diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index bf6894c906b2..2d3df5c4fa89 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -26,7 +26,7 @@
# setup wizard
setup_wizard_requires = "assets/erpnext/js/setup_wizard.js"
-setup_wizard_complete = "erpnext.setup.setup_wizard.setup_wizard.setup_complete"
+setup_wizard_stages = "erpnext.setup.setup_wizard.setup_wizard.get_setup_stages"
setup_wizard_test = "erpnext.setup.setup_wizard.test_setup_wizard.run_setup_wizard_test"
before_install = "erpnext.setup.install.check_setup_wizard_not_completed"
diff --git a/erpnext/patches/v7_1/update_lead_source.py b/erpnext/patches/v7_1/update_lead_source.py
index 444159d8c428..7fd4c14ed150 100644
--- a/erpnext/patches/v7_1/update_lead_source.py
+++ b/erpnext/patches/v7_1/update_lead_source.py
@@ -2,7 +2,7 @@
from frappe import _
def execute():
- from erpnext.setup.setup_wizard.install_fixtures import default_lead_sources
+ from erpnext.setup.setup_wizard.operations.install_fixtures import default_lead_sources
frappe.reload_doc('selling', 'doctype', 'lead_source')
diff --git a/erpnext/setup/setup_wizard/data/__init__.py b/erpnext/setup/setup_wizard/data/__init__.py
new file mode 100644
index 000000000000..e69de29bb2d1
diff --git a/erpnext/setup/setup_wizard/industry_type.py b/erpnext/setup/setup_wizard/data/industry_type.py
similarity index 100%
rename from erpnext/setup/setup_wizard/industry_type.py
rename to erpnext/setup/setup_wizard/data/industry_type.py
diff --git a/erpnext/setup/setup_wizard/operations/__init__.py b/erpnext/setup/setup_wizard/operations/__init__.py
new file mode 100644
index 000000000000..e69de29bb2d1
diff --git a/erpnext/setup/setup_wizard/operations/company_setup.py b/erpnext/setup/setup_wizard/operations/company_setup.py
new file mode 100644
index 000000000000..7fe7f0c2bc81
--- /dev/null
+++ b/erpnext/setup/setup_wizard/operations/company_setup.py
@@ -0,0 +1,125 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import cstr, getdate
+from frappe.utils.file_manager import save_file
+from .default_website import website_maker
+from erpnext.accounts.doctype.account.account import RootNotEditable
+
+def create_fiscal_year_and_company(args):
+ if (args.get('fy_start_date')):
+ curr_fiscal_year = get_fy_details(args.get('fy_start_date'), args.get('fy_end_date'))
+ frappe.get_doc({
+ "doctype":"Fiscal Year",
+ 'year': curr_fiscal_year,
+ 'year_start_date': args.get('fy_start_date'),
+ 'year_end_date': args.get('fy_end_date'),
+ }).insert()
+
+ if (args.get('company_name')):
+ frappe.get_doc({
+ "doctype":"Company",
+ 'company_name':args.get('company_name'),
+ 'enable_perpetual_inventory': 1,
+ 'abbr':args.get('company_abbr'),
+ 'default_currency':args.get('currency'),
+ 'country': args.get('country'),
+ 'create_chart_of_accounts_based_on': 'Standard Template',
+ 'chart_of_accounts': args.get('chart_of_accounts'),
+ 'domain': args.get('domains')[0]
+ }).insert()
+
+def enable_shopping_cart(args):
+ # Needs price_lists
+ frappe.get_doc({
+ "doctype": "Shopping Cart Settings",
+ "enabled": 1,
+ 'company': args.get('company_name') ,
+ 'price_list': frappe.db.get_value("Price List", {"selling": 1}),
+ 'default_customer_group': _("Individual"),
+ 'quotation_series': "QTN-",
+ }).insert()
+
+def create_bank_account(args):
+ if args.get("bank_account"):
+ company_name = args.get('company_name')
+ bank_account_group = frappe.db.get_value("Account",
