def install(country=None):
records = [
# domains
{
"doctype": "Domain",
"domain": "Distribution"
},
{
"doctype": "Domain",
"domain": "Manufacturing"
},
{
"doctype": "Domain",
"domain": "Retail"
},
{
"doctype": "Domain",
"domain": "Services"
},
{
"doctype": "Domain",
"domain": "Education"
},
{
"doctype": "Domain",
"domain": "Healthcare"
},
{
"doctype": "Domain",
"domain": "Agriculture"
},
{
"doctype": "Domain",
"domain": "Non Profit"
},
# ensure at least an empty Address Template exists for this Country
{
"doctype": "Address Template",
"country": country
},
# item group
{
"doctype": "Item Group",
"item_group_name": _("All Item Groups"),
"is_group": 1,
"parent_item_group": "",
},
{
"doctype": "Item Group",
"item_group_name": _("Products"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
"show_in_website": 1,
},
{
"doctype": "Item Group",
"item_group_name": _("Raw Material"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Services"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Sub Assemblies"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
{
"doctype": "Item Group",
"item_group_name": _("Consumable"),
"is_group": 0,
"parent_item_group": _("All Item Groups"),
},
# salary component
{
"doctype": "Salary Component",
"salary_component": _("Income Tax"),
"description": _("Income Tax"),
"type": "Deduction",
"is_income_tax_component": 1,
},
{
"doctype": "Salary Component",
"salary_component": _("Basic"),
"description": _("Basic"),
"type": "Earning",
},
{
"doctype": "Salary Component",
"salary_component": _("Arrear"),
"description": _("Arrear"),
"type": "Earning",
},
{
"doctype": "Salary Component",
"salary_component": _("Leave Encashment"),
"description": _("Leave Encashment"),
"type": "Earning",
},
# expense claim type
{
"doctype": "Expense Claim Type",
"name": _("Calls"),
"expense_type": _("Calls")
},
{
"doctype": "Expense Claim Type",
"name": _("Food"),
"expense_type": _("Food")
},
{
"doctype": "Expense Claim Type",
"name": _("Medical"),
"expense_type": _("Medical")
},
{
"doctype": "Expense Claim Type",
"name": _("Others"),
"expense_type": _("Others")
},
{
"doctype": "Expense Claim Type",
"name": _("Travel"),
"expense_type": _("Travel")
},
# leave type
{
"doctype": "Leave Type",
"leave_type_name": _("Casual Leave"),
"name": _("Casual Leave"),
"allow_encashment": 1,
"is_carry_forward": 1,
"max_continuous_days_allowed": "3",
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Compensatory Off"),
"name": _("Compensatory Off"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
"is_compensatory": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Sick Leave"),
"name": _("Sick Leave"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Privilege Leave"),
"name": _("Privilege Leave"),
"allow_encashment": 0,
"is_carry_forward": 0,
"include_holiday": 1,
},
{
"doctype": "Leave Type",
"leave_type_name": _("Leave Without Pay"),
"name": _("Leave Without Pay"),
"allow_encashment": 0,
"is_carry_forward": 0,
"is_lwp": 1,
"include_holiday": 1,
},
# Employment Type
{
"doctype": "Employment Type",
"employee_type_name": _("Full-time")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Part-time")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Probation")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Contract")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Commission")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Piecework")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Intern")
},
{
"doctype": "Employment Type",
"employee_type_name": _("Apprentice")
},
# Stock Entry Type
{
"doctype": "Stock Entry Type",
"name": "Material Issue",
"purpose": "Material Issue"
},
{
"doctype": "Stock Entry Type",
"name": "Material Receipt",
"purpose": "Material Receipt"
},
{
"doctype": "Stock Entry Type",
"name": "Material Transfer",
"purpose": "Material Transfer"
},
{
"doctype": "Stock Entry Type",
"name": "Manufacture",
"purpose": "Manufacture"
},
{
"doctype": "Stock Entry Type",
"name": "Repack",
"purpose": "Repack"
},
{
"doctype": "Stock Entry Type",
"name": "Send to Subcontractor",
"purpose": "Send to Subcontractor",
},
{
"doctype": "Stock Entry Type",
"name": "Material Transfer for Manufacture",
"purpose": "Material Transfer for Manufacture",
},
{
"doctype": "Stock Entry Type",
"name": "Material Consumption for Manufacture",
"purpose": "Material Consumption for Manufacture",
},
# Designation
{
"doctype": "Designation",
"designation_name": _("CEO")
},
{
"doctype": "Designation",
"designation_name": _("Manager")
},
{
"doctype": "Designation",
"designation_name": _("Analyst")
},
{
"doctype": "Designation",
"designation_name": _("Engineer")
},
{
"doctype": "Designation",
"designation_name": _("Accountant")
},
{
"doctype": "Designation",
"designation_name": _("Secretary")
},
{
"doctype": "Designation",
"designation_name": _("Associate")
},
{
"doctype": "Designation",
"designation_name": _("Administrative Officer")
},
{
"doctype": "Designation",
"designation_name": _("Business Development Manager")
},
{
"doctype": "Designation",
"designation_name": _("HR Manager")
},
{
"doctype": "Designation",
"designation_name": _("Project Manager")
},
{
"doctype": "Designation",
"designation_name": _("Head of Marketing and Sales")
},
{
"doctype": "Designation",
"designation_name": _("Software Developer")
},
{
"doctype": "Designation",
"designation_name": _("Designer")
},
{
"doctype": "Designation",
"designation_name": _("Researcher")
},
# territory: with two default territories, one for home country and one named Rest of the World
{
"doctype": "Territory",
"territory_name": _("All Territories"),
"is_group": 1,
"name": _("All Territories"),
"parent_territory": "",
},
{
"doctype": "Territory",
"territory_name": country.replace("'", ""),
"is_group": 0,
"parent_territory": _("All Territories"),
},
{
"doctype": "Territory",
"territory_name": _("Rest Of The World"),
"is_group": 0,
"parent_territory": _("All Territories"),
},
# customer group
{
"doctype": "Customer Group",
"customer_group_name": _("All Customer Groups"),
"is_group": 1,
"name": _("All Customer Groups"),
"parent_customer_group": "",
},
{
"doctype": "Customer Group",
"customer_group_name": _("Individual"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Commercial"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Non Profit"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
{
"doctype": "Customer Group",
"customer_group_name": _("Government"),
"is_group": 0,
"parent_customer_group": _("All Customer Groups"),
},
# supplier group
{
"doctype": "Supplier Group",
"supplier_group_name": _("All Supplier Groups"),
"is_group": 1,
"name": _("All Supplier Groups"),
"parent_supplier_group": "",
