Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 1 | frappe.provide("erpnext.wiz"); |
| 2 | |
| 3 | frappe.pages['setup-wizard'].on_page_load = function(wrapper) { |
| 4 | if(sys_defaults.company) { |
| 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 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 10 | function load_erpnext_slides() { |
| 11 | $.extend(erpnext.wiz, { |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 12 | user: { |
| 13 | title: __("The First User: You"), |
| 14 | icon: "icon-user", |
| 15 | fields: [ |
| 16 | {"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data", |
| 17 | reqd:1}, |
| 18 | {"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data"}, |
| 19 | {"fieldname": "email", "label": __("Email Address"), "fieldtype": "Data", |
| 20 | reqd:1, "description": __("You will use it to Login"), "options":"Email"}, |
| 21 | {"fieldname": "password", "label": __("Password"), "fieldtype": "Password", |
| 22 | reqd:1}, |
| 23 | {fieldtype:"Attach Image", fieldname:"attach_user", |
Anand Doshi | 2af44ff | 2015-12-09 17:28:51 +0530 | [diff] [blame] | 24 | label: __("Attach Your Picture"), is_private: 0}, |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 25 | ], |
| 26 | help: __('The first user will become the System Manager (you can change this later).'), |
| 27 | onload: function(slide) { |
| 28 | if(user!=="Administrator") { |
| 29 | slide.form.fields_dict.password.$wrapper.toggle(false); |
| 30 | slide.form.fields_dict.email.$wrapper.toggle(false); |
| 31 | slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name); |
| 32 | slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 33 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 34 | var user_image = frappe.get_cookie("user_image"); |
| 35 | if(user_image) { |
| 36 | var $attach_user = slide.form.fields_dict.attach_user.$wrapper; |
| 37 | $attach_user.find(".missing-image").toggle(false); |
| 38 | $attach_user.find("img").attr("src", decodeURIComponent(user_image)).toggle(true); |
| 39 | } |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 40 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 41 | delete slide.form.fields_dict.email; |
| 42 | delete slide.form.fields_dict.password; |
| 43 | } |
| 44 | }, |
| 45 | css_class: "single-column" |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 46 | }, |
| 47 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 48 | org: { |
| 49 | title: __("The Organization"), |
| 50 | icon: "icon-building", |
| 51 | fields: [ |
| 52 | {fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1, |
| 53 | placeholder: __('e.g. "My Company LLC"')}, |
| 54 | {fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data', |
| 55 | description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1}, |
| 56 | {fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data', |
| 57 | placeholder:__('e.g. "Build tools for builders"'), reqd:1}, |
| 58 | {fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data', |
| 59 | placeholder: __('e.g. "XYZ National Bank"'), reqd:1 }, |
| 60 | {fieldname:'chart_of_accounts', label: __('Chart of Accounts'), |
| 61 | options: "", fieldtype: 'Select'}, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 62 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 63 | // TODO remove this |
| 64 | {fieldtype: "Section Break"}, |
| 65 | {fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date', |
| 66 | description: __('Your financial year begins on'), reqd:1}, |
| 67 | {fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date', |
| 68 | description: __('Your financial year ends on'), reqd:1}, |
| 69 | ], |
| 70 | help: __('The name of your company for which you are setting up this system.'), |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 71 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 72 | onload: function(slide) { |
| 73 | erpnext.wiz.org.load_chart_of_accounts(slide); |
| 74 | erpnext.wiz.org.bind_events(slide); |
| 75 | erpnext.wiz.org.set_fy_dates(slide); |
| 76 | }, |
| 77 | |
