[Setup Wizard] Use setup stages

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"

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')
 

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",
+				"<img src='{0}' style='max-width: 40px; max-height: 25px;'> {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

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

erpnext/setup/setup_wizard/install_fixtures.py → 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()]
 

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