Marica
3 years ago
committed by
GitHub
70 changed files with 1797 additions and 271 deletions
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{ |
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"creation": "2021-06-29 17:00:18.273054", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"idx": 0, |
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"is_standard": 1, |
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"modified": "2021-06-29 17:00:26.145996", |
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"modified_by": "Administrator", |
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"module": "Accounts", |
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"name": "Accounts Settings", |
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"owner": "Administrator", |
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"reference_doctype": "Accounts Settings", |
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"save_on_complete": 0, |
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"steps": [ |
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{ |
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"description": "The percentage by which you can overbill transactions. For example, if the order value is $100 for an Item and percentage here is set as 10% then you are allowed to bill for $110.", |
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"field": "", |
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"fieldname": "over_billing_allowance", |
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"fieldtype": "Currency", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Over Billing Allowance (%)", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Over Billing Allowance Percentage" |
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}, |
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{ |
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"description": "Select the role that is allowed to overbill a transactions.", |
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"field": "", |
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"fieldname": "role_allowed_to_over_bill", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Role Allowed to Over Bill ", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Role Allowed to Over Bill" |
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}, |
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{ |
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"description": "If checked, system will unlink the payment against the respective invoice.", |
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"field": "", |
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"fieldname": "unlink_payment_on_cancellation_of_invoice", |
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"fieldtype": "Check", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Unlink Payment on Cancellation of Invoice", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Unlink Payment on Cancellation of Invoice" |
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}, |
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{ |
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"description": "Similar to the previous option, this unlinks any advance payments made against Purchase/Sales Orders.", |
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"field": "", |
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"fieldname": "unlink_advance_payment_on_cancelation_of_order", |
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"fieldtype": "Check", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Unlink Advance Payment on Cancellation of Order", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Unlink Advance Payment on Cancellation of Order" |
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}, |
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{ |
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"description": "Tax category can be set on Addresses. An address can be Shipping or Billing address. Set which addres to select when applying Tax Category.", |
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"field": "", |
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"fieldname": "determine_address_tax_category_from", |
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"fieldtype": "Select", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Determine Address Tax Category From", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Determine Address Tax Category From" |
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}, |
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{ |
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"description": "Freeze accounting transactions up to specified date, nobody can make/modify entry except the specified Role.", |
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"field": "", |
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"fieldname": "acc_frozen_upto", |
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"fieldtype": "Date", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Accounts Frozen Till Date", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Accounts Frozen Upto" |
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}, |
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{ |
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"description": "Users with this Role are allowed to set frozen accounts and create/modify accounting entries against frozen accounts.", |
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"field": "", |
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"fieldname": "frozen_accounts_modifier", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Role Allowed to Set Frozen Accounts and Edit Frozen Entries", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Role Allowed to Set Frozen Accounts & Edit Frozen Entries" |
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}, |
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{ |
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"description": "Select the role that is allowed to submit transactions that exceed credit limits set. The credit limit can be set in the Customer form.", |
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"field": "", |
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"fieldname": "credit_controller", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Credit Controller", |
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"parent_field": "", |
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"position": "Left", |
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"title": "Credit Controller" |
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} |
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], |
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"title": "Accounts Settings" |
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} |
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{ |
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"creation": "2021-06-29 16:31:48.558826", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"idx": 0, |
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"is_standard": 1, |
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"modified": "2021-06-29 16:31:48.558826", |
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"modified_by": "Administrator", |
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"module": "Accounts", |
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"name": "Purchase Invoice", |
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"owner": "Administrator", |
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"reference_doctype": "Purchase Invoice", |
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"save_on_complete": 1, |
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"steps": [ |
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{ |