+ {"account_type": "Bank", "is_group": 1, "root_type": "Asset",
+ "company": company_name})
+ if bank_account_group:
+ bank_account = frappe.get_doc({
+ "doctype": "Account",
+ 'account_name': args.get("bank_account"),
+ 'parent_account': bank_account_group,
+ 'is_group':0,
+ 'company': company_name,
+ "account_type": "Bank",
+ })
+ try:
+ return bank_account.insert()
+ except RootNotEditable:
+ frappe.throw(_("Bank account cannot be named as {0}").format(args.get("bank_account")))
+ except frappe.DuplicateEntryError:
+ # bank account same as a CoA entry
+ pass
+
+def create_email_digest():
+ from frappe.utils.user import get_system_managers
+ system_managers = get_system_managers(only_name=True)
+ if not system_managers:
+ return
+
+ companies = frappe.db.sql_list("select name FROM `tabCompany`")
+ for company in companies:
+ if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company):
+ edigest = frappe.get_doc({
+ "doctype": "Email Digest",
+ "name": "Default Weekly Digest - " + company,
+ "company": company,
+ "frequency": "Weekly",
+ "recipient_list": "\n".join(system_managers)
+ })
+
+ for df in edigest.meta.get("fields", {"fieldtype": "Check"}):
+ if df.fieldname != "scheduler_errors":
+ edigest.set(df.fieldname, 1)
+
+ edigest.insert()
+
+ # scheduler errors digest
+ if companies:
+ edigest = frappe.new_doc("Email Digest")
+ edigest.update({
+ "name": "Scheduler Errors",
+ "company": companies[0],
+ "frequency": "Daily",
+ "recipient_list": "\n".join(system_managers),
+ "scheduler_errors": 1,
+ "enabled": 1
+ })
+ edigest.insert()
+
+def create_logo(args):
+ if args.get("attach_logo"):
+ attach_logo = args.get("attach_logo").split(",")
+ if len(attach_logo)==3:
+ filename, filetype, content = attach_logo
+ fileurl = save_file(filename, content, "Website Settings", "Website Settings",
+ decode=True).file_url
+ frappe.db.set_value("Website Settings", "Website Settings", "brand_html",
+ "
{1}".format(fileurl, args.get("company_name") ))
+
+def create_website(args):
+ if args.get('setup_website'):
+ website_maker(args)
+
+def get_fy_details(fy_start_date, fy_end_date):
+ start_year = getdate(fy_start_date).year
+ if start_year == getdate(fy_end_date).year:
+ fy = cstr(start_year)
+ else:
+ fy = cstr(start_year) + '-' + cstr(start_year + 1)
+ return fy
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/default_website.py b/erpnext/setup/setup_wizard/operations/default_website.py
similarity index 100%
rename from erpnext/setup/setup_wizard/default_website.py
rename to erpnext/setup/setup_wizard/operations/default_website.py
diff --git a/erpnext/setup/setup_wizard/operations/defaults_setup.py b/erpnext/setup/setup_wizard/operations/defaults_setup.py
new file mode 100644
index 000000000000..b54d94e9ff35
--- /dev/null
+++ b/erpnext/setup/setup_wizard/operations/defaults_setup.py
@@ -0,0 +1,126 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import cstr, getdate
+from frappe.core.doctype.communication.comment import add_info_comment
+
+def set_default_settings(args):
+ # enable default currency
+ frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
+
+ global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
+ global_defaults.update({
+ 'current_fiscal_year': get_fy_details(args.get('fy_start_date'), args.get('fy_end_date')),
+ 'default_currency': args.get('currency'),
