",
- "name": "Exchange Rate Revaluation",
- "description": _("Exchange Rate Revaluation 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"
- },
- {
- "type": "doctype",
- "name": "Cheque Print Template",
- "description": _("Setup cheque dimensions for printing")
- },
- {
- "type": "doctype",
"name": "Accounting Dimension",
- "description": _("Setup custom dimensions for accounting")
},
{
"type": "doctype",
- "name": "Opening Invoice Creation Tool",
- "description": _("Create Opening Sales and Purchase Invoices")
- }
- ]
- },
- {
- "label": _("Accounting Entries"),
- "items": [
- {
- "type": "doctype",
- "name": "Payment Entry",
- "description": _("Bank/Cash transactions against party or for internal transfer")
+ "name": "Finance Book",
},
{
"type": "doctype",
- "name": "Journal Entry",
- "description": _("Accounting journal entries.")
- }
- ]
- },
- {
- "label": _("Financial Statements"),
- "items": [
- {
- "type": "report",
- "name": "General Ledger",
- "doctype": "GL Entry",
- "is_query_report": True,
+ "name": "Accounting Period",
},
{
- "type": "report",
- "name": "Accounts Receivable",
- "doctype": "Sales Invoice",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Accounts Payable",
- "doctype": "Purchase Invoice",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Trial Balance",
- "doctype": "GL Entry",
- "is_query_report": True,
- },
- {
- "type": "report",
- "name": "Balance Sheet",
- "doctype": "GL Entry",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Cash Flow",
- "doctype": "GL Entry",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Profit and Loss Statement",
- "doctype": "GL Entry",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Consolidated Financial Statement",
- "doctype": "GL Entry",
- "is_query_report": True
+ "type": "doctype",
+ "name": "Payment Term",
+ "description": _("Payment Terms based on conditions")
},
]
},
@@ -243,44 +177,11 @@
"items": [
{
"type": "doctype",
- "label": _("Bank"),
- "name": "Bank",
+ "label": _("Match Payments with Invoices"),
+ "name": "Payment Reconciliation",
+ "description": _("Match non-linked Invoices and Payments.")
},
{
- "type": "page",
- "label": _("Reconcile payments and bank transactions"),
- "name": "bank-reconciliation",
- "description": _("Link bank transactions with payments.")
- },
- {
- "type": "doctype",
- "label": _("Bank Account"),
- "name": "Bank Account",
- },
- {
- "type": "doctype",
- "label": _("Invoice Discounting"),
- "name": "Invoice Discounting",
- },
- {
- "type": "doctype",
- "label": _("Bank Statement Transaction Entry List"),
- "name": "Bank Statement Transaction Entry",
- "route": "#List/Bank Statement Transaction Entry",
- },
- {
- "type": "doctype",
- "label": _("Bank Statement Transaction Entry Report"),
- "name": "Bank Statement Transaction Entry",
- "route": "#Report/Bank Statement Transaction Entry",
- },
- {
- "type": "doctype",
- "label": _("Bank Statement Settings"),
- "name": "Bank Statement Settings",
- },
-
- {
"type": "doctype",
"label": _("Update Bank Transaction Dates"),
"name": "Bank Reconciliation",
@@ -288,9 +189,8 @@
},
{
"type": "doctype",
- "label": _("Match Payments with Invoices"),
- "name": "Payment Reconciliation",
- "description": _("Match non-linked Invoices and Payments.")
+ "label": _("Invoice Discounting"),
+ "name": "Invoice Discounting",
},
{
"type": "report",
@@ -306,8 +206,75 @@
},
{
"type": "doctype",
- "name": "Bank Guarantee",
- "doctype": "Bank Guarantee"
+ "name": "Bank Guarantee"
+ },
+ {
+ "type": "doctype",
+ "name": "Cheque Print Template",
+ "description": _("Setup cheque dimensions for printing")
+ },
+ ]
+ },
+ {
+ "label": _("General Ledger"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Journal Entry",
+ "description": _("Accounting journal entries.")
