From 063af4ed08c904ffd1c18c77cf54e898fe1556ac Mon Sep 17 00:00:00 2001 From: Prateeksha Singh Date: Wed, 6 Feb 2019 17:02:41 +0530 Subject: [PATCH] config(modules): Rearrange links --- erpnext/config/accounting.py | 314 +++++++++++++++++------------------ erpnext/config/assets.py | 33 ++-- erpnext/config/buying.py | 60 ++++--- erpnext/config/crm.py | 47 ++++-- erpnext/config/desktop.py | 2 +- erpnext/config/hr.py | 4 - erpnext/config/projects.py | 36 ++-- erpnext/config/selling.py | 287 +++++++++++++++----------------- erpnext/config/stock.py | 75 +++++++-- 9 files changed, 463 insertions(+), 395 deletions(-) diff --git a/erpnext/config/accounting.py b/erpnext/config/accounting.py index 788d044a763..0db5ff053bb 100644 --- a/erpnext/config/accounting.py +++ b/erpnext/config/accounting.py @@ -6,43 +6,30 @@ import frappe def get_data(): config = [ { - "label": _("Billing"), + "label": _("Masters and Accounts"), "items": [ { "type": "doctype", - "name": "Sales Invoice", - "description": _("Bills raised to Customers.") + "name": "Item", + "onboard": 1, }, { "type": "doctype", - "name": "Purchase Invoice", - "description": _("Bills raised by Suppliers.") + "name": "Customer", + "description": _("Customer database."), + "onboard": 1, }, { "type": "doctype", - "name": "Payment Request", - "description": _("Payment Request") + "name": "Supplier", + "description": _("Supplier database."), + "onboard": 1, }, - { - "type": "doctype", - "name": "Payment Entry", - "description": _("Bank/Cash transactions against party or for internal transfer") - } - ] - - }, - { - "label": _("Company and Accounts"), - "items": [ { "type": "doctype", "name": "Company", - "description": _("Company (not Customer or Supplier) master.") - }, - { - "type": "doctype", - "name": "Journal Entry", - "description": _("Accounting journal entries.") + "description": _("Company (not Customer or Supplier) master."), + "onboard": 1, }, { "type": "doctype", @@ -51,37 +38,144 @@ def get_data(): "label": _("Chart of Accounts"), "route": "Tree/Account", "description": _("Tree of financial accounts."), + "onboard": 1, }, + { + "type": "doctype", + "name": "Journal Entry", + "description": _("Accounting journal entries."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Opening Invoice Creation Tool", + "description": _("Create Opening Sales and Purchase Invoices") + }, + ] + }, + { + "label": _("Billing"), + "items": [ + { + "type": "doctype", + "name": "Sales Invoice", + "description": _("Bills raised to Customers."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Purchase Invoice", + "description": _("Bills raised by Suppliers."), + "onboard": 1 + }, + { + "type": "doctype", + "name": "Payment Request", + "description": _("Payment Request"), + }, + { + "type": "doctype", + "name": "Payment Entry", + "description": _("Bank/Cash transactions against party or for internal transfer") + }, + + # Reports + { + "type": "report", + "name": "Ordered Items To Be Billed", + "is_query_report": True, + "reference_doctype": "Sales Invoice" + }, + { + "type": "report", + "name": "Delivered Items To Be Billed", + "is_query_report": True, + "reference_doctype": "Sales Invoice" + }, + { + "type": "report", + "name": "Purchase Order Items To Be Billed", + "is_query_report": True, + "reference_doctype": "Purchase Invoice" + }, + { + "type": "report", + "name": "Received Items To Be Billed", + "is_query_report": True, + "reference_doctype": "Purchase Invoice" + }, + ] + + }, + { + "label": _("Setup"), + "icon": "fa fa-cog", + "items": [ + { + "type": "doctype", + "name": "Opening Invoice Creation Tool", + "description": _("Create Opening Sales and Purchase Invoices") + }, + { + "type": "doctype", + "name": "Accounts Settings", + "description": _("Default settings for accounting transactions.") + }, + { + "type": "doctype", + "name": "Fiscal Year", + "description": _("Financial / accounting