+ 'default_company':args.get('company_name') ,
+ "country": args.get("country"),
+ })
+
+ global_defaults.save()
+
+ system_settings = frappe.get_doc("System Settings")
+ system_settings.email_footer_address = args.get("company_name")
+ system_settings.save()
+
+ domain_settings = frappe.get_single('Domain Settings')
+ domain_settings.set_active_domains(args.get('domains'))
+ domain_settings.save()
+
+ stock_settings = frappe.get_doc("Stock Settings")
+ stock_settings.item_naming_by = "Item Code"
+ stock_settings.valuation_method = "FIFO"
+ stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
+ stock_settings.stock_uom = _("Nos")
+ stock_settings.auto_indent = 1
+ stock_settings.auto_insert_price_list_rate_if_missing = 1
+ stock_settings.automatically_set_serial_nos_based_on_fifo = 1
+ stock_settings.save()
+
+ selling_settings = frappe.get_doc("Selling Settings")
+ selling_settings.cust_master_name = "Customer Name"
+ selling_settings.so_required = "No"
+ selling_settings.dn_required = "No"
+ selling_settings.allow_multiple_items = 1
+ selling_settings.save()
+
+ buying_settings = frappe.get_doc("Buying Settings")
+ buying_settings.supp_master_name = "Supplier Name"
+ buying_settings.po_required = "No"
+ buying_settings.pr_required = "No"
+ buying_settings.maintain_same_rate = 1
+ buying_settings.allow_multiple_items = 1
+ buying_settings.save()
+
+ notification_control = frappe.get_doc("Notification Control")
+ notification_control.quotation = 1
+ notification_control.sales_invoice = 1
+ notification_control.purchase_order = 1
+ notification_control.save()
+
+ hr_settings = frappe.get_doc("HR Settings")
+ hr_settings.emp_created_by = "Naming Series"
+ hr_settings.save()
+
+def set_no_copy_fields_in_variant_settings():
+ # set no copy fields of an item doctype to item variant settings
+ doc = frappe.get_doc('Item Variant Settings')
+ doc.set_default_fields()
+ doc.save()
+
+def create_price_lists(args):
+ for pl_type, pl_name in (("Selling", _("Standard Selling")), ("Buying", _("Standard Buying"))):
+ frappe.get_doc({
+ "doctype": "Price List",
+ "price_list_name": pl_name,
+ "enabled": 1,
+ "buying": 1 if pl_type == "Buying" else 0,
+ "selling": 1 if pl_type == "Selling" else 0,
+ "currency": args["currency"]
+ }).insert()
+
+def create_employee_for_self(args):
+ if frappe.session.user == 'Administrator':
+ return
+
+ # create employee for self
+ emp = frappe.get_doc({
+ "doctype": "Employee",
+ "employee_name": " ".join(filter(None, [args.get("first_name"), args.get("last_name")])),
+ "user_id": frappe.session.user,
+ "status": "Active",
+ "company": args.get("company_name")
+ })
+ emp.flags.ignore_mandatory = True
+ emp.insert(ignore_permissions = True)
+
+def create_territories():
+ """create two default territories, one for home country and one named Rest of the World"""
+ from frappe.utils.nestedset import get_root_of
+ country = frappe.db.get_default("country")
+ root_territory = get_root_of("Territory")
+
+ for name in (country, _("Rest Of The World")):
+ if name and not frappe.db.exists("Territory", name):
+ frappe.get_doc({
+ "doctype": "Territory",
+ "territory_name": name.replace("'", ""),
+ "parent_territory": root_territory,
+ "is_group": "No"
+ }).insert()
+
+def create_feed_and_todo():
+ """update Activity feed and create todo for creation of item, customer, vendor"""
+ add_info_comment(**{
+ "subject": _("ERPNext Setup Complete!")