+ },
+ {
+ "type": "report",
+ "name": "General Ledger",
+ "doctype": "GL Entry",
+ "is_query_report": True,
+ },
+ {
+ "type": "report",
+ "name": "Customer Ledger Summary",
+ "doctype": "Sales Invoice",
+ "is_query_report": True,
+ },
+ {
+ "type": "report",
+ "name": "Supplier Ledger Summary",
+ "doctype": "Sales Invoice",
+ "is_query_report": True,
+ }
+ ]
+ },
+ {
+ "label": _("Taxes"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Sales Taxes and Charges Template",
+ "description": _("Tax template for selling transactions.")
+ },
+ {
+ "type": "doctype",
+ "name": "Purchase Taxes and Charges Template",
+ "description": _("Tax template for buying transactions.")
+ },
+ {
+ "type": "doctype",
+ "name": "Item Tax Template",
+ "description": _("Tax template for item tax rates.")
+ },
+ {
+ "type": "doctype",
+ "name": "Tax Category",
+ "description": _("Tax Category for overriding tax rates.")
+ },
+ {
+ "type": "doctype",
+ "name": "Tax Rule",
+ "description": _("Tax Rule for transactions.")
+ },
+ {
+ "type": "doctype",
+ "name": "Tax Withholding Category",
+ "description": _("Tax Withholding rates to be applied on transactions.")
},
]
},
@@ -328,6 +295,10 @@
"description": _("Define budget for a financial year.")
},
{
+ "type": "doctype",
+ "name": "Accounting Dimension",
+ },
+ {
"type": "report",
"name": "Budget Variance Report",
"is_query_report": True,
@@ -338,51 +309,106 @@
"name": "Monthly Distribution",
"description": _("Seasonality for setting budgets, targets etc.")
},
+ ]
+ },
+ {
+ "label": _("Financial Statements"),
+ "items": [
+ {
+ "type": "report",
+ "name": "Trial Balance",
+ "doctype": "GL Entry",
+ "is_query_report": True,
+ },
+ {
+ "type": "report",
+ "name": "Profit and Loss Statement",
+ "doctype": "GL Entry",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Balance Sheet",
+ "doctype": "GL Entry",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Cash Flow",
+ "doctype": "GL Entry",
+ "is_query_report": True
+ },
+ {
+ "type": "report",
+ "name": "Consolidated Financial Statement",
+ "doctype": "GL Entry",
+ "is_query_report": True
+ },
+ ]
+ },
+ {
+ "label": _("Opening and Closing"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Opening Invoice Creation Tool",
+ },
+ {
+ "type": "doctype",
+ "name": "Chart of Accounts Importer",
+ },
{
"type": "doctype",
"name": "Period Closing Voucher",
"description": _("Close Balance Sheet and book Profit or Loss.")
},
]
+
},
{
- "label": _("Taxes"),
+ "label": _("Multi Currency"),
"items": [
{
"type": "doctype",
- "name": "Tax Category",
- "description": _("Tax Category for overriding tax rates.")
+ "name": "Currency",
+ "description": _("Enable / disable currencies.")
},
{
"type": "doctype",
- "name": "Sales Taxes and Charges Template",
- "description": _("Tax template for selling transactions.")
+ "name": "Currency Exchange",
+ "description": _("Currency exchange rate master.")
},
{
"type": "doctype",
- "name": "Purchase Taxes and Charges Template",
- "description": _("Tax template for buying transactions.")
+ "name": "Exchange Rate Revaluation",
+ "description": _("Exchange Rate Revaluation master.")
+ },
+ ]
+ },
+ {
+ "label": _("Settings"),
+ "icon": "fa fa-cog",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Payment Gateway Account",
+ "description": _("Setup Gateway accounts.")
},
{
"type": "doctype",
- "name": "Item Tax Template",
- "description": _("Tax template for item tax rates.")
+ "name": "Terms and Conditions",
+ "label": _("Terms and Conditions Template"),
+ "description": _("Template of terms or contract.")
},
{
"type": "doctype",
- "name": "Tax Rule",
- "description": _("Tax Rule for transactions.")
- },
- {
- "type": "doctype",
- "name": "Tax Withholding Category",
- "description": _("Tax Withholding rates to be applied on transactions.")