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"description": "Select Supplier", |
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"field": "", |
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"fieldname": "supplier", |
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"fieldtype": "Link", |
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"has_next_condition": 1, |
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"is_table_field": 0, |
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"label": "Supplier", |
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"next_step_condition": "supplier", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Select Supplier" |
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}, |
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{ |
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"description": "Add items in the table", |
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"field": "", |
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"fieldname": "items", |
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"fieldtype": "Table", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Items", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "List of Items" |
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}, |
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{ |
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"child_doctype": "Purchase Invoice Item", |
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"description": "Select an item", |
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"field": "", |
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"fieldname": "item_code", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 1, |
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"label": "Item", |
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"parent_field": "", |
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"parent_fieldname": "items", |
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"position": "Right", |
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"title": "Select Item" |
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}, |
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{ |
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"child_doctype": "Purchase Invoice Item", |
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"description": "Enter the quantity", |
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"field": "", |
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"fieldname": "qty", |
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"fieldtype": "Float", |
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"has_next_condition": 0, |
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"is_table_field": 1, |
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"label": "Accepted Qty", |
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"parent_field": "", |
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"parent_fieldname": "items", |
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"position": "Right", |
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"title": "Enter Quantity" |
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}, |
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{ |
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"child_doctype": "Purchase Invoice Item", |
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"description": "Enter rate of the item", |
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"field": "", |
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"fieldname": "rate", |
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"fieldtype": "Currency", |
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"has_next_condition": 0, |
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"is_table_field": 1, |
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"label": "Rate", |
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"parent_field": "", |
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"parent_fieldname": "items", |
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"position": "Right", |
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"title": "Enter Rate" |
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}, |
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{ |
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"description": "You can add taxes here", |
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"field": "", |
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"fieldname": "taxes", |
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"fieldtype": "Table", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Purchase Taxes and Charges", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Select taxes" |
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} |
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], |
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"title": "Purchase Invoice" |
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} |
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{ |
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"creation": "2021-08-24 12:28:18.044902", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"idx": 0, |
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"is_standard": 1, |
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"modified": "2021-08-24 12:28:18.044902", |
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"modified_by": "Administrator", |
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"module": "Accounts", |
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"name": "Sales Taxes and Charges Template", |
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"owner": "Administrator", |
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"reference_doctype": "Sales Taxes and Charges Template", |
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"save_on_complete": 0, |
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"steps": [ |
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{ |
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"description": "A name by which you will identify this template. You can change this later.", |
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"field": "", |
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"fieldname": "title", |
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"fieldtype": "Data", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Title", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Title" |
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}, |
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{ |
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"description": "Company for which this tax template will be applicable", |
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"field": "", |
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"fieldname": "company", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Company", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Company" |
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}, |
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{ |
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"description": "Set this template as the default for all sales transactions", |
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"field": "", |
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"fieldname": "is_default", |
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"fieldtype": "Check", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Default", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Is this Default Tax Template?" |
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}, |
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{ |
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"description": "You can add a row for a tax rule here. These rules can be applied on the net total, or can be a flat amount.", |