+ })
+
+def get_fy_details(fy_start_date, fy_end_date):
+ start_year = getdate(fy_start_date).year
+ if start_year == getdate(fy_end_date).year:
+ fy = cstr(start_year)
+ else:
+ fy = cstr(start_year) + '-' + cstr(start_year + 1)
+ return fy
diff --git a/erpnext/setup/setup_wizard/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
similarity index 99%
rename from erpnext/setup/setup_wizard/install_fixtures.py
rename to erpnext/setup/setup_wizard/operations/install_fixtures.py
index 68a157855ebd..dce3c288b851 100644
--- a/erpnext/setup/setup_wizard/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -248,7 +248,7 @@ def install(country=None):
]
- from erpnext.setup.setup_wizard.industry_type import get_industry_types
+ from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
records += [{"doctype":"Industry Type", "industry": d} for d in get_industry_types()]
# records += [{"doctype":"Operation", "operation": d} for d in get_operations()]
diff --git a/erpnext/setup/setup_wizard/sample_data.py b/erpnext/setup/setup_wizard/operations/sample_data.py
similarity index 100%
rename from erpnext/setup/setup_wizard/sample_data.py
rename to erpnext/setup/setup_wizard/operations/sample_data.py
diff --git a/erpnext/setup/setup_wizard/operations/taxes_setup.py b/erpnext/setup/setup_wizard/operations/taxes_setup.py
new file mode 100644
index 000000000000..ee225d3e086d
--- /dev/null
+++ b/erpnext/setup/setup_wizard/operations/taxes_setup.py
@@ -0,0 +1,95 @@
+# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe, copy, os, json
+from frappe.utils import flt
+from erpnext.accounts.doctype.account.account import RootNotEditable
+
+def create_sales_tax(args):
+ country_wise_tax = get_country_wise_tax(args.get("country"))
+ if country_wise_tax and len(country_wise_tax) > 0:
+ for sales_tax, tax_data in country_wise_tax.items():
+ make_tax_account_and_template(
+ args.get("company_name"),
+ tax_data.get('account_name'),
+ tax_data.get('tax_rate'), sales_tax)
+
+def make_tax_account_and_template(company, account_name, tax_rate, template_name=None):
+ try:
+ if not isinstance(account_name, (list, tuple)):
+ account_name = [account_name]
+ tax_rate = [tax_rate]
+
+ accounts = []
+ for i, name in enumerate(account_name):
+ tax_account = make_tax_account(company, account_name[i], tax_rate[i])
+ if tax_account:
+ accounts.append(tax_account)
+
+ if accounts:
+ make_sales_and_purchase_tax_templates(accounts, template_name)
+ except frappe.NameError:
+ pass
+ except RootNotEditable:
+ pass
+
+def make_tax_account(company, account_name, tax_rate):
+ tax_group = get_tax_account_group(company)
+ if tax_group:
+ return frappe.get_doc({
+ "doctype":"Account",
+ "company": company,
+ "parent_account": tax_group,
+ "account_name": account_name,
+ "is_group": 0,
+ "report_type": "Balance Sheet",
+ "root_type": "Liability",
+ "account_type": "Tax",
+ "tax_rate": flt(tax_rate) if tax_rate else None
+ }).insert(ignore_permissions=True)
+
+def make_sales_and_purchase_tax_templates(accounts, template_name=None):
+ if not template_name:
+ template_name = accounts[0].name
+
+ sales_tax_template = {
+ "doctype": "Sales Taxes and Charges Template",
+ "title": template_name,
+ "company": accounts[0].company,
+ 'taxes': []
+ }
+
+ for account in accounts:
+ sales_tax_template['taxes'].append({
+ "category": "Valuation and Total",
+ "charge_type": "On Net Total",
+ "account_head": account.name,
+ "description": "{0} @ {1}".format(account.account_name, account.tax_rate),
+ "rate": account.tax_rate
+ })
+ # Sales
+ frappe.get_doc(copy.deepcopy(sales_tax_template)).insert(ignore_permissions=True)
+
+ # Purchase
+ purchase_tax_template = copy.deepcopy(sales_tax_template)
+ purchase_tax_template["doctype"] = "Purchase Taxes and Charges Template"
+
+ doc = frappe.get_doc(purchase_tax_template)
+ doc.insert(ignore_permissions=True)
+
+def get_tax_account_group(company):
+ tax_group = frappe.db.get_value("Account",
+ {"account_name": "Duties and Taxes", "is_group": 1, "company": company})
+ if not tax_group:
+ tax_group = frappe.db.get_value("Account", {"is_group": 1, "root_type": "Liability",
+ "account_type": "Tax", "company": company})
+
+ return tax_group
+
+def get_country_wise_tax(country):
+ data = {}
+ with open (os.path.join(os.path.dirname(__file__), "..", "data", "country_wise_tax.json")) as countrywise_tax:
+ data = json.load(countrywise_tax).get(country)
+
+ return data
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/setup_wizard.py b/erpnext/setup/setup_wizard/setup_wizard.py
index e861a96ee2e3..2c5f7e845634 100644
--- a/erpnext/setup/setup_wizard/setup_wizard.py
+++ b/erpnext/setup/setup_wizard/setup_wizard.py
@@ -2,393 +2,139 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
-import frappe, copy
-import os
-import json
-from frappe.utils import cstr, flt, getdate
+import frappe
from frappe import _
-from frappe.utils.file_manager import save_file
-from .default_website import website_maker
-import install_fixtures
-from .sample_data import make_sample_data
-from erpnext.accounts.doctype.account.account import RootNotEditable
-from frappe.core.doctype.communication.comment import add_info_comment
-from erpnext.setup.doctype.company.company import install_country_fixtures
+from operations import install_fixtures, taxes_setup, defaults_setup, company_setup, sample_data
-def setup_complete(args=None):
+def get_setup_stages(args=None):
if frappe.db.sql("select name from tabCompany"):
- frappe.throw(_("Setup Already Complete!!"))
