erpnext/demo/setup/setup_data.py

from __future__ import print_function, unicode_literals

import random, json
import frappe, erpnext
from frappe.utils.nestedset import get_root_of
from frappe.utils import flt, now_datetime, cstr, random_string
from frappe.utils.make_random import add_random_children, get_random
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
from erpnext.demo.domains import data
from frappe import _

def setup(domain):
	complete_setup(domain)
	setup_demo_page()
	setup_fiscal_year()
	setup_holiday_list()
	setup_user()
	setup_employee()
	setup_user_roles()
	setup_role_permissions()
	setup_custom_field_for_domain()

	employees = frappe.get_all('Employee',  fields=['name', 'date_of_joining'])

	# monthly salary
	setup_salary_structure(employees[:5], 0)

	# based on timesheet
	setup_salary_structure(employees[5:], 1)

	setup_leave_allocation()
	setup_customer()
	setup_supplier()
	setup_warehouse()
	import_json('Address')
	import_json('Contact')
	import_json('Lead')
	setup_currency_exchange()
	#setup_mode_of_payment()
	setup_account_to_expense_type()
	setup_budget()
	setup_pos_profile()

	frappe.db.commit()
	frappe.clear_cache()

def complete_setup(domain='Manufacturing'):
	print("Complete Setup...")
	from frappe.desk.page.setup_wizard.setup_wizard import setup_complete

	if not frappe.get_all('Company', limit=1):
		setup_complete({
			"full_name": "Test User",
			"email": "test_demo@erpnext.com",
			"company_tagline": 'Awesome Products and Services',
			"password": "demo",
			"fy_start_date": "2015-01-01",
			"fy_end_date": "2015-12-31",
			"bank_account": "National Bank",
			"domains": [domain],
			"company_name": data.get(domain).get('company_name'),
			"chart_of_accounts": "Standard",
			"company_abbr": ''.join([d[0] for d in data.get(domain).get('company_name').split()]).upper(),
			"currency": 'USD',
			"timezone": 'America/New_York',
			"country": 'United States',
			"language": "english"
		})

		company = erpnext.get_default_company()

		if company:
			company_doc = frappe.get_doc("Company", company)
			company_doc.db_set('default_payroll_payable_account',
				frappe.db.get_value('Account', dict(account_name='Payroll Payable')))

def setup_demo_page():
	# home page should always be "start"
	website_settings = frappe.get_doc("Website Settings", "Website Settings")
	website_settings.home_page = "demo"
	website_settings.save()

def setup_fiscal_year():
	fiscal_year = None
	for year in range(2010, now_datetime().year + 1, 1):
		try:
			fiscal_year = frappe.get_doc({
				"doctype": "Fiscal Year",
				"year": cstr(year),
				"year_start_date": "{0}-01-01".format(year),
				"year_end_date": "{0}-12-31".format(year)
			}).insert()
		except frappe.DuplicateEntryError:
			pass

	# set the last fiscal year (current year) as default
	if fiscal_year:
		fiscal_year.set_as_default()

def setup_holiday_list():
	"""Setup Holiday List for the current year"""
	year = now_datetime().year
	holiday_list = frappe.get_doc({
		"doctype": "Holiday List",
		"holiday_list_name": str(year),
		"from_date": "{0}-01-01".format(year),
		"to_date": "{0}-12-31".format(year),
	})
	holiday_list.insert()
	holiday_list.weekly_off = "Saturday"
	holiday_list.get_weekly_off_dates()
	holiday_list.weekly_off = "Sunday"
	holiday_list.get_weekly_off_dates()
	holiday_list.save()

	frappe.set_value("Company", erpnext.get_default_company(), "default_holiday_list", holiday_list.name)


def setup_user():
	frappe.db.sql('delete from tabUser where name not in ("Guest", "Administrator")')
	for u in json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', 'user.json')).read()):
		user = frappe.new_doc("User")
		user.update(u)
		user.flags.no_welcome_mail = True
		user.new_password = 'Demo1234567!!!'
		user.insert()

def setup_employee():
	frappe.db.set_value("HR Settings", None, "emp_created_by", "Naming Series")
	frappe.db.commit()