year.") + }, + { + "type": "doctype", + "name": "Currency", + "description": _("Enable / disable currencies.") + }, + { + "type": "doctype", + "name": "Currency Exchange", + "description": _("Currency exchange rate master.") + }, + { + "type": "doctype", + "name": "Payment Gateway Account", + "description": _("Setup Gateway accounts.") + }, + { + "type": "doctype", + "name": "Terms and Conditions", + "label": _("Terms and Conditions Template"), + "description": _("Template of terms or contract.") + }, + { + "type": "doctype", + "name": "Mode of Payment", + "description": _("e.g. Bank, Cash, Credit Card") + }, + { + "type": "doctype", + "name": "Auto Repeat", + "label": _("Auto Repeat"), + "description": _("To make recurring documents") + }, + { + "type": "doctype", + "name": "C-Form", + "description": _("C-Form records"), + "country": "India" + } + ] + }, + { + "label": _("Financial Statements"), + "items": [ { "type": "report", "name": "General Ledger", "doctype": "GL Entry", "is_query_report": True, + "onboard": 1, }, - ] - }, - { - "label": _("Masters"), - "items": [ - { - "type": "doctype", - "name": "Customer", - "description": _("Customer database.") - }, - { - "type": "doctype", - "name": "Supplier", - "description": _("Supplier database.") - }, - { - "type": "doctype", - "name": "Item", - } - ] - }, - { - "label": _("Accounting Statements"), - "items": [ { "type": "report", "name": "Accounts Receivable", @@ -193,22 +287,10 @@ def get_data(): "name": "Tax Withholding Category", "description": _("Tax Withholding rates to be applied on transactions.") }, - { - "type": "report", - "name": "Sales Register", - "doctype": "Sales Invoice", - "is_query_report": True - }, - { - "type": "report", - "name": "Purchase Register", - "doctype": "Purchase Invoice", - "is_query_report": True - }, ] }, { - "label": _("Budget and Cost Center"), + "label": _("Cost Center and Budgeting"), "items": [ { "type": "doctype", @@ -234,11 +316,6 @@ def get_data(): "name": "Monthly Distribution", "description": _("Seasonality for setting budgets, targets etc.") }, - ] - }, - { - "label": _("Tools"), - "items": [ { "type": "doctype", "name": "Period Closing Voucher", @@ -249,99 +326,10 @@ def get_data(): "name": "Cheque Print Template", "description": _("Setup cheque dimensions for printing") }, - { - "type": "doctype", - "name": "Opening Invoice Creation Tool", - "description": _("Create Opening Sales and Purchase Invoices") - }, ] }, { - "label": _("Setup"), - "icon": "fa fa-cog", - "items": [ - { - "type": "doctype", - "name": "Accounts Settings", - "description": _("Default settings for accounting transactions.") - }, - { - "type": "doctype", - "name": "Fiscal Year", - "description": _("Financial / accounting year.") - }, - { - "type": "doctype", - "name": "Currency", - "description": _("Enable / disable currencies.") - }, - { - "type": "doctype", - "name": "Currency Exchange", - "description": _("Currency exchange rate master.") - }, - { - "type": "doctype", - "name": "Payment Gateway Account", - "description": _("Setup Gateway accounts.") - }, - { - "type": "doctype", - "name": "Terms and Conditions", - "label": _("Terms and Conditions Template"), - "description": _("Template of terms or contract.") - }, - { - "type": "doctype", - "name": "Mode of Payment", - "description": _("e.g. Bank, Cash, Credit Card") - }, - { - "type": "doctype", - "name": "Auto Repeat", - "label": _("Auto Repeat"), - "description": _("To make recurring documents") - }, - { - "type": "doctype", - "name": "C-Form", - "description": _("C-Form records"), - "country": "India" - } - ] - }, - { - "label": _("To Bill"), - "items": [ - { - "type": "report", - "name": "Ordered Items To Be Billed", - "is_query_report": True, - "doctype": "Sales Invoice" - }, - { - "type": "report", - "name": "Delivered Items To Be Billed", - "is_query_report": True, - "doctype": "Sales Invoice" - }, - { - "type": "report", - "name": "Purchase