+ stages = [
+ {
+ 'status': _('Wrapping up'),
+ 'fail_msg': _('Failed to login'),
+ 'tasks': [
+ {
+ 'fn': fin,
+ 'args': args,
+ 'fail_msg': _("Failed to login")
+ }
+ ]
+ }
+ ]
+ else:
+ stages = [
+ {
+ 'status': _('Installing presets'),
+ 'fail_msg': _('Failed to install presets'),
+ 'tasks': [
+ {
+ 'fn': stage_fixtures,
+ 'args': args,
+ 'fail_msg': _("Failed to install presets")
+ }
+ ]
+ },
+ {
+ 'status': _('Setting up company and taxes'),
+ 'fail_msg': _('Failed to setup company'),
+ 'tasks': [
+ {
+ 'fn': setup_company,
+ 'args': args,
+ 'fail_msg': _("Failed to setup company")
+ },
+ {
+ 'fn': setup_taxes,
+ 'args': args,
+ 'fail_msg': _("Failed to setup taxes")
+ }
+ ]
+ },
+ {
+ 'status': _('Setting defaults'),
+ 'fail_msg': 'Failed to set defaults',
+ 'tasks': [
+ {
+ 'fn': stage_three,
+ 'args': args,
+ 'fail_msg': _("Failed to set defaults")
+ }
+ ]
+ },
+ {
+ 'status': _('Making website'),
+ 'fail_msg': _('Failed to create website'),
+ 'tasks': [
+ {
+ 'fn': stage_four,
+ 'args': args,
+ 'fail_msg': _("Failed to create website")
+ }
+ ]
+ },
+ {
+ 'status': _('Wrapping up'),
+ 'fail_msg': _('Failed to login'),
+ 'tasks': [
+ {
+ 'fn': fin,
+ 'args': args,
+ 'fail_msg': _("Failed to login")
+ }
+ ]
+ }
+ ]
+
+ return stages
+def setup_complete(args=None):
+ stage_fixtures(args)
+ setup_company(args)
+ setup_taxes(args)
+ stage_three(args)
+ stage_four(args)
+ fin(args)
+
+def stage_fixtures(args):
install_fixtures.install(args.get("country"))
- create_price_lists(args)
- create_fiscal_year_and_company(args)
- create_sales_tax(args)
- create_employee_for_self(args)
- set_defaults(args)
- create_territories()
- create_feed_and_todo()
- create_email_digest()
- create_letter_head(args)
- set_no_copy_fields_in_variant_settings()
-
- if args.get('setup_website'):
- website_maker(args)
+def setup_company(args):
+ defaults_setup.create_price_lists(args)
+ company_setup.create_fiscal_year_and_company(args)
+ company_setup.enable_shopping_cart(args)
+ company_setup.create_bank_account(args)
- create_logo(args)
+def setup_taxes(args):
+ taxes_setup.create_sales_tax(args)
- frappe.local.message_log = []
+def stage_three(args):
+ defaults_setup.create_employee_for_self(args)
+ defaults_setup.set_default_settings(args)
+ defaults_setup.create_territories()
+ defaults_setup.create_feed_and_todo()
+ defaults_setup.set_no_copy_fields_in_variant_settings()
- domains = args.get('domains')
- domain_settings = frappe.get_single('Domain Settings')
- domain_settings.set_active_domains(domains)
+def stage_four(args):
+ company_setup.create_website(args)
+ company_setup.create_email_digest()
+ company_setup.create_logo(args)
- frappe.db.commit()
+def fin(args):
+ frappe.local.message_log = []
login_as_first_user(args)
- frappe.db.commit()
- frappe.clear_cache()
+ make_sample_data(args.get('domains'))
+def make_sample_data(domains):
try:
- make_sample_data(domains)
- frappe.clear_cache()
+ sample_data.make_sample_data(domains)
except:
# clear message
if frappe.message_log:
frappe.message_log.pop()
-
pass
-def create_fiscal_year_and_company(args):
- if (args.get('fy_start_date')):
- curr_fiscal_year = get_fy_details(args.get('fy_start_date'), args.get('fy_end_date'))
- frappe.get_doc({
- "doctype":"Fiscal Year",
- 'year': curr_fiscal_year,
- 'year_start_date': args.get('fy_start_date'),
- 'year_end_date': args.get('fy_end_date'),
- }).insert()
- args["curr_fiscal_year"] = curr_fiscal_year