Anand Doshi | 5c3469a | 2015-11-24 17:06:54 +0530 | [diff] [blame] | 78 | validate: function() { |
| 79 | // validate fiscal year start and end dates |
| 80 | if (this.values.fy_start_date=='Invalid date' || this.values.fy_end_date=='Invalid date') { |
| 81 | msgprint(__("Please enter valid Financial Year Start and End Dates")); |
| 82 | return false; |
| 83 | } |
| 84 | |
| 85 | if ((this.values.company_name || "").toLowerCase() == "company") { |
| 86 | msgprint(__("Company Name cannot be Company")); |
| 87 | return false; |
| 88 | } |
| 89 | |
| 90 | return true; |
| 91 | }, |
| 92 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 93 | css_class: "single-column", |
| 94 | |
| 95 | set_fy_dates: function(slide) { |
| 96 | var country = slide.wiz.get_values().country; |
| 97 | |
| 98 | if(country) { |
| 99 | var fy = erpnext.wiz.fiscal_years[country]; |
| 100 | var current_year = moment(new Date()).year(); |
| 101 | var next_year = current_year + 1; |
| 102 | if(!fy) { |
| 103 | fy = ["01-01", "12-31"]; |
| 104 | next_year = current_year; |
| 105 | } |
| 106 | |
| 107 | slide.get_field("fy_start_date").set_input(current_year + "-" + fy[0]); |
| 108 | slide.get_field("fy_end_date").set_input(next_year + "-" + fy[1]); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 109 | } |
| 110 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 111 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 112 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 113 | load_chart_of_accounts: function(slide) { |
| 114 | var country = slide.wiz.get_values().country; |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 115 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +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", |
| 119 | args: {"country": country}, |
| 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 | if (r.message.length===1) { |
| 126 | var field = slide.get_field("chart_of_accounts"); |
| 127 | field.set_value(r.message[0]); |
| 128 | field.df.hidden = 1; |
| 129 | field.refresh(); |
| 130 | } |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 131 | } |
| 132 | } |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 133 | }) |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 134 | } |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 135 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 136 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 137 | bind_events: function(slide) { |
| 138 | slide.get_input("company_name").on("change", function() { |
| 139 | var parts = slide.get_input("company_name").val().split(" "); |
| 140 | var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join(""); |
| 141 | slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase()); |
| 142 | }).val(frappe.boot.sysdefaults.company_name || "").trigger("change"); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 143 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 144 | slide.get_input("company_abbr").on("change", function() { |
| 145 | if(slide.get_input("company_abbr").val().length > 5) { |
| 146 | msgprint("Company Abbreviation cannot have more than 5 characters"); |
| 147 | slide.get_field("company_abbr").set_input(""); |
| 148 | } |
| 149 | }); |
| 150 | |
| 151 | // TODO remove this |
| 152 | slide.get_input("fy_start_date").on("change", function() { |
| 153 | var year_end_date = |
| 154 | frappe.datetime.add_days(frappe.datetime.add_months( |
| 155 | frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1); |
| 156 | slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date)); |
| 157 | |
| 158 | }); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 159 | } |
| 160 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 161 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 162 | branding: { |
| 163 | icon: "icon-bookmark", |
| 164 | title: __("The Brand"), |
| 165 | help: __('Upload your letter head and logo. (you can edit them later).'), |
| 166 | fields: [ |
| 167 | {fieldtype:"Attach Image", fieldname:"attach_letterhead", |
| 168 | label: __("Attach Letterhead"), |