Order Items To Be Billed", - "is_query_report": True, - "doctype": "Purchase Invoice" - }, - { - "type": "report", - "name": "Received Items To Be Billed", - "is_query_report": True, - "doctype": "Purchase Invoice" - }, - ] - - }, - { - "label": _("Analytics"), + "label": _("Key Reports"), "items": [ { "type": "report", @@ -349,6 +337,18 @@ def get_data(): "doctype": "Sales Invoice", "is_query_report": True }, + { + "type": "report", + "name": "Sales Register", + "doctype": "Sales Invoice", + "is_query_report": True + }, + { + "type": "report", + "name": "Purchase Register", + "doctype": "Purchase Invoice", + "is_query_report": True + }, { "type": "report", "name": "Purchase Invoice Trends", @@ -572,7 +572,7 @@ def get_data(): config.insert(7, gst) domains = frappe.get_active_domains() if "Services" in domains: - config.insert(2, subscriptions) + config.insert(5, subscriptions) else: config.insert(7, subscriptions) return config diff --git a/erpnext/config/assets.py b/erpnext/config/assets.py index 08e28a05482..3c9452f5a4f 100644 --- a/erpnext/config/assets.py +++ b/erpnext/config/assets.py @@ -9,19 +9,27 @@ def get_data(): { "type": "doctype", "name": "Asset", + "onboard": 1, }, { "type": "doctype", "name": "Location", + "onboard": 1, }, { "type": "doctype", "name": "Asset Category", + "onboard": 1, }, { "type": "doctype", "name": "Asset Settings", - } + }, + { + "type": "doctype", + "name": "Asset Movement", + "description": _("Transfer an asset from one warehouse to another") + }, ] }, { @@ -30,36 +38,34 @@ def get_data(): { "type": "doctype", "name": "Asset Maintenance Team", + "onboard": 1, }, { "type": "doctype", "name": "Asset Maintenance", + "onboard": 1, + "dependencies": ["Asset Maintenance Team"], }, { "type": "doctype", "name": "Asset Maintenance Tasks", + "onboard": 1, + "dependencies": ["Asset Maintenance"], }, { "type": "doctype", "name": "Asset Maintenance Log", + "dependencies": ["Asset Maintenance"], }, { "type": "doctype", "name": "Asset Value Adjustment", + "dependencies": ["Asset"], }, { "type": "doctype", "name": "Asset Repair", - }, - ] - }, - { - "label": _("Tools"), - "items": [ - { - "type": "doctype", - "name": "Asset Movement", - "description": _("Transfer an asset from one warehouse to another") + "dependencies": ["Asset"], }, ] }, @@ -72,17 +78,20 @@ def get_data(): "name": "Asset Depreciation Ledger", "doctype": "Asset", "is_query_report": True, + "dependencies": ["Asset"], }, { "type": "report", "name": "Asset Depreciations and Balances", "doctype": "Asset", "is_query_report": True, + "dependencies": ["Asset"], }, { "type": "report", "name": "Asset Maintenance", - "doctype": "Asset Maintenance" + "doctype": "Asset Maintenance", + "dependencies": ["Asset Maintenance"] }, ] } diff --git a/erpnext/config/buying.py b/erpnext/config/buying.py index 13a1c97b20b..735d7b909ec 100644 --- a/erpnext/config/buying.py +++ b/erpnext/config/buying.py @@ -12,12 +12,6 @@ def get_data(): "onboard": 1, "description": _("All Products or Services."), }, - { - "type": "doctype", - "name": "Price List", - "onboard": 1, - "description": _("Price List master.") - }, { "type": "doctype", "name": "Item Price", @@ -25,6 +19,11 @@ def get_data(): "onboard": 1, "route": "Report/Item Price" }, + { + "type": "doctype", + "name": "Price List", + "description": _("Price List master.") + }, { "type": "doctype", "name": "Product Bundle", @@ -43,22 +42,30 @@ def get_data(): "name": "Pricing Rule", "description": _("Rules for applying pricing and discount.") }, - ] }, { "label": _("Purchasing"), "icon": "fa fa-star", "items": [ + { + "type": "doctype", + "name": "Purchase Order", + "onboard": 1, + "dependencies": ["Item", "Supplier"], + "description": _("Purchase Orders given to Suppliers."), + }, { "type": "doctype", "name": "Material Request", + "onboard": 1, "dependencies": ["Item"], "description": _("Request for