def install_company(args):
records = [
# Fiscal Year
{
'doctype': "Fiscal Year",
'year': get_fy_details(args.fy_start_date, args.fy_end_date),
'year_start_date': args.fy_start_date,
'year_end_date': args.fy_end_date
},
# Company
{
"doctype": "Company",
'company_name': args.company_name,
'enable_perpetual_inventory': 1,
'abbr': args.company_abbr,
'default_currency': args.currency,
'country': args.country,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': args.chart_of_accounts,
'domain': args.domain
}
]
make_records(records)
def setup_company(args):
records = [
# Cloud Company
{
'doctype': "Cloud Company",
'comp_name': args.company_name,
'full_name': args.company_full_name,
'domain': args.company_domain,
'admin': args.get("email") or '*****@*****.**'
},
# Company Employee
{
"doctype": "Cloud Employee",
'company': args.company_name,
'user': args.get("email") or '*****@*****.**'
},
# Company Company Group
{
"doctype": "Cloud Company Group",
'company': args.company_name,
'group_name': 'root',
'enabled': 1
}
]
make_records(records)
def add_sale_stages():
# Sale Stages
records = [{
"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")
}]
make_records(records)
def generate_room_type():
room_type_records = []
if not frappe.db.exists('Inn Room Type', {'name': 'Studio'}):
room_type_records += [{
'doctype': 'Inn Room Type',
'name': _('Studio'),
'description': _('Studio Room')
}]
if not frappe.db.exists('Inn Room Type', {'name': 'Superior'}):
room_type_records += [{
'doctype': 'Inn Room Type',
'name': _('Superior'),
'description': _('Superior Room')
}]
if not frappe.db.exists('Inn Room Type', {'name': 'Deluxe'}):
room_type_records += [{
'doctype': 'Inn Room Type',
'name': _('Deluxe'),
'description': _('Deluxe Room')
}]
if not frappe.db.exists('Inn Room Type', {'name': 'Executive'}):
room_type_records += [{
'doctype': 'Inn Room Type',
'name': _('Executive'),
'description': _('Executive Room')
}]
if not frappe.db.exists('Inn Room Type', {'name': 'Suite'}):
room_type_records += [{
'doctype': 'Inn Room Type',
'name': _('Suite'),
'description': _('Suite Room')
}]
make_records(room_type_records)
frappe.msgprint("Generating Default Room Type Success")
def install_post_company_fixtures(args=None):
records = [
# Department
{'doctype': 'Department', 'department_name': _(
'All Departments'), 'is_group': 1, 'parent_department': ''},
{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _(
'All Departments'), 'company': args.company_name},
]
make_records(records)
def install_defaults(args=None):
records = [
# Price Lists
{
"doctype": "Price List",
"price_list_name": _("Standard Buying"),
"enabled": 1,
"buying": 1,
"selling": 0,
"currency": args.currency,
},
{
"doctype": "Price List",
"price_list_name": _("Standard Selling"),
"enabled": 1,
"buying": 0,
"selling": 1,
"currency": args.currency,
},
]
make_records(records)
# enable default currency
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
frappe.db.set_value("Stock Settings", None, "email_footer_address",
args.get("company_name"))
set_global_defaults(args)
set_active_domains(args)
update_stock_settings()
update_shopping_cart_settings(args)
args.update({"set_default": 1})
create_bank_account(args)
def add_market_segments():
records = [
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
{"doctype": "Market Segment", "market_segment": _("Upper Income")}
]
make_records(records)
def add_market_segments():
records = [
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
{"doctype": "Market Segment", "market_segment": _("Upper Income")},
]
make_records(records)
def add_sale_stages():
# Sale Stages
records = [
{"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")}
]
make_records(records)
def add_dashboards():
from erpnext.setup.setup_wizard.data.dashboard_charts import get_company_for_dashboards
if not get_company_for_dashboards():
return
from erpnext.setup.setup_wizard.data.dashboard_charts import get_default_dashboards
from frappe.modules.import_file import import_file_by_path
dashboard_data = get_default_dashboards()
# create account balance timeline before creating dashbaord charts
doctype = "dashboard_chart_source"
docname = "account_balance_timeline"
folder = os.path.dirname(frappe.get_module("erpnext.accounts").__file__)
doc_path = os.path.join(folder, doctype, docname, docname) + ".json"
import_file_by_path(doc_path, force=0, for_sync=True)
make_records(dashboard_data["Charts"])
make_records(dashboard_data["Dashboards"])
def install_post_company_fixtures(args=None):
records = [
# Department
{'doctype': 'Department', 'department_name': _('All Departments'), 'is_group': 1, 'parent_department': ''},
