feat(getting_started): Minimum requirements to setup
diff --git a/erpnext/config/getting_started.py b/erpnext/config/getting_started.py
index a785c6b..e27ac12 100644
--- a/erpnext/config/getting_started.py
+++ b/erpnext/config/getting_started.py
@@ -1,6 +1,9 @@
from __future__ import unicode_literals
+import frappe
from frappe import _
+active_domains = frappe.get_active_domains()
+
def get_data():
return [
{
@@ -40,108 +43,36 @@
},
{
"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": _("Selling"),
- "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",
- "name": "Selling Settings",
- "description": _("Default settings for selling transactions."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name":"Terms and Conditions",
- "label": _("Terms and Conditions Template"),
- "description": _("Template of terms or contract."),
+ "description": _("Create Opening Sales and Purchase Invoices"),
"onboard": 1,
},
]
},
{
- "label": _("Buying"),
+ "label": _("Data Import and Settings"),
"items": [
{
"type": "doctype",
- "name": "Purchase Order",
+ "name": "Data Import",
+ "label": _("Import Data"),
+ "icon": "octicon octicon-cloud-upload",
+ "description": _("Import Data from CSV / Excel files."),
"onboard": 1,
- "dependencies": ["Item", "Supplier"],
- "description": _("Purchase Orders given to Suppliers."),
},
{
"type": "doctype",
- "name": "Material Request",
+ "name": "Letter Head",
+ "description": _("Letter Heads for print templates."),
"onboard": 1,
- "dependencies": ["Item"],
- "description": _("Request for purchase."),
},
{
"type": "doctype",
- "name": "Request for Quotation",
+ "name": "Email Account",
+ "description": _("Add / Manage Email Accounts."),
"onboard": 1,
- "dependencies": ["Item", "Supplier"],
- "description": _("Request for quotation."),
},
- {
- "type": "doctype",
- "name": "Supplier Quotation",
- "dependencies": ["Item", "Supplier"],
- "description": _("Quotations received from Suppliers."),
- },
- {
- "type": "doctype",
- "name": "Buying Settings",
- "onboard": 1,
- "description": _("Default settings for buying transactions.")
- },
- {
- "type": "doctype",
- "name": "Purchase Taxes and Charges Template",
- "description": _("Tax template for buying transactions.")
- },
- {
- "type": "doctype",
- "name":"Terms and Conditions",
- "label": _("Terms and Conditions Template"),
- "description": _("Template of terms or contract.")
- },
+
]
},
{
@@ -149,97 +80,23 @@
"items": [
{
"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"],
- },
- {
- "type": "doctype",
- "name": "Delivery Trip"
- },
- ]
- },
- {
- "label": _("Assets"),
- "items": [
- {
- "type": "doctype",
- "name": "Asset",
+ "name": "Warehouse",
"onboard": 1,
},
{
"type": "doctype",
- "name": "Location",
+ "name": "Brand",
"onboard": 1,
},
{
"type": "doctype",
- "name": "Asset Category",
+ "name": "UOM",
+ "label": _("Unit of Measure") + " (UOM)",
"onboard": 1,
},
{
"type": "doctype",
- "name": "Asset Settings",
- },
- {
- "type": "doctype",
- "name": "Asset Movement",
- "description": _("Transfer an asset from one warehouse to another")
- },
- ]
- },
- {
- "label": _("Projects"),
- "items": [
- {
- "type": "doctype",
- "name": "Project",
- "description": _("Project master."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Task",
- "route": "List/Task",
- "description": _("Project activity / task."),
- "onboard": 1,
- },
- {
- "type": "report",
- "route": "List/Task/Gantt",
- "doctype": "Task",
- "name": "Gantt Chart",
- "description": _("Gantt chart of all tasks."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Project Update",
- "description": _("Project Update."),
- "dependencies": ["Project"],
- },
- {
- "type": "doctype",
- "name": "Timesheet",
- "description": _("Timesheet for tasks."),
+ "name": "Stock Reconciliation",
"onboard": 1,
},
]
@@ -261,18 +118,6 @@
},
{
"type": "doctype",
- "name": "Customer",
- "description": _("Customer database."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Contact",
- "description": _("All Contacts."),
- "onboard": 1,
- },
- {
- "type": "doctype",
"label": _("Customer Group"),
"name": "Customer Group",
"icon": "fa fa-sitemap",
@@ -289,50 +134,6 @@
"description": _("Manage Territory Tree."),
"onboard": 1,
},
- {
- "type": "doctype",
- "label": _("Sales Person"),
- "name": "Sales Person",
- "icon": "fa fa-sitemap",
- "link": "Tree/Sales Person",
- "description": _("Manage Sales Person Tree."),
- "onboard": 1,
- },
- ]
- },
- {
- "label": _("Help Desk"),
- "items": [
- {
- "type": "doctype",
- "name": "Issue",
- "description": _("Support queries from customers."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Communication",
- "description": _("Communication log."),
- "onboard": 1,
- },
- {
- "type": "page",
- "name": "support-analytics",
- "label": _("Support Analytics"),
- "icon": "fa fa-bar-chart"
- },
- {
