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style: fix black/isort formatting and codespell typo to pass pre-commit lint
- black: auto-reformatted all 4 Furnitex scripts to PEP 8 style - isort: sorted imports in setup_furnitex.py and delete_streetwok.py - codespell: renamed loop variable `ot` → `opp_type` in create_crm_stages() (codespell flagged `ot` as a misspelling) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
SUBHANKAR DHAR
parent
4678d517ae
commit
c40e7992cb
4 changed files with 1008 additions and 586 deletions
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@ -6,7 +6,6 @@ Run via: bench --site frontend execute frappe.delete_streetwok.run
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import frappe
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COMPANY = "streetwok (Demo)"
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@ -47,7 +46,8 @@ def run():
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# Get submitted docs for this company
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docs = frappe.db.sql(
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f"SELECT name FROM `tab{dt}` WHERE company=%s AND docstatus=1",
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COMPANY, as_dict=1
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COMPANY,
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as_dict=1,
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)
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if docs:
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print(f" Cancelling {len(docs)} submitted {dt}(s)...")
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@ -116,27 +116,28 @@ def run():
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for wh in wh_list:
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try:
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frappe.delete_doc("Warehouse", wh.name,
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ignore_permissions=True, force=True,
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ignore_on_trash=True)
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except Exception as e:
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frappe.db.sql(
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"DELETE FROM `tabWarehouse` WHERE name=%s", wh.name
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frappe.delete_doc(
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"Warehouse",
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wh.name,
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ignore_permissions=True,
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force=True,
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ignore_on_trash=True,
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)
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except Exception as e:
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frappe.db.sql("DELETE FROM `tabWarehouse` WHERE name=%s", wh.name)
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frappe.db.commit()
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print(f" Deleted {len(wh_list)} Warehouse(s)")
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# ── STEP 7: Delete Cost Centers ───────────────────────────────
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cc_list = frappe.db.sql(
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"SELECT name FROM `tabCost Center` WHERE company=%s ORDER BY lft DESC",
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COMPANY, as_dict=1
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COMPANY,
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as_dict=1,
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)
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if cc_list:
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for cc in cc_list:
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try:
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frappe.db.sql(
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"DELETE FROM `tabCost Center` WHERE name=%s", cc.name
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)
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frappe.db.sql("DELETE FROM `tabCost Center` WHERE name=%s", cc.name)
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except Exception:
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pass
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frappe.db.commit()
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@ -149,21 +150,21 @@ def run():
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frappe.db.sql(
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"DELETE FROM `tabAccount` WHERE company=%s AND is_group=0", COMPANY
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)
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frappe.db.sql(
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"DELETE FROM `tabAccount` WHERE company=%s", COMPANY
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)
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frappe.db.sql("DELETE FROM `tabAccount` WHERE company=%s", COMPANY)
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frappe.db.commit()
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print(f" Deleted {acct_count} Account(s)")
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# ── STEP 9: Delete Fiscal Years linked only to this company ───
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fy_links = frappe.db.sql(
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"""SELECT parent FROM `tabFiscal Year Company`
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WHERE company=%s""", COMPANY, as_dict=1
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WHERE company=%s""",
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COMPANY,
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as_dict=1,
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)
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for fy in fy_links:
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frappe.db.sql(
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"DELETE FROM `tabFiscal Year Company` WHERE company=%s AND parent=%s",
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(COMPANY, fy.parent)
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(COMPANY, fy.parent),
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)
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# If this fiscal year has no other company links, delete it too
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remaining = frappe.db.count("Fiscal Year Company", {"parent": fy.parent})
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@ -186,7 +187,8 @@ def run():
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AND NOT EXISTS (
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SELECT 1 FROM `tabSales Order`
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WHERE customer=c.name AND company='Furnitex' AND docstatus < 2
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)""", as_dict=1
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)""",
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as_dict=1,
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)
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if stale_customers:
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for c in stale_customers:
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@ -199,9 +201,13 @@ def run():
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# ── STEP 11: Delete the Company record itself ─────────────────
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try:
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frappe.delete_doc("Company", COMPANY,
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ignore_permissions=True, force=True,
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ignore_on_trash=True)
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frappe.delete_doc(
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"Company",
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COMPANY,
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ignore_permissions=True,
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force=True,
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ignore_on_trash=True,
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)
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except Exception:
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frappe.db.sql("DELETE FROM `tabCompany` WHERE name=%s", COMPANY)
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frappe.db.commit()
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@ -219,7 +225,8 @@ def run():
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"""SELECT name FROM `tabItem`
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WHERE item_name LIKE '%streetwok%'
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OR item_code LIKE '%streetwok%'
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OR description LIKE '%streetwok%'""", as_dict=1
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OR description LIKE '%streetwok%'""",
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as_dict=1,
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)
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if stale_items:
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for item in stale_items:
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@ -9,11 +9,11 @@ Or directly:
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import frappe
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import frappe.defaults
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COMPANY = "Furnitex"
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SITE = "frontend"
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ABBR = None # resolved at runtime via get_abbr()
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def get_abbr():
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global ABBR
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if not ABBR:
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@ -25,13 +25,16 @@ def get_abbr():
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# HELPERS
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# ─────────────────────────────────────────────────────────────
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def exists(doctype, name):
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return frappe.db.exists(doctype, name)
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def exists_filter(doctype, filters):
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"""Existence check by filters (for docs where name includes company abbr)."""
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return frappe.db.get_value(doctype, filters, "name")
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def safe_insert(doc):
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"""Insert and return True, or skip silently on duplicate and return False."""
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try:
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@ -45,12 +48,15 @@ def safe_insert(doc):
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return False
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raise
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def ok(msg):
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print(f" [OK] {msg}")
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def skip(msg):
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print(f" [SKIP] {msg}")
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def warn(msg):
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print(f" [WARN] {msg}")
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@ -59,6 +65,7 @@ def warn(msg):
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# 1. UOMs
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# ─────────────────────────────────────────────────────────────
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def create_uoms():
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print("\n[1/9] Creating UOMs...")
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uoms = [
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@ -71,11 +78,13 @@ def create_uoms():
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]
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for uom_name, whole in uoms:
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if not exists("UOM", uom_name):
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d = frappe.get_doc({
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d = frappe.get_doc(
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{
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"doctype": "UOM",
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"uom_name": uom_name,
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"must_be_whole_number": whole,
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})
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}
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)
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d.flags.ignore_mandatory = True
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if safe_insert(d):
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ok(f"UOM: {uom_name}")
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@ -90,6 +99,7 @@ def create_uoms():
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# 2. ITEM GROUPS
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# ─────────────────────────────────────────────────────────────
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def create_item_groups():
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print("\n[2/9] Creating Item Groups...")
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groups = [
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@ -103,12 +113,14 @@ def create_item_groups():
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]
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for name, parent in groups:
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if not exists("Item Group", name):
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d = frappe.get_doc({
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d = frappe.get_doc(
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{
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"doctype": "Item Group",
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"item_group_name": name,
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"parent_item_group": parent,
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"is_group": 0,
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})
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}
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)
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if safe_insert(d):
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ok(f"Item Group: {name}")
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else:
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@ -122,6 +134,7 @@ def create_item_groups():
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# 3. SUPPLIER GROUPS
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# ─────────────────────────────────────────────────────────────
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def create_supplier_groups():
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print("\n[3/9] Creating Supplier Groups...")
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groups = [
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@ -131,11 +144,13 @@ def create_supplier_groups():
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]
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for name, parent in groups:
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if not exists("Supplier Group", name):
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d = frappe.get_doc({
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d = frappe.get_doc(
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{
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"doctype": "Supplier Group",
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"supplier_group_name": name,
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"parent_supplier_group": parent,
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})
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}
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)
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if safe_insert(d):
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ok(f"Supplier Group: {name}")
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else:
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@ -149,15 +164,14 @@ def create_supplier_groups():
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# 4. WAREHOUSES
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# ─────────────────────────────────────────────────────────────
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def create_warehouses():
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print("\n[4/9] Creating Warehouses...")
