Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 1 | frappe.provide("erpnext.setup"); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 2 | |
| 3 | frappe.pages['setup-wizard'].on_page_load = function(wrapper) { |
Faris Ansari | ab74ca7 | 2017-05-30 12:54:42 +0530 | [diff] [blame] | 4 | if(frappe.sys_defaults.company) { |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 5 | frappe.set_route("desk"); |
| 6 | return; |
| 7 | } |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 8 | }; |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 9 | |
Prateeksha Singh | 95d8fd3 | 2017-09-04 11:14:04 +0530 | [diff] [blame] | 10 | frappe.setup.on("before_load", function () { |
| 11 | erpnext.setup.slides_settings.map(frappe.setup.add_slide); |
| 12 | }); |
| 13 | |
| 14 | erpnext.setup.slides_settings = [ |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 15 | { |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 16 | // Organization |
| 17 | name: 'organization', |
| 18 | title: __("Setup your organization"), |
| 19 | icon: "fa fa-building", |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 20 | fields: [ |
| 21 | { |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 22 | fieldname: 'company_name', |
Deepesh Garg | 60b693f | 2022-04-28 12:02:54 +0530 | [diff] [blame] | 23 | label: __('Company Name'), |
Makarand Bauskar | 1d9fd9a | 2017-07-26 18:19:41 +0530 | [diff] [blame] | 24 | fieldtype: 'Data', |
| 25 | reqd: 1 |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 26 | }, |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 27 | { fieldtype: "Column Break" }, |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 28 | { |
| 29 | fieldname: 'company_abbr', |
Deepesh Garg | 60b693f | 2022-04-28 12:02:54 +0530 | [diff] [blame] | 30 | label: __('Company Abbreviation'), |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 31 | fieldtype: 'Data', |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 32 | reqd: 1 |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 33 | }, |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 34 | { fieldtype: "Section Break" }, |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 35 | { |
| 36 | fieldname: 'chart_of_accounts', label: __('Chart of Accounts'), |
| 37 | options: "", fieldtype: 'Select' |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 38 | }, |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 39 | { fieldname: 'view_coa', label: __('View Chart of Accounts'), fieldtype: 'Button' }, |
Rushabh Mehta | 2cd41bc | 2020-12-18 13:17:58 +0530 | [diff] [blame] | 40 | { fieldname: 'fy_start_date', label: __('Financial Year Begins On'), fieldtype: 'Date', reqd: 1 }, |
| 41 | // end date should be hidden (auto calculated) |
| 42 | { fieldname: 'fy_end_date', label: __('End Date'), fieldtype: 'Date', reqd: 1, hidden: 1 }, |
Ankush Menat | 3a21c90 | 2023-08-10 15:48:57 +0530 | [diff] [blame] | 43 | { fieldtype: "Section Break" }, |
| 44 | { |
| 45 | fieldname: 'setup_demo', |
| 46 | label: __('Generate Demo Data for Exploration'), |
| 47 | fieldtype: 'Check', |
Deepesh Garg | 6349b67 | 2023-08-24 17:54:14 +0530 | [diff] [blame^] | 48 | description: __('If checked, we will create demo data for you to explore the system. This demo data can be erased later.') |
| 49 | }, |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 50 | ], |
| 51 | |
| 52 | onload: function (slide) { |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 53 | this.bind_events(slide); |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 54 | this.load_chart_of_accounts(slide); |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 55 | this.set_fy_dates(slide); |
| 56 | }, |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 57 | validate: function () { |
Faris Ansari | aa856c4 | 2018-09-18 10:42:04 +0530 | [diff] [blame] | 58 | if (!this.validate_fy_dates()) { |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 59 | return false; |
| 60 | } |
Zarrar | 441a1e1 | 2018-02-16 14:44:42 +0530 | [diff] [blame] | 61 | |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 62 | if ((this.values.company_name || "").toLowerCase() == "company") { |
| 63 | frappe.msgprint(__("Company Name cannot be Company")); |
| 64 | return false; |
| 65 | } |
| 66 | if (!this.values.company_abbr) { |
| 67 | return false; |
| 68 | } |
| 69 | if (this.values.company_abbr.length > 10) { |
| 70 | return false; |
Deepesh Garg | 2908f2e | 2021-06-26 23:49:32 +0530 | [diff] [blame] | 71 | } |
| 72 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 73 | return true; |
| 74 | }, |
| 75 | |
Faris Ansari | aa856c4 | 2018-09-18 10:42:04 +0530 | [diff] [blame] | 76 | validate_fy_dates: function() { |