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Services"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Local"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Raw Material"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Electrical"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Hardware"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Pharmaceutical"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
{
"doctype": "Supplier Group",
"supplier_group_name": _("Distributor"),
"is_group": 0,
"parent_supplier_group": _("All Supplier Groups"),
},
# Sales Person
{
"doctype": "Sales Person",
"sales_person_name": _("Sales Team"),
"is_group": 1,
"parent_sales_person": "",
},
# Mode of Payment
{
"doctype":
"Mode of Payment",
"mode_of_payment":
"Check" if country == "United States" else _("Cheque"),
"type":
"Bank",
},
{
"doctype": "Mode of Payment",
"mode_of_payment": _("Cash"),
"type": "Cash"
},
{
"doctype": "Mode of Payment",
"mode_of_payment": _("Credit Card"),
"type": "Bank"
},
{
"doctype": "Mode of Payment",
"mode_of_payment": _("Wire Transfer"),
"type": "Bank"
},
{
"doctype": "Mode of Payment",
"mode_of_payment": _("Bank Draft"),
"type": "Bank"
},
# Activity Type
{
"doctype": "Activity Type",
"activity_type": _("Planning")
},
{
"doctype": "Activity Type",
"activity_type": _("Research")
},
{
"doctype": "Activity Type",
"activity_type": _("Proposal Writing")
},
{
"doctype": "Activity Type",
"activity_type": _("Execution")
},
{
"doctype": "Activity Type",
"activity_type": _("Communication")
},
{
"doctype":
"Item Attribute",
"attribute_name":
_("Size"),
"item_attribute_values": [
{
"attribute_value": _("Extra Small"),
"abbr": "XS"
},
{
"attribute_value": _("Small"),
"abbr": "S"
},
{
"attribute_value": _("Medium"),
"abbr": "M"
},
{
"attribute_value": _("Large"),
"abbr": "L"
},
{
"attribute_value": _("Extra Large"),
"abbr": "XL"
},
],
},
{
"doctype":
"Item Attribute",
"attribute_name":
_("Colour"),
"item_attribute_values": [
{
"attribute_value": _("Red"),
"abbr": "RED"
},
{
"attribute_value": _("Green"),
"abbr": "GRE"
},
{
"attribute_value": _("Blue"),
"abbr": "BLU"
},
{
"attribute_value": _("Black"),
"abbr": "BLA"
},
{
"attribute_value": _("White"),
"abbr": "WHI"
},
],
},
# Issue Priority
{
"doctype": "Issue Priority",
"name": _("Low")
},
{
"doctype": "Issue Priority",
"name": _("Medium")
},
{
"doctype": "Issue Priority",
"name": _("High")
},
# Job Applicant Source
{
"doctype": "Job Applicant Source",
"source_name": _("Website Listing")
},
{
"doctype": "Job Applicant Source",
"source_name": _("Walk In")
},
{
"doctype": "Job Applicant Source",
"source_name": _("Employee Referral")
},
{
"doctype": "Job Applicant Source",
"source_name": _("Campaign")
},
{
"doctype": "Email Account",
"email_id": "*****@*****.**",
"append_to": "Opportunity"
},
{
"doctype": "Email Account",
"email_id": "*****@*****.**",
"append_to": "Issue"
},
{
"doctype": "Email Account",
"email_id": "*****@*****.**",
"append_to": "Job Applicant"
},
{
"doctype": "Party Type",
"party_type": "Customer",
"account_type": "Receivable"
},
{
"doctype": "Party Type",
"party_type": "Supplier",
"account_type": "Payable"
},
{
"doctype": "Party Type",
"party_type": "Employee",
"account_type": "Payable"
},
{
"doctype": "Party Type",
"party_type": "Member",
"account_type": "Receivable"
},
{
"doctype": "Party Type",
"party_type": "Shareholder",
"account_type": "Payable"
},
{
"doctype": "Party Type",
"party_type": "Student",
"account_type": "Receivable"
},
{
"doctype": "Party Type",
"party_type": "Donor",
"account_type": "Receivable"
},
{
"doctype": "Opportunity Type",
"name": "Hub"
},
{
"doctype": "Opportunity Type",
"name": _("Sales")
},
{
"doctype": "Opportunity Type",
"name": _("Support")
},
{
"doctype": "Opportunity Type",
"name": _("Maintenance")
},
{
"doctype": "Project Type",
"project_type": "Internal"
},
{
"doctype": "Project Type",
"project_type": "External"
},
{
"doctype": "Project Type",
"project_type": "Other"
},
{
"doctype": "Offer Term",
"offer_term": _("Date of Joining")
},
{
"doctype": "Offer Term",
"offer_term": _("Annual Salary")
},
{
"doctype": "Offer Term",
"offer_term": _("Probationary Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Employee Benefits")
},
{
"doctype": "Offer Term",
"offer_term": _("Working Hours")
},
{
"doctype": "Offer Term",
"offer_term": _("Stock Options")
},
{
"doctype": "Offer Term",
"offer_term": _("Department")
},
{
"doctype": "Offer Term",
"offer_term": _("Job Description")
},
{
"doctype": "Offer Term",
"offer_term": _("Responsibilities")
},
{
"doctype": "Offer Term",
"offer_term": _("Leaves per Year")
},
{
"doctype": "Offer Term",
"offer_term": _("Notice Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Incentives")
},
{
"doctype": "Print Heading",
"print_heading": _("Credit Note")
},
{
"doctype": "Print Heading",
"print_heading": _("Debit Note")
},
# Assessment Group
{
"doctype": "Assessment Group",
"assessment_group_name": _("All Assessment Groups"),
"is_group": 1,
"parent_assessment_group": "",
},
# Share Management
{
"doctype": "Share Type",
"title": _("Equity")
},
{
"doctype": "Share Type",
"title": _("Preference")
},
# Market Segments
{
"doctype": "Market Segment",
"market_segment": _("Lower Income")
},
{
"doctype": "Market Segment",
"market_segment": _("Middle Income")
},
{
"doctype": "Market Segment",
"market_segment": _("Upper Income")
},
# Sales Stages
{
"doctype": "Sales Stage",
"stage_name": _("Prospecting")
},
{
"doctype": "Sales Stage",
"stage_name": _("Qualification")
},
{
"doctype": "Sales Stage",
"stage_name": _("Needs Analysis")
},
{
"doctype": "Sales Stage",
"stage_name": _("Value Proposition")
},
{
"doctype": "Sales Stage",
"stage_name": _("Identifying Decision Makers")
},
{
"doctype": "Sales Stage",
"stage_name": _("Perception Analysis")
},
{
"doctype": "Sales Stage",
"stage_name": _("Proposal/Price Quote")
},
{
"doctype": "Sales Stage",
"stage_name": _("Negotiation/Review")
},
# Warehouse Type
{
"doctype": "Warehouse Type",
"name": "Transit"
},
]
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()]
records += [{
"doctype": "Lead Source",
"source_name": _(d)
} for d in default_lead_sources]
records += [{
"doctype": "Sales Partner Type",
"sales_partner_type": _(d)
} for d in default_sales_partner_type]
base_path = frappe.get_app_path("erpnext", "hr", "doctype")
response = frappe.read_file(
os.path.join(
base_path,
"leave_application/leave_application_email_template.html"))
records += [{
"doctype": "Email Template",
"name": _("Leave Approval Notification"),
"response": response,
"subject": _("Leave Approval Notification"),
"owner": frappe.session.user,
}]
records += [{
"doctype": "Email Template",
"name": _("Leave Status Notification"),
"response": response,
"subject": _("Leave Status Notification"),
"owner": frappe.session.user,
}]
response = frappe.read_file(
os.path.join(
base_path,
"interview/interview_reminder_notification_template.html"))
records += [{
"doctype": "Email Template",
"name": _("Interview Reminder"),