+ "name": "Mode of Payment",
+ "description": _("e.g. Bank, Cash, Credit Card")
},
]
},
{
"label": _("Subscription Management"),
- "icon": "fa fa-microchip ",
"items": [
{
"type": "doctype",
@@ -403,7 +429,31 @@
]
},
{
- "label": _("Key Reports"),
+ "label": _("Bank Statement"),
+ "items": [
+ {
+ "type": "doctype",
+ "label": _("Bank"),
+ "name": "Bank",
+ },
+ {
+ "type": "doctype",
+ "label": _("Bank Account"),
+ "name": "Bank Account",
+ },
+ {
+ "type": "doctype",
+ "name": "Bank Statement Transaction Entry",
+ },
+ {
+ "type": "doctype",
+ "label": _("Bank Statement Settings"),
+ "name": "Bank Statement Settings",
+ },
+ ]
+ },
+ {
+ "label": _("Profitability"),
"items": [
{
"type": "report",
@@ -413,21 +463,9 @@
},
{
"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",
+ "name": "Profitability Analysis",
+ "doctype": "GL Entry",
"is_query_report": True,
- "doctype": "Purchase Invoice"
},
{
"type": "report",
@@ -437,38 +475,14 @@
},
{
"type": "report",
- "name": "Item-wise Sales Register",
- "is_query_report": True,
- "doctype": "Sales Invoice"
- },
- {
- "type": "report",
- "name": "Item-wise Purchase Register",
+ "name": "Purchase Invoice Trends",
"is_query_report": True,
"doctype": "Purchase Invoice"
},
- {
- "type": "report",
- "name": "Profitability Analysis",
- "doctype": "GL Entry",
- "is_query_report": True,
- },
- {
- "type": "report",
- "name": "Customer Ledger Summary",
- "doctype": "Sales Invoice",
- "is_query_report": True,
- },
- {
- "type": "report",
- "name": "Supplier Ledger Summary",
- "doctype": "Sales Invoice",
- "is_query_report": True,
- }
]
},
{
- "label": _("Other Reports"),
+ "label": _("Reports"),
"icon": "fa fa-table",
"items": [
{
@@ -491,18 +505,6 @@
},
{
"type": "report",
- "name": "Accounts Receivable Summary",
- "doctype": "Sales Invoice",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Accounts Payable Summary",
- "doctype": "Purchase Invoice",
- "is_query_report": True
- },
- {
- "type": "report",
"is_query_report": True,
"name": "Customer Credit Balance",
"doctype": "Customer"
@@ -549,27 +551,7 @@
}
]
},
- {
- "label": _("Help"),
- "icon": "fa fa-facetime-video",
- "items": [
- {
- "type": "help",
- "label": _("Chart of Accounts"),
- "youtube_id": "DyR-DST-PyA"
- },
- {
- "type": "help",
- "label": _("Opening Accounting Balance"),
- "youtube_id": "kdgM20Q-q68"
- },
- {
- "type": "help",
- "label": _("Setting up Taxes"),
- "youtube_id": "nQ1zZdPgdaQ"
- }
- ]
- }
+
]
gst = {
@@ -617,6 +599,12 @@
"name": "GST Itemised Purchase Register",
"is_query_report": True
},
+ {
+ "type": "doctype",
+ "name": "C-Form",
+ "description": _("C-Form records"),
+ "country": "India"
+ },
]
}
@@ -624,6 +612,6 @@
countries = frappe.get_all("Company", fields="country")
countries = [country["country"] for country in countries]
if "India" in countries:
- config.insert(7, gst)
+ config.insert(9, gst)
domains = frappe.get_active_domains()
return config
diff --git a/erpnext/config/buying.py b/erpnext/config/buying.py
index ba34923..e0f4be9 100644
--- a/erpnext/config/buying.py
+++ b/erpnext/config/buying.py
@@ -228,29 +228,5 @@
}
]
},
- {
- "label": _("Help"),
- "items": [
- {
- "type": "help",
- "label": _("Customer and Supplier"),
- "youtube_id": "anoGi_RpQ20"
- },
- {
- "type": "help",
- "label": _("Material Request to Purchase Order"),
- "youtube_id": "4TN9kPyfIqM"
- },
- {
- "type": "help",
- "label": _("Purchase Order to Payment"),
- "youtube_id": "EK65tLdVUDk"
- },
- {
- "type": "help",
- "label": _("Managing Subcontracting"),
- "youtube_id": "ThiMCC2DtKo"
- },
- ]
- },
+
]
diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py
index 21e6a50..261edaf 100644
--- a/erpnext/config/hr.py
+++ b/erpnext/config/hr.py
@@ -4,7 +4,7 @@
def get_data():
return [
{
- "label": _("Employee and Attendance"),
+ "label": _("Employee"),
"items": [
{
"type": "doctype",