-
- # Company
- if (args.get('company_name')):
- frappe.get_doc({
- "doctype":"Company",
- 'company_name':args.get('company_name'),
- 'enable_perpetual_inventory': 1,
- 'abbr':args.get('company_abbr'),
- 'default_currency':args.get('currency'),
- 'country': args.get('country'),
- 'create_chart_of_accounts_based_on': 'Standard Template',
- 'chart_of_accounts': args.get('chart_of_accounts'),
- 'domain': args.get('domains')[0]
- }).insert()
-
- #Enable shopping cart
- enable_shopping_cart(args)
-
- # Bank Account
- create_bank_account(args)
-
-def enable_shopping_cart(args):
- frappe.get_doc({
- "doctype": "Shopping Cart Settings",
- "enabled": 1,
- 'company': args.get('company_name') ,
- 'price_list': frappe.db.get_value("Price List", {"selling": 1}),
- 'default_customer_group': _("Individual"),
- 'quotation_series': "QTN-",
- }).insert()
-
-def create_bank_account(args):
- if args.get("bank_account"):
- company_name = args.get('company_name')
- bank_account_group = frappe.db.get_value("Account",
- {"account_type": "Bank", "is_group": 1, "root_type": "Asset",
- "company": company_name})
- if bank_account_group:
- bank_account = frappe.get_doc({
- "doctype": "Account",
- 'account_name': args.get("bank_account"),
- 'parent_account': bank_account_group,
- 'is_group':0,
- 'company': company_name,
- "account_type": "Bank",
- })
- try:
- return bank_account.insert()
- except RootNotEditable:
- frappe.throw(_("Bank account cannot be named as {0}").format(args.get("bank_account")))
- except frappe.DuplicateEntryError:
- # bank account same as a CoA entry
- pass
-
-def create_price_lists(args):
- for pl_type, pl_name in (("Selling", _("Standard Selling")), ("Buying", _("Standard Buying"))):
- frappe.get_doc({
- "doctype": "Price List",
- "price_list_name": pl_name,
- "enabled": 1,
- "buying": 1 if pl_type == "Buying" else 0,
- "selling": 1 if pl_type == "Selling" else 0,
- "currency": args["currency"]
- }).insert()
-
-def set_defaults(args):
- # enable default currency
- frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
-
- global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
- global_defaults.update({
- 'current_fiscal_year': args.get('curr_fiscal_year'),
- 'default_currency': args.get('currency'),
- 'default_company':args.get('company_name') ,
- "country": args.get("country"),
- })
-
- global_defaults.save()
-
- system_settings = frappe.get_doc("System Settings")
- system_settings.email_footer_address = args.get("company")
- system_settings.save()
-
- stock_settings = frappe.get_doc("Stock Settings")
- stock_settings.item_naming_by = "Item Code"
- stock_settings.valuation_method = "FIFO"
- stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
- stock_settings.stock_uom = _("Nos")
- stock_settings.auto_indent = 1
- stock_settings.auto_insert_price_list_rate_if_missing = 1
- stock_settings.automatically_set_serial_nos_based_on_fifo = 1
- stock_settings.save()
-
- selling_settings = frappe.get_doc("Selling Settings")
- selling_settings.cust_master_name = "Customer Name"
- selling_settings.so_required = "No"
- selling_settings.dn_required = "No"
- selling_settings.allow_multiple_items = 1
- selling_settings.save()
-
- buying_settings = frappe.get_doc("Buying Settings")
- buying_settings.supp_master_name = "Supplier Name"
- buying_settings.po_required = "No"
- buying_settings.pr_required = "No"
- buying_settings.maintain_same_rate = 1