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"field": "", |
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"fieldname": "taxes", |
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"fieldtype": "Table", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Sales Taxes and Charges", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Taxes Table" |
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} |
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], |
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"title": "Sales Taxes and Charges Template" |
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} |
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{ |
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"action": "Show Form Tour", |
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"action_label": "Take a quick walk-through of Accounts Settings", |
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"creation": "2021-06-29 16:42:03.400731", |
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"description": "# Account Settings\n\nIn ERPNext, Accounting features are configurable as per your business needs. Accounts Settings is the place to define some of your accounting preferences like:\n\n - Credit Limit and over billing settings\n - Taxation preferences\n - Deferred accounting preferences\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 1, |
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"is_skipped": 0, |
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"modified": "2021-08-13 11:50:06.227835", |
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"modified_by": "Administrator", |
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"name": "Accounts Settings", |
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"owner": "Administrator", |
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"reference_document": "Accounts Settings", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Accounts Settings", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Go to Page", |
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"action_label": "Let's Review your Company", |
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"creation": "2021-06-29 14:47:42.497318", |
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"description": "# Company\n\nIn ERPNext, you can also create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company. \n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-08-13 11:43:35.767341", |
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"modified_by": "Administrator", |
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"name": "Company", |
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"owner": "Administrator", |
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"path": "app/company", |
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"reference_document": "Company", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Review Company", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Go to Page", |
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"action_label": "View Cost Center Tree", |
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"creation": "2021-07-12 12:02:05.726608", |
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"description": "# Cost Centers for Budgeting and Analysis\n\nWhile your Books of Accounts are framed to fulfill statutory requirements, you can set up Cost Center and Accounting Dimensions to address your companies reporting and budgeting requirements.\n\nClick here to learn more about how <b>[Cost Center](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/cost-center)</b> and <b> [Dimensions](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-dimensions)</b> allow you to get advanced financial analytics reports from ERPNext.", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-08-13 11:55:08.510366", |
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"modified_by": "Administrator", |
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"name": "Cost Centers for Report and Budgeting", |
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"owner": "Administrator", |
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"path": "cost-center/view/tree", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Cost Centers for Budgeting and Analysis", |
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"validate_action": 1 |
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} |
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{ |
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"action": "View Report", |
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"creation": "2021-07-12 12:08:47.026115", |
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"description": "# Financial Statements\n\nIn ERPNext, you can get crucial financial reports like [Balance Sheet] and [Profit and Loss] statements with a click of a button. You can run in the report for a different period and plot analytics charts premised on statement data. For more reports, check sections like Financial Statements, General Ledger, and Profitability reports.\n\n<b>[Check Accounting reports](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-reports)</b>", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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|
"idx": 0, |
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"is_complete": 0, |
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|
"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-08-13 11:59:18.767407", |
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"modified_by": "Administrator", |
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"name": "Financial Statements", |
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"owner": "Administrator", |
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"reference_report": "General Ledger", |
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"report_description": "General Ledger", |
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"report_reference_doctype": "GL Entry", |
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"report_type": "Script Report", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Financial Statements", |
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"validate_action": 1 |
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} |
@ -1,21 +1,21 @@ |
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{ |
{ |
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"action": "Create Entry", |
"action": "Create Entry", |
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"action_label": "Make a Sales Tax Template", |
"action_label": "Manage Sales Tax Templates", |
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"creation": "2020-05-13 19:29:43.844463", |
"creation": "2020-05-13 19:29:43.844463", |
||||
"description": "# Setting up Taxes\n\nAny sophisticated accounting system, including ERPNext will have automatic tax calculations for your transactions. These calculations are based on user defined rules in compliance to local rules and regulations.\n\nERPNext allows this via *Tax Templates*. These templates can be used in Sales Orders and Sales Invoices. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.\n\nFor Tax Accounts that you want to use in the tax templates, go to:\n\n`> Accounting > Taxes > Sales Taxes and Charges Template`\n\nYou can read more about these templates in our documentation [here](https://docs.erpnext.com/docs/user/manual/en/selling/sales-taxes-and-charges-template)\n", |
"description": "# Setting up Taxes\n\nERPNext lets you configure your taxes so that they are automatically applied in your buying and selling transactions. You can configure them globally or even on Items. ERPNext taxes are pre-configured for most regions.\n", |
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"docstatus": 0, |