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abbr = get_abbr()
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# Find the company's root warehouse group
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root_wh = frappe.db.get_value(
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"Warehouse",
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{"company": COMPANY, "is_group": 1},
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"name"
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"Warehouse", {"company": COMPANY, "is_group": 1}, "name"
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)
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if not root_wh:
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root_wh = f"All Warehouses - {abbr}"
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@ -170,13 +184,15 @@ def create_warehouses():
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# ERPNext appends company abbr: "Main Store - F"
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w_full = f"{w_short} - {abbr}"
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if not exists("Warehouse", w_full):
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d = frappe.get_doc({
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d = frappe.get_doc(
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{
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"doctype": "Warehouse",
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"warehouse_name": w_short,
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"parent_warehouse": parent,
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"company": COMPANY,
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"is_group": is_group,
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})
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}
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)
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if safe_insert(d):
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ok(f"Warehouse: {w_full}")
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else:
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@ -190,6 +206,7 @@ def create_warehouses():
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# 5. TAX TEMPLATES
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# ─────────────────────────────────────────────────────────────
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def _find_account(account_name_fragment, root_type=None, account_type=None):
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"""Find an account by partial name match under the company."""
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filters = {"company": COMPANY, "is_group": 0}
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@ -199,8 +216,9 @@ def _find_account(account_name_fragment, root_type=None, account_type=None):
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filters["account_type"] = account_type
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# Try exact name match first
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result = frappe.db.get_value("Account",
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dict(filters, account_name=account_name_fragment), "name")
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result = frappe.db.get_value(
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"Account", dict(filters, account_name=account_name_fragment), "name"
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)
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if result:
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return result
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@ -211,7 +229,8 @@ def _find_account(account_name_fragment, root_type=None, account_type=None):
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WHERE company=%s AND is_group=0
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AND account_name LIKE %s
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LIMIT 1""",
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(COMPANY, like_pattern), as_dict=0
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(COMPANY, like_pattern),
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as_dict=0,
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)
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return result[0][0] if result else None
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@ -222,15 +241,18 @@ def create_tax_templates():
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# ── No GST (URD Purchase) ──
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urd_title = "No GST - URD Purchase"
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if not exists_filter("Purchase Taxes and Charges Template",
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{"title": urd_title, "company": COMPANY}):
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d = frappe.get_doc({
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if not exists_filter(
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"Purchase Taxes and Charges Template", {"title": urd_title, "company": COMPANY}
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):
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d = frappe.get_doc(
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{
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"doctype": "Purchase Taxes and Charges Template",
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"title": urd_title,
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"company": COMPANY,
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"is_default": 0,
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"taxes": [],
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})
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}
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)
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if safe_insert(d):
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ok(f"Purchase Tax Template: {urd_title}")
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else:
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@ -240,27 +262,45 @@ def create_tax_templates():
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# ── GST 18% Purchase ──
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gst18_p_title = "GST 18% - Purchase"
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if not exists_filter("Purchase Taxes and Charges Template",
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{"title": gst18_p_title, "company": COMPANY}):
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if not exists_filter(
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"Purchase Taxes and Charges Template",
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{"title": gst18_p_title, "company": COMPANY},
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):
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cgst = _find_account("CGST")
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sgst = _find_account("SGST")
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taxes = []
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if cgst:
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taxes.append({"charge_type": "On Net Total", "account_head": cgst,
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"rate": 9, "description": "CGST @ 9%"})
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taxes.append(
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{
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"charge_type": "On Net Total",
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"account_head": cgst,
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"rate": 9,
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"description": "CGST @ 9%",
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}
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)
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if sgst:
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taxes.append({"charge_type": "On Net Total", "account_head": sgst,
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"rate": 9, "description": "SGST @ 9%"})
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d = frappe.get_doc({
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taxes.append(
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{
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"charge_type": "On Net Total",
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"account_head": sgst,
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"rate": 9,
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"description": "SGST @ 9%",
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}
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)
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d = frappe.get_doc(
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{
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"doctype": "Purchase Taxes and Charges Template",
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"title": gst18_p_title,
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"company": COMPANY,
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"is_default": 0,
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"taxes": taxes,
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})
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}
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)
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if safe_insert(d):
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ok(f"Purchase Tax Template: {gst18_p_title}" +
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(" (no GST accounts in CoA, left empty)" if not taxes else ""))
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ok(
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f"Purchase Tax Template: {gst18_p_title}"
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+ (" (no GST accounts in CoA, left empty)" if not taxes else "")
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)
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else:
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skip(f"Purchase Tax Template: {gst18_p_title} (duplicate)")
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else:
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@ -268,27 +308,44 @@ def create_tax_templates():
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# ── GST 18% Sales ──
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gst18_s_title = "GST 18% - Sales"
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if not exists_filter("Sales Taxes and Charges Template",
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{"title": gst18_s_title, "company": COMPANY}):
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if not exists_filter(
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"Sales Taxes and Charges Template", {"title": gst18_s_title, "company": COMPANY}
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):
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cgst = _find_account("CGST")
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sgst = _find_account("SGST")
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taxes = []
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if cgst:
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taxes.append({"charge_type": "On Net Total", "account_head": cgst,
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"rate": 9, "description": "CGST @ 9%"})
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taxes.append(
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{
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"charge_type": "On Net Total",
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"account_head": cgst,
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"rate": 9,
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"description": "CGST @ 9%",
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}
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)
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if sgst:
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taxes.append({"charge_type": "On Net Total", "account_head": sgst,
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"rate": 9, "description": "SGST @ 9%"})
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d = frappe.get_doc({
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taxes.append(
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{
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"charge_type": "On Net Total",
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"account_head": sgst,
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"rate": 9,
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"description": "SGST @ 9%",
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}
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)
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d = frappe.get_doc(
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{
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"doctype": "Sales Taxes and Charges Template",
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"title": gst18_s_title,
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"company": COMPANY,
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"is_default": 0,
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"taxes": taxes,
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})
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}
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)
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if safe_insert(d):
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ok(f"Sales Tax Template: {gst18_s_title}" +
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(" (no GST accounts in CoA, left empty)" if not taxes else ""))
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ok(
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f"Sales Tax Template: {gst18_s_title}"
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+ (" (no GST accounts in CoA, left empty)" if not taxes else "")
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)
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else:
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skip(f"Sales Tax Template: {gst18_s_title} (duplicate)")
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else:
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@ -301,30 +358,78 @@ def create_tax_templates():
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# 6. SERVICE ITEMS (Non-stock billing items)
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# ─────────────────────────────────────────────────────────────
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def create_service_items():
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print("\n[6/9] Creating Service Items...")