- buying_settings.allow_multiple_items = 1
- buying_settings.save()
-
- notification_control = frappe.get_doc("Notification Control")
- notification_control.quotation = 1
- notification_control.sales_invoice = 1
- notification_control.purchase_order = 1
- notification_control.save()
-
- hr_settings = frappe.get_doc("HR Settings")
- hr_settings.emp_created_by = "Naming Series"
- hr_settings.save()
-
-def create_feed_and_todo():
- """update Activity feed and create todo for creation of item, customer, vendor"""
- add_info_comment(**{
- "subject": _("ERPNext Setup Complete!")
- })
-
-def create_email_digest():
- from frappe.utils.user import get_system_managers
- system_managers = get_system_managers(only_name=True)
- if not system_managers:
- return
-
- companies = frappe.db.sql_list("select name FROM `tabCompany`")
- for company in companies:
- if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company):
- edigest = frappe.get_doc({
- "doctype": "Email Digest",
- "name": "Default Weekly Digest - " + company,
- "company": company,
- "frequency": "Weekly",
- "recipient_list": "\n".join(system_managers)
- })
-
- for df in edigest.meta.get("fields", {"fieldtype": "Check"}):
- if df.fieldname != "scheduler_errors":
- edigest.set(df.fieldname, 1)
-
- edigest.insert()
-
- # scheduler errors digest
- if companies:
- edigest = frappe.new_doc("Email Digest")
- edigest.update({
- "name": "Scheduler Errors",
- "company": companies[0],
- "frequency": "Daily",
- "recipient_list": "\n".join(system_managers),
- "scheduler_errors": 1,
- "enabled": 1
- })
- edigest.insert()
-
-def get_fy_details(fy_start_date, fy_end_date):
- start_year = getdate(fy_start_date).year
- if start_year == getdate(fy_end_date).year:
- fy = cstr(start_year)
- else:
- fy = cstr(start_year) + '-' + cstr(start_year + 1)
- return fy
-
-def create_sales_tax(args):
- country_wise_tax = get_country_wise_tax(args.get("country"))
- if country_wise_tax and len(country_wise_tax) > 0:
- for sales_tax, tax_data in country_wise_tax.items():
- make_tax_account_and_template(
- args.get("company_name"),
- tax_data.get('account_name'),
- tax_data.get('tax_rate'), sales_tax)
-
-# Tax utils start
-def make_tax_account_and_template(company, account_name, tax_rate, template_name=None):
- try:
- if not isinstance(account_name, (list, tuple)):
- account_name = [account_name]
- tax_rate = [tax_rate]
-
- accounts = []
- for i, name in enumerate(account_name):
- tax_account = make_tax_account(company, account_name[i], tax_rate[i])
- if tax_account:
- accounts.append(tax_account)
-
- if accounts:
- make_sales_and_purchase_tax_templates(accounts, template_name)
- except frappe.NameError:
- pass
- except RootNotEditable:
- pass
-
-def make_tax_account(company, account_name, tax_rate):
- tax_group = get_tax_account_group(company)
- if tax_group:
- return frappe.get_doc({
- "doctype":"Account",
- "company": company,
- "parent_account": tax_group,
- "account_name": account_name,
- "is_group": 0,
- "report_type": "Balance Sheet",
- "root_type": "Liability",
- "account_type": "Tax",
- "tax_rate": flt(tax_rate) if tax_rate else None
- }).insert(ignore_permissions=True)
-
-def make_sales_and_purchase_tax_templates(accounts, template_name=None):
- if not template_name:
- template_name = accounts[0].name
-
- sales_tax_template = {
- "doctype": "Sales Taxes and Charges Template",
- "title": template_name,
- "company": accounts[0].company,
- 'taxes': []
