erpnext/public/js/setup_wizard.js

frappe.provide("erpnext.wiz");

frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
	if(sys_defaults.company) {
		frappe.set_route("desk");
		return;
	}
}

$.extend(erpnext.wiz, {
	region: {
		title: __("Region"),
		icon: "icon-flag",
		help: __("Select your Country, Time Zone and Currency"),
		fields: [
			{ fieldname: "country", label: __("Country"), reqd:1,
				fieldtype: "Select" },
			{ fieldname: "timezone", label: __("Time Zone"), reqd:1,
				fieldtype: "Select" },
			{ fieldname: "currency", label: __("Currency"), reqd:1,
				fieldtype: "Select" },
		],

		onload: function(slide) {
			frappe.call({
				method:"frappe.geo.country_info.get_country_timezone_info",
				callback: function(data) {
					erpnext.wiz.region.data = data.message;
					erpnext.wiz.region.setup_fields(slide);
					erpnext.wiz.region.bind_events(slide);
				}
			});
		},
		css_class: "single-column",
		setup_fields: function(slide) {
			var data = erpnext.wiz.region.data;

			slide.get_input("country").empty()
				.add_options([""].concat(keys(data.country_info).sort()));

			slide.get_input("currency").empty()
				.add_options(frappe.utils.unique([""].concat($.map(data.country_info,
					function(opts, country) { return opts.currency; }))).sort());

			slide.get_input("timezone").empty()
				.add_options([""].concat(data.all_timezones));

			if (data.default_country) {
				slide.set_input("country", data.default_country);
			}
		},

		bind_events: function(slide) {
			slide.get_input("country").on("change", function() {
				var country = slide.get_input("country").val();
				var $timezone = slide.get_input("timezone");
				var data = erpnext.wiz.region.data;

				$timezone.empty();

				// add country specific timezones first
				if(country) {
					var timezone_list = data.country_info[country].timezones || [];
					$timezone.add_options(timezone_list.sort());
					slide.get_field("currency").set_input(data.country_info[country].currency);
					slide.get_field("currency").$input.trigger("change");
				}

				// add all timezones at the end, so that user has the option to change it to any timezone
				$timezone.add_options([""].concat(data.all_timezones));

				slide.get_field("timezone").set_input($timezone.val());

				// temporarily set date format
				frappe.boot.sysdefaults.date_format = (data.country_info[country].date_format
					|| "dd-mm-yyyy");
			});

			slide.get_input("currency").on("change", function() {
				var currency = slide.get_input("currency").val();
				if (!currency) return;
				frappe.model.with_doc("Currency", currency, function() {
					frappe.provide("locals.:Currency." + currency);
					var currency_doc = frappe.model.get_doc("Currency", currency);
					var number_format = currency_doc.number_format;
					if (number_format==="#.###") {
						number_format = "#.###,##";
					} else if (number_format==="#,###") {
						number_format = "#,###.##"
					}

					frappe.boot.sysdefaults.number_format = number_format;
					locals[":Currency"][currency] = $.extend({}, currency_doc);
				});
			});
		}
	},

	user: {
		title: __("The First User: You"),
		icon: "icon-user",
		fields: [
			{"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data",
				reqd:1},
			{"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data"},
			{"fieldname": "email", "label": __("Email Address"), "fieldtype": "Data",
				reqd:1, "description": __("You will use it to Login"), "options":"Email"},
			{"fieldname": "password", "label": __("Password"), "fieldtype": "Password",
				reqd:1},
			{fieldtype:"Attach Image", fieldname:"attach_user",
				label: __("Attach Your Picture")},
		],
		help: __('The first user will become the System Manager (you can change this later).'),
		onload: function(slide) {
			if(user!=="Administrator") {
				slide.form.fields_dict.password.$wrapper.toggle(false);
				slide.form.fields_dict.email.$wrapper.toggle(false);
				slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name);
				slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name);

				var user_image = frappe.get_cookie("user_image");
				if(user_image) {
					var $attach_user = slide.form.fields_dict.attach_user.$wrapper;
					$attach_user.find(".missing-image").toggle(false);
					$attach_user.find("img").attr("src", decodeURIComponent(user_image)).toggle(true);
				}