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income_acct = _find_account("Sales", root_type="Income") or \
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_find_account("Service", root_type="Income")
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income_acct = _find_account("Sales", root_type="Income") or _find_account(
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"Service", root_type="Income"
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)
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items = [
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# (code, name, uom, description)
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("SVC-FC-EXEC", "False Ceiling Execution", "SqFt", "Labour + material for false ceiling. Bill per SqFt OR as lumpsum."),
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("SVC-WAR-LAM", "Laminate Wardrobe Fabrication", "SqFt", "Laminate wardrobe fabrication per SqFt."),
|
||||
("SVC-KIT-EXEC", "Modular Kitchen Execution", "SqFt", "Modular kitchen fabrication and installation."),
|
||||
("SVC-FLOOR", "Flooring Execution", "SqFt", "Vinyl/Wood/Tile flooring supply and installation."),
|
||||
("SVC-LUMP", "Lumpsum Contract Work", "Nos", "Fixed-price lumpsum milestone. Change qty to 1 always."),
|
||||
("SVC-DESIGN", "Interior Design Consultation", "Nos", "Design + drawing fee — lumpsum."),
|
||||
("SVC-CONVEY", "Site Conveyance & Transport", "Nos", "Transport charges to/from site."),
|
||||
(
|
||||
"SVC-FC-EXEC",
|
||||
"False Ceiling Execution",
|
||||
"SqFt",
|
||||
"Labour + material for false ceiling. Bill per SqFt OR as lumpsum.",
|
||||
),
|
||||
(
|
||||
"SVC-WAR-LAM",
|
||||
"Laminate Wardrobe Fabrication",
|
||||
"SqFt",
|
||||
"Laminate wardrobe fabrication per SqFt.",
|
||||
),
|
||||
(
|
||||
"SVC-KIT-EXEC",
|
||||
"Modular Kitchen Execution",
|
||||
"SqFt",
|
||||
"Modular kitchen fabrication and installation.",
|
||||
),
|
||||
(
|
||||
"SVC-FLOOR",
|
||||
"Flooring Execution",
|
||||
"SqFt",
|
||||
"Vinyl/Wood/Tile flooring supply and installation.",
|
||||
),
|
||||
(
|
||||
"SVC-LUMP",
|
||||
"Lumpsum Contract Work",
|
||||
"Nos",
|
||||
"Fixed-price lumpsum milestone. Change qty to 1 always.",
|
||||
),
|
||||
(
|
||||
"SVC-DESIGN",
|
||||
"Interior Design Consultation",
|
||||
"Nos",
|
||||
"Design + drawing fee — lumpsum.",
|
||||
),
|
||||
(
|
||||
"SVC-CONVEY",
|
||||
"Site Conveyance & Transport",
|
||||
"Nos",
|
||||
"Transport charges to/from site.",
|
||||
),
|
||||
("SVC-LABOUR", "Direct Site Labour", "Nos", "Daily-wage labour charges."),
|
||||
("SVC-ELECTRIC", "Electrical Work Execution", "Nos", "Electrical points, wiring, fitting."),
|
||||
("SVC-PAINT", "Painting & Polish Execution", "SqFt", "Wall painting / wood polish per SqFt."),
|
||||
(
|
||||
"SVC-ELECTRIC",
|
||||
"Electrical Work Execution",
|
||||
"Nos",
|
||||
"Electrical points, wiring, fitting.",
|
||||
),
|
||||
(
|
||||
"SVC-PAINT",
|
||||
"Painting & Polish Execution",
|
||||
"SqFt",
|
||||
"Wall painting / wood polish per SqFt.",
|
||||
),
|
||||
]
|
||||
|
||||
for code, name, uom, desc in items:
|
||||
if not exists("Item", code):
|
||||
# Non-stock service items: no warehouse needed in item_defaults
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Item",
|
||||
"item_code": code,
|
||||
"item_name": name,
|
||||
|
|
@ -337,7 +442,8 @@ def create_service_items():
|
|||
"is_sales_item": 1,
|
||||
"standard_rate": 0,
|
||||
# No item_defaults row — avoids warehouse company-mismatch validation
|
||||
})
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Service Item: {code} [{uom}]")
|
||||
else:
|
||||
|
|
@ -352,12 +458,15 @@ def create_service_items():
|
|||
# 7. RAW MATERIAL ITEMS (Stock items)
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def create_raw_material_items():
|
||||
print("\n[7/9] Creating Raw Material Items...")
|
||||
|
||||
cogs_acct = (_find_account("Cost of Goods Sold", root_type="Expense") or
|
||||
_find_account("Stock Expenses", root_type="Expense") or
|
||||
_find_account("Expenses Included", root_type="Expense"))
|
||||
cogs_acct = (
|
||||
_find_account("Cost of Goods Sold", root_type="Expense")
|
||||
or _find_account("Stock Expenses", root_type="Expense")
|
||||
or _find_account("Expenses Included", root_type="Expense")
|
||||
)
|
||||
|
||||
default_wh = f"Main Store - {get_abbr()}"
|
||||
if not exists("Warehouse", default_wh):
|
||||
|
|
@ -383,9 +492,14 @@ def create_raw_material_items():
|
|||
("RM-HW-SCREW", "Wood Screw Assorted", "Bundle", "Hardware & Fittings"),
|
||||
("RM-CIV-CEM", "OPC Cement 53 Grade", "Bag", "Civil & Surface Materials"),
|
||||
("RM-CIV-PUTTY", "Wall Putty White", "Bag", "Civil & Surface Materials"),
|
||||
("RM-CIV-PRIMER","Primer Interior", "Nos", "Civil & Surface Materials"),
|
||||
("RM-CIV-GYPS", "Gypsum Board 8x4 12.5mm", "Sheet", "Civil & Surface Materials"),
|
||||
("RM-CIV-GYPS-C","Gypsum Cornice / Grid", "Rft", "Civil & Surface Materials"),
|
||||
("RM-CIV-PRIMER", "Primer Interior", "Nos", "Civil & Surface Materials"),
|
||||
(
|
||||
"RM-CIV-GYPS",
|
||||
"Gypsum Board 8x4 12.5mm",
|
||||
"Sheet",
|
||||
"Civil & Surface Materials",
|
||||
),
|
||||
("RM-CIV-GYPS-C", "Gypsum Cornice / Grid", "Rft", "Civil & Surface Materials"),
|
||||
]
|
||||
|
||||
for code, name, uom, group in items:
|
||||
|
|
@ -425,29 +539,52 @@ def create_raw_material_items():
|
|||
# 8. SAMPLE SUPPLIERS
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def create_suppliers():
|
||||
print("\n[8/9] Creating Sample Suppliers...")
|
||||
|
||||
suppliers = [
|
||||
# (name, group, gst_category)
|
||||
("Local Hardware Market - Kolkata", "Local Market Vendor (Unregistered)", "Unregistered"),
|
||||
("Burrabazar Plywood Supplier", "Local Market Vendor (Unregistered)", "Unregistered"),
|
||||
("Fancy Laminates - Howrah", "Local Market Vendor (Unregistered)", "Unregistered"),
|
||||
("Modern Furniture Hardware - BBD Bag","Local Market Vendor (Unregistered)", "Unregistered"),
|
||||
("Registered Hardware Supplier Ltd", "GST Registered Vendor", "Registered Regular"),
|
||||
(
|
||||
"Local Hardware Market - Kolkata",
|
||||
"Local Market Vendor (Unregistered)",
|
||||
"Unregistered",
|
||||
),
|
||||
(
|
||||
"Burrabazar Plywood Supplier",
|
||||
"Local Market Vendor (Unregistered)",
|
||||
"Unregistered",
|
||||
),
|
||||
(
|
||||
"Fancy Laminates - Howrah",
|
||||
"Local Market Vendor (Unregistered)",
|
||||
"Unregistered",
|
||||
),
|
||||
(
|
||||
"Modern Furniture Hardware - BBD Bag",
|
||||
"Local Market Vendor (Unregistered)",
|
||||
"Unregistered",
|
||||
),
|
||||
(
|
||||
"Registered Hardware Supplier Ltd",
|
||||
"GST Registered Vendor",
|
||||
"Registered Regular",
|
||||
),
|
||||
("Site Labour Contractor - Ramesh", "Labour Contractor", "Unregistered"),
|
||||
]
|
||||
|
||||
for name, group, gst_cat in suppliers:
|
||||
if not exists("Supplier", name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Supplier",
|
||||
"supplier_name": name,
|
||||
"supplier_group": group,
|
||||
"country": "India",
|
||||
"gst_category": gst_cat,
|
||||
"default_currency": "INR",
|
||||
})
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Supplier: {name} [{gst_cat}]")
|
||||
else:
|
||||
|
|
@ -461,8 +598,9 @@ def create_suppliers():
|
|||
# URD tax bypass is handled instead by the server script:
|
||||
# "Furnitex - Clear GST on URD Purchase" (Before Save on Purchase Invoice)
|
||||
# Tick the "URD Purchase (No GST)" checkbox on any invoice to auto-clear taxes.
|
||||
urd_suppliers_count = frappe.db.count("Supplier",
|
||||
{"supplier_group": "Local Market Vendor (Unregistered)"})
|
||||
urd_suppliers_count = frappe.db.count(
|
||||
"Supplier", {"supplier_group": "Local Market Vendor (Unregistered)"}
|
||||
)
|
||||
ok(f"URD tax via server script — {urd_suppliers_count} URD suppliers registered")
|
||||
|
||||
|
||||
|
|
@ -470,6 +608,7 @@ def create_suppliers():
|
|||
# 9. CUSTOM FIELDS
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def create_custom_fields():
|
||||
print("\n[9/9] Creating Custom Fields...")