"response": response,
"subject": _("Interview Reminder"),
"owner": frappe.session.user,
}]
response = frappe.read_file(
os.path.join(base_path,
"interview/interview_feedback_reminder_template.html"))
records += [{
"doctype": "Email Template",
"name": _("Interview Feedback Reminder"),
"response": response,
"subject": _("Interview Feedback Reminder"),
"owner": frappe.session.user,
}]
base_path = frappe.get_app_path("erpnext", "stock", "doctype")
response = frappe.read_file(
os.path.join(base_path,
"delivery_trip/dispatch_notification_template.html"))
records += [{
"doctype": "Email Template",
"name": _("Dispatch Notification"),
"response": response,
"subject": _("Your order is out for delivery!"),
"owner": frappe.session.user,
}]
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
make_records(records)
set_up_address_templates(default_country=country)
set_more_defaults()
update_global_search_doctypes()
def install(country=None):
records = [
# domains
{
'doctype': 'Domain',
'domain': 'Distribution'
},
{
'doctype': 'Domain',
'domain': 'Manufacturing'
},
{
'doctype': 'Domain',
'domain': 'Retail'
},
{
'doctype': 'Domain',
'domain': 'Services'
},
{
'doctype': 'Domain',
'domain': 'Education'
},
{
'doctype': 'Domain',
'domain': 'Healthcare'
},
{
'doctype': 'Domain',
'domain': 'Agriculture'
},
{
'doctype': 'Domain',
'domain': 'Non Profit'
},
# Setup Progress
{
'doctype':
"Setup Progress",
"actions": [{
"action_name": "Add Company",
"action_doctype": "Company",
"min_doc_count": 1,
"is_completed": 1,
"domains": '[]'
}, {
"action_name":
"Set Sales Target",
"action_doctype":
"Company",
"min_doc_count":
99,
"action_document":
frappe.defaults.get_defaults().get("company") or '',
"action_field":
"monthly_sales_target",
"is_completed":
0,
"domains":
'["Manufacturing", "Services", "Retail", "Distribution"]'
}, {
"action_name":
"Add Customers",
"action_doctype":
"Customer",
"min_doc_count":
1,
"is_completed":
0,
"domains":
'["Manufacturing", "Services", "Retail", "Distribution"]'
}, {
"action_name":
"Add Suppliers",
"action_doctype":
"Supplier",
"min_doc_count":
1,
"is_completed":
0,
"domains":
'["Manufacturing", "Services", "Retail", "Distribution"]'
}, {
"action_name":
"Add Products",
"action_doctype":
"Item",
"min_doc_count":
1,
"is_completed":
0,
"domains":
'["Manufacturing", "Services", "Retail", "Distribution"]'
}, {
"action_name": "Add Programs",
"action_doctype": "Program",
"min_doc_count": 1,
"is_completed": 0,
"domains": '["Education"]'
}, {
"action_name": "Add Instructors",
"action_doctype": "Instructor",
"min_doc_count": 1,
"is_completed": 0,
"domains": '["Education"]'
}, {
"action_name": "Add Courses",
"action_doctype": "Course",
"min_doc_count": 1,
"is_completed": 0,
"domains": '["Education"]'
}, {
"action_name": "Add Rooms",
"action_doctype": "Room",
"min_doc_count": 1,
"is_completed": 0,
"domains": '["Education"]'
}, {
"action_name": "Add Users",
"action_doctype": "User",
"min_doc_count": 4,
"is_completed": 0,
"domains": '[]'
}, {
"action_name": "Add Letterhead",
"action_doctype": "Letter Head",
"min_doc_count": 1,
"is_completed": 0,
"domains": '[]'
}]
},
# address template
{
'doctype': "Address Template",
"country": country
},
# item group
{
'doctype': 'Item Group',
'item_group_name': _('All Item Groups'),
'is_group': 1,
'parent_item_group': ''
},
{
'doctype': 'Item Group',
'item_group_name': _('Products'),
'is_group': 0,
'parent_item_group': _('All Item Groups'),
"show_in_website": 1
},
{
'doctype': 'Item Group',
'item_group_name': _('Raw Material'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Services'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Sub Assemblies'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Consumable'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
# salary component
{
'doctype': 'Salary Component',
'salary_component': _('Income Tax'),
'description': _('Income Tax'),
'type': 'Deduction'
},
{
'doctype': 'Salary Component',
'salary_component': _('Basic'),
'description': _('Basic'),
'type': 'Earning'
},
{
'doctype': 'Salary Component',
'salary_component': _('Premium nature work'),
'description': _('PNW'),
'type': 'Earning'
},
{
'doctype': 'Salary Component',
'salary_component': _('Leave Encashment'),
'description': _('Leave Encashment'),
'type': 'Earning'
},
# expense claim type
{
'doctype': 'Expense Claim Type',
'name': _('Calls'),
'expense_type': _('Calls')
},
{
'doctype': 'Expense Claim Type',
'name': _('Food'),
'expense_type': _('Food')
},
{
'doctype': 'Expense Claim Type',
'name': _('Medical'),
'expense_type': _('Medical')
},
{
'doctype': 'Expense Claim Type',
'name': _('Others'),
'expense_type': _('Others')
},
{
'doctype': 'Expense Claim Type',
'name': _('Travel'),
'expense_type': _('Travel')
},
# leave type
{
'doctype': 'Leave Type',
'leave_type_name': _('Casual Leave'),
'name': _('Casual Leave'),
'is_encash': 1,
'is_carry_forward': 1,
'max_days_allowed': '3',
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Compensatory Off'),
'name': _('Compensatory Off'),
'is_encash': 0,
'is_carry_forward': 0,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Sick Leave'),
'name': _('Sick Leave'),
'is_encash': 0,
'is_carry_forward': 0,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Privilege Leave'),
'name': _('Privilege Leave'),
'is_encash': 0,
'is_carry_forward': 0,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Leave Without Pay'),
'name': _('Leave Without Pay'),
'is_encash': 0,
'is_carry_forward': 0,
'is_lwp': 1,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Annual Leave'),
'name': _('Annual Leave'),
'is_encash': 1,
'is_carry_forward': 1,
'max_days_allowed': '3',
'include_holiday': 1
},
# Employment Type
{
'doctype': 'Employment Type',
'employee_type_name': _('Full-time')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Part-time')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Probation')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Contract')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Commission')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Piecework')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Intern')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Apprentice')
},
# Department
{
'doctype': 'Department',
'department_name': _('Accounts')
},
{
'doctype': 'Department',
'department_name': _('Marketing')
},
{
'doctype': 'Department',
'department_name': _('Sales')
},
{
'doctype': 'Department',
'department_name': _('Purchase')
},
{
'doctype': 'Department',
'department_name': _('Operations')
},
{
'doctype': 'Department',
'department_name': _('Production')
},
{
'doctype': 'Department',
'department_name': _('Dispatch')
},
{
'doctype': 'Department',
'department_name': _('Customer Service')
},
{
'doctype': 'Department',
'department_name': _('Human Resources')
},
{
'doctype': 'Department',
