blob: 3879b38aa13e20f86965e9144ea2cd0e01331eab [file] [log] [blame]
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +05301frappe.provide("erpnext.setup");
Rushabh Mehta37b4d752015-11-09 16:53:11 +05302
Ankush Menatec74a5e2024-03-10 19:45:40 +05303frappe.pages["setup-wizard"].on_page_load = function (wrapper) {
4 if (frappe.sys_defaults.company) {
Rushabh Mehta37b4d752015-11-09 16:53:11 +05305 frappe.set_route("desk");
6 return;
7 }
Anand Doshi1ed82832015-11-16 12:58:14 +05308};
Rushabh Mehta37b4d752015-11-09 16:53:11 +05309
Prateeksha Singh95d8fd32017-09-04 11:14:04 +053010frappe.setup.on("before_load", function () {
11 erpnext.setup.slides_settings.map(frappe.setup.add_slide);
12});
13
14erpnext.setup.slides_settings = [
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053015 {
Deepesh Garg3598bcc2023-01-27 14:40:39 +053016 // Organization
Ankush Menatec74a5e2024-03-10 19:45:40 +053017 name: "organization",
Deepesh Garg3598bcc2023-01-27 14:40:39 +053018 title: __("Setup your organization"),
19 icon: "fa fa-building",
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053020 fields: [
21 {
Ankush Menatec74a5e2024-03-10 19:45:40 +053022 fieldname: "company_name",
23 label: __("Company Name"),
24 fieldtype: "Data",
25 reqd: 1,
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053026 },
Bernd Oliver Sünderhaufbc8d05d2023-07-30 19:04:03 +020027 { fieldtype: "Column Break" },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053028 {
Ankush Menatec74a5e2024-03-10 19:45:40 +053029 fieldname: "company_abbr",
30 label: __("Company Abbreviation"),
31 fieldtype: "Data",
32 reqd: 1,
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053033 },
Bernd Oliver Sünderhaufbc8d05d2023-07-30 19:04:03 +020034 { fieldtype: "Section Break" },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053035 {
Ankush Menatec74a5e2024-03-10 19:45:40 +053036 fieldname: "chart_of_accounts",
37 label: __("Chart of Accounts"),
38 options: "",
39 fieldtype: "Select",
Anand Doshi1ed82832015-11-16 12:58:14 +053040 },
Ankush Menatec74a5e2024-03-10 19:45:40 +053041 { fieldname: "view_coa", label: __("View Chart of Accounts"), fieldtype: "Button" },
42 { fieldname: "fy_start_date", label: __("Financial Year Begins On"), fieldtype: "Date", reqd: 1 },
Rushabh Mehta2cd41bc2020-12-18 13:17:58 +053043 // end date should be hidden (auto calculated)
Ankush Menatec74a5e2024-03-10 19:45:40 +053044 { fieldname: "fy_end_date", label: __("End Date"), fieldtype: "Date", reqd: 1, hidden: 1 },
Ankush Menat3a21c902023-08-10 15:48:57 +053045 { fieldtype: "Section Break" },
46 {
Ankush Menatec74a5e2024-03-10 19:45:40 +053047 fieldname: "setup_demo",
48 label: __("Generate Demo Data for Exploration"),
49 fieldtype: "Check",
50 description: __(
51 "If checked, we will create demo data for you to explore the system. This demo data can be erased later."
52 ),
Deepesh Garg6349b672023-08-24 17:54:14 +053053 },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053054 ],
55
56 onload: function (slide) {
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053057 this.bind_events(slide);
Deepesh Garg3598bcc2023-01-27 14:40:39 +053058 this.load_chart_of_accounts(slide);
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053059 this.set_fy_dates(slide);
60 },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053061 validate: function () {
Faris Ansariaa856c42018-09-18 10:42:04 +053062 if (!this.validate_fy_dates()) {
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053063 return false;
64 }
Zarrar441a1e12018-02-16 14:44:42 +053065
Deepesh Garg3598bcc2023-01-27 14:40:39 +053066 if ((this.values.company_name || "").toLowerCase() == "company") {
67 frappe.msgprint(__("Company Name cannot be Company"));
68 return false;
69 }
70 if (!this.values.company_abbr) {
71 return false;
72 }
73 if (this.values.company_abbr.length > 10) {
74 return false;
Deepesh Garg2908f2e2021-06-26 23:49:32 +053075 }
76
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053077 return true;
78 },
79
Ankush Menatec74a5e2024-03-10 19:45:40 +053080 validate_fy_dates: function () {
Faris Ansariaa856c42018-09-18 10:42:04 +053081 // validate fiscal year start and end dates
Ankush Menatec74a5e2024-03-10 19:45:40 +053082 const invalid =
83 this.values.fy_start_date == "Invalid date" || this.values.fy_end_date == "Invalid date";
Faris Ansariaa856c42018-09-18 10:42:04 +053084 const start_greater_than_end = this.values.fy_start_date > this.values.fy_end_date;