|
||||
|
||||
|
|
@ -481,10 +620,16 @@ def create_custom_fields():
|
|||
|
||||
# (dt, fieldname, label, fieldtype, options, insert_after, in_list_view)
|
||||
fields = [
|
||||
("Purchase Invoice", "is_urd_purchase", "URD Purchase (No GST)",
|
||||
"Check", None, "supplier", 1),
|
||||
("Journal Entry", "project", "Project",
|
||||
"Link", "Project", "voucher_type", 0),
|
||||
(
|
||||
"Purchase Invoice",
|
||||
"is_urd_purchase",
|
||||
"URD Purchase (No GST)",
|
||||
"Check",
|
||||
None,
|
||||
"supplier",
|
||||
1,
|
||||
),
|
||||
("Journal Entry", "project", "Project", "Link", "Project", "voucher_type", 0),
|
||||
]
|
||||
|
||||
for dt, fn, label, ft, opts, after, in_list in fields:
|
||||
|
|
@ -512,13 +657,16 @@ def create_custom_fields():
|
|||
skip(f"Custom Field: {dt}.{fn}")
|
||||
|
||||
frappe.db.commit()
|
||||
ok("Native 'project' field already present on PI, PO, Stock Entry, DN — no custom fields needed there")
|
||||
ok(
|
||||
"Native 'project' field already present on PI, PO, Stock Entry, DN — no custom fields needed there"
|
||||
)
|
||||
|
||||
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
# 10. SERVER SCRIPTS (Automation)
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def create_server_scripts():
|
||||
print("\n[+] Creating Server Scripts...")
|
||||
|
||||
|
|
@ -560,7 +708,8 @@ if not frappe.db.exists("Warehouse", warehouse_name):
|
|||
"""
|
||||
|
||||
if not exists("Server Script", wip_script_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Server Script",
|
||||
"name": wip_script_name,
|
||||
"script_type": "DocType Event",
|
||||
|
|
@ -568,7 +717,8 @@ if not frappe.db.exists("Warehouse", warehouse_name):
|
|||
"doctype_event": "After Insert",
|
||||
"enabled": 1,
|
||||
"script": wip_script_code,
|
||||
})
|
||||
}
|
||||
)
|
||||
d.flags.ignore_permissions = True
|
||||
d.insert()
|
||||
ok(f"Server Script: {wip_script_name}")
|
||||
|
|
@ -597,7 +747,8 @@ if doc.is_urd_purchase:
|
|||
"""
|
||||
|
||||
if not exists("Server Script", urd_script_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Server Script",
|
||||
"name": urd_script_name,
|
||||
"script_type": "DocType Event",
|
||||
|
|
@ -605,7 +756,8 @@ if doc.is_urd_purchase:
|
|||
"doctype_event": "Before Save",
|
||||
"enabled": 1,
|
||||
"script": urd_script_code,
|
||||
})
|
||||
}
|
||||
)
|
||||
d.flags.ignore_permissions = True
|
||||
d.insert()
|
||||
ok(f"Server Script: {urd_script_name}")
|
||||
|
|
@ -706,11 +858,13 @@ def get_data(filters):
|
|||
return rows
|
||||
'''
|
||||
|
||||
|
||||
def create_custom_report():
|
||||
print("\n[+] Creating Custom Report: Furnitex Project Profitability...")
|
||||
report_name = "Furnitex Project Profitability"
|
||||
if not exists("Report", report_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Report",
|
||||
"report_name": report_name,
|
||||
"ref_doctype": "Project",
|
||||
|
|
@ -718,7 +872,8 @@ def create_custom_report():
|
|||
"is_standard": "No",
|
||||
"module": "Projects",
|
||||
"script": PROFIT_REPORT_SCRIPT,
|
||||
})
|
||||
}
|
||||
)
|
||||
d.flags.ignore_permissions = True
|
||||
d.insert()
|
||||
ok(f"Custom Report: {report_name}")
|
||||
|
|
@ -731,6 +886,7 @@ def create_custom_report():
|
|||
# MASTER RUNNER
|
||||
# ─────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def run_all():
|
||||
frappe.set_user("Administrator")
|
||||
print("\n" + "=" * 58)
|
||||
|
|
@ -759,6 +915,7 @@ def run_all():
|
|||
|
||||
if __name__ == "__main__":
|
||||
import sys
|
||||
|
||||
frappe.init(site="frontend")
|
||||
frappe.connect()
|
||||
run_all()
|
||||
|
|
|
|||
|
|
@ -9,8 +9,13 @@ import frappe
|
|||
COMPANY = "Furnitex"
|
||||
|
||||
|
||||
def ok(msg): print(f" [OK] {msg}")
|
||||
def skip(msg): print(f" [SKIP] {msg}")
|
||||
def ok(msg):
|
||||
print(f" [OK] {msg}")
|
||||
|
||||
|
||||
def skip(msg):
|
||||
print(f" [SKIP] {msg}")
|
||||
|
||||
|
||||
def safe_insert(doc):
|
||||
try:
|
||||
|
|
@ -25,9 +30,11 @@ def safe_insert(doc):
|
|||
return False
|
||||
raise
|
||||
|
||||
|
||||
def exists(dt, name):
|
||||
return frappe.db.exists(dt, name)
|
||||
|
||||
|
||||
def exists_f(dt, filters):
|
||||
return frappe.db.get_value(dt, filters, "name")
|
||||
|
||||
|
|
@ -39,7 +46,7 @@ def create_customer_groups():
|
|||
print("\n[1] Customer Groups...")
|
||||
groups = [
|
||||
("Residential - Individual", "Individual"),
|
||||
("Residential - Builder Flat","Individual"),
|
||||
("Residential - Builder Flat", "Individual"),
|
||||
("Commercial - Office", "Commercial"),
|
||||
("Commercial - Restaurant", "Commercial"),
|
||||
("Commercial - Hotel", "Commercial"),
|
||||
|
|
@ -48,14 +55,18 @@ def create_customer_groups():
|
|||
]
|
||||
for name, parent in groups:
|
||||
if not exists("Customer Group", name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Customer Group",
|
||||
"customer_group_name": name,
|
||||
"parent_customer_group": parent,
|
||||
"is_group": 0,
|
||||
})
|
||||
if safe_insert(d): ok(f"Customer Group: {name}")
|
||||
else: skip(f"{name} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Customer Group: {name}")
|
||||
else:
|
||||
skip(f"{name} (dup)")
|
||||
else:
|
||||
skip(f"Customer Group: {name}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -80,14 +91,18 @@ def create_territories():
|
|||
]
|
||||
for name, parent in territories:
|
||||
if not exists("Territory", name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Territory",
|
||||
"territory_name": name,
|
||||
"parent_territory": parent,
|
||||
"is_group": 0,
|
||||
})
|
||||
if safe_insert(d): ok(f"Territory: {name}")
|
||||
else: skip(f"{name} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Territory: {name}")
|
||||
else:
|
||||
skip(f"{name} (dup)")
|
||||
else:
|
||||
skip(f"Territory: {name}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -96,7 +111,8 @@ def create_territories():
|
|||
# ──────────────────────────────────────────────────────────────
|
||||
# 3. LEAD SOURCES (added as custom Select field on Lead)
|
||||
# ──────────────────────────────────────────────────────────────
|
||||
LEAD_SOURCES = "\n".join([
|
||||
LEAD_SOURCES = "\n".join(
|
||||
[
|
||||
"Instagram",
|
||||
"Facebook",
|
||||
"Word of Mouth",
|
||||
|
|
@ -112,17 +128,23 @@ LEAD_SOURCES = "\n".join([
|
|||
"Exhibition / Home Fair",
|
||||
"YouTube",
|
||||
"WhatsApp Broadcast",
|
||||
])
|
||||
]
|
||||
)
|
||||
|
||||
|
||||
def create_lead_sources():
|
||||
# Lead Source is a standalone CRM-app doctype not installed here.
|
||||
# We add it as a custom Select field on Lead + Opportunity instead.
|
||||
print("\n[3] Lead Sources (as custom Select field)...")
