""" setup_furnitex_crm_billing.py Full CRM + Billing setup for Furnitex (ERPNext v16) Run: bench --site frontend execute frappe.setup_furnitex_crm_billing.run """ import frappe COMPANY = "Furnitex" def ok(msg): print(f" [OK] {msg}") def skip(msg): print(f" [SKIP] {msg}") def safe_insert(doc): try: doc.flags.ignore_permissions = True doc.flags.ignore_mandatory = True doc.insert() return True except frappe.DuplicateEntryError: return False except Exception as e: if "Duplicate entry" in str(e): 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") # ────────────────────────────────────────────────────────────── # 1. CUSTOMER GROUPS (Interior-specific) # ────────────────────────────────────────────────────────────── def create_customer_groups(): print("\n[1] Customer Groups...") groups = [ ("Residential - Individual", "Individual"), ("Residential - Builder Flat","Individual"), ("Commercial - Office", "Commercial"), ("Commercial - Restaurant", "Commercial"), ("Commercial - Hotel", "Commercial"), ("Commercial - Retail", "Commercial"), ("Builder / Developer", "Commercial"), ] for name, parent in groups: if not exists("Customer Group", name): 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)") else: skip(f"Customer Group: {name}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 2. TERRITORIES (Kolkata geography) # ────────────────────────────────────────────────────────────── def create_territories(): print("\n[2] Territories...") # (name, parent) territories = [ ("West Bengal", "India"), ("Kolkata", "West Bengal"), ("South Kolkata", "Kolkata"), ("North Kolkata", "Kolkata"), ("Salt Lake", "Kolkata"), ("New Town", "Kolkata"), ("Rajarhat", "Kolkata"), ("Howrah", "West Bengal"), ("Hooghly", "West Bengal"), ] for name, parent in territories: if not exists("Territory", name): 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)") else: skip(f"Territory: {name}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 3. LEAD SOURCES (added as custom Select field on Lead) # ────────────────────────────────────────────────────────────── LEAD_SOURCES = "\n".join([ "Instagram", "Facebook", "Word of Mouth", "Client Referral", "Just Dial", "Housing.com", "99acres / MagicBricks", "Site Board / Hoarding", "Google Search", "Direct Walk-In", "Architect / Designer Referral", "Builder Tie-up", "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")]: cf_name = f"{dt}-furnitex_lead_source" if not exists("Custom Field", cf_name): d = frappe.get_doc({ "doctype": "Custom Field", "dt": dt, "fieldname": "furnitex_lead_source", "label": "Lead Source", "fieldtype": "Select", "options": 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)") else: skip(f"Lead Source field exists on {dt}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 4. SALES PERSONS # ────────────────────────────────────────────────────────────── def create_sales_persons(): print("\n[4] Sales Persons...") persons = [ ("Furnitex - Site 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({ "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)") else: skip(f"Sales Person: {name}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 5. MODE OF PAYMENT (Furnitex extras) # ────────────────────────────────────────────────────────────── def create_payment_modes(): print("\n[5] Modes of Payment...") modes = [ ("NEFT / RTGS", "Bank"), ("IMPS", "Bank"), ("Google Pay", "Bank"), ("PhonePe", "Bank"), ("Paytm", "Bank"), ("Cash - Site", "Cash"), ] # 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") for name, mtype in modes: if not exists("Mode of Payment", name): d_dict = { "doctype": "Mode of Payment", "mode_of_payment": name, "type": mtype, } acct = bank_acct if mtype == "Bank" else cash_acct if acct: 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)") else: skip(f"Mode of Payment: {name}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 6. PAYMENT TERMS TEMPLATES # ────────────────────────────────────────────────────────────── 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"}, ], }, # ── 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"}, ], }, # ── 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"}, ], }, # ── 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"}, ], }, ] for t in templates: tname = t["name"] if not exists_f("Payment Terms Template", {"template_name": tname}): # Ensure Payment Term records exist for each row term_rows = [] for term in t["terms"]: pt_name = term["payment_term_name"] if not exists("Payment Term", pt_name): 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({ "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({ "doctype": "Payment Terms Template", "template_name": tname, "terms": term_rows, }) if safe_insert(d): ok(f"Payment Terms: {tname}") else: skip(f"{tname} (dup)") else: skip(f"Payment Terms: {tname}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 7. TERMS AND CONDITIONS TEMPLATES # ────────────────────────────────────────────────────────────── def create_terms_conditions(): print("\n[7] Terms & Conditions Templates...") templates = [ # ── Quotation T&C ───────────────────────────────────────── { "title": "Furnitex - Quotation Terms", "terms": """