85
86 if (invalid || start_greater_than_end) {
87 frappe.msgprint(__("Please enter valid Financial Year Start and End Dates"));
88 return false;
89 }
90
91 return true;
92 },
93
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +053094 set_fy_dates: function (slide) {
95 var country = frappe.wizard.values.country;
96
97 if (country) {
Deepesh Garg3598bcc2023-01-27 14:40:39 +053098 let fy = erpnext.setup.fiscal_years[country];
99 let current_year = moment(new Date()).year();
100 let next_year = current_year + 1;
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530101 if (!fy) {
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530102 fy = ["01-01", "12-31"];
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530103 next_year = current_year;
Anand Doshi5c3469a2015-11-24 17:06:54 +0530104 }
105
Deepesh Garg3598bcc2023-01-27 14:40:39 +0530106 let year_start_date = current_year + "-" + fy[0];
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530107 if (year_start_date > frappe.datetime.get_today()) {
Rushabh Mehta63b06422017-07-05 17:56:04 +0530108 next_year = current_year;
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530109 current_year -= 1;
Anand Doshi5c3469a2015-11-24 17:06:54 +0530110 }
Ankush Menatec74a5e2024-03-10 19:45:40 +0530111 slide.get_field("fy_start_date").set_value(current_year + "-" + fy[0]);
112 slide.get_field("fy_end_date").set_value(next_year + "-" + fy[1]);
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530113 }
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530114 },
Anand Doshi5c3469a2015-11-24 17:06:54 +0530115
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530116 load_chart_of_accounts: function (slide) {
Deepesh Garg3598bcc2023-01-27 14:40:39 +0530117 let country = frappe.wizard.values.country;
Anand Doshi1ed82832015-11-16 12:58:14 +0530118
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530119 if (country) {
120 frappe.call({
121 method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
Ankush Menatec74a5e2024-03-10 19:45:40 +0530122 args: { country: country, with_standard: true },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530123 callback: function (r) {
124 if (r.message) {
Ankush Menatec74a5e2024-03-10 19:45:40 +0530125 slide.get_input("chart_of_accounts").empty().add_options(r.message);
Rushabh Mehta37b4d752015-11-09 16:53:11 +0530126 }
Ankush Menatec74a5e2024-03-10 19:45:40 +0530127 },
128 });
Rushabh Mehta37b4d752015-11-09 16:53:11 +0530129 }
130 },
Rushabh Mehta37b4d752015-11-09 16:53:11 +0530131
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530132 bind_events: function (slide) {
Zarrar254ce642018-06-28 14:15:34 +0530133 let me = this;
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530134 slide.get_input("fy_start_date").on("change", function () {
Rushabh Mehta63b06422017-07-05 17:56:04 +0530135 var start_date = slide.form.fields_dict.fy_start_date.get_value();
Ankush Menatec74a5e2024-03-10 19:45:40 +0530136 var year_end_date = frappe.datetime.add_days(frappe.datetime.add_months(start_date, 12), -1);
Rushabh Mehta63b06422017-07-05 17:56:04 +0530137 slide.form.fields_dict.fy_end_date.set_value(year_end_date);
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530138 });
Zarrar254ce642018-06-28 14:15:34 +0530139
Ankush Menatec74a5e2024-03-10 19:45:40 +0530140 slide.get_input("view_coa").on("click", function () {
Zarrar254ce642018-06-28 14:15:34 +0530141 let chart_template = slide.form.fields_dict.chart_of_accounts.get_value();
Ankush Menatec74a5e2024-03-10 19:45:40 +0530142 if (!chart_template) return;
Zarrar254ce642018-06-28 14:15:34 +0530143
144 me.charts_modal(slide, chart_template);
145 });
Deepesh Garg3598bcc2023-01-27 14:40:39 +0530146
Ankush Menatec74a5e2024-03-10 19:45:40 +0530147 slide
148 .get_input("company_name")
149 .on("input", function () {
150 let parts = slide.get_input("company_name").val().split(" ");
151 let abbr = $.map(parts, function (p) {
152 return p ? p.substr(0, 1) : null;
153 }).join("");
154 slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase());
155 })
156 .val(frappe.boot.sysdefaults.company_name || "")
157 .trigger("change");
Deepesh Garg3598bcc2023-01-27 14:40:39 +0530158
Ankush Menatec74a5e2024-03-10 19:45:40 +0530159 slide
160 .get_input("company_abbr")
161 .on("change", function () {
162 let abbr = slide.get_input("company_abbr").val();
163 if (abbr.length > 10) {