|
||||
|
||||
for dt, after_field in [("Lead", "qualification_status"), ("Opportunity", "opportunity_type")]:
|
||||
for dt, after_field in [
|
||||
("Lead", "qualification_status"),
|
||||
("Opportunity", "opportunity_type"),
|
||||
]:
|
||||
cf_name = f"{dt}-furnitex_lead_source"
|
||||
if not exists("Custom Field", cf_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Custom Field",
|
||||
"dt": dt,
|
||||
"fieldname": "furnitex_lead_source",
|
||||
|
|
@ -132,9 +154,12 @@ def create_lead_sources():
|
|||
"insert_after": after_field,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 1,
|
||||
})
|
||||
if safe_insert(d): ok(f"Lead Source Select field → {dt}")
|
||||
else: skip(f"{dt}.furnitex_lead_source (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Lead Source Select field → {dt}")
|
||||
else:
|
||||
skip(f"{dt}.furnitex_lead_source (dup)")
|
||||
else:
|
||||
skip(f"Lead Source field exists on {dt}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -147,20 +172,24 @@ def create_sales_persons():
|
|||
print("\n[4] Sales Persons...")
|
||||
persons = [
|
||||
("Furnitex - Site Team", "Sales Team"),
|
||||
("Furnitex - Design Team","Sales Team"),
|
||||
("Furnitex - Design Team", "Sales Team"),
|
||||
("Furnitex - BD Manager", "Sales Team"),
|
||||
]
|
||||
for name, parent in persons:
|
||||
if not exists("Sales Person", name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Sales Person",
|
||||
"sales_person_name": name,
|
||||
"parent_sales_person": parent,
|
||||
"is_group": 0,
|
||||
"enabled": 1,
|
||||
})
|
||||
if safe_insert(d): ok(f"Sales Person: {name}")
|
||||
else: skip(f"{name} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Sales Person: {name}")
|
||||
else:
|
||||
skip(f"{name} (dup)")
|
||||
else:
|
||||
skip(f"Sales Person: {name}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -181,10 +210,12 @@ def create_payment_modes():
|
|||
]
|
||||
|
||||
# find default bank account
|
||||
bank_acct = frappe.db.get_value("Account",
|
||||
{"account_type": "Bank", "company": COMPANY, "is_group": 0}, "name")
|
||||
cash_acct = frappe.db.get_value("Account",
|
||||
{"account_type": "Cash", "company": COMPANY, "is_group": 0}, "name")
|
||||
bank_acct = frappe.db.get_value(
|
||||
"Account", {"account_type": "Bank", "company": COMPANY, "is_group": 0}, "name"
|
||||
)
|
||||
cash_acct = frappe.db.get_value(
|
||||
"Account", {"account_type": "Cash", "company": COMPANY, "is_group": 0}, "name"
|
||||
)
|
||||
|
||||
for name, mtype in modes:
|
||||
if not exists("Mode of Payment", name):
|
||||
|
|
@ -195,13 +226,17 @@ def create_payment_modes():
|
|||
}
|
||||
acct = bank_acct if mtype == "Bank" else cash_acct
|
||||
if acct:
|
||||
d_dict["accounts"] = [{
|
||||
d_dict["accounts"] = [
|
||||
{
|
||||
"company": COMPANY,
|
||||
"default_account": acct,
|
||||
}]
|
||||
}
|
||||
]
|
||||
d = frappe.get_doc(d_dict)
|
||||
if safe_insert(d): ok(f"Mode of Payment: {name}")
|
||||
else: skip(f"{name} (dup)")
|
||||
if safe_insert(d):
|
||||
ok(f"Mode of Payment: {name}")
|
||||
else:
|
||||
skip(f"{name} (dup)")
|
||||
else:
|
||||
skip(f"Mode of Payment: {name}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -214,62 +249,88 @@ def create_payment_terms():
|
|||
print("\n[6] Payment Terms Templates...")
|
||||
|
||||
templates = [
|
||||
|
||||
# ── A: Standard Interior Project (milestone-based) ───────
|
||||
{
|
||||
"name": "Furnitex - Standard Interior Project",
|
||||
"terms": [
|
||||
{"payment_term_name": "30% Advance on Agreement",
|
||||
"invoice_portion": 30, "credit_days": 0,
|
||||
"description": "Booking advance on signing agreement"},
|
||||
{"payment_term_name": "30% on 50% Site Completion",
|
||||
"invoice_portion": 30, "credit_days": 30,
|
||||
"description": "Second milestone: 50% work done"},
|
||||
{"payment_term_name": "30% on Work Completion",
|
||||
"invoice_portion": 30, "credit_days": 60,
|
||||
"description": "Third milestone: work complete"},
|
||||
{"payment_term_name": "10% on Final Handover",
|
||||
"invoice_portion": 10, "credit_days": 75,
|
||||
"description": "Retention released at handover"},
|
||||
{
|
||||
"payment_term_name": "30% Advance on Agreement",
|
||||
"invoice_portion": 30,
|
||||
"credit_days": 0,
|
||||
"description": "Booking advance on signing agreement",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "30% on 50% Site Completion",
|
||||
"invoice_portion": 30,
|
||||
"credit_days": 30,
|
||||
"description": "Second milestone: 50% work done",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "30% on Work Completion",
|
||||
"invoice_portion": 30,
|
||||
"credit_days": 60,
|
||||
"description": "Third milestone: work complete",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "10% on Final Handover",
|
||||
"invoice_portion": 10,
|
||||
"credit_days": 75,
|
||||
"description": "Retention released at handover",
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
# ── B: 50-50 (smaller projects) ──────────────────────────
|
||||
{
|
||||
"name": "Furnitex - 50-50 Advance",
|
||||
"terms": [
|
||||
{"payment_term_name": "50% Advance",
|
||||
"invoice_portion": 50, "credit_days": 0,
|
||||
"description": "Advance before work begins"},
|
||||
{"payment_term_name": "50% on Delivery",
|
||||
"invoice_portion": 50, "credit_days": 30,
|
||||
"description": "Balance on delivery / installation"},
|
||||
{
|
||||
"payment_term_name": "50% Advance",
|
||||
"invoice_portion": 50,
|
||||
"credit_days": 0,
|
||||
"description": "Advance before work begins",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "50% on Delivery",
|
||||
"invoice_portion": 50,
|
||||
"credit_days": 30,
|
||||
"description": "Balance on delivery / installation",
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
# ── C: 100% Advance (small orders / loose furniture) ─────
|
||||
{
|
||||
"name": "Furnitex - 100% Advance",
|
||||
"terms": [
|
||||
{"payment_term_name": "100% Advance",
|
||||