"docstatus": 0, |
||||
"doctype": "Onboarding Step", |
"doctype": "Onboarding Step", |
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"idx": 0, |
"idx": 0, |
||||
"is_complete": 0, |
"is_complete": 0, |
||||
"is_single": 0, |
"is_single": 0, |
||||
"is_skipped": 0, |
"is_skipped": 0, |
||||
"modified": "2020-10-30 14:54:18.087383", |
"modified": "2021-08-13 11:48:37.238610", |
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"modified_by": "Administrator", |
"modified_by": "Administrator", |
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"name": "Setup Taxes", |
"name": "Setup Taxes", |
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"owner": "Administrator", |
"owner": "Administrator", |
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"reference_document": "Sales Taxes and Charges Template", |
"reference_document": "Sales Taxes and Charges Template", |
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"show_form_tour": 1, |
"show_form_tour": 1, |
||||
"show_full_form": 1, |
"show_full_form": 1, |
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"title": "Lets create a Tax Template for Sales ", |
"title": "Setting up Taxes", |
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"validate_action": 0 |
"validate_action": 0 |
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} |
} |
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{ |
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"action": "Watch Video", |
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"action_label": "Learn how to update opening balances", |
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"creation": "2021-07-12 11:53:50.525030", |
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"description": "# Updating Opening Balances\n\nOnce you close the financial statement in previous accounting software, you can update the same as opening in your ERPNext's Balance Sheet accounts. This will allow you to get complete financial statements from ERPNext in the coming years, and discontinue the parallel accounting system right away.", |
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"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"intro_video_url": "https://www.youtube.com/embed/U5wPIvEn-0c", |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-13 11:56:45.483418", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Updating Opening Balances", |
||||
|
"owner": "Administrator", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Updating Opening Balances", |
||||
|
"validate_action": 1, |
||||
|
"video_url": "https://www.youtube.com/embed/U5wPIvEn-0c" |
||||
|
} |
@ -0,0 +1,125 @@ |
|||||
|
{ |
||||
|
"creation": "2021-08-24 16:55:10.923434", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-08-24 16:55:10.923434", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Assets", |
||||
|
"name": "Asset", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Asset", |
||||
|
"save_on_complete": 0, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "Select Naming Series based on which Asset ID will be generated", |
||||
|
"field": "", |
||||
|
"fieldname": "naming_series", |
||||
|
"fieldtype": "Select", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Naming Series", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Naming Series" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select an Asset Item", |
||||
|
"field": "", |
||||
|
"fieldname": "item_code", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Item Code", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Item Code" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select a Location", |
||||
|
"field": "", |
||||
|
"fieldname": "location", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Location", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Location" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Check Is Existing Asset", |
||||
|
"field": "", |
||||
|
"fieldname": "is_existing_asset", |
||||
|
"fieldtype": "Check", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Is Existing Asset", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Is Existing Asset?" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Set Available for use date", |
||||
|
"field": "", |
||||
|
"fieldname": "available_for_use_date", |
||||
|
"fieldtype": "Date", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Available-for-use Date", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Available For Use Date" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Set Gross purchase amount", |
||||
|
"field": "", |
||||
|
"fieldname": "gross_purchase_amount", |
||||
|
"fieldtype": "Currency", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Gross Purchase Amount", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Gross Purchase Amount" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Set Purchase Date", |
||||
|
"field": "", |
||||
|
"fieldname": "purchase_date", |
||||
|
"fieldtype": "Date", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Purchase Date", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Purchase Date" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Check Calculate Depreciation", |
||||
|
"field": "", |
||||
|
"fieldname": "calculate_depreciation", |
||||
|
"fieldtype": "Check", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Calculate Depreciation", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Calculate Depreciation" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Enter depreciation which has already been booked for this asset", |
||||
|
"field": "", |
||||
|
"fieldname": "opening_accumulated_depreciation", |
||||
|
"fieldtype": "Currency", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Opening Accumulated Depreciation", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Accumulated Depreciation" |
||||
|
} |
||||
|
], |
||||
|
"title": "Asset" |
||||
|
} |
@ -0,0 +1,65 @@ |
|||||
|
{ |
||||
|
"creation": "2021-08-24 12:48:20.763173", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-08-24 12:48:20.763173", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Assets", |
||||
|
"name": "Asset Category", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Asset Category", |
||||
|
"save_on_complete": 0, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "Name Asset category. You can create categories based on Asset Types like Furniture, Property, Electronics etc.", |
||||
|
"field": "", |
||||
|
"fieldname": "asset_category_name", |
||||
|
"fieldtype": "Data", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Asset Category Name", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Asset Category Name" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Check to enable Capital Work in Progress accounting", |
||||
|
"field": "", |
||||
|
"fieldname": "enable_cwip_accounting", |
||||
|
"fieldtype": "Check", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Enable Capital Work in Progress Accounting", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Enable CWIP Accounting" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Add a row to define Depreciation Method and other details. Note that you can leave Finance Book blank to have it's accounting done in the primary books of accounts.", |
||||
|
"field": "", |
||||
|
"fieldname": "finance_books", |
||||
|
"fieldtype": "Table", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Finance Books", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Finance Book Detail" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select the Fixed Asset and Depreciation accounts applicable for this Asset Category type", |
||||
|
"field": "", |
||||
|
"fieldname": "accounts", |
||||
|
"fieldtype": "Table", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Accounts", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Accounts" |
||||
|
} |
||||
|
], |
||||
|
"title": "Asset Category" |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Show Form Tour", |