purchase."), }, { "type": "doctype", "name": "Request for Quotation", + "onboard": 1, "dependencies": ["Item", "Supplier"], "description": _("Request for quotation."), }, @@ -68,12 +75,6 @@ def get_data(): "dependencies": ["Item", "Supplier"], "description": _("Quotations received from Suppliers."), }, - { - "type": "doctype", - "name": "Purchase Order", - "dependencies": ["Item", "Supplier"], - "description": _("Purchase Orders given to Suppliers."), - }, ] }, { @@ -110,6 +111,7 @@ def get_data(): { "type": "doctype", "name": "Buying Settings", + "onboard": 1, "description": _("Default settings for buying transactions.") }, { @@ -133,19 +135,22 @@ def get_data(): "type": "report", "is_query_report": True, "name": "Purchase Analytics", - "doctype": "Purchase Order" + "reference_doctype": "Purchase Order", + "onboard": 1 }, { "type": "report", "is_query_report": True, "name": "Supplier-Wise Sales Analytics", - "doctype": "Stock Ledger Entry" + "reference_doctype": "Stock Ledger Entry", + "onboard": 1 }, { "type": "report", "is_query_report": True, "name": "Purchase Order Trends", - "doctype": "Purchase Order" + "reference_doctype": "Purchase Order", + "onboard": 1, }, ] }, @@ -183,32 +188,35 @@ def get_data(): "type": "report", "is_query_report": True, "name": "Items To Be Requested", - "doctype": "Item" + "reference_doctype": "Item", + "onboard": 1, }, { "type": "report", "is_query_report": True, "name": "Requested Items To Be Ordered", - "doctype": "Material Request" - }, - { - "type": "report", - "is_query_report": True, - "name": "Material Requests for which Supplier Quotations are not created", - "doctype": "Material Request" + "reference_doctype": "Material Request", + "onboard": 1, }, { "type": "report", "is_query_report": True, "name": "Item-wise Purchase History", - "doctype": "Item" + "reference_doctype": "Item", + "onboard": 1, + }, + { + "type": "report", + "is_query_report": True, + "name": "Material Requests for which Supplier Quotations are not created", + "reference_doctype": "Material Request" }, { "type": "report", "is_query_report": True, "name": "Address And Contacts", "label": "Supplier Addresses And Contacts", - "doctype": "Address", + "reference_doctype": "Address", "route_options": { "party_type": "Supplier" } diff --git a/erpnext/config/crm.py b/erpnext/config/crm.py index 1f0cdf64b64..3ea0d9c083b 100644 --- a/erpnext/config/crm.py +++ b/erpnext/config/crm.py @@ -11,21 +11,25 @@ def get_data(): "type": "doctype", "name": "Lead", "description": _("Database of potential customers."), + "onboard": 1, }, { "type": "doctype", "name": "Opportunity", "description": _("Potential opportunities for selling."), + "onboard": 1, }, { "type": "doctype", "name": "Customer", "description": _("Customer database."), + "onboard": 1, }, { "type": "doctype", "name": "Contact", "description": _("All Contacts."), + "onboard": 1, }, { "type": "doctype", @@ -46,6 +50,7 @@ def get_data(): "type": "doctype", "name": "Issue", "description": _("Support queries from customers."), + "onboard": 1, }, { "type": "doctype", @@ -72,13 +77,15 @@ def get_data(): "type": "report", "name": "Minutes to First Response for Issues", "doctype": "Issue", - "is_query_report": True + "is_query_report": True, + "dependencies": ["Issue"], }, { "type": "report", "name": "Support Hours", "doctype": "Issue", - "is_query_report": True + "is_query_report": True, + "dependencies": ["Issue"] }, ] }, @@ -90,6 +97,7 @@ def get_data(): "type": "doctype", "name": "Maintenance Schedule", "description": _("Plan for maintenance visits."), + "onboard": 1, }, { "type": "doctype", @@ -117,49 +125,57 @@ def get_data(): "type": "report", "is_query_report": True, "name": "Lead Details", - "doctype": "Lead" + "doctype": "Lead", + "onboard": 1, }, { "type": "page", "name": "sales-funnel", "label": _("Sales Funnel"), "icon": "fa fa-bar-chart", + "onboard": 1, }, { "type": "report", "name": "Prospects Engaged But Not