'department_name': _('Management')
},
{
'doctype': 'Department',
'department_name': _('Quality Management')
},
{
'doctype': 'Department',
'department_name': _('Research & Development')
},
{
'doctype': 'Department',
'department_name': _('Legal')
},
# Designation
{
'doctype': 'Designation',
'designation_name': _('CEO')
},
{
'doctype': 'Designation',
'designation_name': _('Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Analyst')
},
{
'doctype': 'Designation',
'designation_name': _('Engineer')
},
{
'doctype': 'Designation',
'designation_name': _('Accountant')
},
{
'doctype': 'Designation',
'designation_name': _('Secretary')
},
{
'doctype': 'Designation',
'designation_name': _('Associate')
},
{
'doctype': 'Designation',
'designation_name': _('Administrative Officer')
},
{
'doctype': 'Designation',
'designation_name': _('Business Development Manager')
},
{
'doctype': 'Designation',
'designation_name': _('HR Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Project Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Head of Marketing and Sales')
},
{
'doctype': 'Designation',
'designation_name': _('Software Developer')
},
{
'doctype': 'Designation',
'designation_name': _('Designer')
},
{
'doctype': 'Designation',
'designation_name': _('Researcher')
},
# Relation
#{'doctype': 'Relation', 'relation_name': _('Son')},
#{'doctype': 'Relation', 'relation_name': _('Daughter')},
# territory
{
'doctype': 'Territory',
'territory_name': _('All Territories'),
'is_group': 1,
'name': _('All Territories'),
'parent_territory': ''
},
# customer group
{
'doctype': 'Customer Group',
'customer_group_name': _('All Customer Groups'),
'is_group': 1,
'name': _('All Customer Groups'),
'parent_customer_group': ''
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Individual'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Commercial'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Non Profit'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Government'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
# supplier type
{
'doctype': 'Supplier Type',
'supplier_type': _('Services')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Local')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Raw Material')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Electrical')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Hardware')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Pharmaceutical')
},
{
'doctype': 'Supplier Type',
'supplier_type': _('Distributor')
},
# Sales Person
{
'doctype': 'Sales Person',
'sales_person_name': _('Sales Team'),
'is_group': 1,
"parent_sales_person": ""
},
# UOM
{
'uom_name': _('Unit'),
'doctype': 'UOM',
'name': _('Unit'),
"must_be_whole_number": 1
},
{
'uom_name': _('Box'),
'doctype': 'UOM',
'name': _('Box'),
"must_be_whole_number": 1
},
{
'uom_name': _('Kg'),
'doctype': 'UOM',
'name': _('Kg')
},
{
'uom_name': _('Meter'),
'doctype': 'UOM',
'name': _('Meter')
},
{
'uom_name': _('Litre'),
'doctype': 'UOM',
'name': _('Litre')
},
{
'uom_name': _('Gram'),
'doctype': 'UOM',
'name': _('Gram')
},
{
'uom_name': _('Nos'),
'doctype': 'UOM',
'name': _('Nos'),
"must_be_whole_number": 1
},
{
'uom_name': _('Pair'),
'doctype': 'UOM',
'name': _('Pair'),
"must_be_whole_number": 1
},
{
'uom_name': _('Set'),
'doctype': 'UOM',
'name': _('Set'),
"must_be_whole_number": 1
},
{
'uom_name': _('Hour'),
'doctype': 'UOM',
'name': _('Hour')
},
{
'uom_name': _('Minute'),
'doctype': 'UOM',
'name': _('Minute')
},
# Mode of Payment
{
'doctype':
'Mode of Payment',
'mode_of_payment':
'Check' if country == "United States" else _('Cheque'),
'type':
'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Cash'),
'type': 'Cash'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Credit Card'),
'type': 'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Wire Transfer'),
'type': 'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Bank Draft'),
'type': 'Bank'
},
# Activity Type
{
'doctype': 'Activity Type',
'activity_type': _('Planning')
},
{
'doctype': 'Activity Type',
'activity_type': _('Research')
},
{
'doctype': 'Activity Type',
'activity_type': _('Proposal Writing')
},
{
'doctype': 'Activity Type',
'activity_type': _('Execution')
},
{
'doctype': 'Activity Type',
'activity_type': _('Communication')
},
# Lead Source
{
'doctype':
"Item Attribute",
"attribute_name":
_("Size"),
"item_attribute_values": [{
"attribute_value": _("Extra Small"),
"abbr": "XS"
}, {
"attribute_value": _("Small"),
"abbr": "S"
}, {
"attribute_value": _("Medium"),
"abbr": "M"
}, {
"attribute_value": _("Large"),
"abbr": "L"
}, {
"attribute_value": _("Extra Large"),
"abbr": "XL"
}]
},
{
'doctype':
"Item Attribute",
"attribute_name":
_("Colour"),
"item_attribute_values": [{
"attribute_value": _("Red"),
"abbr": "RED"
}, {
"attribute_value": _("Green"),
"abbr": "GRE"
}, {
"attribute_value": _("Blue"),
"abbr": "BLU"
}, {
"attribute_value": _("Black"),
"abbr": "BLA"
}, {
"attribute_value": _("White"),
"abbr": "WHI"
}]
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Opportunity"
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Issue"
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Job Applicant"
},
{
'doctype': "Party Type",
"party_type": "Customer"
},
{
'doctype': "Party Type",
"party_type": "Supplier"
},
{
'doctype': "Party Type",
"party_type": "Employee"
},
{
'doctype': "Party Type",
"party_type": "Member"
},
{
'doctype': "Opportunity Type",
"name": "Hub"
},
{
'doctype': "Opportunity Type",
"name": _("Sales")
},
{
'doctype': "Opportunity Type",
"name": _("Support")
},
{
'doctype': "Opportunity Type",
"name": _("Maintenance")
},
{
'doctype': "Project Type",
"project_type": "Internal"
},
{
'doctype': "Project Type",
"project_type": "External"
},
{
'doctype': "Project Type",
"project_type": "Other"
},
{
"doctype": "Offer Term",
"offer_term": _("Date of Joining")
},
{
"doctype": "Offer Term",
"offer_term": _("Annual Salary")
},
{
"doctype": "Offer Term",
"offer_term": _("Probationary Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Employee Benefits")
},
{
"doctype": "Offer Term",
"offer_term": _("Working Hours")
},
{
"doctype": "Offer Term",
"offer_term": _("Stock Options")
},
{
"doctype": "Offer Term",
"offer_term": _("Department")
},
{
"doctype": "Offer Term",
"offer_term": _("Job Description")
},
{
"doctype": "Offer Term",
"offer_term": _("Responsibilities")
},
{
"doctype": "Offer Term",
"offer_term": _("Leaves per Year")
},
{
"doctype": "Offer Term",
"offer_term": _("Notice Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Incentives")
},
{
'doctype': "Print Heading",
'print_heading': _("Credit Note")
},
{
'doctype': "Print Heading",
'print_heading': _("Debit Note")
},
# Assessment Group
{
'doctype': 'Assessment Group',
'assessment_group_name': _('All Assessment Groups'),
'is_group': 1,
'parent_assessment_group': ''
},
]