				delete slide.form.fields_dict.email;
				delete slide.form.fields_dict.password;
			}
		},
		css_class: "single-column"
	},

	org: {
		title: __("The Organization"),
		icon: "icon-building",
		fields: [
			{fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1,
				placeholder: __('e.g. "My Company LLC"')},
			{fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data',
				description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1},
			{fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data',
				placeholder:__('e.g. "Build tools for builders"'), reqd:1},
			{fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data',
				placeholder: __('e.g. "XYZ National Bank"'), reqd:1 },
			{fieldname:'chart_of_accounts', label: __('Chart of Accounts'),
				options: "", fieldtype: 'Select'},

			// TODO remove this
			{fieldtype: "Section Break"},
			{fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date',
				description: __('Your financial year begins on'), reqd:1},
			{fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date',
				description: __('Your financial year ends on'), reqd:1},
		],
		help: __('The name of your company for which you are setting up this system.'),

		onload: function(slide) {
			erpnext.wiz.org.load_chart_of_accounts(slide);
			erpnext.wiz.org.bind_events(slide);
			erpnext.wiz.org.set_fy_dates(slide);
		},

		css_class: "single-column",

		set_fy_dates: function(slide) {
			var country = slide.wiz.get_values().country;

			if(country) {
				var fy = erpnext.wiz.fiscal_years[country];
				var current_year = moment(new Date()).year();
				var next_year = current_year + 1;
				if(!fy) {
					fy = ["01-01", "12-31"];
					next_year = current_year;
				}

				slide.get_field("fy_start_date").set_input(current_year + "-" + fy[0]);
				slide.get_field("fy_end_date").set_input(next_year + "-" + fy[1]);
			}

		},

		load_chart_of_accounts: function(slide) {
			var country = slide.wiz.get_values().country;

			if(country) {
				frappe.call({
					method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
					args: {"country": country},
					callback: function(r) {
						if(r.message) {
							slide.get_input("chart_of_accounts").empty()
								.add_options(r.message);

							if (r.message.length===1) {
								var field = slide.get_field("chart_of_accounts");
								field.set_value(r.message[0]);
								field.df.hidden = 1;
								field.refresh();
							}
						}
					}
				})
			}
		},

		bind_events: function(slide) {
			slide.get_input("company_name").on("change", function() {
				var parts = slide.get_input("company_name").val().split(" ");
				var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join("");
				slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase());
			}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");

			slide.get_input("company_abbr").on("change", function() {
				if(slide.get_input("company_abbr").val().length > 5) {
					msgprint("Company Abbreviation cannot have more than 5 characters");
					slide.get_field("company_abbr").set_input("");
				}
			});

			// TODO remove this
			slide.get_input("fy_start_date").on("change", function() {
				var year_end_date =
					frappe.datetime.add_days(frappe.datetime.add_months(
						frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1);
				slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date));

			});
		}
	},

	branding: {
		icon: "icon-bookmark",
		title: __("The Brand"),
		help: __('Upload your letter head and logo. (you can edit them later).'),
		fields: [
			{fieldtype:"Attach Image", fieldname:"attach_letterhead",
				label: __("Attach Letterhead"),
				description: __("Keep it web friendly 900px (w) by 100px (h)")
			},
			{fieldtype: "Column Break"},
			{fieldtype:"Attach Image", fieldname:"attach_logo",
				label:__("Attach Logo"),
				description: __("100px by 100px")},
		],

		css_class: "two-column"
	},

	users: {
		icon: "icon-money",
		"title": __("Add Users"),
		"help": __("Add users to your organization, other than yourself"),
		"fields": [],
		before_load: function(slide) {
			slide.fields = [];
			for(var i=1; i<5; i++) {
				slide.fields = slide.fields.concat([
					{fieldtype:"Section Break"},
					{fieldtype:"Data", fieldname:"user_fullname_"+ i,
						label:__("Full Name")},
					{fieldtype:"Data", fieldname:"user_email_" + i,
						label:__("Email ID"), placeholder:__("user@example.com"),
						options: "Email"},
					{fieldtype:"Column Break"},
					{fieldtype: "Check", fieldname: "user_sales_" + i,
						label:__("Sales"), default: 1},
					{fieldtype: "Check", fieldname: "user_purchaser_" + i,
						label:__("Purchaser"), default: 1},
					{fieldtype: "Check", fieldname: "user_accountant_" + i,
						label:__("Accountant"), default: 1},
				]);
			}
		},
		css_class: "two-column"
	},

