erpnext/setup/install.py

# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt


import frappe
from frappe import _
from frappe.custom.doctype.custom_field.custom_field import create_custom_field
from frappe.desk.page.setup_wizard.setup_wizard import add_all_roles_to
from frappe.installer import update_site_config
from frappe.utils import cint

from erpnext.accounts.doctype.cash_flow_mapper.default_cash_flow_mapper import DEFAULT_MAPPERS
from erpnext.setup.default_energy_point_rules import get_default_energy_point_rules

from .default_success_action import get_default_success_action

default_mail_footer = """<div style="padding: 7px; text-align: right; color: #888"><small>Sent via
	<a style="color: #888" href="http://erpnext.org">ERPNext</a></div>"""


def after_install():
	frappe.get_doc({'doctype': "Role", "role_name": "Analytics"}).insert()
	set_single_defaults()
	create_print_setting_custom_fields()
	add_all_roles_to("Administrator")
	create_default_cash_flow_mapper_templates()
	create_default_success_action()
	create_default_energy_point_rules()
	add_company_to_session_defaults()
	add_standard_navbar_items()
	add_app_name()
	add_non_standard_user_types()
	frappe.db.commit()


def check_setup_wizard_not_completed():
	if cint(frappe.db.get_single_value('System Settings', 'setup_complete') or 0):
		message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed.
You can reinstall this site (after saving your data) using: bench --site [sitename] reinstall"""
		frappe.throw(message)   # nosemgrep


def set_single_defaults():
	for dt in ('Accounts Settings', 'Print Settings', 'HR Settings', 'Buying Settings',
		'Selling Settings', 'Stock Settings'):
		default_values = frappe.db.sql("""select fieldname, `default` from `tabDocField`
			where parent=%s""", dt)
		if default_values:
			try:
				b = frappe.get_doc(dt, dt)
				for fieldname, value in default_values:
					b.set(fieldname, value)
				b.save()
			except frappe.MandatoryError:
				pass
			except frappe.ValidationError:
				pass

	frappe.db.set_default("date_format", "dd-mm-yyyy")

	setup_currency_exchange()

def setup_currency_exchange():
	ces = frappe.get_single('Currency Exchange Settings')
	try:
		ces.set('result_key', [])
		ces.set('req_params', [])

		ces.api_endpoint = "https://frankfurter.app/{transaction_date}"
		ces.append('result_key', {'key': 'rates'})
		ces.append('result_key', {'key': '{to_currency}'})
		ces.append('req_params', {'key': 'base', 'value': '{from_currency}'})
		ces.append('req_params', {'key': 'symbols', 'value': '{to_currency}'})
		ces.save()
	except frappe.ValidationError:
		pass

def create_print_setting_custom_fields():
	create_custom_field('Print Settings', {
		'label': _('Compact Item Print'),
		'fieldname': 'compact_item_print',
		'fieldtype': 'Check',
		'default': 1,
		'insert_after': 'with_letterhead'
	})
	create_custom_field('Print Settings', {
		'label': _('Print UOM after Quantity'),
		'fieldname': 'print_uom_after_quantity',
		'fieldtype': 'Check',
		'default': 0,
		'insert_after': 'compact_item_print'
	})
	create_custom_field('Print Settings', {
		'label': _('Print taxes with zero amount'),
		'fieldname': 'print_taxes_with_zero_amount',
		'fieldtype': 'Check',
		'default': 0,
		'insert_after': 'allow_print_for_cancelled'
	})


def create_default_cash_flow_mapper_templates():
	for mapper in DEFAULT_MAPPERS:
		if not frappe.db.exists('Cash Flow Mapper', mapper['section_name']):
			doc = frappe.get_doc(mapper)
			doc.insert(ignore_permissions=True)

def create_default_success_action():
	for success_action in get_default_success_action():
		if not frappe.db.exists('Success Action', success_action.get("ref_doctype")):
			doc = frappe.get_doc(success_action)
			doc.insert(ignore_permissions=True)

def create_default_energy_point_rules():

	for rule in get_default_energy_point_rules():
		# check if any rule for ref. doctype exists
		rule_exists = frappe.db.exists('Energy Point Rule', {
			'reference_doctype': rule.get('reference_doctype')
		})
		if rule_exists: continue
		doc = frappe.get_doc(rule)
		doc.insert(ignore_permissions=True)

def add_company_to_session_defaults():
	settings = frappe.get_single("Session Default Settings")
	settings.append("session_defaults", {
		"ref_doctype": "Company"
	})
	settings.save()

def add_standard_navbar_items():
	navbar_settings = frappe.get_single("Navbar Settings")