{'doctype': 'Department', 'department_name': _('Accounts'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Marketing'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Sales'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Purchase'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Operations'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Production'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Dispatch'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Customer Service'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Human Resources'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Quality Management'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Research & Development'), 'parent_department': _('All Departments'), 'company': args.company_name},
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': args.company_name},
]
make_records(records)
def install_company(args):
records = [
# Fiscal Year
{ "doctype": "Fiscal Year", 'year': get_fy_details(args.fy_start_date, args.fy_end_date), 'year_start_date': args.fy_start_date, 'year_end_date': args.fy_end_date },
# Company
{
"doctype":"Company",
'company_name': args.company_name,
'enable_perpetual_inventory': 1,
'abbr': args.company_abbr,
'default_currency': args.currency,
'country': args.country,
'create_chart_of_accounts_based_on': 'Standard Template',
'chart_of_accounts': args.chart_of_accounts,
'domain': args.domain
}
]
make_records(records, True)
def after_install():
records = [
# Room Availability
{
'doctype': 'Room Availability',
'name': _('AV'),
'description': _('Available')
},
{
'doctype': 'Room Availability',
'name': _('RS'),
'description': _('Room Sold')
},
{
'doctype': 'Room Availability',
'name': _('RC'),
'description': _('Room Compliment')
},
{
'doctype': 'Room Availability',
'name': _('HU'),
'description': _('House Use')
},
{
'doctype': 'Room Availability',
'name': _('OO'),
'description': _('Out of Order')
},
{
'doctype': 'Room Availability',
'name': _('OU'),
'description': _('Office Use')
},
{
'doctype': 'Room Availability',
'name': _('UC'),
'description': _('Under Construction')
},
]
make_records(records, True)
def generate_bed_type():
bed_records = []
if not frappe.db.exists('Inn Bed Type', {'name': 'Single'}):
bed_records += [{
'doctype': 'Inn Bed Type',
'name': _('Single'),
'description': _('Single Bed')
}]
if not frappe.db.exists('Inn Bed Type', {'name': 'Double'}):
bed_records += [{
'doctype': 'Inn Bed Type',
'name': _('Double'),
'description': _('Double Bed')
}]
if not frappe.db.exists('Inn Bed Type', {'name': 'Twin'}):
bed_records += [{
'doctype': 'Inn Bed Type',
'name': _('Twin'),
'description': _('Twin Bed')
}]
make_records(bed_records)
frappe.msgprint("Generating Default Bed Type Success")
def install_company(args):
records = [
# Fiscal Year
{
"doctype": "Fiscal Year",
"year": get_fy_details(args.fy_start_date, args.fy_end_date),
"year_start_date": args.fy_start_date,
"year_end_date": args.fy_end_date,
},
# Company
{
"doctype": "Company",
"company_name": args.company_name,
"enable_perpetual_inventory": 1,
"abbr": args.company_abbr,
"default_currency": args.currency,
"country": args.country,
"create_chart_of_accounts_based_on": "Standard Template",
"chart_of_accounts": args.chart_of_accounts,
"domain": args.domain,
},
]
make_records(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_defaults(args=None):
records = [
# Price Lists
{
"doctype": "Price List",
"price_list_name": _("Standard Buying"),
"enabled": 1,
"buying": 1,
"selling": 0,
"currency": args.currency
},
{
"doctype": "Price List",
"price_list_name": _("Standard Selling"),
"enabled": 1,
"buying": 0,
"selling": 1,
"currency": args.currency
},
]
make_records(records)
# enable default currency
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
current_fiscal_year = frappe.get_all("Fiscal Year")[0]
global_defaults.update({
'current_fiscal_year': current_fiscal_year.name,
'default_currency': args.get('currency'),
'default_company': args.get('company_name'),
"country": args.get("country"),
})
global_defaults.save()
system_settings = frappe.get_doc("System Settings")
system_settings.email_footer_address = args.get("company_name")
system_settings.save()
domain_settings = frappe.get_single('Domain Settings')
domain_settings.set_active_domains(args.get('domains'))
stock_settings = frappe.get_doc("Stock Settings")
stock_settings.item_naming_by = "Item Code"
stock_settings.valuation_method = "FIFO"
stock_settings.default_warehouse = frappe.db.get_value(
'Warehouse', {'warehouse_name': _('Stores')})
stock_settings.stock_uom = _("Nos")
stock_settings.auto_indent = 1
stock_settings.auto_insert_price_list_rate_if_missing = 1
stock_settings.automatically_set_serial_nos_based_on_fifo = 1
stock_settings.set_qty_in_transactions_based_on_serial_no_input = 1
stock_settings.save()
if args.bank_account:
company_name = args.company_name
bank_account_group = frappe.db.get_value(
"Account", {
"account_type": "Bank",
"is_group": 1,
"root_type": "Asset",
"company": company_name
})
if bank_account_group:
bank_account = frappe.get_doc({
"doctype": "Account",