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()]
records += [{
'doctype': 'Lead Source',
'source_name': _(d)
} for d in default_lead_sources]
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
from frappe.modules import scrub
for r in records:
doc = frappe.new_doc(r.get("doctype"))
doc.update(r)
# ignore mandatory for root
parent_link_field = ("parent_" + scrub(doc.doctype))
if doc.meta.get_field(
parent_link_field) and not doc.get(parent_link_field):
doc.flags.ignore_mandatory = True
try:
doc.insert(ignore_permissions=True)
except frappe.DuplicateEntryError as e:
# pass DuplicateEntryError and continue
if e.args and e.args[0] == doc.doctype and e.args[1] == doc.name:
# make sure DuplicateEntryError is for the exact same doc and not a related doc
pass
else:
raise
# set default customer group and territory
selling_settings = frappe.get_doc("Selling Settings")
selling_settings.set_default_customer_group_and_territory()
selling_settings.save()
def execute():
frappe.reload_doc('buying', 'doctype', 'supplier_scorecard_variable')
frappe.reload_doc('buying', 'doctype', 'supplier_scorecard_standing')
make_default_records()
def install(country=None):
records = [
# domains
{
'doctype': 'Domain',
'domain': 'Distribution'
},
{
'doctype': 'Domain',
'domain': 'Manufacturing'
},
{
'doctype': 'Domain',
'domain': 'Retail'
},
{
'doctype': 'Domain',
'domain': 'Services'
},
{
'doctype': 'Domain',
'domain': 'Education'
},
{
'doctype': 'Domain',
'domain': 'Healthcare'
},
{
'doctype': 'Domain',
'domain': 'Agriculture'
},
{
'doctype': 'Domain',
'domain': 'Non Profit'
},
# ensure at least an empty Address Template exists for this Country
{
'doctype': "Address Template",
"country": country
},
# item group
{
'doctype': 'Item Group',
'item_group_name': _('All Item Groups'),
'is_group': 1,
'parent_item_group': ''
},
{
'doctype': 'Item Group',
'item_group_name': _('Products'),
'is_group': 0,
'parent_item_group': _('All Item Groups'),
"show_in_website": 1
},
{
'doctype': 'Item Group',
'item_group_name': _('Raw Material'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Services'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Sub Assemblies'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
{
'doctype': 'Item Group',
'item_group_name': _('Consumable'),
'is_group': 0,
'parent_item_group': _('All Item Groups')
},
# salary component
{
'doctype': 'Salary Component',
'salary_component': _('Income Tax'),
'description': _('Income Tax'),
'type': 'Deduction'
},
{
'doctype': 'Salary Component',
'salary_component': _('Basic'),
'description': _('Basic'),
'type': 'Earning'
},
{
'doctype': 'Salary Component',
'salary_component': _('Arrear'),
'description': _('Arrear'),
'type': 'Earning'
},
{
'doctype': 'Salary Component',
'salary_component': _('Leave Encashment'),
'description': _('Leave Encashment'),
'type': 'Earning'
},
# expense claim type
{
'doctype': 'Expense Claim Type',
'name': _('Calls'),
'expense_type': _('Calls')
},
{
'doctype': 'Expense Claim Type',
'name': _('Food'),
'expense_type': _('Food')
},
{
'doctype': 'Expense Claim Type',
'name': _('Medical'),
'expense_type': _('Medical')
},
{
'doctype': 'Expense Claim Type',
'name': _('Others'),
'expense_type': _('Others')
},
{
'doctype': 'Expense Claim Type',
'name': _('Travel'),
'expense_type': _('Travel')
},
# leave type
{
'doctype': 'Leave Type',
'leave_type_name': _('Casual Leave'),
'name': _('Casual Leave'),
'allow_encashment': 1,
'is_carry_forward': 1,
'max_continuous_days_allowed': '3',
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Compensatory Off'),
'name': _('Compensatory Off'),
'allow_encashment': 0,
'is_carry_forward': 0,
'include_holiday': 1,
'is_compensatory': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Sick Leave'),
'name': _('Sick Leave'),
'allow_encashment': 0,
'is_carry_forward': 0,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Privilege Leave'),
'name': _('Privilege Leave'),
'allow_encashment': 0,
'is_carry_forward': 0,
'include_holiday': 1
},
{
'doctype': 'Leave Type',
'leave_type_name': _('Leave Without Pay'),
'name': _('Leave Without Pay'),
'allow_encashment': 0,
'is_carry_forward': 0,
'is_lwp': 1,
'include_holiday': 1
},
# Employment Type
{
'doctype': 'Employment Type',
'employee_type_name': _('Full-time')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Part-time')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Probation')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Contract')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Commission')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Piecework')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Intern')
},
{
'doctype': 'Employment Type',
'employee_type_name': _('Apprentice')
},
# Stock Entry Type
{
'doctype': 'Stock Entry Type',
'name': 'Material Issue',
'purpose': 'Material Issue'
},
{
'doctype': 'Stock Entry Type',
'name': 'Material Receipt',
'purpose': 'Material Receipt'
},
{
'doctype': 'Stock Entry Type',
'name': 'Material Transfer',
'purpose': 'Material Transfer'
},
{
'doctype': 'Stock Entry Type',
'name': 'Manufacture',
'purpose': 'Manufacture'
},
{
'doctype': 'Stock Entry Type',
'name': 'Repack',
'purpose': 'Repack'
},
{
'doctype': 'Stock Entry Type',
'name': 'Send to Subcontractor',
'purpose': 'Send to Subcontractor'
},
{
'doctype': 'Stock Entry Type',
'name': 'Material Transfer for Manufacture',
'purpose': 'Material Transfer for Manufacture'
},
{
'doctype': 'Stock Entry Type',
'name': 'Material Consumption for Manufacture',
'purpose': 'Material Consumption for Manufacture'
},
{
'doctype': 'Stock Entry Type',
'name': 'Send to Warehouse',
'purpose': 'Send to Warehouse'
},
{
'doctype': 'Stock Entry Type',
'name': 'Receive at Warehouse',
'purpose': 'Receive at Warehouse'
},
# Designation
{
'doctype': 'Designation',
'designation_name': _('CEO')
},
{
'doctype': 'Designation',
'designation_name': _('Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Analyst')
},
{
'doctype': 'Designation',
'designation_name': _('Engineer')
},
{
'doctype': 'Designation',
'designation_name': _('Accountant')
},
{
'doctype': 'Designation',
'designation_name': _('Secretary')
},
{
'doctype': 'Designation',
'designation_name': _('Associate')
},
{
'doctype': 'Designation',
'designation_name': _('Administrative Officer')
},
{
'doctype': 'Designation',
'designation_name': _('Business Development Manager')
},
{
'doctype': 'Designation',
'designation_name': _('HR Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Project Manager')
},
{
'doctype': 'Designation',
'designation_name': _('Head of Marketing and Sales')
},
{
'doctype': 'Designation',
'designation_name': _('Software Developer')
},
{
'doctype': 'Designation',
'designation_name': _('Designer')
},
{
'doctype': 'Designation',
'designation_name': _('Researcher')
},
# territory: with two default territories, one for home country and one named Rest of the World
{