Terms & Conditions — Furnitex Interior

  1. Validity: This quotation is valid for 15 days from the date of issue.
  2. Scope: Only items listed in this quotation are included. Any additional work will be quoted separately.
  3. Payment Schedule: 30% advance on confirmation, 30% at 50% completion, 30% at completion, 10% on handover.
  4. Timeline: Work commences within 7 working days of advance payment and site clearance. Timeline communicated separately.
  5. Material: All materials as specified. Substitution only with client approval.
  6. Civil Work: Civil, electrical, plumbing work by client unless specifically included above.
  7. Site Access: Client to ensure unobstructed site access during working hours (9 AM – 6 PM).
  8. Warranty: 1-year workmanship warranty. Hardware warranty as per manufacturer.
  9. Disputes: Subject to Kolkata jurisdiction.

Furnitex | Interior Design & Furniture | Kolkata

""", }, # ── Sales Invoice T&C ───────────────────────────────────── { "title": "Furnitex - Invoice Terms", "terms": """

Invoice Terms — Furnitex Interior

  1. Payment Due: As per agreed payment schedule. Late payment attracts 2% per month interest.
  2. Goods: Materials remain property of Furnitex until full payment is received.
  3. Defects: Any defects must be reported within 7 days of delivery/installation.
  4. Warranty: 1-year warranty on workmanship from date of handover. Excludes wear, misuse, and civil damage.
  5. Disputes: Subject to Kolkata jurisdiction only.

Bank: [Your Bank] | A/c: [Account No] | IFSC: [IFSC] | UPI: [UPI ID]

Thank you for choosing Furnitex!

""", }, # ── Purchase Order T&C ──────────────────────────────────── { "title": "Furnitex - Purchase Order Terms", "terms": """