'account_name': args.bank_account,
'parent_account': bank_account_group,
'is_group': 0,
'company': company_name,
"account_type": "Bank",
})
try:
doc = bank_account.insert()
frappe.db.set_value("Company",
args.company_name,
"default_bank_account",
bank_account.name,
update_modified=False)
except RootNotEditable:
frappe.throw(
_("Bank account cannot be named as {0}").format(
args.bank_account))
except frappe.DuplicateEntryError:
# bank account same as a CoA entry
pass
add_dashboards()
# Now, with fixtures out of the way, onto concrete stuff
records = [
# Shopping cart: needs price lists
{
"doctype": "Shopping Cart Settings",
"enabled": 1,
'company': args.company_name,
# uh oh
'price_list': frappe.db.get_value("Price List", {"selling": 1}),
'default_customer_group': _("Individual"),
'quotation_series': "QTN-",
},
]
make_records(records)
def install_defaults(args=None):
records = [
# Price Lists
{ "doctype": "Price List", "price_list_name": _("Standard Buying"), "enabled": 1, "buying": 1, "selling": 0, "currency": args.currency },
{ "doctype": "Price List", "price_list_name": _("Standard Selling"), "enabled": 1, "buying": 0, "selling": 1, "currency": args.currency },
]
make_records(records)
# enable default currency
frappe.db.set_value("Currency", args.get("currency"), "enabled", 1)
global_defaults = frappe.get_doc("Global Defaults", "Global Defaults")
current_fiscal_year = frappe.get_all("Fiscal Year")[0]
global_defaults.update({
'current_fiscal_year': current_fiscal_year.name,
'default_currency': args.get('currency'),
'default_company':args.get('company_name') ,
"country": args.get("country"),
})
global_defaults.save()
system_settings = frappe.get_doc("System Settings")
system_settings.email_footer_address = args.get("company_name")
system_settings.save()
domain_settings = frappe.get_single('Domain Settings')
domain_settings.set_active_domains(args.get('domains'))
stock_settings = frappe.get_doc("Stock Settings")
stock_settings.item_naming_by = "Item Code"
stock_settings.valuation_method = "FIFO"
stock_settings.default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores')})
stock_settings.stock_uom = _("Nos")
stock_settings.auto_indent = 1
stock_settings.auto_insert_price_list_rate_if_missing = 1
stock_settings.automatically_set_serial_nos_based_on_fifo = 1
stock_settings.set_qty_in_transactions_based_on_serial_no_input = 1
stock_settings.save()
if args.bank_account:
company_name = args.company_name
bank_account_group = frappe.db.get_value("Account",
{"account_type": "Bank", "is_group": 1, "root_type": "Asset",
"company": company_name})
if bank_account_group:
bank_account = frappe.get_doc({
"doctype": "Account",
'account_name': args.bank_account,
'parent_account': bank_account_group,
'is_group':0,
'company': company_name,
"account_type": "Bank",
})
try:
doc = bank_account.insert()
frappe.db.set_value("Company", args.company_name, "default_bank_account", bank_account.name, update_modified=False)
return doc
except RootNotEditable:
frappe.throw(_("Bank account cannot be named as {0}").format(args.bank_account))
except frappe.DuplicateEntryError:
# bank account same as a CoA entry
pass
# Now, with fixtures out of the way, onto concrete stuff
records = [
# Shopping cart: needs price lists
{
"doctype": "Shopping Cart Settings",
"enabled": 1,
'company': args.company_name,
# uh oh
'price_list': frappe.db.get_value("Price List", {"selling": 1}),
'default_customer_group': _("Individual"),
'quotation_series': "QTN-",
},
]
make_records(records, True)
def install_post_company_fixtures(args=None):
records = [
# Department
{
'doctype': 'Department',
'department_name': _('All Departments'),
'is_group': 1,
'parent_department': ''
},
{
'doctype': 'Department',
'department_name': _('Accounts'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Marketing'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Sales'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Purchase'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Operations'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Production'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Dispatch'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Customer Service'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Human Resources'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Management'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Quality Management'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Research & Development'),
'parent_department': _('All Departments'),
'company': args.company_name
},
{
'doctype': 'Department',
'department_name': _('Legal'),
'parent_department': _('All Departments'),
'company': args.company_name
},
]
# Make root department with NSM updation
make_records(records[:1])
frappe.local.flags.ignore_update_nsm = True
make_records(records[1:])
frappe.local.flags.ignore_update_nsm = False