||||
|
"action_label": "Let's review existing Asset Category", |
||||
|
"creation": "2021-08-13 14:26:18.656303", |
||||
|
"description": "# Asset Category\n\nAn Asset Category classifies different assets of a Company.\n\nYou can create an Asset Category based on the type of assets. For example, all your desktops and laptops can be part of an Asset Category named \"Electronic Equipments\". Create a separate category for furniture. Also, you can update default properties for each category, like:\n - Depreciation type and duration\n - Fixed asset account\n - Depreciation account\n", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-24 12:49:37.665239", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Asset Category", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Asset Category", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Define Asset Category", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Show Form Tour", |
||||
|
"action_label": "Let's create a new Asset item", |
||||
|
"creation": "2021-08-13 14:27:07.277167", |
||||
|
"description": "# Asset Item\n\nAsset items are created based on Asset Category. You can create one or multiple items against once Asset Category. The sales and purchase transaction for Asset is done via Asset Item. ", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-16 13:59:18.362233", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Asset Item", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Item", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Create an Asset Item", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Show Form Tour", |
||||
|
"action_label": "Let's create a Purchase Receipt", |
||||
|
"creation": "2021-08-13 14:27:53.678621", |
||||
|
"description": "# Purchase an Asset\n\nAssets purchases process if done following the standard Purchase cycle. If capital work in progress is enabled in Asset Category, Asset will be created as soon as Purchase Receipt is created for it. You can quickly create a Purchase Receipt for Asset and see its impact on books of accounts.", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-24 17:26:57.180637", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Asset Purchase", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Purchase Receipt", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Purchase an Asset", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Show Form Tour", |
||||
|
"action_label": "Add an existing Asset", |
||||
|
"creation": "2021-08-13 14:28:30.650459", |
||||
|
"description": "# Add an Existing Asset\n\nIf you are just starting with ERPNext, you will need to enter Assets you already possess. You can add them as existing fixed assets in ERPNext. Please note that you will have to make a Journal Entry separately updating the opening balance in the fixed asset account.", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-16 14:03:48.850471", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Existing Asset", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Asset", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Add an Existing Asset", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Go to Page", |
||||
|
"action_label": "Let's walk-through Chart of Accounts to review setup", |
||||
|
"creation": "2021-08-13 14:23:09.297765", |
||||
|
"description": "# Fixed Asset Accounts\n\nWith the company, a host of fixed asset accounts are pre-configured. To ensure your asset transactions are leading to correct accounting entries, you can review and set up following asset accounts as per your business requirements.\n - Fixed asset accounts (Asset account)\n - Accumulated depreciation\n - Capital Work in progress (CWIP) account\n - Asset Depreciation account (Expense account)", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-24 17:46:37.646174", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Fixed Asset Accounts", |
||||
|
"owner": "Administrator", |
||||
|
"path": "app/account/view/tree", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Review Fixed Asset Accounts", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,28 @@ |
|||||
|
frappe.listview_settings['Lead'] = { |
||||
|
onload: function(listview) { |
||||
|
if (frappe.boot.user.can_create.includes("Prospect")) { |
||||
|
listview.page.add_action_item(__("Create Prospect"), function() { |
||||
|
frappe.model.with_doctype("Prospect", function() { |
||||
|
let prospect = frappe.model.get_new_doc("Prospect"); |
||||
|
let leads = listview.get_checked_items(); |
||||
|
frappe.db.get_value("Lead", leads[0].name, ["company_name", "no_of_employees", "industry", "market_segment", "territory", "fax", "website", "lead_owner"], (r) => { |
||||
|
prospect.company_name = r.company_name; |
||||
|
prospect.no_of_employees = r.no_of_employees; |
||||
|
prospect.industry = r.industry; |
||||
|
prospect.market_segment = r.market_segment; |
||||
|
prospect.territory = r.territory; |
||||
|
prospect.fax = r.fax; |
||||
|
prospect.website = r.website; |
||||
|
prospect.prospect_owner = r.lead_owner; |
||||
|
|
||||
|
leads.forEach(function(lead) { |
||||
|
let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead'); |
||||
|
lead_prospect_row.lead = lead.name; |
||||
|
}); |
||||
|
frappe.set_route("Form", "Prospect", prospect.name); |
||||
|
}); |
||||
|
}); |
||||
|
}); |
||||
|
} |
||||
|
} |
||||
|
}; |
@ -0,0 +1,29 @@ |
|||||
|
// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
|
||||
|
// For license information, please see license.txt
|
||||
|
|
||||
|
frappe.ui.form.on('Prospect', { |
||||
|
refresh (frm) { |
||||
|
if (!frm.is_new() && frappe.boot.user.can_create.includes("Customer")) { |
||||
|
frm.add_custom_button(__("Customer"), function() { |
||||
|
frappe.model.open_mapped_doc({ |
||||
|
method: "erpnext.crm.doctype.prospect.prospect.make_customer", |
||||
|
frm: frm |
||||
|
}); |
||||
|
}, __("Create")); |
||||
|
} |
||||
|
if (!frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) { |
||||
|
frm.add_custom_button(__("Opportunity"), function() { |
||||
|
frappe.model.open_mapped_doc({ |
||||
|
method: "erpnext.crm.doctype.prospect.prospect.make_opportunity", |
||||
|
frm: frm |
||||
|
}); |
||||
|
}, __("Create")); |
||||
|
} |
||||
|
|
||||
|
if (!frm.is_new()) { |
||||
|
frappe.contacts.render_address_and_contact(frm); |
||||
|
} else { |
||||
|
frappe.contacts.clear_address_and_contact(frm); |
||||
|
} |
||||
|
} |
||||
|
}); |
@ -0,0 +1,203 @@ |
|||||
|
{ |
||||
|
"actions": [], |
||||
|
"autoname": "field:company_name", |
||||
|
"creation": "2021-08-19 00:21:06.995448", |
||||
|
"doctype": "DocType", |
||||
|
"editable_grid": 1, |
||||
|
"engine": "InnoDB", |
||||
|
"field_order": [ |
||||
|
"company_name", |
||||
|
"industry", |
||||
|
"market_segment", |
||||
|
"customer_group", |
||||
|
"territory", |
||||
|
"column_break_6", |
||||
|
"no_of_employees", |
||||
|
"currency", |
||||
|
"annual_revenue", |
||||
|
"more_details_section", |
||||
|
"fax", |
||||
|
"website", |
||||
|
"column_break_13", |
||||
|
"prospect_owner", |
||||
|
"leads_section", |
||||
|
"prospect_lead", |
||||
|
"address_and_contact_section", |
||||
|
"address_html", |
||||
|
"column_break_17", |
||||
|
"contact_html", |
||||
|
"notes_section", |
||||
|
"notes" |
||||
|
], |
||||
|
"fields": [ |
||||
|
{ |
||||
|
"fieldname": "company_name", |
||||
|
"fieldtype": "Data", |
||||
|
"label": "Company Name", |
||||
|
"unique": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "industry", |
||||
|
"fieldtype": "Link", |
||||
|
"in_list_view": 1, |
||||
|
"in_standard_filter": 1, |
||||
|
"label": "Industry", |
||||
|
"options": "Industry Type" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "market_segment", |
||||
|
"fieldtype": "Link", |
||||
|
"label": "Market Segment", |
||||
|
"options": "Market Segment" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "customer_group", |
||||
|
"fieldtype": "Link", |
||||
|
"label": "Customer Group", |
||||
|