'doctype': 'Territory',
'territory_name': _('All Territories'),
'is_group': 1,
'name': _('All Territories'),
'parent_territory': ''
},
{
'doctype': 'Territory',
'territory_name': country.replace("'", ""),
'is_group': 0,
'parent_territory': _('All Territories')
},
{
'doctype': 'Territory',
'territory_name': _("Rest Of The World"),
'is_group': 0,
'parent_territory': _('All Territories')
},
# customer group
{
'doctype': 'Customer Group',
'customer_group_name': _('All Customer Groups'),
'is_group': 1,
'name': _('All Customer Groups'),
'parent_customer_group': ''
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Individual'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Commercial'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Non Profit'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
{
'doctype': 'Customer Group',
'customer_group_name': _('Government'),
'is_group': 0,
'parent_customer_group': _('All Customer Groups')
},
# supplier group
{
'doctype': 'Supplier Group',
'supplier_group_name': _('All Supplier Groups'),
'is_group': 1,
'name': _('All Supplier Groups'),
'parent_supplier_group': ''
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Services'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Local'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Raw Material'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Electrical'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Hardware'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Pharmaceutical'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
{
'doctype': 'Supplier Group',
'supplier_group_name': _('Distributor'),
'is_group': 0,
'parent_supplier_group': _('All Supplier Groups')
},
# Sales Person
{
'doctype': 'Sales Person',
'sales_person_name': _('Sales Team'),
'is_group': 1,
"parent_sales_person": ""
},
# Mode of Payment
{
'doctype':
'Mode of Payment',
'mode_of_payment':
'Check' if country == "United States" else _('Cheque'),
'type':
'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Cash'),
'type': 'Cash'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Credit Card'),
'type': 'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Wire Transfer'),
'type': 'Bank'
},
{
'doctype': 'Mode of Payment',
'mode_of_payment': _('Bank Draft'),
'type': 'Bank'
},
# Activity Type
{
'doctype': 'Activity Type',
'activity_type': _('Planning')
},
{
'doctype': 'Activity Type',
'activity_type': _('Research')
},
{
'doctype': 'Activity Type',
'activity_type': _('Proposal Writing')
},
{
'doctype': 'Activity Type',
'activity_type': _('Execution')
},
{
'doctype': 'Activity Type',
'activity_type': _('Communication')
},
{
'doctype':
"Item Attribute",
"attribute_name":
_("Size"),
"item_attribute_values": [{
"attribute_value": _("Extra Small"),
"abbr": "XS"
}, {
"attribute_value": _("Small"),
"abbr": "S"
}, {
"attribute_value": _("Medium"),
"abbr": "M"
}, {
"attribute_value": _("Large"),
"abbr": "L"
}, {
"attribute_value": _("Extra Large"),
"abbr": "XL"
}]
},
{
'doctype':
"Item Attribute",
"attribute_name":
_("Colour"),
"item_attribute_values": [{
"attribute_value": _("Red"),
"abbr": "RED"
}, {
"attribute_value": _("Green"),
"abbr": "GRE"
}, {
"attribute_value": _("Blue"),
"abbr": "BLU"
}, {
"attribute_value": _("Black"),
"abbr": "BLA"
}, {
"attribute_value": _("White"),
"abbr": "WHI"
}]
},
# Issue Priority
{
'doctype': 'Issue Priority',
'name': _('Low')
},
{
'doctype': 'Issue Priority',
'name': _('Medium')
},
{
'doctype': 'Issue Priority',
'name': _('High')
},
#Job Applicant Source
{
'doctype': 'Job Applicant Source',
'source_name': _('Website Listing')
},
{
'doctype': 'Job Applicant Source',
'source_name': _('Walk In')
},
{
'doctype': 'Job Applicant Source',
'source_name': _('Employee Referral')
},
{
'doctype': 'Job Applicant Source',
'source_name': _('Campaign')
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Opportunity"
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Issue"
},
{
'doctype': "Email Account",
"email_id": "*****@*****.**",
"append_to": "Job Applicant"
},
{
'doctype': "Party Type",
"party_type": "Customer",
"account_type": "Receivable"
},
{
'doctype': "Party Type",
"party_type": "Supplier",
"account_type": "Payable"
},
{
'doctype': "Party Type",
"party_type": "Employee",
"account_type": "Payable"
},
{
'doctype': "Party Type",
"party_type": "Member",
"account_type": "Receivable"
},
{
'doctype': "Party Type",
"party_type": "Shareholder",
"account_type": "Payable"
},
{
'doctype': "Party Type",
"party_type": "Student",
"account_type": "Receivable"
},
{
'doctype': "Opportunity Type",
"name": "Hub"
},
{
'doctype': "Opportunity Type",
"name": _("Sales")
},
{
'doctype': "Opportunity Type",
"name": _("Support")
},
{
'doctype': "Opportunity Type",
"name": _("Maintenance")
},
{
'doctype': "Project Type",
"project_type": "Internal"
},
{
'doctype': "Project Type",
"project_type": "External"
},
{
'doctype': "Project Type",
"project_type": "Other"
},
{
"doctype": "Offer Term",
"offer_term": _("Date of Joining")
},
{
"doctype": "Offer Term",
"offer_term": _("Annual Salary")
},
{
"doctype": "Offer Term",
"offer_term": _("Probationary Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Employee Benefits")
},
{
"doctype": "Offer Term",
"offer_term": _("Working Hours")
},
{
"doctype": "Offer Term",
"offer_term": _("Stock Options")
},
{
"doctype": "Offer Term",
"offer_term": _("Department")
},
{
"doctype": "Offer Term",
"offer_term": _("Job Description")
},
{
"doctype": "Offer Term",
"offer_term": _("Responsibilities")
},
{
"doctype": "Offer Term",
"offer_term": _("Leaves per Year")
},
{
"doctype": "Offer Term",
"offer_term": _("Notice Period")
},
{
"doctype": "Offer Term",
"offer_term": _("Incentives")
},
{
'doctype': "Print Heading",
'print_heading': _("Credit Note")
},
{
'doctype': "Print Heading",
'print_heading': _("Debit Note")
},
# Assessment Group
{
'doctype': 'Assessment Group',
'assessment_group_name': _('All Assessment Groups'),
'is_group': 1,
'parent_assessment_group': ''
},
# Share Management
{
"doctype": "Share Type",
"title": _("Equity")
},
{
"doctype": "Share Type",
"title": _("Preference")
},
# Market Segments
{
"doctype": "Market Segment",
"market_segment": _("Lower Income")
},
{
"doctype": "Market Segment",
"market_segment": _("Middle Income")
},
{
"doctype": "Market Segment",
"market_segment": _("Upper Income")
},
# Sales Stages
{
"doctype": "Sales Stage",
"stage_name": _("Prospecting")
},
{
"doctype": "Sales Stage",
"stage_name": _("Qualification")
},
{
"doctype": "Sales Stage",
"stage_name": _("Needs Analysis")
},
{
"doctype": "Sales Stage",
"stage_name": _("Value Proposition")
},
{
"doctype": "Sales Stage",
"stage_name": _("Identifying Decision Makers")
},
{
"doctype": "Sales Stage",
"stage_name": _("Perception Analysis")
},
{
"doctype": "Sales Stage",