| 77 | // validate fiscal year start and end dates |
| 78 | const invalid = this.values.fy_start_date == 'Invalid date' || |
| 79 | this.values.fy_end_date == 'Invalid date'; |
| 80 | const start_greater_than_end = this.values.fy_start_date > this.values.fy_end_date; |
| 81 | |
| 82 | if (invalid || start_greater_than_end) { |
| 83 | frappe.msgprint(__("Please enter valid Financial Year Start and End Dates")); |
| 84 | return false; |
| 85 | } |
| 86 | |
| 87 | return true; |
| 88 | }, |
| 89 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 90 | set_fy_dates: function (slide) { |
| 91 | var country = frappe.wizard.values.country; |
| 92 | |
| 93 | if (country) { |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 94 | let fy = erpnext.setup.fiscal_years[country]; |
| 95 | let current_year = moment(new Date()).year(); |
| 96 | let next_year = current_year + 1; |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 97 | if (!fy) { |
Makarand Bauskar | bf66d7e | 2017-07-05 17:26:34 +0530 | [diff] [blame] | 98 | fy = ["01-01", "12-31"]; |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 99 | next_year = current_year; |
Anand Doshi | 5c3469a | 2015-11-24 17:06:54 +0530 | [diff] [blame] | 100 | } |
| 101 | |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 102 | let year_start_date = current_year + "-" + fy[0]; |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 103 | if (year_start_date > frappe.datetime.get_today()) { |
Rushabh Mehta | 63b0642 | 2017-07-05 17:56:04 +0530 | [diff] [blame] | 104 | next_year = current_year; |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 105 | current_year -= 1; |
Anand Doshi | 5c3469a | 2015-11-24 17:06:54 +0530 | [diff] [blame] | 106 | } |
Rushabh Mehta | 63b0642 | 2017-07-05 17:56:04 +0530 | [diff] [blame] | 107 | slide.get_field("fy_start_date").set_value(current_year + '-' + fy[0]); |
| 108 | slide.get_field("fy_end_date").set_value(next_year + '-' + fy[1]); |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 109 | } |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 110 | }, |
Anand Doshi | 5c3469a | 2015-11-24 17:06:54 +0530 | [diff] [blame] | 111 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 112 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 113 | load_chart_of_accounts: function (slide) { |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 114 | let country = frappe.wizard.values.country; |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 115 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 116 | if (country) { |
| 117 | frappe.call({ |
| 118 | method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country", |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 119 | args: { "country": country, with_standard: true }, |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 120 | callback: function (r) { |
| 121 | if (r.message) { |
| 122 | slide.get_input("chart_of_accounts").empty() |
| 123 | .add_options(r.message); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 124 | } |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 125 | } |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 126 | }) |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 127 | } |
| 128 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 129 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 130 | bind_events: function (slide) { |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 131 | let me = this; |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 132 | slide.get_input("fy_start_date").on("change", function () { |
Rushabh Mehta | 63b0642 | 2017-07-05 17:56:04 +0530 | [diff] [blame] | 133 | var start_date = slide.form.fields_dict.fy_start_date.get_value(); |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 134 | var year_end_date = |
Rushabh Mehta | 63b0642 | 2017-07-05 17:56:04 +0530 | [diff] [blame] | 135 | frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1); |
| 136 | slide.form.fields_dict.fy_end_date.set_value(year_end_date); |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 137 | }); |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 138 | |
| 139 | slide.get_input("view_coa").on("click", function() { |
| 140 | let chart_template = slide.form.fields_dict.chart_of_accounts.get_value(); |
| 141 | if(!chart_template) return; |
| 142 | |
| 143 | me.charts_modal(slide, chart_template); |
| 144 | }); |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 145 | |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 146 | slide.get_input("company_name").on("input", function () { |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 147 | let parts = slide.get_input("company_name").val().split(" "); |