164 frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters"));
165 abbr = abbr.slice(0, 10);
166 }
167 slide.get_field("company_abbr").set_value(abbr);
168 })
169 .val(frappe.boot.sysdefaults.company_abbr || "")
170 .trigger("change");
Zarrar254ce642018-06-28 14:15:34 +0530171 },
172
Ankush Menatec74a5e2024-03-10 19:45:40 +0530173 charts_modal: function (slide, chart_template) {
174 let parent = __("All Accounts");
Zarrar254ce642018-06-28 14:15:34 +0530175
Deepesh Garg3598bcc2023-01-27 14:40:39 +0530176 let dialog = new frappe.ui.Dialog({
Zarrar254ce642018-06-28 14:15:34 +0530177 title: chart_template,
178 fields: [
Ankush Menatec74a5e2024-03-10 19:45:40 +0530179 {
180 fieldname: "expand_all",
181 label: __("Expand All"),
182 fieldtype: "Button",
183 click: function () {
Zarrar254ce642018-06-28 14:15:34 +0530184 // expand all nodes on button click
185 coa_tree.load_children(coa_tree.root_node, true);
Ankush Menatec74a5e2024-03-10 19:45:40 +0530186 },
Zarrar254ce642018-06-28 14:15:34 +0530187 },
Ankush Menatec74a5e2024-03-10 19:45:40 +0530188 {
189 fieldname: "collapse_all",
190 label: __("Collapse All"),
191 fieldtype: "Button",
192 click: function () {
Zarrar254ce642018-06-28 14:15:34 +0530193 // collapse all nodes
Ankush Menatec74a5e2024-03-10 19:45:40 +0530194 coa_tree
195 .get_all_nodes(coa_tree.root_node.data.value, coa_tree.root_node.is_root)
196 .then((data_list) => {
197 data_list.map((d) => {
198 coa_tree.toggle_node(coa_tree.nodes[d.parent]);
199 });
Zarrar254ce642018-06-28 14:15:34 +0530200 });
Ankush Menatec74a5e2024-03-10 19:45:40 +0530201 },
202 },
203 ],
Zarrar254ce642018-06-28 14:15:34 +0530204 });
205
206 // render tree structure in the dialog modal
207 let coa_tree = new frappe.ui.Tree({
208 parent: $(dialog.body),
209 label: parent,
210 expandable: true,
Ankush Menatec74a5e2024-03-10 19:45:40 +0530211 method: "erpnext.accounts.utils.get_coa",
Zarrar254ce642018-06-28 14:15:34 +0530212 args: {
213 chart: chart_template,
214 parent: parent,
Ankush Menatec74a5e2024-03-10 19:45:40 +0530215 doctype: "Account",
Zarrar254ce642018-06-28 14:15:34 +0530216 },
Ankush Menatec74a5e2024-03-10 19:45:40 +0530217 onclick: function (node) {
Zarrar254ce642018-06-28 14:15:34 +0530218 parent = node.value;
Ankush Menatec74a5e2024-03-10 19:45:40 +0530219 },
Zarrar254ce642018-06-28 14:15:34 +0530220 });
221
222 // add class to show buttons side by side
Ankush Menatec74a5e2024-03-10 19:45:40 +0530223 const form_container = $(dialog.body).find("form");
224 const buttons = $(form_container).find(".frappe-control");
225 form_container.addClass("flex");
Zarrarc1225a82018-07-03 10:35:31 +0530226 buttons.map((index, button) => {
Ankush Menatec74a5e2024-03-10 19:45:40 +0530227 $(button).css({ "margin-right": "1em" });
228 });
Zarrar254ce642018-06-28 14:15:34 +0530229
230 dialog.show();
231 coa_tree.load_children(coa_tree.root_node, true); // expand all node trigger
Ankush Menatec74a5e2024-03-10 19:45:40 +0530232 },
233 },
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530234];
Anand Doshi31771382016-07-05 21:34:21 +0530235
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530236// Source: https://en.wikipedia.org/wiki/Fiscal_year
237// default 1st Jan - 31st Dec
Rushabh Mehta20038ad2016-07-21 16:01:59 +0530238
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530239erpnext.setup.fiscal_years = {
Ankush Menatec74a5e2024-03-10 19:45:40 +0530240 Afghanistan: ["12-21", "12-20"],
241 Australia: ["07-01", "06-30"],
242 Bangladesh: ["07-01", "06-30"],
243 Canada: ["04-01", "03-31"],
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530244 "Costa Rica": ["10-01", "09-30"],
Ankush Menatec74a5e2024-03-10 19:45:40 +0530245 Egypt: ["07-01", "06-30"],
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530246 "Hong Kong": ["04-01", "03-31"],
Ankush Menatec74a5e2024-03-10 19:45:40 +0530247 India: ["04-01", "03-31"],
248 Iran: ["06-23", "06-22"],
249 Myanmar: ["04-01", "03-31"],
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530250 "New Zealand": ["04-01", "03-31"],
Ankush Menatec74a5e2024-03-10 19:45:40 +0530251 Pakistan: ["07-01", "06-30"],
252 Singapore: ["04-01", "03-31"],
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530253 "South Africa": ["03-01", "02-28"],
Ankush Menatec74a5e2024-03-10 19:45:40 +0530254 Thailand: ["10-01", "09-30"],
Makarand Bauskarbf66d7e2017-07-05 17:26:34 +0530255 "United Kingdom": ["04-01", "03-31"],
Prateeksha Singh5e4c8ec2017-07-03 18:23:57 +0530256};