	for d in frappe.get_all('Salary Component'):
		salary_component = frappe.get_doc('Salary Component', d.name)
		salary_component.append('accounts', dict(
			company=erpnext.get_default_company(),
			default_account=frappe.get_value('Account', dict(account_name=('like', 'Salary%')))
		))
		salary_component.save()

	import_json('Employee')
	holiday_list = frappe.db.get_value("Holiday List", {"holiday_list_name": str(now_datetime().year)}, 'name')
	frappe.db.sql('''update tabEmployee set holiday_list={0}'''.format(holiday_list))

def setup_salary_structure(employees, salary_slip_based_on_timesheet=0):
	ss = frappe.new_doc('Salary Structure')
	ss.name = "Sample Salary Structure - " + random_string(5)
	ss.salary_slip_based_on_timesheet = salary_slip_based_on_timesheet

	if salary_slip_based_on_timesheet:
		ss.salary_component = 'Basic'
		ss.hour_rate = flt(random.random() * 10, 2)
	else:
		ss.payroll_frequency = 'Monthly'

	ss.payment_account = frappe.get_value('Account',
		{'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name")

	ss.append('earnings', {
		'salary_component': 'Basic',
		"abbr":'B',
		'formula': 'base*.2',
		'amount_based_on_formula': 1,
		"idx": 1
	})
	ss.append('deductions', {
		'salary_component': 'Income Tax',
		"abbr":'IT',
		'condition': 'base > 10000',
		'formula': 'base*.1',
		"idx": 1
	})
	ss.insert()
	ss.submit()

	for e in employees:
		sa  = frappe.new_doc("Salary Structure Assignment")
		sa.employee = e.name
		sa.salary_structure = ss.name
		sa.from_date = "2015-01-01"
		sa.base = random.random() * 10000
		sa.insert()
		sa.submit()

	return ss

def setup_user_roles():
	user = frappe.get_doc('User', 'demo@erpnext.com')
	user.add_roles('HR User', 'HR Manager', 'Accounts User', 'Accounts Manager',
		'Stock User', 'Stock Manager', 'Sales User', 'Sales Manager', 'Purchase User',
		'Purchase Manager', 'Projects User', 'Manufacturing User', 'Manufacturing Manager',
		'Support Team', 'Academics User', 'Physician', 'Healthcare Administrator', 'Laboratory User',
		'Nursing User', 'Patient')

	if not frappe.db.get_global('demo_hr_user'):
		user = frappe.get_doc('User', 'CaitlinSnow@example.com')
		user.add_roles('HR User', 'HR Manager', 'Accounts User')
		frappe.db.set_global('demo_hr_user', user.name)
		update_employee_department(user.name, 'Human Resources')
		for d in frappe.get_all('User Permission', filters={"user": "CaitlinSnow@example.com"}):
			frappe.delete_doc('User Permission', d.name)

	if not frappe.db.get_global('demo_sales_user_1'):
		user = frappe.get_doc('User', 'VandalSavage@example.com')
		user.add_roles('Sales User')
		update_employee_department(user.name, 'Sales')
		frappe.db.set_global('demo_sales_user_1', user.name)

	if not frappe.db.get_global('demo_sales_user_2'):
		user = frappe.get_doc('User', 'GraceChoi@example.com')
		user.add_roles('Sales User', 'Sales Manager', 'Accounts User')
		update_employee_department(user.name, 'Sales')
		frappe.db.set_global('demo_sales_user_2', user.name)

	if not frappe.db.get_global('demo_purchase_user'):
		user = frappe.get_doc('User', 'MaxwellLord@example.com')
		user.add_roles('Purchase User', 'Purchase Manager', 'Accounts User', 'Stock User')
		update_employee_department(user.name, 'Purchase')
		frappe.db.set_global('demo_purchase_user', user.name)

	if not frappe.db.get_global('demo_manufacturing_user'):
		user = frappe.get_doc('User', 'NeptuniaAquaria@example.com')
		user.add_roles('Manufacturing User', 'Stock User', 'Purchase User', 'Accounts User')
		update_employee_department(user.name, 'Production')
		frappe.db.set_global('demo_manufacturing_user', user.name)

	if not frappe.db.get_global('demo_stock_user'):
		user = frappe.get_doc('User', 'HollyGranger@example.com')
		user.add_roles('Manufacturing User', 'Stock User', 'Purchase User', 'Accounts User')
		update_employee_department(user.name, 'Production')
		frappe.db.set_global('demo_stock_user', user.name)