Purchase Order Terms — Furnitex

  1. Delivery as per schedule agreed. Delays will be notified promptly.
  2. Materials must match specifications. Furnitex reserves the right to reject substandard material.
  3. Invoice must reference this PO number.
  4. Furnitex is not liable for GST on unregistered supplier purchases.
""", }, ] for t in templates: if not exists("Terms and Conditions", t["title"]): 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)") else: skip(f"T&C: {t['title']}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 8. PRICE LIST — Furnitex Interior Rate Card # ────────────────────────────────────────────────────────────── def create_price_list(): print("\n[8] Price Lists & Item Prices...") pl_name = "Furnitex Interior Rate Card" if not exists("Price List", pl_name): 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)") else: skip(f"Price List: {pl_name}") frappe.db.commit() # ── Standard Item Prices (on both Standard Selling + Interior Rate Card) ── item_prices = [ # (item_code, rate) — per SqFt or per Nos ("SVC-FC-EXEC", 185), # False Ceiling / SqFt ("SVC-WAR-LAM", 950), # Laminate Wardrobe / SqFt ("SVC-KIT-EXEC", 1100), # Modular Kitchen / SqFt ("SVC-FLOOR", 120), # Flooring / SqFt ("SVC-LUMP", 0), # Lumpsum — rate set per project ("SVC-DESIGN", 15000), # Design consultation / Nos ("SVC-CONVEY", 2000), # Conveyance / trip ("SVC-LABOUR", 700), # Labour / day ("SVC-ELECTRIC", 0), # Electrical — per quote ("SVC-PAINT", 35), # Painting / SqFt ] price_lists = ["Standard Selling", pl_name] for pl in price_lists: if not exists("Price List", pl): continue 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({ "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)") else: skip(f"Item Price: {code} [{pl}]") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 9. CUSTOM FIELDS — CRM & BILLING # ────────────────────────────────────────────────────────────── 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", "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), # ── 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", "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), # ── 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", "Select", "Modern / Contemporary\nTraditional / Classic\nMinimalist\nIndustrial\nBohemian\nMediterranean", "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), # ── 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", "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), ] for dt, fn, label, ft, opts, after, in_list in [ (*f, 0) if len(f) == 6 else f for f in fields ]: cf_name = f"{dt}-{fn}" if not exists("Custom Field", cf_name): d_dict = { "doctype": "Custom Field", "dt": dt, "fieldname": fn, "label": label, "fieldtype": ft, "insert_after": after, "in_list_view": in_list, } 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)") else: skip(f"Custom Field: {dt}.{fn}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 10. SAMPLE CUSTOMERS (Kolkata residential) # ────────────────────────────────────────────────────────────── def create_sample_customers(): print("\n[10] Sample Customers...") customers = [ { "customer_name": "Sharma Residence - Salt Lake", "customer_group": "Residential - Individual", "territory": "Salt Lake", "customer_type": "Individual", }, { "customer_name": "Mukherjee Apartment - Behala", "customer_group": "Residential - Builder Flat", "territory": "South Kolkata", "customer_type": "Individual", }, { "customer_name": "Bansal Office - Park Street", "customer_group": "Commercial - Office", "territory": "Kolkata", "customer_type": "Company", }, ] 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)") else: skip(f"Customer: {c['customer_name']}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 11. SELLING SETTINGS — set Furnitex defaults # ────────────────────────────────────────────────────────────── def configure_selling_settings(): print("\n[11] Selling & CRM Settings...") try: s = frappe.get_single("Selling Settings") s.cust_master_name = "Customer Name" s.customer_group = "Residential - Individual" s.territory = "Kolkata" s.price_list = "Standard Selling" s.selling_price_list = "Standard Selling" s.flags.ignore_permissions = True s.save() ok("Selling Settings updated") except Exception as e: skip(f"Selling Settings: {e}") try: b = frappe.get_single("Buying Settings") b.supp_master_name = "Supplier Name" b.supplier_group = "Local Market Vendor (Unregistered)" b.flags.ignore_permissions = True b.save() ok("Buying Settings updated") except Exception as e: skip(f"Buying Settings: {e}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 12. CRM PIPELINE — Sales Stages + Opportunity Types # ────────────────────────────────────────────────────────────── def create_crm_stages(): print("\n[12] CRM Pipeline (Sales Stages + Opportunity Types)...") # ── Sales Stages ───────────────────────────────────────── furnitex_stages = [ "New Enquiry", "Site Visit Scheduled", "Site Visit Done", "Design Presentation", "Quotation Sent", "Negotiation", "PO / Work Order Received", "Work In Progress", "Handover Done", ] for stage in furnitex_stages: if not exists("Sales Stage", stage): try: d = frappe.get_doc({ "doctype": "Sales Stage", "stage_name": stage, }) 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: skip(f"Sales Stage: {stage}") # ── Opportunity Types ───────────────────────────────────── opp_types = [ "Interior Design - Full Home", "Interior Design - Bedroom", "Interior Design - Kitchen", "Interior Design - Office", "Interior Design - Restaurant", "Loose Furniture Supply", "Renovation / Refurbishment", "False Ceiling Only", "Wardrobe / Storage Only", "Flooring Only", ] for ot in opp_types: if not exists("Opportunity Type", ot): try: 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}") else: skip(f"Opportunity Type: {ot}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 13. PRINT FORMAT — Quotation (set default T&C) # ────────────────────────────────────────────────────────────── def configure_print_defaults(): print("\n[13] Setting default T&C on Quotation & Sales Invoice...") # Set default terms on Quotation doctype try: meta = frappe.get_meta("Quotation") default_tc = "Furnitex - Quotation Terms" if exists("Terms and Conditions", default_tc): frappe.db.set_default("terms_and_conditions_quotation", default_tc) ok(f"Default T&C for Quotation: {default_tc}") except Exception as e: skip(f"Quotation T&C default: {e}") frappe.db.commit() # ────────────────────────────────────────────────────────────── # 14. LETTER HEAD # ────────────────────────────────────────────────────────────── def create_letter_head(): print("\n[14] Letter Head...") lh_name = "Furnitex" if not exists("Letter Head", lh_name): d = frappe.get_doc({ "doctype": "Letter Head", "letter_head_name": lh_name, "is_default": 1, "source": "Rich Text", "content": """

FURNITEX

INTERIOR DESIGN & FURNITURE MANUFACTURING

Kolkata, West Bengal — India
📞 +91 XXXXX XXXXX
✉ info@furnitex.in
🌐 www.furnitex.in
""", "footer": """
Furnitex | Interior Design & Furniture | Kolkata | GSTIN: [Your GSTIN] | CIN: [If applicable]
""", }) 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() # ────────────────────────────────────────────────────────────── # MASTER RUNNER # ────────────────────────────────────────────────────────────── def run(): frappe.set_user("Administrator") print("\n" + "=" * 58) print(" FURNITEX — CRM + BILLING SETUP") print("=" * 58) create_customer_groups() create_territories() create_lead_sources() create_sales_persons() create_payment_modes() create_payment_terms() create_terms_conditions() create_price_list() create_crm_billing_fields() create_sample_customers() configure_selling_settings() create_crm_stages() configure_print_defaults() create_letter_head() frappe.clear_cache() print("\n" + "=" * 58) print(" CRM + BILLING SETUP COMPLETE — refresh your browser") print("=" * 58 + "\n")