| 148 | let abbr = $.map(parts, function (p) { return p ? p.substr(0, 1) : null }).join(""); |
| 149 | slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase()); |
| 150 | }).val(frappe.boot.sysdefaults.company_name || "").trigger("change"); |
| 151 | |
| 152 | slide.get_input("company_abbr").on("change", function () { |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 153 | let abbr = slide.get_input("company_abbr").val(); |
| 154 | if (abbr.length > 10) { |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 155 | frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters")); |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 156 | abbr = abbr.slice(0, 10); |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 157 | } |
Bernd Oliver Sünderhauf | bc8d05d | 2023-07-30 19:04:03 +0200 | [diff] [blame] | 158 | slide.get_field("company_abbr").set_value(abbr); |
| 159 | }).val(frappe.boot.sysdefaults.company_abbr || "").trigger("change"); |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 160 | }, |
| 161 | |
| 162 | charts_modal: function(slide, chart_template) { |
| 163 | let parent = __('All Accounts'); |
| 164 | |
Deepesh Garg | 3598bcc | 2023-01-27 14:40:39 +0530 | [diff] [blame] | 165 | let dialog = new frappe.ui.Dialog({ |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 166 | title: chart_template, |
| 167 | fields: [ |
| 168 | {'fieldname': 'expand_all', 'label': __('Expand All'), 'fieldtype': 'Button', |
| 169 | click: function() { |
| 170 | // expand all nodes on button click |
| 171 | coa_tree.load_children(coa_tree.root_node, true); |
| 172 | } |
| 173 | }, |
| 174 | {'fieldname': 'collapse_all', 'label': __('Collapse All'), 'fieldtype': 'Button', |
| 175 | click: function() { |
| 176 | // collapse all nodes |
| 177 | coa_tree.get_all_nodes(coa_tree.root_node.data.value, coa_tree.root_node.is_root) |
| 178 | .then(data_list => { |
| 179 | data_list.map(d => { coa_tree.toggle_node(coa_tree.nodes[d.parent]); }); |
| 180 | }); |
| 181 | } |
| 182 | } |
| 183 | ] |
| 184 | }); |
| 185 | |
| 186 | // render tree structure in the dialog modal |
| 187 | let coa_tree = new frappe.ui.Tree({ |
| 188 | parent: $(dialog.body), |
| 189 | label: parent, |
| 190 | expandable: true, |
| 191 | method: 'erpnext.accounts.utils.get_coa', |
| 192 | args: { |
| 193 | chart: chart_template, |
| 194 | parent: parent, |
| 195 | doctype: 'Account' |
| 196 | }, |
| 197 | onclick: function(node) { |
| 198 | parent = node.value; |
| 199 | } |
| 200 | }); |
| 201 | |
| 202 | // add class to show buttons side by side |
Zarrar | c1225a8 | 2018-07-03 10:35:31 +0530 | [diff] [blame] | 203 | const form_container = $(dialog.body).find('form'); |
| 204 | const buttons = $(form_container).find('.frappe-control'); |
| 205 | form_container.addClass('flex'); |
| 206 | buttons.map((index, button) => { |
| 207 | $(button).css({"margin-right": "1em"}); |
| 208 | }) |
Zarrar | 254ce64 | 2018-06-28 14:15:34 +0530 | [diff] [blame] | 209 | |
| 210 | dialog.show(); |
| 211 | coa_tree.load_children(coa_tree.root_node, true); // expand all node trigger |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 212 | } |
Anand Doshi | 3177138 | 2016-07-05 21:34:21 +0530 | [diff] [blame] | 213 | } |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 214 | ]; |
Anand Doshi | 3177138 | 2016-07-05 21:34:21 +0530 | [diff] [blame] | 215 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 216 | // Source: https://en.wikipedia.org/wiki/Fiscal_year |
| 217 | // default 1st Jan - 31st Dec |
Rushabh Mehta | 20038ad | 2016-07-21 16:01:59 +0530 | [diff] [blame] | 218 | |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 219 | erpnext.setup.fiscal_years = { |
Shreya Shah | db499dc | 2017-12-12 14:19:35 +0530 | [diff] [blame] | 220 | "Afghanistan": ["12-21", "12-20"], |
Makarand Bauskar | bf66d7e | 2017-07-05 17:26:34 +0530 | [diff] [blame] | 221 | "Australia": ["07-01", "06-30"], |
| 222 | "Bangladesh": ["07-01", "06-30"], |
| 223 | "Canada": ["04-01", "03-31"], |
| 224 | "Costa Rica": ["10-01", "09-30"], |
| 225 | "Egypt": ["07-01", "06-30"], |
| 226 | "Hong Kong": ["04-01", "03-31"], |
| 227 | "India": ["04-01", "03-31"], |
| 228 | "Iran": ["06-23", "06-22"], |
Makarand Bauskar | bf66d7e | 2017-07-05 17:26:34 +0530 | [diff] [blame] | 229 | "Myanmar": ["04-01", "03-31"], |
| 230 | "New Zealand": ["04-01", "03-31"], |
| 231 | "Pakistan": ["07-01", "06-30"], |
| 232 | "Singapore": ["04-01", "03-31"], |
| 233 | "South Africa": ["03-01", "02-28"], |
| 234 | "Thailand": ["10-01", "09-30"], |
| 235 | "United Kingdom": ["04-01", "03-31"], |
Prateeksha Singh | 5e4c8ec | 2017-07-03 18:23:57 +0530 | [diff] [blame] | 236 | }; |