"options": "Customer Group" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "territory", |
||||
|
"fieldtype": "Link", |
||||
|
"in_list_view": 1, |
||||
|
"in_standard_filter": 1, |
||||
|
"label": "Territory", |
||||
|
"options": "Territory" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "column_break_6", |
||||
|
"fieldtype": "Column Break" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "no_of_employees", |
||||
|
"fieldtype": "Int", |
||||
|
"label": "No. of Employees" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "currency", |
||||
|
"fieldtype": "Link", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Currency", |
||||
|
"options": "Currency" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "annual_revenue", |
||||
|
"fieldtype": "Currency", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Annual Revenue", |
||||
|
"options": "currency" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "fax", |
||||
|
"fieldtype": "Data", |
||||
|
"label": "Fax", |
||||
|
"options": "Phone" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "website", |
||||
|
"fieldtype": "Data", |
||||
|
"label": "Website", |
||||
|
"options": "URL" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "prospect_owner", |
||||
|
"fieldtype": "Link", |
||||
|
"label": "Prospect Owner", |
||||
|
"options": "User" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "leads_section", |
||||
|
"fieldtype": "Section Break", |
||||
|
"label": "Leads" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "prospect_lead", |
||||
|
"fieldtype": "Table", |
||||
|
"options": "Prospect Lead" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "address_html", |
||||
|
"fieldtype": "HTML", |
||||
|
"label": "Address HTML" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "column_break_17", |
||||
|
"fieldtype": "Column Break" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "contact_html", |
||||
|
"fieldtype": "HTML", |
||||
|
"label": "Contact HTML" |
||||
|
}, |
||||
|
{ |
||||
|
"collapsible": 1, |
||||
|
"fieldname": "notes_section", |
||||
|
"fieldtype": "Section Break", |
||||
|
"label": "Notes" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "notes", |
||||
|
"fieldtype": "Text Editor" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "more_details_section", |
||||
|
"fieldtype": "Section Break", |
||||
|
"label": "More Details" |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "column_break_13", |
||||
|
"fieldtype": "Column Break" |
||||
|
}, |
||||
|
{ |
||||
|
"depends_on": "eval: !doc.__islocal", |
||||
|
"fieldname": "address_and_contact_section", |
||||
|
"fieldtype": "Section Break", |
||||
|
"label": "Address and Contact" |
||||
|
} |
||||
|
], |
||||
|
"index_web_pages_for_search": 1, |
||||
|
"links": [], |
||||
|
"modified": "2021-08-27 16:24:42.961967", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "CRM", |
||||
|
"name": "Prospect", |
||||
|
"owner": "Administrator", |
||||
|
"permissions": [ |
||||
|
{ |
||||
|
"create": 1, |
||||
|
"email": 1, |
||||
|
"export": 1, |
||||
|
"print": 1, |
||||
|
"read": 1, |
||||
|
"report": 1, |
||||
|
"role": "System Manager", |
||||
|
"share": 1, |
||||
|
"write": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"create": 1, |
||||
|
"delete": 1, |
||||
|
"email": 1, |
||||
|
"export": 1, |
||||
|
"print": 1, |
||||
|
"read": 1, |
||||
|
"report": 1, |
||||
|
"role": "Sales Manager", |
||||
|
"share": 1, |
||||
|
"write": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"email": 1, |
||||
|
"export": 1, |
||||
|
"print": 1, |
||||
|
"read": 1, |
||||
|
"report": 1, |
||||
|
"role": "Sales User", |
||||
|
"share": 1 |
||||
|
} |
||||
|
], |
||||
|
"sort_field": "modified", |
||||
|
"sort_order": "DESC", |
||||
|
"title_field": "company_name", |
||||
|
"track_changes": 1 |
||||
|
} |
@ -0,0 +1,99 @@ |
|||||
|
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors |
||||
|
# For license information, please see license.txt |
||||
|
|
||||
|
import frappe |
||||
|
from frappe.model.document import Document |
||||
|
from frappe.model.mapper import get_mapped_doc |
||||
|
from frappe.contacts.address_and_contact import load_address_and_contact |
||||
|
|
||||
|
class Prospect(Document): |
||||
|
def onload(self): |
||||
|
load_address_and_contact(self) |
||||
|
|
||||
|
def validate(self): |
||||
|
self.update_lead_details() |
||||
|
|
||||
|
def on_update(self): |
||||
|
self.link_with_lead_contact_and_address() |
||||
|
|
||||
|
def on_trash(self): |
||||
|
self.unlink_dynamic_links() |
||||
|
|
||||
|
def update_lead_details(self): |
||||
|
for row in self.get('prospect_lead'): |
||||
|
lead = frappe.get_value('Lead', row.lead, ['lead_name', 'status', 'email_id', 'mobile_no'], as_dict=True) |
||||
|
row.lead_name = lead.lead_name |
||||
|
row.status = lead.status |
||||
|
row.email = lead.email_id |
||||
|
row.mobile_no = lead.mobile_no |
||||
|
|
||||
|
def link_with_lead_contact_and_address(self): |
||||
|
for row in self.prospect_lead: |
||||
|
links = frappe.get_all('Dynamic Link', filters={'link_doctype': 'Lead', 'link_name': row.lead}, fields=['parent', 'parenttype']) |
||||
|
for link in links: |
||||
|
linked_doc = frappe.get_doc(link['parenttype'], link['parent']) |
||||
|
exists = False |
||||
|
|
||||
|
for d in linked_doc.get('links'): |
||||
|
if d.link_doctype == self.doctype and d.link_name == self.name: |
||||
|
exists = True |
||||
|
|
||||
|
if not exists: |
||||
|
linked_doc.append('links', { |
||||
|
'link_doctype': self.doctype, |
||||
|
'link_name': self.name |
||||
|
}) |
||||
|
linked_doc.save(ignore_permissions=True) |
||||
|
|
||||
|
def unlink_dynamic_links(self): |
||||
|
links = frappe.get_all('Dynamic Link', filters={'link_doctype': self.doctype, 'link_name': self.name}, fields=['parent', 'parenttype']) |
||||
|
|
||||
|
for link in links: |
||||
|
linked_doc = frappe.get_doc(link['parenttype'], link['parent']) |
||||
|
|
||||
|
if len(linked_doc.get('links')) == 1: |
||||
|
linked_doc.delete(ignore_permissions=True) |
||||
|
else: |
||||
|
to_remove = None |
||||
|
for d in linked_doc.get('links'): |
||||
|
if d.link_doctype == self.doctype and d.link_name == self.name: |
||||
|
to_remove = d |
||||
|
if to_remove: |
||||
|
linked_doc.remove(to_remove) |
||||
|
linked_doc.save(ignore_permissions=True) |
||||
|
|
||||
|
@frappe.whitelist() |
||||
|
def make_customer(source_name, target_doc=None): |
||||
|
def set_missing_values(source, target): |
||||
|
target.customer_type = "Company" |
||||
|
target.company_name = source.name |
||||
|
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group") |
||||
|
|
||||
|
doclist = get_mapped_doc("Prospect", source_name, |
||||
|
{"Prospect": { |
||||
|
"doctype": "Customer", |
||||
|
"field_map": { |
||||
|
"company_name": "customer_name", |
||||
|
"currency": "default_currency", |
||||
|
"fax": "fax" |
||||
|
} |
||||
|
}}, target_doc, set_missing_values, ignore_permissions=False) |
||||
|
|
||||
|
return doclist |
||||
|
|
||||
|
@frappe.whitelist() |
||||
|
def make_opportunity(source_name, target_doc=None): |
||||
|
def set_missing_values(source, target): |
||||
|
target.opportunity_from = "Prospect" |
||||
|
target.customer_name = source.company_name |
||||
|
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group") |
||||
|
|
||||
|
doclist = get_mapped_doc("Prospect", source_name, |
||||
|
{"Prospect": { |
||||
|
"doctype": "Opportunity", |
||||
|
"field_map": { |
||||
|
"name": "party_name", |
||||
|
} |
||||
|
}}, target_doc, set_missing_values, ignore_permissions=False) |
||||
|
|
||||
|
return doclist |
@ -0,0 +1,54 @@ |
|||||
|
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors |
||||
|
# See license.txt |
||||
|
|
||||
|
import frappe |
||||
|
import unittest |
||||
|
from frappe.utils import random_string |
||||
|
from erpnext.crm.doctype.lead.test_lead import make_lead |
||||
|
from erpnext.crm.doctype.lead.lead import add_lead_to_prospect |
||||
|
|
||||
|
|
||||
|
class TestProspect(unittest.TestCase): |