"invoice_portion": 100, "credit_days": 0,
|
||||
"description": "Full payment before production"},
|
||||
{
|
||||
"payment_term_name": "100% Advance",
|
||||
"invoice_portion": 100,
|
||||
"credit_days": 0,
|
||||
"description": "Full payment before production",
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
# ── D: Lumpsum 3-stage (commercial projects) ─────────────
|
||||
{
|
||||
"name": "Furnitex - Commercial 3-Stage",
|
||||
"terms": [
|
||||
{"payment_term_name": "40% Advance - Commercial",
|
||||
"invoice_portion": 40, "credit_days": 0,
|
||||
"description": "Mobilisation advance"},
|
||||
{"payment_term_name": "40% Mid-Stage - Commercial",
|
||||
"invoice_portion": 40, "credit_days": 45,
|
||||
"description": "Mid-project milestone"},
|
||||
{"payment_term_name": "20% Retention - Commercial",
|
||||
"invoice_portion": 20, "credit_days": 90,
|
||||
"description": "Retention on final handover"},
|
||||
{
|
||||
"payment_term_name": "40% Advance - Commercial",
|
||||
"invoice_portion": 40,
|
||||
"credit_days": 0,
|
||||
"description": "Mobilisation advance",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "40% Mid-Stage - Commercial",
|
||||
"invoice_portion": 40,
|
||||
"credit_days": 45,
|
||||
"description": "Mid-project milestone",
|
||||
},
|
||||
{
|
||||
"payment_term_name": "20% Retention - Commercial",
|
||||
"invoice_portion": 20,
|
||||
"credit_days": 90,
|
||||
"description": "Retention on final handover",
|
||||
},
|
||||
],
|
||||
},
|
||||
]
|
||||
|
|
@ -282,30 +343,38 @@ def create_payment_terms():
|
|||
for term in t["terms"]:
|
||||
pt_name = term["payment_term_name"]
|
||||
if not exists("Payment Term", pt_name):
|
||||
pt = frappe.get_doc({
|
||||
pt = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Payment Term",
|
||||
"payment_term_name": pt_name,
|
||||
"invoice_portion": term["invoice_portion"],
|
||||
"credit_days_based_on": "Day(s) after invoice date",
|
||||
"credit_days": term["credit_days"],
|
||||
"description": term["description"],
|
||||
})
|
||||
}
|
||||
)
|
||||
safe_insert(pt)
|
||||
term_rows.append({
|
||||
term_rows.append(
|
||||
{
|
||||
"payment_term": pt_name,
|
||||
"invoice_portion": term["invoice_portion"],
|
||||
"credit_days_based_on": "Day(s) after invoice date",
|
||||
"credit_days": term["credit_days"],
|
||||
"description": term["description"],
|
||||
})
|
||||
}
|
||||
)
|
||||
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Payment Terms Template",
|
||||
"template_name": tname,
|
||||
"terms": term_rows,
|
||||
})
|
||||
if safe_insert(d): ok(f"Payment Terms: {tname}")
|
||||
else: skip(f"{tname} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Payment Terms: {tname}")
|
||||
else:
|
||||
skip(f"{tname} (dup)")
|
||||
else:
|
||||
skip(f"Payment Terms: {tname}")
|
||||
|
||||
|
|
@ -319,7 +388,6 @@ def create_terms_conditions():
|
|||
print("\n[7] Terms & Conditions Templates...")
|
||||
|
||||
templates = [
|
||||
|
||||
# ── Quotation T&C ─────────────────────────────────────────
|
||||
{
|
||||
"title": "Furnitex - Quotation Terms",
|
||||
|
|
@ -337,7 +405,6 @@ def create_terms_conditions():
|
|||
</ol>
|
||||
<p><em>Furnitex | Interior Design & Furniture | Kolkata</em></p>""",
|
||||
},
|
||||
|
||||
# ── Sales Invoice T&C ─────────────────────────────────────
|
||||
{
|
||||
"title": "Furnitex - Invoice Terms",
|
||||
|
|
@ -352,7 +419,6 @@ def create_terms_conditions():
|
|||
<p>Bank: [Your Bank] | A/c: [Account No] | IFSC: [IFSC] | UPI: [UPI ID]</p>
|
||||
<p><em>Thank you for choosing Furnitex!</em></p>""",
|
||||
},
|
||||
|
||||
# ── Purchase Order T&C ────────────────────────────────────
|
||||
{
|
||||
"title": "Furnitex - Purchase Order Terms",
|
||||
|
|
@ -368,13 +434,17 @@ def create_terms_conditions():
|
|||
|
||||
for t in templates:
|
||||
if not exists("Terms and Conditions", t["title"]):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Terms and Conditions",
|
||||
"title": t["title"],
|
||||
"terms": t["terms"],
|
||||
})
|
||||
if safe_insert(d): ok(f"T&C: {t['title']}")
|
||||
else: skip(f"T&C: {t['title']} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"T&C: {t['title']}")
|
||||
else:
|
||||
skip(f"T&C: {t['title']} (dup)")
|
||||
else:
|
||||
skip(f"T&C: {t['title']}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -388,16 +458,20 @@ def create_price_list():
|
|||
|
||||
pl_name = "Furnitex Interior Rate Card"
|
||||
if not exists("Price List", pl_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Price List",
|
||||
"price_list_name": pl_name,
|
||||
"currency": "INR",
|
||||
"selling": 1,
|
||||
"buying": 0,
|
||||
"enabled": 1,
|
||||
})
|
||||
if safe_insert(d): ok(f"Price List: {pl_name}")
|
||||
else: skip(f"{pl_name} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Price List: {pl_name}")
|
||||
else:
|
||||
skip(f"{pl_name} (dup)")
|
||||
else:
|
||||
skip(f"Price List: {pl_name}")
|
||||
|
||||
|
|
@ -425,17 +499,23 @@ def create_price_list():
|
|||
for code, rate in item_prices:
|
||||
if not exists("Item", code):
|
||||
continue
|
||||
if not exists_f("Item Price", {"item_code": code, "price_list": pl, "selling": 1}):
|
||||
ip = frappe.get_doc({
|
||||
if not exists_f(
|
||||
"Item Price", {"item_code": code, "price_list": pl, "selling": 1}
|
||||
):
|
||||
ip = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Item Price",
|
||||
"item_code": code,
|
||||
"price_list": pl,
|
||||
"selling": 1,
|
||||
"currency": "INR",
|
||||
"price_list_rate": rate,
|
||||
})
|
||||
if safe_insert(ip): ok(f"Item Price: {code} ₹{rate} [{pl}]")
|
||||
else: skip(f"Item Price: {code} [{pl}] (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(ip):
|
||||
ok(f"Item Price: {code} ₹{rate} [{pl}]")
|
||||
else:
|
||||
skip(f"Item Price: {code} [{pl}] (dup)")
|
||||
else:
|
||||
skip(f"Item Price: {code} [{pl}]")
|
||||
|
||||
|
|
@ -449,81 +529,240 @@ def create_crm_billing_fields():
|
|||
print("\n[9] CRM & Billing Custom Fields...")