	erpnext_navbar_items = [
		{
			'item_label': 'Documentation',
			'item_type': 'Route',
			'route': 'https://erpnext.com/docs/user/manual',
			'is_standard': 1
		},
		{
			'item_label': 'User Forum',
			'item_type': 'Route',
			'route': 'https://discuss.erpnext.com',
			'is_standard': 1
		},
		{
			'item_label': 'Report an Issue',
			'item_type': 'Route',
			'route': 'https://github.com/frappe/erpnext/issues',
			'is_standard': 1
		}
	]

	current_navbar_items = navbar_settings.help_dropdown
	navbar_settings.set('help_dropdown', [])

	for item in erpnext_navbar_items:
		current_labels = [item.get('item_label') for item in current_navbar_items]
		if not item.get('item_label') in current_labels:
			navbar_settings.append('help_dropdown', item)

	for item in current_navbar_items:
		navbar_settings.append('help_dropdown', {
			'item_label': item.item_label,
			'item_type': item.item_type,
			'route': item.route,
			'action': item.action,
			'is_standard': item.is_standard,
			'hidden': item.hidden
		})

	navbar_settings.save()

def add_app_name():
	frappe.db.set_value('System Settings', None, 'app_name', 'ERPNext')

def add_non_standard_user_types():
	user_types = get_user_types_data()

	user_type_limit = {}
	for user_type, data in user_types.items():
		user_type_limit.setdefault(frappe.scrub(user_type), 20)

	update_site_config('user_type_doctype_limit', user_type_limit)

	for user_type, data in user_types.items():
		create_custom_role(data)
		create_user_type(user_type, data)

def get_user_types_data():
	return {
		'Employee Self Service': {
			'role': 'Employee Self Service',
			'apply_user_permission_on': 'Employee',
			'user_id_field': 'user_id',
			'doctypes': {
				# masters
				'Holiday List': ['read'],
				'Employee': ['read', 'write'],
				# payroll
				'Salary Slip': ['read'],
				'Employee Benefit Application': ['read', 'write', 'create', 'delete'],
				# expenses
				'Expense Claim': ['read', 'write', 'create', 'delete'],
				'Employee Advance': ['read', 'write', 'create', 'delete'],
				# leave and attendance
				'Leave Application': ['read', 'write', 'create', 'delete'],
				'Attendance Request': ['read', 'write', 'create', 'delete'],
				'Compensatory Leave Request': ['read', 'write', 'create', 'delete'],
				# tax
				'Employee Tax Exemption Declaration': ['read', 'write', 'create', 'delete'],
				'Employee Tax Exemption Proof Submission': ['read', 'write', 'create', 'delete'],
				# projects
				'Timesheet': ['read', 'write', 'create', 'delete', 'submit', 'cancel', 'amend'],
				# trainings
				'Training Program': ['read'],
				'Training Feedback': ['read', 'write', 'create', 'delete', 'submit', 'cancel', 'amend'],
				# shifts
				'Shift Request': ['read', 'write', 'create', 'delete', 'submit', 'cancel', 'amend'],
				# misc
				'Employee Grievance': ['read', 'write', 'create', 'delete'],
				'Employee Referral': ['read', 'write', 'create', 'delete'],
				'Travel Request': ['read', 'write', 'create', 'delete']
			}
		}
	}

def create_custom_role(data):
	if data.get('role') and not frappe.db.exists('Role', data.get('role')):
		frappe.get_doc({
			'doctype': 'Role',
			'role_name': data.get('role'),
			'desk_access': 1,
			'is_custom': 1
		}).insert(ignore_permissions=True)

def create_user_type(user_type, data):
	if frappe.db.exists('User Type', user_type):
		doc = frappe.get_cached_doc('User Type', user_type)
		doc.user_doctypes = []
	else:
		doc = frappe.new_doc('User Type')
		doc.update({
			'name': user_type,
			'role': data.get('role'),
			'user_id_field': data.get('user_id_field'),
			'apply_user_permission_on': data.get('apply_user_permission_on')
		})

	create_role_permissions_for_doctype(doc, data)
	doc.save(ignore_permissions=True)

def create_role_permissions_for_doctype(doc, data):
	for doctype, perms in data.get('doctypes').items():
		args = {'document_type': doctype}
		for perm in perms:
			args[perm] = 1

		doc.append('user_doctypes', args)

def update_select_perm_after_install():
	if not frappe.flags.update_select_perm_after_migrate:
		return

	frappe.flags.ignore_select_perm = False
	for row in frappe.get_all('User Type', filters= {'is_standard': 0}):
		print('Updating user type :- ', row.name)
		doc = frappe.get_doc('User Type', row.name)
		doc.save()

	frappe.flags.update_select_perm_after_migrate = False