Converted", "doctype": "Lead", - "is_query_report": True + "is_query_report": True, + "onboard": 1, }, { "type": "report", "name": "Minutes to First Response for Opportunity", "doctype": "Opportunity", - "is_query_report": True + "is_query_report": True, + "dependencies": ["Opportunity"] }, { "type": "report", "is_query_report": True, "name": "Customer Addresses And Contacts", - "doctype": "Contact" + "doctype": "Contact", + "dependencies": ["Customer"] }, { "type": "report", "is_query_report": True, "name": "Inactive Customers", - "doctype": "Sales Order" + "doctype": "Sales Order", + "dependencies": ["Sales Order"] }, { "type": "report", "is_query_report": True, "name": "Campaign Efficiency", - "doctype": "Lead" + "doctype": "Lead", + "dependencies": ["Lead"] }, { "type": "report", "is_query_report": True, "name": "Lead Owner Efficiency", - "doctype": "Lead" + "doctype": "Lead", + "dependencies": ["Lead"] } ] }, @@ -167,11 +183,6 @@ def get_data(): "label": _("Setup"), "icon": "fa fa-cog", "items": [ - { - "type": "doctype", - "name": "Campaign", - "description": _("Sales campaigns."), - }, { "type": "doctype", "label": _("Customer Group"), @@ -179,6 +190,7 @@ def get_data(): "icon": "fa fa-sitemap", "link": "Tree/Customer Group", "description": _("Manage Customer Group Tree."), + "onboard": 1, }, { "type": "doctype", @@ -187,6 +199,7 @@ def get_data(): "icon": "fa fa-sitemap", "link": "Tree/Territory", "description": _("Manage Territory Tree."), + "onboard": 1, }, { "type": "doctype", @@ -195,6 +208,12 @@ def get_data(): "icon": "fa fa-sitemap", "link": "Tree/Sales Person", "description": _("Manage Sales Person Tree."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Campaign", + "description": _("Sales campaigns."), }, { "type": "doctype", diff --git a/erpnext/config/desktop.py b/erpnext/config/desktop.py index 18132c63bad..f32de66da61 100644 --- a/erpnext/config/desktop.py +++ b/erpnext/config/desktop.py @@ -464,7 +464,7 @@ def get_data(): "icon": "octicon octicon-briefcase", "type": "module", "hidden": 1, - "description": "Purchasing, Suppliers and Products. Bluuuuu" + "description": "Purchasing, Suppliers and Products." }, { "module_name": "Stock", diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py index 647d152e026..cf7612db390 100644 --- a/erpnext/config/hr.py +++ b/erpnext/config/hr.py @@ -201,10 +201,6 @@ def get_data(): "type": "doctype", "name": "Loan Application", }, - { - "type": "doctype", - "name": "Loan" - }, ] }, { diff --git a/erpnext/config/projects.py b/erpnext/config/projects.py index 2f8b92d3d82..ffd5ed4df70 100644 --- a/erpnext/config/projects.py +++ b/erpnext/config/projects.py @@ -11,29 +11,33 @@ def get_data(): "type": "doctype", "name": "Project", "description": _("Project master."), - }, - { - "type": "doctype", - "name": "Project Update", - "description": _("Project Update."), + "onboard": 1, }, { "type": "doctype", "name": "Task", "route": "List/Task", "description": _("Project activity / task."), - }, - { - "type": "doctype", - "name": "Project Type", - "description": _("Define Project type."), + "onboard": 1, }, { "type": "report", "route": "List/Task/Gantt", "doctype": "Task", "name": "Gantt Chart", - "description": _("Gantt chart of all tasks.") + "description": _("Gantt chart of all tasks."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Project Update", + "description": _("Project Update."), + "dependencies": ["Project"], + }, + { + "type": "doctype", + "name": "Project Type", + "description": _("Define Project type."), }, ] }, @@ -44,16 +48,19 @@ def get_data(): "type": "doctype", "name": "Timesheet", "description": _("Timesheet for tasks."), + "onboard": 1, }, { "type": "doctype", "name": "Activity Type", "description": _("Types of activities for Time Logs"), + "onboard": 1, }, { "type": "doctype", "name": "Activity Cost", "description": _("Cost of various activities"), + "dependencies": ["Activity