|
||||
|
||||
fields = [
|
||||
|
||||
# ── CUSTOMER ─────────────────────────────────────────────
|
||||
("Customer", "whatsapp_number", "WhatsApp Number",
|
||||
"Data", None, "mobile_no", 0),
|
||||
("Customer", "property_address", "Property / Site Address",
|
||||
"Small Text", None, "whatsapp_number", 0),
|
||||
("Customer", "project_type", "Project Type",
|
||||
"Select", "Residential\nCommercial\nHospitality\nRetail", "property_address", 0),
|
||||
("Customer", "property_size_sqft", "Approx. Area (SqFt)",
|
||||
"Float", None, "project_type", 0),
|
||||
("Customer", "budget_range", "Budget Range",
|
||||
(
|
||||
"Customer",
|
||||
"whatsapp_number",
|
||||
"WhatsApp Number",
|
||||
"Data",
|
||||
None,
|
||||
"mobile_no",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Customer",
|
||||
"property_address",
|
||||
"Property / Site Address",
|
||||
"Small Text",
|
||||
None,
|
||||
"whatsapp_number",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Customer",
|
||||
"project_type",
|
||||
"Project Type",
|
||||
"Select",
|
||||
"Residential\nCommercial\nHospitality\nRetail",
|
||||
"property_address",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Customer",
|
||||
"property_size_sqft",
|
||||
"Approx. Area (SqFt)",
|
||||
"Float",
|
||||
None,
|
||||
"project_type",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Customer",
|
||||
"budget_range",
|
||||
"Budget Range",
|
||||
"Select",
|
||||
"Under ₹5 Lakhs\n₹5–10 Lakhs\n₹10–25 Lakhs\n₹25–50 Lakhs\nAbove ₹50 Lakhs",
|
||||
"property_size_sqft", 0),
|
||||
("Customer", "referred_by", "Referred By",
|
||||
"Data", None, "budget_range", 0),
|
||||
|
||||
"property_size_sqft",
|
||||
0,
|
||||
),
|
||||
("Customer", "referred_by", "Referred By", "Data", None, "budget_range", 0),
|
||||
# ── LEAD ─────────────────────────────────────────────────
|
||||
("Lead", "whatsapp_number", "WhatsApp Number",
|
||||
"Data", None, "mobile_no", 0),
|
||||
("Lead", "project_type_lead", "Project Type",
|
||||
"Select", "Residential\nCommercial\nHospitality\nRetail",
|
||||
"whatsapp_number", 0),
|
||||
("Lead", "property_address", "Property / Site Address",
|
||||
"Small Text", None, "project_type_lead", 0),
|
||||
("Lead", "area_sqft", "Approx. Area (SqFt)",
|
||||
"Float", None, "property_address", 0),
|
||||
("Lead", "budget_range", "Budget Range",
|
||||
("Lead", "whatsapp_number", "WhatsApp Number", "Data", None, "mobile_no", 0),
|
||||
(
|
||||
"Lead",
|
||||
"project_type_lead",
|
||||
"Project Type",
|
||||
"Select",
|
||||
"Residential\nCommercial\nHospitality\nRetail",
|
||||
"whatsapp_number",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"property_address",
|
||||
"Property / Site Address",
|
||||
"Small Text",
|
||||
None,
|
||||
"project_type_lead",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"area_sqft",
|
||||
"Approx. Area (SqFt)",
|
||||
"Float",
|
||||
None,
|
||||
"property_address",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"budget_range",
|
||||
"Budget Range",
|
||||
"Select",
|
||||
"Under ₹5 Lakhs\n₹5–10 Lakhs\n₹10–25 Lakhs\n₹25–50 Lakhs\nAbove ₹50 Lakhs",
|
||||
"area_sqft", 0),
|
||||
("Lead", "site_visit_done", "Site Visit Done",
|
||||
"Check", None, "budget_range", 0),
|
||||
("Lead", "site_visit_date", "Site Visit Date",
|
||||
"Date", None, "site_visit_done", 0),
|
||||
("Lead", "estimated_value", "Estimated Project Value (₹)",
|
||||
"Currency", None, "site_visit_date", 0),
|
||||
|
||||
"area_sqft",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"site_visit_done",
|
||||
"Site Visit Done",
|
||||
"Check",
|
||||
None,
|
||||
"budget_range",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"site_visit_date",
|
||||
"Site Visit Date",
|
||||
"Date",
|
||||
None,
|
||||
"site_visit_done",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Lead",
|
||||
"estimated_value",
|
||||
"Estimated Project Value (₹)",
|
||||
"Currency",
|
||||
None,
|
||||
"site_visit_date",
|
||||
0,
|
||||
),
|
||||
# ── QUOTATION ────────────────────────────────────────────
|
||||
("Quotation", "site_address", "Site / Delivery Address",
|
||||
"Small Text", None, "customer_address", 0),
|
||||
("Quotation", "scope_of_work", "Scope of Work",
|
||||
"Small Text", None, "site_address", 0),
|
||||
("Quotation", "site_visit_date", "Site Visit Date",
|
||||
"Date", None, "scope_of_work", 0),
|
||||
("Quotation", "expected_start_date_q", "Expected Start Date",
|
||||
"Date", None, "site_visit_date", 0),
|
||||
("Quotation", "expected_handover_date","Expected Handover Date",
|
||||
"Date", None, "expected_start_date_q", 0),
|
||||
("Quotation", "design_style", "Design Style",
|
||||
(
|
||||
"Quotation",
|
||||
"site_address",
|
||||
"Site / Delivery Address",
|
||||
"Small Text",
|
||||
None,
|
||||
"customer_address",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Quotation",
|
||||
"scope_of_work",
|
||||
"Scope of Work",
|
||||
"Small Text",
|
||||
None,
|
||||
"site_address",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Quotation",
|
||||
"site_visit_date",
|
||||
"Site Visit Date",
|
||||
"Date",
|
||||
None,
|
||||
"scope_of_work",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Quotation",
|
||||
"expected_start_date_q",
|
||||
"Expected Start Date",
|
||||
"Date",
|
||||
None,
|
||||
"site_visit_date",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Quotation",
|
||||
"expected_handover_date",
|
||||
"Expected Handover Date",
|
||||
"Date",
|
||||
None,
|
||||
"expected_start_date_q",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Quotation",
|
||||
"design_style",
|
||||
"Design Style",
|
||||
"Select",
|
||||
"Modern / Contemporary\nTraditional / Classic\nMinimalist\nIndustrial\nBohemian\nMediterranean",
|
||||
"expected_handover_date", 0),
|
||||
|
||||
"expected_handover_date",
|
||||
0,
|
||||
),
|
||||
# ── SALES INVOICE ────────────────────────────────────────
|
||||
# 'project' field is native on Sales Invoice in v16 — no custom field needed.
|
||||
# Adding billing-specific extras after 'customer_name' instead.
|
||||
("Sales Invoice", "milestone_description", "Milestone Description",
|
||||
"Small Text", None, "customer_name", 0),
|
||||
("Sales Invoice", "payment_mode_note", "Payment Mode Note",
|
||||
"Data", None, "milestone_description", 0),
|
||||
|
||||
(
|
||||
"Sales Invoice",
|
||||
"milestone_description",
|
||||
"Milestone Description",
|
||||
"Small Text",
|
||||
None,
|
||||
"customer_name",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Sales Invoice",
|
||||
"payment_mode_note",
|
||||
"Payment Mode Note",
|
||||
"Data",
|
||||
None,
|
||||
"milestone_description",
|
||||
0,
|
||||
),
|
||||
# ── OPPORTUNITY ──────────────────────────────────────────
|
||||
("Opportunity", "property_address", "Property / Site Address",
|
||||
"Small Text", None, "customer_name", 0),
|
||||
("Opportunity", "area_sqft", "Area (SqFt)",
|
||||
"Float", None, "property_address", 0),
|
||||
("Opportunity", "design_style", "Design Style",
|
||||
(
|
||||
"Opportunity",
|
||||
"property_address",
|