"stage_name": _("Proposal/Price Quote")
},
{
"doctype": "Sales Stage",
"stage_name": _("Negotiation/Review")
}
]
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()]
records += [{
'doctype': 'Lead Source',
'source_name': _(d)
} for d in default_lead_sources]
records += [{
'doctype': 'Sales Partner Type',
'sales_partner_type': _(d)
} for d in default_sales_partner_type]
base_path = frappe.get_app_path("erpnext", "hr", "doctype")
response = frappe.read_file(
os.path.join(
base_path,
"leave_application/leave_application_email_template.html"))
records += [{'doctype': 'Email Template', 'name': _("Leave Approval Notification"), 'response': response,\
'subject': _("Leave Approval Notification"), 'owner': frappe.session.user}]
records += [{'doctype': 'Email Template', 'name': _("Leave Status Notification"), 'response': response,\
'subject': _("Leave Status Notification"), 'owner': frappe.session.user}]
base_path = frappe.get_app_path("erpnext", "stock", "doctype")
response = frappe.read_file(
os.path.join(base_path,
"delivery_trip/dispatch_notification_template.html"))
records += [{'doctype': 'Email Template', 'name': _("Dispatch Notification"), 'response': response,\
'subject': _("Your order is out for delivery!"), 'owner': frappe.session.user}]
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
make_records(records)
set_up_address_templates(default_country=country)
set_more_defaults()
update_global_search_doctypes()
def install(country=None):
records = [
# domains
{ 'doctype': 'Domain', 'domain': 'Distribution'},
{ 'doctype': 'Domain', 'domain': 'Manufacturing'},
{ 'doctype': 'Domain', 'domain': 'Retail'},
{ 'doctype': 'Domain', 'domain': 'Services'},
{ 'doctype': 'Domain', 'domain': 'Education'},
{ 'doctype': 'Domain', 'domain': 'Healthcare'},
{ 'doctype': 'Domain', 'domain': 'Agriculture'},
{ 'doctype': 'Domain', 'domain': 'Non Profit'},
# Setup Progress
{'doctype': "Setup Progress", "actions": [
{"action_name": "Add Company", "action_doctype": "Company", "min_doc_count": 1, "is_completed": 1,
"domains": '[]' },
{"action_name": "Set Sales Target", "action_doctype": "Company", "min_doc_count": 99,
"action_document": frappe.defaults.get_defaults().get("company") or '',
"action_field": "monthly_sales_target", "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Customers", "action_doctype": "Customer", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Suppliers", "action_doctype": "Supplier", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Products", "action_doctype": "Item", "min_doc_count": 1, "is_completed": 0,
"domains": '["Manufacturing", "Services", "Retail", "Distribution"]' },
{"action_name": "Add Programs", "action_doctype": "Program", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Instructors", "action_doctype": "Instructor", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Courses", "action_doctype": "Course", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Rooms", "action_doctype": "Room", "min_doc_count": 1, "is_completed": 0,
"domains": '["Education"]' },
{"action_name": "Add Users", "action_doctype": "User", "min_doc_count": 4, "is_completed": 0,
"domains": '[]' },
{"action_name": "Add Letterhead", "action_doctype": "Letter Head", "min_doc_count": 1, "is_completed": 0,
"domains": '[]' }
]},
# address template
{'doctype':"Address Template", "country": country},
# item group
{'doctype': 'Item Group', 'item_group_name': _('All Item Groups'),
'is_group': 1, 'parent_item_group': ''},
{'doctype': 'Item Group', 'item_group_name': _('Products'),
'is_group': 0, 'parent_item_group': _('All Item Groups'), "show_in_website": 1 },
{'doctype': 'Item Group', 'item_group_name': _('Raw Material'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Services'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Sub Assemblies'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
{'doctype': 'Item Group', 'item_group_name': _('Consumable'),
'is_group': 0, 'parent_item_group': _('All Item Groups') },
# salary component
{'doctype': 'Salary Component', 'salary_component': _('Income Tax'), 'description': _('Income Tax'), 'type': 'Deduction'},
{'doctype': 'Salary Component', 'salary_component': _('Basic'), 'description': _('Basic'), 'type': 'Earning'},
{'doctype': 'Salary Component', 'salary_component': _('Arrear'), 'description': _('Arrear'), 'type': 'Earning'},
{'doctype': 'Salary Component', 'salary_component': _('Leave Encashment'), 'description': _('Leave Encashment'), 'type': 'Earning'},
# expense claim type
{'doctype': 'Expense Claim Type', 'name': _('Calls'), 'expense_type': _('Calls')},
{'doctype': 'Expense Claim Type', 'name': _('Food'), 'expense_type': _('Food')},
{'doctype': 'Expense Claim Type', 'name': _('Medical'), 'expense_type': _('Medical')},
{'doctype': 'Expense Claim Type', 'name': _('Others'), 'expense_type': _('Others')},
{'doctype': 'Expense Claim Type', 'name': _('Travel'), 'expense_type': _('Travel')},
# leave type
{'doctype': 'Leave Type', 'leave_type_name': _('Casual Leave'), 'name': _('Casual Leave'),
'allow_encashment': 1, 'is_carry_forward': 1, 'max_continuous_days_allowed': '3', 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Compensatory Off'), 'name': _('Compensatory Off'),
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Sick Leave'), 'name': _('Sick Leave'),
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Privilege Leave'), 'name': _('Privilege Leave'),
'allow_encashment': 0, 'is_carry_forward': 0, 'include_holiday': 1},
{'doctype': 'Leave Type', 'leave_type_name': _('Leave Without Pay'), 'name': _('Leave Without Pay'),
'allow_encashment': 0, 'is_carry_forward': 0, 'is_lwp':1, 'include_holiday': 1},
# Employment Type
{'doctype': 'Employment Type', 'employee_type_name': _('Full-time')},
{'doctype': 'Employment Type', 'employee_type_name': _('Part-time')},
{'doctype': 'Employment Type', 'employee_type_name': _('Probation')},
{'doctype': 'Employment Type', 'employee_type_name': _('Contract')},
{'doctype': 'Employment Type', 'employee_type_name': _('Commission')},
{'doctype': 'Employment Type', 'employee_type_name': _('Piecework')},
{'doctype': 'Employment Type', 'employee_type_name': _('Intern')},
{'doctype': 'Employment Type', 'employee_type_name': _('Apprentice')},
# Designation
{'doctype': 'Designation', 'designation_name': _('CEO')},
{'doctype': 'Designation', 'designation_name': _('Manager')},
{'doctype': 'Designation', 'designation_name': _('Analyst')},
{'doctype': 'Designation', 'designation_name': _('Engineer')},
{'doctype': 'Designation', 'designation_name': _('Accountant')},
{'doctype': 'Designation', 'designation_name': _('Secretary')},
{'doctype': 'Designation', 'designation_name': _('Associate')},
{'doctype': 'Designation', 'designation_name': _('Administrative Officer')},
{'doctype': 'Designation', 'designation_name': _('Business Development Manager')},