||||
|
def test_add_lead_to_prospect_and_address_linking(self): |
||||
|
lead_doc = make_lead() |
||||
|
address_doc = make_address(address_title=lead_doc.name) |
||||
|
address_doc.append('links', { |
||||
|
"link_doctype": lead_doc.doctype, |
||||
|
"link_name": lead_doc.name |
||||
|
}) |
||||
|
address_doc.save() |
||||
|
prospect_doc = make_prospect() |
||||
|
add_lead_to_prospect(lead_doc.name, prospect_doc.name) |
||||
|
prospect_doc.reload() |
||||
|
lead_exists_in_prosoect = False |
||||
|
for rec in prospect_doc.get('prospect_lead'): |
||||
|
if rec.lead == lead_doc.name: |
||||
|
lead_exists_in_prosoect = True |
||||
|
self.assertEqual(lead_exists_in_prosoect, True) |
||||
|
address_doc.reload() |
||||
|
self.assertEqual(address_doc.has_link('Prospect', prospect_doc.name), True) |
||||
|
|
||||
|
|
||||
|
def make_prospect(**args): |
||||
|
args = frappe._dict(args) |
||||
|
|
||||
|
prospect_doc = frappe.get_doc({ |
||||
|
"doctype": "Prospect", |
||||
|
"company_name": args.company_name or "_Test Company {}".format(random_string(3)), |
||||
|
}).insert() |
||||
|
|
||||
|
return prospect_doc |
||||
|
|
||||
|
def make_address(**args): |
||||
|
args = frappe._dict(args) |
||||
|
|
||||
|
address_doc = frappe.get_doc({ |
||||
|
"doctype": "Address", |
||||
|
"address_title": args.address_title or "Address Title", |
||||
|
"address_type": args.address_type or "Billing", |
||||
|
"city": args.city or "Mumbai", |
||||
|
"address_line1": args.address_line1 or "Vidya Vihar West", |
||||
|
"country": args.country or "India" |
||||
|
}).insert() |
||||
|
|
||||
|
return address_doc |
@ -0,0 +1,67 @@ |
|||||
|
{ |
||||
|
"actions": [], |
||||
|
"creation": "2021-08-19 00:14:14.857421", |
||||
|
"doctype": "DocType", |
||||
|
"editable_grid": 1, |
||||
|
"engine": "InnoDB", |
||||
|
"field_order": [ |
||||
|
"lead", |
||||
|
"lead_name", |
||||
|
"status", |
||||
|
"email", |
||||
|
"mobile_no" |
||||
|
], |
||||
|
"fields": [ |
||||
|
{ |
||||
|
"fieldname": "lead", |
||||
|
"fieldtype": "Link", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Lead", |
||||
|
"options": "Lead", |
||||
|
"reqd": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "lead_name", |
||||
|
"fieldtype": "Data", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Lead Name", |
||||
|
"read_only": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "status", |
||||
|
"fieldtype": "Select", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Status", |
||||
|
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact", |
||||
|
"read_only": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "email", |
||||
|
"fieldtype": "Data", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Email", |
||||
|
"options": "Email", |
||||
|
"read_only": 1 |
||||
|
}, |
||||
|
{ |
||||
|
"fieldname": "mobile_no", |
||||
|
"fieldtype": "Data", |
||||
|
"in_list_view": 1, |
||||
|
"label": "Mobile No", |
||||
|
"options": "Phone", |
||||
|
"read_only": 1 |
||||
|
} |
||||
|
], |
||||
|
"index_web_pages_for_search": 1, |
||||
|
"istable": 1, |
||||
|
"links": [], |
||||
|
"modified": "2021-08-25 12:58:24.638054", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "CRM", |
||||
|
"name": "Prospect Lead", |
||||
|
"owner": "Administrator", |
||||
|
"permissions": [], |
||||
|
"sort_field": "modified", |
||||
|
"sort_order": "DESC", |
||||
|
"track_changes": 1 |
||||
|
} |
@ -0,0 +1,8 @@ |
|||||
|
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors |
||||
|
# For license information, please see license.txt |
||||
|
|
||||
|
# import frappe |
||||
|
from frappe.model.document import Document |
||||
|
|
||||
|
class ProspectLead(Document): |
||||
|
pass |
@ -0,0 +1,25 @@ |
|||||
|
# Copyright (c) 2021, Frappe and Contributors |
||||
|
# License: GNU General Public License v3. See license.txt |
||||
|
|
||||
|
from __future__ import unicode_literals |
||||
|
import frappe |
||||
|
from frappe.model import data_field_options |
||||
|
|
||||
|
def execute(): |
||||
|
|
||||
|
for field in frappe.get_all('Custom Field', |
||||
|
fields = ['name'], |
||||
|
filters = { |
||||
|
'fieldtype': 'Data', |
||||
|
'options': ['!=', None] |
||||
|
}): |
||||
|
|
||||
|
if field not in data_field_options: |
||||
|
frappe.db.sql(""" |
||||
|
UPDATE |
||||
|
`tabCustom Field` |
||||
|
SET |
||||
|
options=NULL |
||||
|
WHERE |
||||
|
name=%s |
||||
|
""", (field)) |
@ -0,0 +1,97 @@ |
|||||
|
{ |
||||
|
"creation": "2021-06-29 21:13:36.089054", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-06-29 21:13:36.089054", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Selling", |
||||
|
"name": "Sales Order", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Sales Order", |
||||
|
"save_on_complete": 1, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "Select a customer.", |
||||
|
"field": "", |
||||
|
"fieldname": "customer", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 1, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Customer", |
||||
|
"next_step_condition": "customer", |
||||
|
"parent_field": "", |
||||
|
"position": "Right", |
||||
|
"title": "Select Customer" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "You can add items here.", |
||||
|
"field": "", |
||||
|
"fieldname": "items", |
||||
|
"fieldtype": "Table", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Items", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "List of items" |
||||
|
}, |
||||
|
{ |
||||
|
"child_doctype": "Sales Order Item", |
||||
|
"description": "Select an item.", |
||||
|
"field": "", |
||||
|
"fieldname": "item_code", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 1, |
||||
|
"is_table_field": 1, |
||||
|
"label": "Item Code", |
||||
|
"next_step_condition": "eval: doc.item_code", |
||||
|
"parent_field": "", |
||||
|
"parent_fieldname": "items", |
||||
|
"position": "Right", |
||||
|
"title": "Select Item" |
||||
|
}, |
||||
|
{ |
||||
|
"child_doctype": "Sales Order Item", |
||||
|
"description": "Enter quantity.", |
||||
|
"field": "", |
||||
|
"fieldname": "qty", |
||||
|
"fieldtype": "Float", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 1, |
||||
|
"label": "Quantity", |
||||
|
"parent_field": "", |
||||
|
"parent_fieldname": "items", |
||||
|
"position": "Right", |
||||
|
"title": "Enter Quantity" |
||||
|
}, |
||||
|
{ |
||||
|
"child_doctype": "Sales Order Item", |
||||
|
"description": "Enter rate of the item.", |
||||
|
"field": "", |
||||
|
"fieldname": "rate", |
||||
|
"fieldtype": "Currency", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 1, |
||||
|
"label": "Rate", |
||||
|
"parent_field": "", |
||||
|
"parent_fieldname": "items", |
||||
|
"position": "Right", |
||||
|
"title": "Enter Rate" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "You can add sales taxes and charges here.", |
||||
|
"field": "", |
||||
|
"fieldname": "taxes", |
||||
|
"fieldtype": "Table", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Sales Taxes and Charges", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Add Sales Taxes and Charges" |
||||
|
} |
||||
|
], |
||||
|
"title": "Sales Order" |
||||
|
} |
@ -0,0 +1,65 @@ |
|||||
|
{ |
||||
|
"creation": "2021-06-29 20:39:19.408763", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-06-29 20:49:01.359489", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Selling", |
||||
|
"name": "Selling Settings", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Selling Settings", |
||||
|
"save_on_complete": 0, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "By default, the Customer Name is set as per the Full Name entered. If you want Customers to be named by a <a href=\"https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series\" target=\"_blank\">Naming Series</a>. Choose the 'Naming Series' option.", |
||||
|
"field": "", |
||||
|
"fieldname": "cust_master_name", |
||||
|
"fieldtype": "Select", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Customer Naming By", |
||||
|
"parent_field": "", |
||||
|