Anand Doshi | 2af44ff | 2015-12-09 17:28:51 +0530 | [diff] [blame] | 169 | description: __("Keep it web friendly 900px (w) by 100px (h)"), |
| 170 | is_private: 0 |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 171 | }, |
| 172 | {fieldtype: "Column Break"}, |
| 173 | {fieldtype:"Attach Image", fieldname:"attach_logo", |
| 174 | label:__("Attach Logo"), |
Anand Doshi | 2af44ff | 2015-12-09 17:28:51 +0530 | [diff] [blame] | 175 | description: __("100px by 100px"), |
| 176 | is_private: 0 |
| 177 | }, |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 178 | ], |
| 179 | |
| 180 | css_class: "two-column" |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 181 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 182 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 183 | users: { |
| 184 | icon: "icon-money", |
| 185 | "title": __("Add Users"), |
| 186 | "help": __("Add users to your organization, other than yourself"), |
| 187 | "fields": [], |
| 188 | before_load: function(slide) { |
| 189 | slide.fields = []; |
| 190 | for(var i=1; i<5; i++) { |
| 191 | slide.fields = slide.fields.concat([ |
| 192 | {fieldtype:"Section Break"}, |
| 193 | {fieldtype:"Data", fieldname:"user_fullname_"+ i, |
| 194 | label:__("Full Name")}, |
| 195 | {fieldtype:"Data", fieldname:"user_email_" + i, |
| 196 | label:__("Email ID"), placeholder:__("user@example.com"), |
| 197 | options: "Email"}, |
| 198 | {fieldtype:"Column Break"}, |
| 199 | {fieldtype: "Check", fieldname: "user_sales_" + i, |
| 200 | label:__("Sales"), default: 1}, |
| 201 | {fieldtype: "Check", fieldname: "user_purchaser_" + i, |
| 202 | label:__("Purchaser"), default: 1}, |
| 203 | {fieldtype: "Check", fieldname: "user_accountant_" + i, |
| 204 | label:__("Accountant"), default: 1}, |
| 205 | ]); |
| 206 | } |
| 207 | }, |
| 208 | css_class: "two-column" |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 209 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 210 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 211 | taxes: { |
| 212 | icon: "icon-money", |
| 213 | "title": __("Add Taxes"), |
| 214 | "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."), |
| 215 | "fields": [], |
| 216 | before_load: function(slide) { |
| 217 | slide.fields = []; |
| 218 | for(var i=1; i<4; i++) { |
| 219 | slide.fields = slide.fields.concat([ |
| 220 | {fieldtype:"Section Break"}, |
| 221 | {fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i, |
| 222 | placeholder:__("e.g. VAT") + " " + i}, |
| 223 | {fieldtype:"Column Break"}, |
| 224 | {fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")}, |
| 225 | ]); |
| 226 | } |
| 227 | }, |
| 228 | css_class: "two-column" |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 229 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 230 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 231 | customers: { |
| 232 | icon: "icon-group", |
| 233 | "title": __("Your Customers"), |
| 234 | "help": __("List a few of your customers. They could be organizations or individuals."), |
| 235 | "fields": [], |
| 236 | before_load: function(slide) { |
| 237 | slide.fields = []; |
| 238 | for(var i=1; i<6; i++) { |
| 239 | slide.fields = slide.fields.concat([ |
| 240 | {fieldtype:"Section Break"}, |
| 241 | {fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i, |
| 242 | placeholder:__("Customer Name")}, |
| 243 | {fieldtype:"Column Break"}, |
| 244 | {fieldtype:"Data", fieldname:"customer_contact_" + i, |
| 245 | label:__("Contact Name") + " " + i, placeholder:__("Contact Name")} |
| 246 | ]) |
| 247 | } |
| 248 | slide.fields[1].reqd = 1; |
| 249 | }, |
| 250 | css_class: "two-column" |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 251 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 252 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 253 | suppliers: { |
| 254 | icon: "icon-group", |
| 255 | "title": __("Your Suppliers"), |
| 256 | "help": __("List a few of your suppliers. They could be organizations or individuals."), |
| 257 | "fields": [], |
| 258 | before_load: function(slide) { |
| 259 | slide.fields = []; |
| 260 | for(var i=1; i<6; i++) { |