@@ -13,120 +13,6 @@
},
{
"type": "doctype",
- "name": "Employee Attendance Tool",
- "hide_count": True,
- "onboard": 1,
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Group",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Attendance",
- "onboard": 1,
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Attendance Request",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Upload Attendance",
- "hide_count": True,
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Checkin",
- "hide_count": True,
- "onboard": 1,
- "dependencies": ["Employee"]
- },
- ]
- },
- {
- "label": _("Payroll"),
- "items": [
- {
- "type": "doctype",
- "name": "Salary Structure",
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Salary Structure Assignment",
- "onboard": 1,
- "dependencies": ["Salary Structure", "Employee"],
- },
- {
- "type": "doctype",
- "name": "Salary Slip",
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Payroll Entry",
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Employee Benefit Application",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Benefit Claim",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Additional Salary",
- },
- {
- "type": "doctype",
- "name": "Employee Tax Exemption Declaration",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Tax Exemption Proof Submission",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Incentive",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Retention Bonus",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Payroll Period",
- },
- {
- "type": "doctype",
- "name": "Salary Component",
- },
- ]
- },
- {
- "label": _("Settings"),
- "icon": "fa fa-cog",
- "items": [
- {
- "type": "doctype",
- "name": "HR Settings",
- },
- {
- "type": "doctype",
"name": "Employment Type",
},
{
@@ -147,19 +33,56 @@
},
{
"type": "doctype",
- "name": "Daily Work Summary Group"
+ "name": "Employee Group",
+ "dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Health Insurance"
},
- {
- "type": "doctype",
- "name": "Staffing Plan",
- }
]
},
-
+ {
+ "label": _("Attendance"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Employee Attendance Tool",
+ "hide_count": True,
+ "onboard": 1,
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Attendance",
+ "onboard": 1,
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Attendance Request",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Upload Attendance",
+ "hide_count": True,
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Checkin",
+ "hide_count": True,
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Monthly Attendance Sheet",
+ "doctype": "Attendance"
+ },
+ ]
+ },
{
"label": _("Leaves"),
"items": [
@@ -175,13 +98,8 @@
},
{
"type": "doctype",
- "name": "Compensatory Leave Request",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Leave Encashment",
- "dependencies": ["Employee"]
+ "name": "Leave Policy",
+ "dependencies": ["Leave Type"]
},
{
"type": "doctype",
@@ -194,39 +112,169 @@
},
{
"type": "doctype",
- "name": "Leave Policy",
- "dependencies": ["Leave Type"]
+ "name": "Holiday List",
},
{
"type": "doctype",
- "name": "Holiday List",
+ "name": "Compensatory Leave Request",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Leave Encashment",
+ "dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Leave Block List",
},
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Employee Leave Balance",
+ "doctype": "Leave Application"
+ },
]
},
{
- "label": _("Recruitment and Training"),
+ "label": _("Payroll"),
"items": [
{
"type": "doctype",
- "name": "Job Applicant",
+ "name": "Salary Structure",
"onboard": 1,
},
{
"type": "doctype",
+ "name": "Salary Structure Assignment",
+ "onboard": 1,
+ "dependencies": ["Salary Structure", "Employee"],
+ },
+ {
+ "type": "doctype",
+ "name": "Payroll Entry",
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Salary Slip",