- "type": "report",
- "name": "Minutes to First Response for Issues",
- "doctype": "Issue",
- "is_query_report": True
- },
- {
- "type": "report",
- "name": "Support Hours",
- "doctype": "Issue",
- "is_query_report": True
- },
]
},
{
@@ -352,165 +153,14 @@
},
{
"type": "doctype",
- "name": "Attendance",
- "onboard": 1,
- "dependencies": ["Employee"]
- },
- {
- "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,
- },
- ]
- },
- {
- "label": _("Quality"),
- "items": [
- {
- "type": "doctype",
- "name": "Quality Goal",
- "description":_("Quality Goal."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Quality Procedure",
- "description":_("Quality Procedure."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Quality Procedure",
- "icon": "fa fa-sitemap",
- "label": _("Tree of Procedures"),
- "route": "Tree/Quality Procedure",
- "description": _("Tree of Quality Procedures."),
- },
- {
- "type": "doctype",
- "name": "Quality Review",
- "description":_("Quality Review"),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Quality Action",
- "description":_("Quality Action"),
- }
- ]
- },
- {
- "label": _("Manufacturing"),
- "items": [
- {
- "type": "doctype",
- "name": "Work Order",
- "description": _("Orders released for production."),
- "onboard": 1,
- "dependencies": ["Item", "BOM"]
- },
- {
- "type": "doctype",
- "name": "Production Plan",
- "description": _("Generate Material Requests (MRP) and Work Orders."),
- "onboard": 1,
- "dependencies": ["Item", "BOM"]
- },
- {
- "type": "doctype",
- "name": "Stock Entry",
- "onboard": 1,
- "dependencies": ["Item"]
- },
- {
- "type": "doctype",
- "name": "Timesheet",
- "description": _("Time Sheet for manufacturing."),
- "onboard": 1,
- "dependencies": ["Activity Type"]
- },
- {
- "type": "doctype",
- "name": "Job Card"
- },
- {
- "type": "doctype",
- "name": "Item",
- "description": _("All Products or Services."),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "BOM",
- "description": _("Bill of Materials (BOM)"),
- "label": _("Bill of Materials"),
- "onboard": 1,
- "dependencies": ["Item"]
- },
- ]
- },
- {
- "label": _("Retail"),
- "items": [
- {
- "type": "doctype",
- "name": "POS Profile",
- "label": _("Point-of-Sale Profile"),
- "description": _("Setup default values for POS Invoices"),
- "onboard": 1,
- },
- {
- "type": "page",
- "name": "pos",
- "label": _("POS"),
- "description": _("Point of Sale"),
- "onboard": 1,
- "dependencies": ["POS Profile"]
- },
- {
- "type": "doctype",
- "name": "Cashier Closing",
- "description": _("Cashier Closing"),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "POS Settings",
- "description": _("Setup mode of POS (Online / Offline)"),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Loyalty Program",
- "label": _("Loyalty Program"),
- "description": _("To make Customer based incentive schemes.")
- },
- {
- "type": "doctype",
- "name": "Loyalty Point Entry",
- "label": _("Loyalty Point Entry"),
- "description": _("To view logs of Loyalty Points assigned to a Customer.")
- }
]
},
{
"label": _("Education"),
+ "condition": "Education" in active_domains,
"items": [
{
"type": "doctype",
@@ -519,7 +169,7 @@
},
{
"type": "doctype",
- "name": "Guardian",
+ "name": "Course",
"onboard": 1,
},
{
@@ -527,32 +177,11 @@
"name": "Student Group",
"onboard": 1,
},
- {
- "type": "doctype",
- "name": "Student Attendance",
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Fees",
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Program Enrollment Tool"
- },
- {
- "type": "doctype",
- "name": "Course Scheduling Tool"
- },
- {
- "type": "doctype",
- "name": "Fee Schedule"
- },
]
},
{
"label": _("Healthcare"),
+ "condition": "Healthcare" in active_domains,
"items": [
{
"type": "doctype",
@@ -562,43 +191,21 @@
},
{
"type": "doctype",
- "name": "Patient Encounter",
- "label": _("Patient Encounter"),
- "onboard": 1,
- },
- {
- "type": "doctype",
- "name": "Vital Signs",
- "label": _("Vital Signs"),
- "description": _("Record Patient Vitals"),
- "onboard": 1,
- },
- {
- "type": "page",
- "name": "medical_record",
- "label": _("Patient Medical Record"),
- "onboard": 1,
- },
- {
- "type": "page",
- "name": "appointment-analytic",
- "label": _("Appointment Analytics"),
- "onboard": 1,
- },
- {
- "type": "doctype",
"name": "Clinical Procedure",
"label": _("Clinical Procedure"),
+ "onboard": 1,
},
{
"type": "doctype",
"name": "Inpatient Record",
"label": _("Inpatient Record"),
+ "onboard": 1,
}
]
},
{
"label": _("Agriculture"),
+ "condition": "Agriculture" in active_domains,
"items": [
{
"type": "doctype",
@@ -617,11 +224,6 @@
},
{
"type": "doctype",
- "name": "Disease",
- "onboard": 1,
- },
- {
- "type": "doctype",
"name": "Fertilizer",
"onboard": 1,
}
@@ -629,6 +231,7 @@
},
{
"label": _("Non Profit"),
+ "condition": "Non Profit" in active_domains,
"items": [
{
"type": "doctype",