	if not frappe.db.get_global('demo_accounts_user'):
		user = frappe.get_doc('User', 'BarryAllen@example.com')
		user.add_roles('Accounts User', 'Accounts Manager', 'Sales User', 'Purchase User')
		update_employee_department(user.name, 'Accounts')
		frappe.db.set_global('demo_accounts_user', user.name)

	if not frappe.db.get_global('demo_projects_user'):
		user = frappe.get_doc('User', 'PeterParker@example.com')
		user.add_roles('HR User', 'Projects User')
		update_employee_department(user.name, 'Management')
		frappe.db.set_global('demo_projects_user', user.name)

	if not frappe.db.get_global('demo_education_user'):
		user = frappe.get_doc('User', 'ArthurCurry@example.com')
		user.add_roles('Academics User')
		update_employee_department(user.name, 'Management')
		frappe.db.set_global('demo_education_user', user.name)

	#Add Expense Approver
	user = frappe.get_doc('User', 'ClarkKent@example.com')
	user.add_roles('Expense Approver')

def setup_leave_allocation():
	year = now_datetime().year
	for employee in frappe.get_all('Employee', fields=['name']):
		leave_types = frappe.get_all("Leave Type", fields=['name', 'max_continuous_days_allowed'])
		for leave_type in leave_types:
			if not leave_type.max_continuous_days_allowed:
				leave_type.max_continuous_days_allowed = 10

		leave_allocation = frappe.get_doc({
			"doctype": "Leave Allocation",
			"employee": employee.name,
			"from_date": "{0}-01-01".format(year),
			"to_date": "{0}-12-31".format(year),
			"leave_type": leave_type.name,
			"new_leaves_allocated": random.randint(1, int(leave_type.max_continuous_days_allowed))
		})
		leave_allocation.insert()
		leave_allocation.submit()
		frappe.db.commit()

def setup_customer():
	customers = [u'Asian Junction', u'Life Plan Counselling', u'Two Pesos', u'Mr Fables', u'Intelacard', u'Big D Supermarkets', u'Adaptas', u'Nelson Brothers', u'Landskip Yard Care', u'Buttrey Food & Drug', u'Fayva', u'Asian Fusion', u'Crafts Canada', u'Consumers and Consumers Express', u'Netobill', u'Choices', u'Chi-Chis', u'Red Food', u'Endicott Shoes', u'Hind Enterprises']
	for c in customers:
		frappe.get_doc({
			"doctype": "Customer",
			"customer_name": c,
			"customer_group": "Commercial",
			"customer_type": random.choice(["Company", "Individual"]),
			"territory": "Rest Of The World"
		}).insert()

def setup_supplier():
	suppliers = [u'Helios Air', u'Ks Merchandise', u'HomeBase', u'Scott Ties', u'Reliable Investments', u'Nan Duskin', u'Rainbow Records', u'New World Realty', u'Asiatic Solutions', u'Eagle Hardware', u'Modern Electricals']
	for s in suppliers:
		frappe.get_doc({
			"doctype": "Supplier",
			"supplier_name": s,
			"supplier_group": random.choice(["Services", "Raw Material"]),
		}).insert()

def setup_warehouse():
	w = frappe.new_doc('Warehouse')
	w.warehouse_name = 'Supplier'
	w.insert()

def setup_currency_exchange():
	frappe.get_doc({
		'doctype': 'Currency Exchange',
		'from_currency': 'EUR',
		'to_currency': 'USD',
		'exchange_rate': 1.13
	}).insert()

	frappe.get_doc({
		'doctype': 'Currency Exchange',
		'from_currency': 'CNY',
		'to_currency': 'USD',
		'exchange_rate': 0.16
	}).insert()

def setup_mode_of_payment():
	company_abbr = frappe.get_cached_value('Company',  erpnext.get_default_company(),  "abbr")
	account_dict = {'Cash': 'Cash - '+ company_abbr , 'Bank': 'National Bank - '+ company_abbr}
	for payment_mode in frappe.get_all('Mode of Payment', fields = ["name", "type"]):
		if payment_mode.type:
			mop = frappe.get_doc('Mode of Payment', payment_mode.name)
			mop.append('accounts', {
				'company': erpnext.get_default_company(),
				'default_account': account_dict.get(payment_mode.type)
			})
			mop.save(ignore_permissions=True)