"position": "Right", |
||||
|
"title": "Customer Naming By" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice or Delivery Note without creating a Sales Order first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Sales Order' checkbox in the Customer master.", |
||||
|
"field": "", |
||||
|
"fieldname": "so_required", |
||||
|
"fieldtype": "Select", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Is Sales Order Required for Sales Invoice & Delivery Note Creation?", |
||||
|
"parent_field": "", |
||||
|
"position": "Left", |
||||
|
"title": "Sales Order Required for Sales Invoice & Delivery Note Creation" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice without creating a Delivery Note first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Delivery Note' checkbox in the Customer master.", |
||||
|
"field": "", |
||||
|
"fieldname": "dn_required", |
||||
|
"fieldtype": "Select", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Is Delivery Note Required for Sales Invoice Creation?", |
||||
|
"parent_field": "", |
||||
|
"position": "Left", |
||||
|
"title": "Delivery Note Required for Sales Invoice Creation" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Configure the default Price List when creating a new Sales transaction. Item prices will be fetched from this Price List.", |
||||
|
"field": "", |
||||
|
"fieldname": "selling_price_list", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Default Price List", |
||||
|
"parent_field": "", |
||||
|
"position": "Right", |
||||
|
"title": "Default Selling Price List" |
||||
|
} |
||||
|
], |
||||
|
"title": "Selling Settings" |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Create Entry", |
||||
|
"action_label": "Create Sales Order", |
||||
|
"creation": "2021-06-29 21:22:54.204880", |
||||
|
"description": "A Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-06-29 21:22:54.204880", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Create a Sales Order", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Sales Order", |
||||
|
"show_form_tour": 1, |
||||
|
"show_full_form": 1, |
||||
|
"title": "Create a Sales Order", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -0,0 +1,21 @@ |
|||||
|
{ |
||||
|
"action": "Show Form Tour", |
||||
|
"action_label": "Let\u2019s convert your first Sales Order against a Quotation", |
||||
|
"creation": "2021-08-13 14:03:49.217866", |
||||
|
"description": "# Sales Order\n\nA Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Onboarding Step", |
||||
|
"idx": 0, |
||||
|
"is_complete": 0, |
||||
|
"is_single": 0, |
||||
|
"is_skipped": 0, |
||||
|
"modified": "2021-08-24 18:12:32.394992", |
||||
|
"modified_by": "Administrator", |
||||
|
"name": "Sales Order", |
||||
|
"owner": "Administrator", |
||||
|
"reference_document": "Sales Order", |
||||
|
"show_form_tour": 0, |
||||
|
"show_full_form": 0, |
||||
|
"title": "Sales Order", |
||||
|
"validate_action": 1 |
||||
|
} |
@ -1,19 +1,21 @@ |
|||||
{ |
{ |
||||
"action": "Show Form Tour", |
"action": "Show Form Tour", |
||||
|
"action_label": "Let\u2019s walk-through Selling Settings", |
||||
"creation": "2020-06-01 13:01:45.615189", |
"creation": "2020-06-01 13:01:45.615189", |
||||
|
"description": "# Selling Settings\n\nCRM and Selling module\u2019s features are configurable as per your business needs. Selling Settings is the place where you can set your preferences for:\n - Customer naming and default values\n - Billing and shipping preference in sales transactions\n", |
||||
"docstatus": 0, |
"docstatus": 0, |
||||
"doctype": "Onboarding Step", |
"doctype": "Onboarding Step", |
||||
"idx": 0, |
"idx": 0, |
||||
"is_complete": 0, |
"is_complete": 0, |
||||
"is_mandatory": 0, |
|
||||
"is_single": 1, |
"is_single": 1, |
||||
"is_skipped": 0, |
"is_skipped": 0, |
||||
"modified": "2020-06-01 13:04:14.980743", |
"modified": "2021-08-24 18:11:21.264335", |
||||
"modified_by": "Administrator", |
"modified_by": "Administrator", |
||||
"name": "Selling Settings", |
"name": "Selling Settings", |
||||
"owner": "Administrator", |
"owner": "Administrator", |
||||
"reference_document": "Selling Settings", |
"reference_document": "Selling Settings", |
||||
|
"show_form_tour": 0, |
||||
"show_full_form": 0, |
"show_full_form": 0, |
||||
"title": "Configure Selling Settings.", |
"title": "Selling Settings", |
||||
"validate_action": 0 |
"validate_action": 0 |
||||
} |
} |
@ -0,0 +1,89 @@ |
|||||
|
{ |
||||
|
"creation": "2021-08-24 17:56:40.754909", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-08-24 18:04:50.928431", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Stock", |
||||
|
"name": "Item", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Item", |
||||
|
"save_on_complete": 0, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "Enter code for Asset Item", |
||||
|
"field": "", |
||||
|
"fieldname": "item_code", |
||||
|
"fieldtype": "Data", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Item Code", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Asset Item Code" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Enter name for Asset Item", |
||||
|
"field": "", |
||||
|
"fieldname": "item_name", |
||||
|
"fieldtype": "Data", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Item Name", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Asset Item Name" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Check this field to make this an Asset Item", |
||||
|
"field": "", |
||||
|
"fieldname": "is_fixed_asset", |
||||
|
"fieldtype": "Check", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Is Fixed Asset", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Is this a Fixed Asset?" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "On checking it, the system will create an Asset automatically on purchase", |
||||
|
"field": "", |
||||
|
"fieldname": "auto_create_assets", |
||||
|
"fieldtype": "Check", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Auto Create Assets on Purchase", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Auto Create Asset on Purchase" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select an Asset Category for this Asset Item", |
||||
|
"field": "", |
||||
|
"fieldname": "asset_category", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Asset Category", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Asset Category" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select a naming series which will be used to create an Asset automatically", |
||||
|
"field": "", |
||||
|
"fieldname": "asset_naming_series", |
||||
|
"fieldtype": "Select", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Asset Naming Series", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Asset Naming Series" |
||||
|
} |
||||
|
], |
||||
|
"title": "Item" |
||||
|
} |
@ -0,0 +1,41 @@ |
|||||
|
{ |
||||
|
"creation": "2021-08-24 13:03:21.333088", |
||||
|
"docstatus": 0, |
||||
|
"doctype": "Form Tour", |
||||
|
"idx": 0, |
||||
|
"is_standard": 1, |
||||
|
"modified": "2021-08-24 13:03:21.333088", |
||||
|
"modified_by": "Administrator", |
||||
|
"module": "Stock", |
||||
|
"name": "Purchase Receipt", |
||||
|
"owner": "Administrator", |
||||
|
"reference_doctype": "Purchase Receipt", |
||||
|
"save_on_complete": 0, |
||||
|
"steps": [ |
||||
|
{ |
||||
|
"description": "Select Asset Supplier", |
||||
|
"field": "", |
||||
|
"fieldname": "supplier", |
||||
|
"fieldtype": "Link", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Supplier", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Supplier" |
||||
|
}, |
||||
|
{ |
||||
|
"description": "Select an Asset Item, Enter rate and quantity", |
||||
|
"field": "", |
||||
|
"fieldname": "items", |
||||
|
"fieldtype": "Table", |
||||
|
"has_next_condition": 0, |
||||
|
"is_table_field": 0, |
||||
|
"label": "Items", |
||||
|
"parent_field": "", |
||||
|
"position": "Bottom", |
||||
|
"title": "Items" |
||||
|
} |
||||
|
], |
||||
|
"title": "Purchase Receipt" |
||||
|
} |
Loading…
Reference in new issue