- }
-
- for account in accounts:
- sales_tax_template['taxes'].append({
- "category": "Valuation and Total",
- "charge_type": "On Net Total",
- "account_head": account.name,
- "description": "{0} @ {1}".format(account.account_name, account.tax_rate),
- "rate": account.tax_rate
- })
- # Sales
- frappe.get_doc(copy.deepcopy(sales_tax_template)).insert(ignore_permissions=True)
-
- # Purchase
- purchase_tax_template = copy.deepcopy(sales_tax_template)
- purchase_tax_template["doctype"] = "Purchase Taxes and Charges Template"
-
- doc = frappe.get_doc(purchase_tax_template)
- doc.insert(ignore_permissions=True)
-
-def get_tax_account_group(company):
- tax_group = frappe.db.get_value("Account",
- {"account_name": "Duties and Taxes", "is_group": 1, "company": company})
- if not tax_group:
- tax_group = frappe.db.get_value("Account", {"is_group": 1, "root_type": "Liability",
- "account_type": "Tax", "company": company})
-
- return tax_group
-
-# Tax utils end
-
-def get_country_wise_tax(country):
- data = {}
- with open (os.path.join(os.path.dirname(__file__), "data", "country_wise_tax.json")) as countrywise_tax:
- data = json.load(countrywise_tax).get(country)
-
- return data
-
-def create_letter_head(args):
- if args.get("attach_letterhead"):
- frappe.get_doc({
- "doctype":"Letter Head",
- "letter_head_name": _("Standard"),
- "is_default": 1
- }).insert()
-
- attach_letterhead = args.get("attach_letterhead").split(",")
- if len(attach_letterhead)==3:
- filename, filetype, content = attach_letterhead
- fileurl = save_file(filename, content, "Letter Head", _("Standard"), decode=True).file_url
- frappe.db.set_value("Letter Head", _("Standard"), "content", "
" % fileurl)
-
-def set_no_copy_fields_in_variant_settings():
- # set no copy fields of an item doctype to item variant settings
- doc = frappe.get_doc('Item Variant Settings')
- doc.set_default_fields()
- doc.save()
-
-def create_logo(args):
- if args.get("attach_logo"):
- attach_logo = args.get("attach_logo").split(",")
- if len(attach_logo)==3:
- filename, filetype, content = attach_logo
- fileurl = save_file(filename, content, "Website Settings", "Website Settings",
- decode=True).file_url
- frappe.db.set_value("Website Settings", "Website Settings", "brand_html",
- " {1}".format(fileurl, args.get("company_name") ))
-
-def create_territories():
- """create two default territories, one for home country and one named Rest of the World"""
- from frappe.utils.nestedset import get_root_of
- country = frappe.db.get_default("country")
- root_territory = get_root_of("Territory")
- for name in (country, _("Rest Of The World")):
- if name and not frappe.db.exists("Territory", name):
- frappe.get_doc({
- "doctype": "Territory",
- "territory_name": name.replace("'", ""),
- "parent_territory": root_territory,
- "is_group": "No"
- }).insert()
-
def login_as_first_user(args):
if args.get("email") and hasattr(frappe.local, "login_manager"):
frappe.local.login_manager.login_as(args.get("email"))
-
-def create_employee_for_self(args):
- if frappe.session.user == 'Administrator':
- return
-
- # create employee for self
- emp = frappe.get_doc({
- "doctype": "Employee",
- "employee_name": " ".join(filter(None, [args.get("first_name"), args.get("last_name")])),
- "user_id": frappe.session.user,
- "status": "Active",
- "company": args.get("company_name")
- })
- emp.flags.ignore_mandatory = True
- emp.insert(ignore_permissions = True)
-