	taxes: {
		icon: "icon-money",
		"title": __("Add Taxes"),
		"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."),
		"fields": [],
		before_load: function(slide) {
			slide.fields = [];
			for(var i=1; i<4; i++) {
				slide.fields = slide.fields.concat([
					{fieldtype:"Section Break"},
					{fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i,
						placeholder:__("e.g. VAT") + " " + i},
					{fieldtype:"Column Break"},
					{fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")},
				]);
			}
		},
		css_class: "two-column"
	},

	customers: {
		icon: "icon-group",
		"title": __("Your Customers"),
		"help": __("List a few of your customers. They could be organizations or individuals."),
		"fields": [],
		before_load: function(slide) {
			slide.fields = [];
			for(var i=1; i<6; i++) {
				slide.fields = slide.fields.concat([
					{fieldtype:"Section Break"},
					{fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i,
						placeholder:__("Customer Name")},
					{fieldtype:"Column Break"},
					{fieldtype:"Data", fieldname:"customer_contact_" + i,
						label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}
				])
			}
			slide.fields[1].reqd = 1;
		},
		css_class: "two-column"
	},

	suppliers: {
		icon: "icon-group",
		"title": __("Your Suppliers"),
		"help": __("List a few of your suppliers. They could be organizations or individuals."),
		"fields": [],
		before_load: function(slide) {
			slide.fields = [];
			for(var i=1; i<6; i++) {
				slide.fields = slide.fields.concat([
					{fieldtype:"Section Break"},
					{fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i,
						placeholder:__("Supplier Name")},
					{fieldtype:"Column Break"},
					{fieldtype:"Data", fieldname:"supplier_contact_" + i,
						label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
				])
			}
			slide.fields[1].reqd = 1;
		},
		css_class: "two-column"
	},

	items: {
		icon: "icon-barcode",
		"title": __("Your Products or Services"),
		"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."),
		"fields": [],
		before_load: function(slide) {
			slide.fields = [];
			for(var i=1; i<6; i++) {
				slide.fields = slide.fields.concat([
					{fieldtype:"Section Break", show_section_border: true},
					{fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i,
						placeholder:__("A Product or Service")},
					{fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i,
						options:[__("Products"), __("Services"),
							__("Raw Material"), __("Consumable"), __("Sub Assemblies")],
						"default": __("Products")},
					{fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"),
						options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
							__("Hour"), __("Minute")],
						"default": __("Unit")},
					{fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1},
					{fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")},
					{fieldtype:"Column Break"},
					{fieldtype:"Currency", fieldname:"item_price_" + i, label:__("Rate")},
					{fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image")},
				])
			}
			slide.fields[1].reqd = 1;

			// dummy data
			slide.fields.push({fieldtype: "Section Break"});
			slide.fields.push({fieldtype: "Check", fieldname: "add_sample_data",
				label: __("Add a few sample records"), "default": 1});
		},
		css_class: "two-column"
	},
});

// Source: https://en.wikipedia.org/wiki/Fiscal_year
// default 1st Jan - 31st Dec

erpnext.wiz.fiscal_years = {
	"Afghanistan": ["12-20", "12-21"],
	"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"],
	"Italy": ["07-01", "06-30"],
	"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"],
}

frappe.wiz.on("before_load", function() {
	frappe.wiz.add_slide(erpnext.wiz.user);
	frappe.wiz.add_slide(erpnext.wiz.org);
	frappe.wiz.add_slide(erpnext.wiz.branding);
	frappe.wiz.add_slide(erpnext.wiz.users);
	frappe.wiz.add_slide(erpnext.wiz.taxes);
	frappe.wiz.add_slide(erpnext.wiz.customers);
	frappe.wiz.add_slide(erpnext.wiz.suppliers);
	frappe.wiz.add_slide(erpnext.wiz.items);
	frappe.wiz.welcome_page = "#welcome-to-erpnext";
});