||||
"Property / Site Address",
|
||||
"Small Text",
|
||||
None,
|
||||
"customer_name",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Opportunity",
|
||||
"area_sqft",
|
||||
"Area (SqFt)",
|
||||
"Float",
|
||||
None,
|
||||
"property_address",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Opportunity",
|
||||
"design_style",
|
||||
"Design Style",
|
||||
"Select",
|
||||
"Modern / Contemporary\nTraditional / Classic\nMinimalist\nIndustrial\nBohemian\nMediterranean",
|
||||
"area_sqft", 0),
|
||||
("Opportunity", "site_visit_done", "Site Visit Done",
|
||||
"Check", None, "design_style", 0),
|
||||
("Opportunity", "site_visit_date", "Site Visit Date",
|
||||
"Date", None, "site_visit_done", 0),
|
||||
"area_sqft",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Opportunity",
|
||||
"site_visit_done",
|
||||
"Site Visit Done",
|
||||
"Check",
|
||||
None,
|
||||
"design_style",
|
||||
0,
|
||||
),
|
||||
(
|
||||
"Opportunity",
|
||||
"site_visit_date",
|
||||
"Site Visit Date",
|
||||
"Date",
|
||||
None,
|
||||
"site_visit_done",
|
||||
0,
|
||||
),
|
||||
]
|
||||
|
||||
for dt, fn, label, ft, opts, after, in_list in [
|
||||
|
|
@ -543,8 +782,10 @@ def create_crm_billing_fields():
|
|||
if opts:
|
||||
d_dict["options"] = opts
|
||||
d = frappe.get_doc(d_dict)
|
||||
if safe_insert(d): ok(f"Custom Field: {dt}.{fn}")
|
||||
else: skip(f"{dt}.{fn} (dup)")
|
||||
if safe_insert(d):
|
||||
ok(f"Custom Field: {dt}.{fn}")
|
||||
else:
|
||||
skip(f"{dt}.{fn} (dup)")
|
||||
else:
|
||||
skip(f"Custom Field: {dt}.{fn}")
|
||||
|
||||
|
|
@ -580,8 +821,10 @@ def create_sample_customers():
|
|||
for c in customers:
|
||||
if not exists("Customer", c["customer_name"]):
|
||||
d = frappe.get_doc({"doctype": "Customer", **c})
|
||||
if safe_insert(d): ok(f"Customer: {c['customer_name']}")
|
||||
else: skip(f"{c['customer_name']} (dup)")
|
||||
if safe_insert(d):
|
||||
ok(f"Customer: {c['customer_name']}")
|
||||
else:
|
||||
skip(f"{c['customer_name']} (dup)")
|
||||
else:
|
||||
skip(f"Customer: {c['customer_name']}")
|
||||
frappe.db.commit()
|
||||
|
|
@ -639,12 +882,16 @@ def create_crm_stages():
|
|||
for stage in furnitex_stages:
|
||||
if not exists("Sales Stage", stage):
|
||||
try:
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Sales Stage",
|
||||
"stage_name": stage,
|
||||
})
|
||||
if safe_insert(d): ok(f"Sales Stage: {stage}")
|
||||
else: skip(f"{stage} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Sales Stage: {stage}")
|
||||
else:
|
||||
skip(f"{stage} (dup)")
|
||||
except Exception as e:
|
||||
skip(f"Sales Stage {stage}: {e}")
|
||||
else:
|
||||
|
|
@ -663,19 +910,23 @@ def create_crm_stages():
|
|||
"Wardrobe / Storage Only",
|
||||
"Flooring Only",
|
||||
]
|
||||
for ot in opp_types:
|
||||
if not exists("Opportunity Type", ot):
|
||||
for opp_type in opp_types:
|
||||
if not exists("Opportunity Type", opp_type):
|
||||
try:
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Opportunity Type",
|
||||
"name": ot,
|
||||
})
|
||||
if safe_insert(d): ok(f"Opportunity Type: {ot}")
|
||||
else: skip(f"{ot} (dup)")
|
||||
except Exception as e:
|
||||
skip(f"Opportunity Type {ot}: {e}")
|
||||
"name": opp_type,
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Opportunity Type: {opp_type}")
|
||||
else:
|
||||
skip(f"Opportunity Type: {ot}")
|
||||
skip(f"{opp_type} (dup)")
|
||||
except Exception as e:
|
||||
skip(f"Opportunity Type {opp_type}: {e}")
|
||||
else:
|
||||
skip(f"Opportunity Type: {opp_type}")
|
||||
|
||||
frappe.db.commit()
|
||||
|
||||
|
|
@ -706,7 +957,8 @@ def create_letter_head():
|
|||
print("\n[14] Letter Head...")
|
||||
lh_name = "Furnitex"
|
||||
if not exists("Letter Head", lh_name):
|
||||
d = frappe.get_doc({
|
||||
d = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Letter Head",
|
||||
"letter_head_name": lh_name,
|
||||
"is_default": 1,
|
||||
|
|
@ -734,9 +986,12 @@ def create_letter_head():
|
|||
<div style="font-family: Arial, sans-serif; border-top: 1px solid #ccc; padding-top: 6px; font-size: 10px; color: #888; text-align: center;">
|
||||
Furnitex | Interior Design & Furniture | Kolkata | GSTIN: [Your GSTIN] | CIN: [If applicable]
|
||||
</div>""",
|
||||
})
|
||||
if safe_insert(d): ok(f"Letter Head: {lh_name}")
|
||||
else: skip(f"Letter Head {lh_name} (dup)")
|
||||
}
|
||||
)
|
||||
if safe_insert(d):
|
||||
ok(f"Letter Head: {lh_name}")
|
||||
else:
|
||||
skip(f"Letter Head {lh_name} (dup)")
|
||||
else:
|
||||
skip(f"Letter Head: {lh_name}")
|
||||
frappe.db.commit()
|
||||
|
|
|
|||
|
|
@ -39,6 +39,7 @@ def run():
|
|||
|
||||
# ── 1. Company record ─────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def update_company():
|
||||
co = frappe.get_doc("Company", COMPANY)
|
||||
co.phone_no = PHONE
|
||||
|
|
@ -52,12 +53,11 @@ def update_company():
|
|||
|
||||
# ── 2. Address record ─────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
def update_address():
|
||||
# Check if a Furnitex address already exists
|
||||
existing = frappe.db.get_value(
|
||||
"Address",
|
||||
{"address_title": COMPANY, "address_type": "Billing"},
|
||||
"name"
|
||||
"Address", {"address_title": COMPANY, "address_type": "Billing"}, "name"
|
||||
)
|
||||
|
||||
addr_doc = {
|
||||
|
|
@ -72,10 +72,7 @@ def update_address():
|
|||
"phone": PHONE,
|
||||
"email_id": EMAIL,
|
||||
"is_primary_address": 1,
|
||||
"links": [{
|
||||
"link_doctype": "Company",
|
||||
"link_name": COMPANY
|
||||
}]
|
||||
"links": [{"link_doctype": "Company", "link_name": COMPANY}],
|
||||
}
|
||||
|
||||
if existing:
|
||||
|
|
@ -120,6 +117,7 @@ LETTER_HEAD_HTML = f"""
|
|||
</div>
|
||||
"""
|
||||
|
||||
|
||||
def update_letter_head():
|
||||
lh_name = "Furnitex"
|
||||
if frappe.db.exists("Letter Head", lh_name):
|
||||
|
|
@ -130,12 +128,14 @@ def update_letter_head():
|
|||
doc.save()
|
||||
print(" ✓ Letter Head updated with real contact details")
|
||||
else:
|
||||
doc = frappe.get_doc({
|
||||
doc = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Letter Head",
|
||||
"letter_head_name": lh_name,
|
||||
"content": LETTER_HEAD_HTML,
|
||||
"is_default": 1,
|
||||
})
|
||||
}
|
||||
)
|
||||
doc.flags.ignore_permissions = True
|
||||
doc.insert()
|
||||
print(" ✓ Letter Head created")
|
||||
|
|
@ -191,6 +191,7 @@ TC_MAP = {
|
|||
"Furnitex - Purchase Order T&C": PO_TC,
|
||||
}
|
||||
|
||||
|
||||
def update_terms_conditions():
|
||||
for title, content in TC_MAP.items():
|
||||
if frappe.db.exists("Terms and Conditions", title):
|
||||
|
|
@ -200,14 +201,16 @@ def update_terms_conditions():
|
|||
doc.save()
|
||||
print(f" ✓ Updated T&C: {title}")
|
||||
else:
|
||||
doc = frappe.get_doc({
|
||||
doc = frappe.get_doc(
|
||||
{
|
||||
"doctype": "Terms and Conditions",
|
||||
"title": title,
|
||||
"terms": content,
|
||||
"selling": 1,
|
||||
"buying": 1,
|
||||
"hr": 0,
|
||||
})
|
||||
}
|
||||
)
|
||||
doc.flags.ignore_permissions = True
|
||||
doc.insert()
|
||||
print(f" ✓ Created T&C: {title}")
|
||||
|
|
|
|||
Loading…
Reference in a new issue