{'doctype': 'Designation', 'designation_name': _('HR Manager')},
{'doctype': 'Designation', 'designation_name': _('Project Manager')},
{'doctype': 'Designation', 'designation_name': _('Head of Marketing and Sales')},
{'doctype': 'Designation', 'designation_name': _('Software Developer')},
{'doctype': 'Designation', 'designation_name': _('Designer')},
{'doctype': 'Designation', 'designation_name': _('Researcher')},
# territory
{'doctype': 'Territory', 'territory_name': _('All Territories'), 'is_group': 1, 'name': _('All Territories'), 'parent_territory': ''},
# customer group
{'doctype': 'Customer Group', 'customer_group_name': _('All Customer Groups'), 'is_group': 1, 'name': _('All Customer Groups'), 'parent_customer_group': ''},
{'doctype': 'Customer Group', 'customer_group_name': _('Individual'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Commercial'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
# supplier group
{'doctype': 'Supplier Group', 'supplier_group_name': _('All Supplier Groups'), 'is_group': 1, 'name': _('All Supplier Groups'), 'parent_supplier_group': ''},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Services'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Local'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Raw Material'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Electrical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Hardware'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Pharmaceutical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
{'doctype': 'Supplier Group', 'supplier_group_name': _('Distributor'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
# Sales Person
{'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""},
# Mode of Payment
{'doctype': 'Mode of Payment',
'mode_of_payment': 'Check' if country=="United States" else _('Cheque'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Cash'),
'type': 'Cash'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Credit Card'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Wire Transfer'),
'type': 'Bank'},
{'doctype': 'Mode of Payment', 'mode_of_payment': _('Bank Draft'),
'type': 'Bank'},
# Activity Type
{'doctype': 'Activity Type', 'activity_type': _('Planning')},
{'doctype': 'Activity Type', 'activity_type': _('Research')},
{'doctype': 'Activity Type', 'activity_type': _('Proposal Writing')},
{'doctype': 'Activity Type', 'activity_type': _('Execution')},
{'doctype': 'Activity Type', 'activity_type': _('Communication')},
{'doctype': "Item Attribute", "attribute_name": _("Size"), "item_attribute_values": [
{"attribute_value": _("Extra Small"), "abbr": "XS"},
{"attribute_value": _("Small"), "abbr": "S"},
{"attribute_value": _("Medium"), "abbr": "M"},
{"attribute_value": _("Large"), "abbr": "L"},
{"attribute_value": _("Extra Large"), "abbr": "XL"}
]},
{'doctype': "Item Attribute", "attribute_name": _("Colour"), "item_attribute_values": [
{"attribute_value": _("Red"), "abbr": "RED"},
{"attribute_value": _("Green"), "abbr": "GRE"},
{"attribute_value": _("Blue"), "abbr": "BLU"},
{"attribute_value": _("Black"), "abbr": "BLA"},
{"attribute_value": _("White"), "abbr": "WHI"}
]},
#Job Applicant Source
{'doctype': 'Job Applicant Source', 'source_name': _('Website Listing')},
{'doctype': 'Job Applicant Source', 'source_name': _('Walk In')},
{'doctype': 'Job Applicant Source', 'source_name': _('Employee Referral')},
{'doctype': 'Job Applicant Source', 'source_name': _('Campaign')},
{'doctype': "Email Account", "email_id": "*****@*****.**", "append_to": "Opportunity"},
{'doctype': "Email Account", "email_id": "*****@*****.**", "append_to": "Issue"},
{'doctype': "Email Account", "email_id": "*****@*****.**", "append_to": "Job Applicant"},
{'doctype': "Party Type", "party_type": "Customer", "account_type": "Receivable"},
{'doctype': "Party Type", "party_type": "Supplier", "account_type": "Payable"},
{'doctype': "Party Type", "party_type": "Employee", "account_type": "Payable"},
{'doctype': "Party Type", "party_type": "Member", "account_type": "Receivable"},
{'doctype': "Party Type", "party_type": "Shareholder", "account_type": "Payable"},
{'doctype': "Party Type", "party_type": "Student", "account_type": "Receivable"},
{'doctype': "Opportunity Type", "name": "Hub"},
{'doctype': "Opportunity Type", "name": _("Sales")},
{'doctype': "Opportunity Type", "name": _("Support")},
{'doctype': "Opportunity Type", "name": _("Maintenance")},
{'doctype': "Project Type", "project_type": "Internal"},
{'doctype': "Project Type", "project_type": "External"},
{'doctype': "Project Type", "project_type": "Other"},
{"doctype": "Offer Term", "offer_term": _("Date of Joining")},
{"doctype": "Offer Term", "offer_term": _("Annual Salary")},
{"doctype": "Offer Term", "offer_term": _("Probationary Period")},
{"doctype": "Offer Term", "offer_term": _("Employee Benefits")},
{"doctype": "Offer Term", "offer_term": _("Working Hours")},
{"doctype": "Offer Term", "offer_term": _("Stock Options")},
{"doctype": "Offer Term", "offer_term": _("Department")},
{"doctype": "Offer Term", "offer_term": _("Job Description")},
{"doctype": "Offer Term", "offer_term": _("Responsibilities")},
{"doctype": "Offer Term", "offer_term": _("Leaves per Year")},
{"doctype": "Offer Term", "offer_term": _("Notice Period")},
{"doctype": "Offer Term", "offer_term": _("Incentives")},
{'doctype': "Print Heading", 'print_heading': _("Credit Note")},
{'doctype': "Print Heading", 'print_heading': _("Debit Note")},
# Assessment Group
{'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'),
'is_group': 1, 'parent_assessment_group': ''},
# Share Management
{"doctype": "Share Type", "title": _("Equity")},
{"doctype": "Share Type", "title": _("Preference")},
]
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()]
records += [{'doctype': 'Lead Source', 'source_name': _(d)} for d in default_lead_sources]
records += [{'doctype': 'Sales Partner Type', 'sales_partner_type': _(d)} for d in default_sales_partner_type]
base_path = frappe.get_app_path("erpnext", "hr", "doctype")
response = frappe.read_file(os.path.join(base_path, "leave_application/leave_application_email_template.html"))
records += [{'doctype': 'Email Template', 'name': _("Leave Approval Notification"), 'response': response,\
'subject': _("Leave Approval Notification"), 'owner': frappe.session.user}]
records += [{'doctype': 'Email Template', 'name': _("Leave Status Notification"), 'response': response,\
'subject': _("Leave Status Notification"), 'owner': frappe.session.user}]
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
make_fixture_records(records)
# set default customer group and territory
selling_settings = frappe.get_doc("Selling Settings")
selling_settings.set_default_customer_group_and_territory()
selling_settings.save()
add_uom_data()