rebuild_tree("Department", "parent_department")
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'},
# 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: 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"}
]},
#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, True)
set_more_defaults()
def install_post_company_fixtures(args=None):
records = [
# Department
{
"doctype": "Department",
"department_name": _("All Departments"),
"is_group": 1,
"parent_department": "",
},
{
"doctype": "Department",
"department_name": _("Accounts"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Marketing"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Sales"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Purchase"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Operations"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Production"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Dispatch"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Customer Service"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Human Resources"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Management"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Quality Management"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Research & Development"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
{
"doctype": "Department",
"department_name": _("Legal"),
"parent_department": _("All Departments"),
"company": args.company_name,
},
]
# Make root department with NSM updation
make_records(records[:1])
frappe.local.flags.ignore_update_nsm = True
make_records(records[1:])
frappe.local.flags.ignore_update_nsm = False
rebuild_tree("Department", "parent_department")
def insert_record(records):
from frappe.desk.page.setup_wizard.setup_wizard import make_records
make_records(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",
"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 generate_folio_transaction_type():
default_company = frappe.get_doc("Global Defaults").default_company
create_account('Other A/R', '1130.000', '1133.000', 1, 'IDR', '', 'Asset',
default_company)
create_account('A/R Guest Ledger', '1133.000', '1133.003', 0, 'IDR',
'Receivable', 'Asset', default_company)
create_account('A/R Sale', '1133.000', '1133.002', 0, 'IDR', 'Receivable',
'Asset', default_company)
create_account('Cash Clearance', '1110.000', '1113.000', 0, 'IDR', 'Cash',
'Asset', default_company)
create_account('A/P Service Charge', '2110.000', '2110.004', 0, 'IDR',
'Payable', 'Liability', default_company)
create_account('A/P Guest Deposit', '2110.000', '2110.005', 0, 'IDR',
'Payable', 'Liability', default_company)
create_account('A/P In Transit', '2110.000', '2110.013', 0, 'IDR',
'Payable', 'Liability', default_company)
acc_4210_000 = frappe.get_doc('Account', {'account_number': '4210.000'})
if acc_4210_000.is_group == 0:
acc_4210_000.account_type = ''
acc_4210_000.is_group = 1
acc_4210_000.save()
create_account('Room Revenue', '4210.000', '4210.001', 0, 'IDR',
'Income Account', 'Income', default_company)
acc_4110_000 = frappe.get_doc('Account', {'account_number': '4110.000'})
if acc_4110_000.is_group == 0:
acc_4110_000.account_type = ''
acc_4110_000.is_group = 1
acc_4110_000.save()
create_account('Breakfast Revenue', '4110.000', '4110.001', 0, 'IDR',
'Income Account', 'Income', default_company)
acc_4140_000 = frappe.get_doc('Account', {'account_number': '4140.000'})
if acc_4140_000.is_group == 0:
acc_4140_000.account_type = ''
acc_4140_000.is_group = 1
acc_4140_000.save()
create_account('Room Service Food Revenue', '4140.000', '4140.001', 0,
'IDR', 'Income Account', 'Income', default_company)
create_account('Room Service Beverages Revenue', '4140.000', '4140.002', 0,
'IDR', 'Income Account', 'Income', default_company)
folio_transaction_type_records = []
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Package Tax'}):
folio_transaction_type_records += [{
'doctype': 'Inn Folio Transaction Type',
'trx_name': _('Package Tax'),
'type': _('Debit'),
'module': 0,
'is_included': 0
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Room Charge Tax/Service'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Room Charge Tax/Service'),
'type':
_('Debit'),
'module':
0,
'is_included':
0
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Breakfast Charge Tax/Service'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Breakfast Charge Tax/Service'),
'type':
_('Debit'),
'module':
0,
'is_included':
0
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Credit Card Administration Fee'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Credit Card Administration Fee'),
'type':
_('Debit'),
'module':
0,
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.013'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.002'})[0].name
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Package'}):