Type"], }, ] }, @@ -65,13 +72,16 @@ def get_data(): "type": "report", "is_query_report": True, "name": "Daily Timesheet Summary", - "doctype": "Timesheet" + "doctype": "Timesheet", + "onboard": 1, + "dependencies": ["Timesheet"], }, { "type": "report", "is_query_report": True, "name": "Project wise Stock Tracking", - "doctype": "Project" + "doctype": "Project", + "dependencies": ["Project"], }, ] }, diff --git a/erpnext/config/selling.py b/erpnext/config/selling.py index 94f31028311..be44e4c7ba8 100644 --- a/erpnext/config/selling.py +++ b/erpnext/config/selling.py @@ -7,25 +7,156 @@ def get_data(): "label": _("Sales"), "icon": "fa fa-star", "items": [ + { + "type": "doctype", + "name": "Customer", + "description": _("Customer database."), + "onboard": 1, + }, { "type": "doctype", "name": "Quotation", "description": _("Quotes to Leads or Customers."), + "onboard": 1, + "dependencies": ["Item", "Customer"], }, { "type": "doctype", "name": "Sales Order", "description": _("Confirmed orders from Customers."), + "onboard": 1, + "dependencies": ["Item", "Customer"], + }, + { + "type": "doctype", + "name": "Sales Partner", + "description": _("Manage Sales Partners."), + "dependencies": ["Item"], + }, + { + "type": "doctype", + "label": _("Sales Person"), + "name": "Sales Person", + "icon": "fa fa-sitemap", + "link": "Tree/Sales Person", + "description": _("Manage Sales Person Tree."), + "dependencies": ["Item", "Customer"], + }, + { + "type": "report", + "is_query_report": True, + "name": "Address And Contacts", + "label": _("Sales Partner Addresses And Contacts"), + "doctype": "Address", + "route_options": { + "party_type": "Sales Partner" + } + }, + { + "type": "report", + "is_query_report": True, + "name": "Territory Target Variance (Item Group-Wise)", + "route": "query-report/Territory Target Variance Item Group-Wise", + "doctype": "Territory", + }, + { + "type": "report", + "is_query_report": True, + "name": "Sales Person Target Variance (Item Group-Wise)", + "route": "query-report/Sales Person Target Variance Item Group-Wise", + "doctype": "Sales Person", + "dependencies": ["Sales Person"], }, ] }, { - "label": _("Customers"), + "label": _("Items and Pricing"), "items": [ { "type": "doctype", - "name": "Customer", - "description": _("Customer database."), + "name": "Item", + "description": _("All Products or Services."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Item Group", + "icon": "fa fa-sitemap", + "label": _("Item Group"), + "link": "Tree/Item Group", + "description": _("Tree of Item Groups."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Product Bundle", + "description": _("Bundle items at time of sale."), + "dependencies": ["Item"], + }, + { + "type": "doctype", + "name": "Price List", + "description": _("Price List master."), + "dependencies": ["Item"], + }, + { + "type": "doctype", + "name": "Item Price", + "description": _("Multiple Item prices."), + "route": "Report/Item Price", + "dependencies": ["Item", "Price List"], + }, + { + "type": "doctype", + "name": "Pricing Rule", + "description": _("Rules for applying pricing and discount."), + "dependencies": ["Item"], + }, + { + "type": "doctype", + "name": "Shipping Rule", + "description": _("Rules for adding shipping costs."), + }, + + ] + }, + { + "label": _("Setup"), + "icon": "fa fa-cog", + "items": [ + { + "type": "doctype", + "name": "Selling Settings", + "description": _("Default settings for selling transactions."