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
+ "name": "Salary Component",
+ },
+ {
+ "type": "doctype",
+ "name": "Additional Salary",
+ },
+ {
+ "type": "doctype",
+ "name": "Retention Bonus",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Incentive",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Salary Register",
+ "doctype": "Salary Slip"
+ },
+ ]
+ },
+ {
+ "label": _("Employee Tax and Benefits"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Declaration",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Proof Submission",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Benefit Application",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Benefit Claim",
+ "dependencies": ["Employee"]
+ },
+ ]
+ },
+ {
+ "label": _("Employee Lifecycle"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Employee Onboarding",
+ "dependencies": ["Job Applicant"],
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Promotion",
+ "dependencies": ["Employee"],
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Transfer",
+ "dependencies": ["Employee"],
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Separation",
+ "dependencies": ["Employee"],
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Onboarding Template",
+ "dependencies": ["Employee"]
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Separation Template",
+ "dependencies": ["Employee"]
+ },
+ ]
+ },
+ {
+ "label": _("Recruitment"),
+ "items": [
+ {
+ "type": "doctype",
"name": "Job Opening",
"onboard": 1,
},
{
"type": "doctype",
+ "name": "Job Applicant",
+ "onboard": 1,
+ },
+ {
+ "type": "doctype",
"name": "Job Offer",
"onboard": 1,
},
{
"type": "doctype",
+ "name": "Staffing Plan",
+ },
+ ]
+ },
+ {
+ "label": _("Training"),
+ "items": [
+ {
+ "type": "doctype",
"name": "Training Program"
},
{
@@ -244,42 +292,7 @@
]
},
{
- "label": _("Employee Lifecycle"),
- "items": [
- {
- "type": "doctype",
- "name": "Employee Transfer",
- "dependencies": ["Employee"],
- },
- {
- "type": "doctype",
- "name": "Employee Promotion",
- "dependencies": ["Employee"],
- },
- {
- "type": "doctype",
- "name": "Employee Separation",
- "dependencies": ["Employee"],
- },
- {
- "type": "doctype",
- "name": "Employee Onboarding",
- "dependencies": ["Job Applicant"],
- },
- {
- "type": "doctype",
- "name": "Employee Separation Template",
- "dependencies": ["Employee"]
- },
- {
- "type": "doctype",
- "name": "Employee Onboarding Template",
- "dependencies": ["Employee"]
- }
- ]
- },
- {
- "label": _("Appraisals, Expense Claims and Loans"),
+ "label": _("Performance"),
"items": [
{
"type": "doctype",
@@ -290,24 +303,39 @@
"name": "Appraisal Template",
},
{
- "type": "page",
- "name": "team-updates",
- "label": _("Team Updates")
+ "type": "doctype",
+ "name": "Energy Point Rule",
},
{
"type": "doctype",
- "name": "Employee Advance",
- "dependencies": ["Employee"]
+ "name": "Energy Point Log",
},
{
+ "type": "link",
+ "doctype": "Energy Point Log",
+ "label": _("Energy Point Leaderboard"),
+ "route": "#social/users"
+ },
+ ]
+ },
+ {
+ "label": _("Expense Claims"),
+ "items": [
+ {
"type": "doctype",
"name": "Expense Claim",
"dependencies": ["Employee"]
},
{
"type": "doctype",
- "name": "Loan Type",
+ "name": "Employee Advance",
+ "dependencies": ["Employee"]
},
+ ]
+ },
+ {
+ "label": _("Loans"),
+ "items": [
{
"type": "doctype",
"name": "Loan Application",
@@ -316,7 +344,66 @@
{
"type": "doctype",
"name": "Loan"
- }
+ },
+ {
+ "type": "doctype",
+ "name": "Loan Type",
+ },
+ ]
+ },
+ {
+ "label": _("Shift Management"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Shift Type",
+ },
+ {
+ "type": "doctype",
+ "name": "Shift Request",
+ },
+ {
+ "type": "doctype",
+ "name": "Shift Assignment",
+ },
+ ]
+ },
+ {
+ "label": _("Fleet Management"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Vehicle"
+ },
+ {