folio_transaction_type_records += [{
'doctype': 'Inn Folio Transaction Type',
'trx_name': _('Package'),
'type': _('Debit'),
'module': 0,
'is_included': 0
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Room Charge'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Room Charge'),
'type':
_('Debit'),
'module':
0,
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Breakfast Charge'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Breakfast Charge'),
'type':
_('Debit'),
'module':
0,
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Refund'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Refund'),
'module':
0,
'type':
_('Debit'),
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '1113.000'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'DP Kamar'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('DP Kamar'),
'module':
0,
'type':
_('Credit'),
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Room Payment'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Room Payment'),
'module':
0,
'type':
_('Credit'),
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Deposit'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Deposit'),
'type':
_('Credit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Down Payment'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Down Payment'),
'type':
_('Credit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Payment'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Payment'),
'type':
_('Credit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.005'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Additional Charge'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Additional Charge'),
'type':
_('Debit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.002'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Restaurant Food'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Restaurant Food'),
'type':
_('Debit'),
'module':
1,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4120.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Restaurant Beverages'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Restaurant Beverages'),
'type':
_('Debit'),
'module':
1,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4120.002'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Restaurant Other'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Restaurant Other'),
'type':
_('Debit'),
'module':
1,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4160.000'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Room Service Food'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Room Service Food'),
'type':
_('Debit'),
'module':
2,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4140.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Room Service Beverage'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Room Service Beverage'),
'type':
_('Debit'),
'module':
2,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4140.002'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'FBS -- Service 10 %'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('FBS -- Service 10 %'),
'type':
_('Debit'),
'module':
3,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2110.004'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'FBS -- Tax 11 %'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('FBS -- Tax 11 %'),
'type':
_('Debit'),
'module':
3,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '2141.000'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Round Off'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Round Off'),
'type':
_('Debit'),
'module':
3,
'is_included':
0,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4300.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Laundry'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Laundry'),
'type':
_('Debit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.003'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Cancellation Fee'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Cancellation Fee'),
'type':
_('Debit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.002'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Late Checkout'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Late Checkout'),
'type':
_('Debit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.002'})[0].name,
}]
if not frappe.db.exists('Inn Folio Transaction Type',
{'trx_name': 'Early Checkin'}):
folio_transaction_type_records += [{
'doctype':
'Inn Folio Transaction Type',
'trx_name':
_('Early Checkin'),
'type':
_('Debit'),
'module':
0,
'is_included':
1,
'credit_account':
frappe.db.get_list('Account',
filters={'account_number': '4210.001'})[0].name,
'debit_account':
frappe.db.get_list('Account',
filters={'account_number': '1133.002'})[0].name,
}]
make_records(folio_transaction_type_records)
frappe.msgprint("Generating Default Folio Transaction Type Success")