def setup_account():
	frappe.flags.in_import = True
	data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data',
		'account.json')).read())
	for d in data:
		doc = frappe.new_doc('Account')
		doc.update(d)
		doc.parent_account = frappe.db.get_value('Account', {'account_name': doc.parent_account})
		doc.insert()

	frappe.flags.in_import = False

def setup_account_to_expense_type():
	company_abbr = frappe.get_cached_value('Company',  erpnext.get_default_company(),  "abbr")
	expense_types = [{'name': _('Calls'), "account": "Sales Expenses - "+ company_abbr},
		{'name': _('Food'), "account": "Entertainment Expenses - "+ company_abbr},
		{'name': _('Medical'), "account": "Utility Expenses - "+ company_abbr},
		{'name': _('Others'), "account": "Miscellaneous Expenses - "+ company_abbr},
		{'name': _('Travel'), "account": "Travel Expenses - "+ company_abbr}]

	for expense_type in expense_types:
		doc = frappe.get_doc("Expense Claim Type", expense_type["name"])
		doc.append("accounts", {
			"company" : erpnext.get_default_company(),
			"default_account" : expense_type["account"]
		})
		doc.save(ignore_permissions=True)

def setup_budget():
	fiscal_years = frappe.get_all("Fiscal Year", order_by="year_start_date")[-2:]

	for fy in fiscal_years:
		budget = frappe.new_doc("Budget")
		budget.cost_center = get_random("Cost Center")
		budget.fiscal_year = fy.name
		budget.action_if_annual_budget_exceeded = "Warn"
		expense_ledger_count = frappe.db.count("Account", {"is_group": "0", "root_type": "Expense"})

		add_random_children(budget, "accounts", rows=random.randint(10, expense_ledger_count),
			randomize = {
				"account": ("Account", {"is_group": "0", "root_type": "Expense"})
			}, unique="account")

		for d in budget.accounts:
			d.budget_amount = random.randint(5, 100) * 10000

		budget.save()
		budget.submit()

def setup_pos_profile():
	company_abbr = frappe.get_cached_value('Company',  erpnext.get_default_company(),  "abbr")
	pos = frappe.new_doc('POS Profile')
	pos.user = frappe.db.get_global('demo_accounts_user')
	pos.pos_profile_name = "Demo POS Profile"
	pos.naming_series = 'SINV-'
	pos.update_stock = 0
	pos.write_off_account = 'Cost of Goods Sold - '+ company_abbr
	pos.write_off_cost_center = 'Main - '+ company_abbr
	pos.customer_group = get_root_of('Customer Group')
	pos.territory = get_root_of('Territory')

	pos.append('payments', {
		'mode_of_payment': frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
		'amount': 0.0,
		'default': 1
	})

	pos.insert()

def setup_role_permissions():
	role_permissions = {'Batch': ['Accounts User', 'Item Manager']}
	for doctype, roles in role_permissions.items():
		for role in roles:
			if not frappe.db.get_value('Custom DocPerm',
				{'parent': doctype, 'role': role}):
				frappe.get_doc({
					'doctype': 'Custom DocPerm',
					'role': role,
					'read': 1,
					'write': 1,
					'create': 1,
					'delete': 1,
					'parent': doctype
				}).insert(ignore_permissions=True)

def import_json(doctype, submit=False, values=None):
	frappe.flags.in_import = True
	data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data',
		frappe.scrub(doctype) + '.json')).read())
	for d in data:
		doc = frappe.new_doc(doctype)
		doc.update(d)
		doc.insert()
		if submit:
			doc.submit()

	frappe.db.commit()

	frappe.flags.in_import = False

def update_employee_department(user_id, department):
	employee = frappe.db.get_value('Employee', {"user_id": user_id}, 'name')
	department = frappe.db.get_value('Department', {'department_name': department}, 'name')
	frappe.db.set_value('Employee', employee, 'department', department)

def setup_custom_field_for_domain():
	field = {
		"Item": [
			dict(fieldname='domain', label='Domain',
				fieldtype='Select', hidden=1, default="Manufacturing",
				options="Manufacturing\nService\nDistribution\nRetail"
			)
		]
	}
	create_custom_fields(field)