+ "type": "doctype",
+ "name": "Vehicle Log"
+ },
+ {
+ "type": "report",
+ "is_query_report": True,
+ "name": "Vehicle Expenses",
+ "doctype": "Vehicle"
+ },
+ ]
+ },
+ {
+ "label": _("Settings"),
+ "icon": "fa fa-cog",
+ "items": [
+ {
+ "type": "doctype",
+ "name": "HR Settings",
+ },
+ {
+ "type": "doctype",
+ "name": "Daily Work Summary Group"
+ },
+ {
+ "type": "page",
+ "name": "team-updates",
+ "label": _("Team Updates")
+ },
]
},
{
@@ -326,12 +413,6 @@
{
"type": "report",
"is_query_report": True,
- "name": "Employee Leave Balance",
- "doctype": "Leave Application"
- },
- {
- "type": "report",
- "is_query_report": True,
"name": "Employee Birthday",
"doctype": "Employee"
},
@@ -343,79 +424,10 @@
},
{
"type": "report",
- "name": "Employee Information",
- "doctype": "Employee"
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Salary Register",
- "doctype": "Salary Slip"
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Monthly Attendance Sheet",
- "doctype": "Attendance"
- },
- {
- "type": "report",
- "is_query_report": True,
- "name": "Vehicle Expenses",
- "doctype": "Vehicle"
- },
- {
- "type": "report",
"is_query_report": True,
"name": "Department Analytics",
"doctype": "Employee"
},
]
},
- {
- "label": _("Shifts and Fleet Management"),
- "items": [
- {
- "type": "doctype",
- "name": "Shift Type",
- },
- {
- "type": "doctype",
- "name": "Shift Request",
- },
- {
- "type": "doctype",
- "name": "Shift Assignment",
- },
- {
- "type": "doctype",
- "name": "Vehicle"
- },
- {
- "type": "doctype",
- "name": "Vehicle Log"
- },
- ]
- },
- # {
- # "label": _("Help"),
- # "icon": "fa fa-facetime-video",
- # "items": [
- # {
- # "type": "help",
- # "label": _("Setting up Employees"),
- # "youtube_id": "USfIUdZlUhw"
- # },
- # {
- # "type": "help",
- # "label": _("Leave Management"),
- # "youtube_id": "fc0p_AXebc8"
- # },
- # {
- # "type": "help",
- # "label": _("Expense Claims"),
- # "youtube_id": "5SZHJF--ZFY"
- # }
- # ]
- # },
]
diff --git a/erpnext/config/projects.py b/erpnext/config/projects.py
index 5a907ff..40960e6 100644
--- a/erpnext/config/projects.py
+++ b/erpnext/config/projects.py
@@ -90,15 +90,5 @@
},
]
},
- {
- "label": _("Help"),
- "icon": "fa fa-facetime-video",
- "items": [
- {
- "type": "help",
- "label": _("Managing Projects"),
- "youtube_id": "egxIGwtoKI4"
- },
- ]
- },
+
]
diff --git a/erpnext/config/selling.py b/erpnext/config/selling.py
index f18aadb..844710d 100644
--- a/erpnext/config/selling.py
+++ b/erpnext/config/selling.py
@@ -318,41 +318,5 @@
}
]
},
- {
- "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"),
- },
-
- ]
- },
- {
- "label": _("Help"),
- "items": [
- {
- "type": "help",
- "label": _("Customer and Supplier"),
- "youtube_id": "anoGi_RpQ20"
- },
- {
- "type": "help",
- "label": _("Sales Order to Payment"),
- "youtube_id": "1eP90MWoDQM"
- },
- {
- "type": "help",
- "label": _("Point-of-Sale"),
- "youtube_id": "4WkelWkbP_c"
- },
- ]
- },
+
]
diff --git a/erpnext/config/stock.py b/erpnext/config/stock.py
index f5e48b3..7d66df2 100644
--- a/erpnext/config/stock.py
+++ b/erpnext/config/stock.py
@@ -329,45 +329,5 @@
}
]
},
- {
- "label": _("Help"),
- "icon": "fa fa-facetime-video",
- "items": [
- {
- "type": "help",
- "label": _("Items and Pricing"),
- "youtube_id": "qXaEwld4_Ps"
- },
- {
- "type": "help",
- "label": _("Item Variants"),
- "youtube_id": "OGBETlCzU5o"
- },
- {
- "type": "help",
- "label": _("Opening Stock Balance"),
- "youtube_id": "0yPgrtfeCTs"
- },
- {
- "type": "help",
- "label": _("Making Stock Entries"),
- "youtube_id": "Njt107hlY3I"
- },
- {
- "type": "help",
- "label": _("Serialized Inventory"),
- "youtube_id": "gvOVlEwFDAk"
- },
- {
- "type": "help",
- "label": _("Batch Inventory"),
- "youtube_id": "J0QKl7ABPKM"
- },
- {
- "type": "help",
- "label": _("Managing Subcontracting"),
- "youtube_id": "ThiMCC2DtKo"
- },
- ]
- }
+
]