| 261 | slide.fields = slide.fields.concat([ |
| 262 | {fieldtype:"Section Break"}, |
| 263 | {fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i, |
| 264 | placeholder:__("Supplier Name")}, |
| 265 | {fieldtype:"Column Break"}, |
| 266 | {fieldtype:"Data", fieldname:"supplier_contact_" + i, |
| 267 | label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}, |
| 268 | ]) |
| 269 | } |
| 270 | slide.fields[1].reqd = 1; |
| 271 | }, |
| 272 | css_class: "two-column" |
| 273 | }, |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 274 | |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 275 | items: { |
| 276 | icon: "icon-barcode", |
| 277 | "title": __("Your Products or Services"), |
| 278 | "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."), |
| 279 | "fields": [], |
| 280 | before_load: function(slide) { |
| 281 | slide.fields = []; |
| 282 | for(var i=1; i<6; i++) { |
| 283 | slide.fields = slide.fields.concat([ |
| 284 | {fieldtype:"Section Break", show_section_border: true}, |
| 285 | {fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i, |
| 286 | placeholder:__("A Product or Service")}, |
| 287 | {fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i, |
| 288 | options:[__("Products"), __("Services"), |
| 289 | __("Raw Material"), __("Consumable"), __("Sub Assemblies")], |
| 290 | "default": __("Products")}, |
| 291 | {fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"), |
| 292 | options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"), |
| 293 | __("Hour"), __("Minute")], |
| 294 | "default": __("Unit")}, |
| 295 | {fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1}, |
| 296 | {fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")}, |
| 297 | {fieldtype:"Column Break"}, |
| 298 | {fieldtype:"Currency", fieldname:"item_price_" + i, label:__("Rate")}, |
Anand Doshi | 2af44ff | 2015-12-09 17:28:51 +0530 | [diff] [blame] | 299 | {fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image"), is_private: 0}, |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 300 | ]) |
| 301 | } |
| 302 | slide.fields[1].reqd = 1; |
| 303 | |
| 304 | // dummy data |
| 305 | slide.fields.push({fieldtype: "Section Break"}); |
| 306 | slide.fields.push({fieldtype: "Check", fieldname: "add_sample_data", |
| 307 | label: __("Add a few sample records"), "default": 1}); |
| 308 | }, |
| 309 | css_class: "two-column" |
| 310 | }, |
| 311 | }); |
| 312 | |
| 313 | // Source: https://en.wikipedia.org/wiki/Fiscal_year |
| 314 | // default 1st Jan - 31st Dec |
| 315 | |
| 316 | erpnext.wiz.fiscal_years = { |
| 317 | "Afghanistan": ["12-20", "12-21"], |
| 318 | "Australia": ["07-01", "06-30"], |
| 319 | "Bangladesh": ["07-01", "06-30"], |
| 320 | "Canada": ["04-01", "03-31"], |
| 321 | "Costa Rica": ["10-01", "09-30"], |
| 322 | "Egypt": ["07-01", "06-30"], |
| 323 | "Hong Kong": ["04-01", "03-31"], |
| 324 | "India": ["04-01", "03-31"], |
| 325 | "Iran": ["06-23", "06-22"], |
| 326 | "Italy": ["07-01", "06-30"], |
| 327 | "Myanmar": ["04-01", "03-31"], |
| 328 | "New Zealand": ["04-01", "03-31"], |
| 329 | "Pakistan": ["07-01", "06-30"], |
| 330 | "Singapore": ["04-01", "03-31"], |
| 331 | "South Africa": ["03-01", "02-28"], |
| 332 | "Thailand": ["10-01", "09-30"], |
| 333 | "United Kingdom": ["04-01", "03-31"], |
| 334 | }; |
| 335 | }; |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 336 | |
| 337 | frappe.wiz.on("before_load", function() { |
Anand Doshi | 1ed8283 | 2015-11-16 12:58:14 +0530 | [diff] [blame] | 338 | load_erpnext_slides(); |
Rushabh Mehta | 37b4d75 | 2015-11-09 16:53:11 +0530 | [diff] [blame] | 339 | frappe.wiz.add_slide(erpnext.wiz.user); |
| 340 | frappe.wiz.add_slide(erpnext.wiz.org); |
| 341 | frappe.wiz.add_slide(erpnext.wiz.branding); |
| 342 | frappe.wiz.add_slide(erpnext.wiz.users); |
| 343 | frappe.wiz.add_slide(erpnext.wiz.taxes); |
| 344 | frappe.wiz.add_slide(erpnext.wiz.customers); |
| 345 | frappe.wiz.add_slide(erpnext.wiz.suppliers); |
| 346 | frappe.wiz.add_slide(erpnext.wiz.items); |
| 347 | frappe.wiz.welcome_page = "#welcome-to-erpnext"; |
| 348 | }); |