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Campaign", + "description": _("Sales campaigns."), + "onboard": 1, + }, + { + "type": "doctype", + "name": "Industry Type", + "description": _("Track Leads by Industry Type."), + "onboard": 1, + }, + { + "type": "doctype", + "name":"Terms and Conditions", + "label": _("Terms and Conditions Template"), + "description": _("Template of terms or contract.") + }, + { + "type": "doctype", + "name": "Sales Taxes and Charges Template", + "description": _("Tax template for selling transactions.") + }, + { + "type": "doctype", + "name": "Lead Source", + "description": _("Track Leads by Lead Source.") }, { "type": "doctype", @@ -45,57 +176,6 @@ def get_data(): "name": "Address", "description": _("All Addresses."), }, - - ] - }, - { - "label": _("Items and Pricing"), - "items": [ - { - "type": "doctype", - "name": "Item", - "description": _("All Products or Services."), - }, - { - "type": "doctype", - "name": "Product Bundle", - "description": _("Bundle items at time of sale."), - }, - { - "type": "doctype", - "name": "Price List", - "description": _("Price List master.") - }, - { - "type": "doctype", - "name": "Item Group", - "icon": "fa fa-sitemap", - "label": _("Item Group"), - "link": "Tree/Item Group", - "description": _("Tree of Item Groups."), - }, - { - "type": "doctype", - "name": "Item Price", - "description": _("Multiple Item prices."), - "route": "Report/Item Price" - }, - { - "type": "doctype", - "name": "Shipping Rule", - "description": _("Rules for adding shipping costs.") - }, - { - "type": "doctype", - "name": "Pricing Rule", - "description": _("Rules for applying pricing and discount.") - }, - - ] - }, - { - "label": _("Sales Partners and Territory"), - "items": [ { "type": "doctype", "label": _("Territory"), @@ -104,80 +184,6 @@ def get_data(): "link": "Tree/Territory", "description": _("Manage Territory Tree."), }, - { - "type": "doctype", - "name": "Sales Partner", - "description": _("Manage Sales Partners."), - }, - { - "type": "doctype", - "label": _("Sales Person"), - "name": "Sales Person", - "icon": "fa fa-sitemap", - "link": "Tree/Sales Person", - "description": _("Manage Sales Person Tree."), - }, - { - "type": "report", - "is_query_report": True, - "name": "Address And Contacts", - "label": _("Sales Partner Addresses And Contacts"), - "doctype": "Address", - "route_options": { - "party_type": "Sales Partner" - } - }, - { - "type": "report", - "is_query_report": True, - "name": "Territory Target Variance (Item Group-Wise)", - "route": "query-report/Territory Target Variance Item Group-Wise", - "doctype": "Territory" - }, - { - "type": "report", - "is_query_report": True, - "name": "Sales Person Target Variance (Item Group-Wise)", - "route": "query-report/Sales Person Target Variance Item Group-Wise", - "doctype": "Sales Person", - }, - ] - }, - { - "label": _("Setup"), - "icon": "fa fa-cog", - "items": [ - { - "type": "doctype", - "name": "Selling Settings", - "description": _("Default settings for selling transactions.") - }, - { - "type": "doctype", - "name": "Campaign", - "description": _("Sales campaigns."), - }, - { - "type": "doctype", - "name":"Terms and Conditions", - "label": _("Terms and Conditions Template"), - "description": _("Template of terms or contract.") - }, - { - "type": "doctype", - "name": "Sales Taxes and Charges Template", - "description": _("Tax template for selling transactions.") - }, - { - "type": "doctype", - "name": "Industry Type", - "description": _("Track Leads by Industry Type.") - }, - { - "type": "doctype", - "name": "Lead Source", - "description": _("Track Leads by Lead Source.") - }, ] }, { @@ -188,13 +194,15 @@ def get_data(): "type": "report", "is_query_report": True, "name": "Sales Analytics", - "doctype": "Sales Order" + "doctype": "Sales Order", + "onboard": 1, }, { "type": "page", "name": "sales-funnel", "label": _("Sales Funnel"), "icon": "fa fa-bar-chart", + "onboard": 1, }, { "type": "report", @@ -293,27 +301,6 @@ def get_data(): }, ] }, - { - "label": _("SMS"), - "icon": "fa fa-wrench", - "items": [ - { - "type": "doctype", - "name": "SMS Center", - "description":_("Send mass SMS to your contacts"), - }, - { - "type": "doctype", - "name": "SMS Log", - "description":_("Logs for maintaining sms delivery status"), - }, - { - "type": "doctype", - "name": "SMS Settings", - "description": _("Setup SMS gateway settings") - }, - ] - }, { "label": _("Help"), "items": [ diff --git a/erpnext/config/stock.py b/erpnext/config/stock.py index 60eee71dfa0..185d029bc00 100644 --- a/erpnext/config/stock.py +++ b/erpnext/config/stock.py @@ -9,18 +9,26 @@ def get_data(): { "type": "doctype", "name": "Stock Entry", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "doctype", "name": "Delivery Note", + "onboard": 1, + "dependencies": ["Item", "Customer"], }, { "type": "doctype", "name": "Purchase Receipt", + "onboard": 1, + "dependencies": ["Item", "Supplier"], }, { "type": "doctype", "name": "Material Request", + "onboard": 1, + "dependencies": ["Item"], }, ] }, @@ -32,35 +40,44 @@ def get_data(): "is_query_report": True, "name": "Stock Ledger", "doctype": "Stock Ledger Entry", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "report", "is_query_report": True, "name": "Stock Balance", - "doctype": "Stock Ledger Entry" + "doctype": "Stock Ledger Entry", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "report", "is_query_report": True, "name": "Stock Projected Qty", "doctype": "Item", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "page", "name": "stock-balance", - "label": _("Stock Summary") + "label": _("Stock Summary"), + "dependencies": ["Item"], }, { "type": "report", "is_query_report": True, "name": "Stock Ageing", "doctype": "Item", + "dependencies": ["Item"], }, { "type": "report", "is_query_report": True, "name": "Item Price Stock", "doctype": "Item", + "dependencies": ["Item"], } ] }, @@ -70,18 +87,12 @@ def get_data(): { "type": "doctype", "name": "Item", - }, - { - "type": "doctype", - "name": "Item Alternative", + "onboard": 1, }, { "type": "doctype", "name": "Product Bundle", - }, - { - "type": "doctype", - "name": "Price List", + "onboard": 1, }, { "type": "doctype", @@ -89,6 +100,11 @@ def get_data(): "icon": "fa fa-sitemap", "label": _("Item Group"), "link": "Tree/Item Group", + "onboard": 1, + }, + { + "type": "doctype", + "name": "Price List", }, { "type": "doctype", @@ -102,6 +118,10 @@ def get_data(): "type": "doctype", "name": "Pricing Rule", }, + { + "type": "doctype", + "name": "Item Alternative", + }, { "type": "doctype", "name": "Item Variant Settings", @@ -114,14 +134,19 @@ def get_data(): { "type": "doctype", "name": "Serial No", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "doctype", "name": "Batch", + "onboard": 1, + "dependencies": ["Item"], }, { "type": "doctype", "name": "Installation Note", + "dependencies": ["Item"], }, { "type": "report", @@ -145,9 +170,14 @@ def get_data(): "items": [ { "type": "doctype", - "name": "Delivery Trip", - "description": _("Delivery Trip service tours to customers.") - } + "name": "Delivery Note", + "description": _("Delivery Trip service tours to customers."), + "onboard": 1 + }, + { + "type": "doctype", + "name": "Delivery Trip" + }, ] }, { @@ -157,14 +187,17 @@ def get_data(): { "type": "doctype", "name": "Stock Reconciliation", + "onboard": 1, }, { "type": "doctype", "name": "Packing Slip", + "onboard": 1, }, { "type": "doctype", "name": "Quality Inspection", + "onboard": 1, }, { "type": "doctype", @@ -183,23 +216,27 @@ def get_data(): { "type": "doctype", "name": "Stock Settings", + "onboard": 1, }, { "type": "doctype", "name": "Warehouse", + "onboard": 1, }, { "type": "doctype", "name": "UOM", "label": _("Unit of Measure") + " (UOM)", - }, - { - "type": "doctype", - "name": "Item Attribute", + "onboard": 1, }, { "type": "doctype", "name": "Brand", + "onboard": 1, + }, + { + "type": "doctype", + "name": "Item Attribute", }, { "type": "doctype", @@ -216,12 +253,14 @@ def get_data(): "is_query_report": False, "name": "Item-wise Price List Rate", "doctype": "Item Price", + "onboard": 1, }, { "type": "report", "is_query_report": True, "name": "Stock Analytics", - "doctype": "Stock Entry" + "doctype": "Stock Entry", + "onboard": 1, }, { "type": "report",