mirror of
https://github.com/frappe/frappe_docker.git
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c40e7992cb
- 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>
1029 lines
38 KiB
Python
1029 lines
38 KiB
Python
"""
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setup_furnitex_crm_billing.py
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Full CRM + Billing setup for Furnitex (ERPNext v16)
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Run: bench --site frontend execute frappe.setup_furnitex_crm_billing.run
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"""
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import frappe
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COMPANY = "Furnitex"
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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 safe_insert(doc):
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try:
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doc.flags.ignore_permissions = True
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doc.flags.ignore_mandatory = True
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doc.insert()
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return True
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except frappe.DuplicateEntryError:
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return False
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except Exception as e:
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if "Duplicate entry" in str(e):
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return False
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raise
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def exists(dt, name):
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return frappe.db.exists(dt, name)
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def exists_f(dt, filters):
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return frappe.db.get_value(dt, filters, "name")
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# ──────────────────────────────────────────────────────────────
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# 1. CUSTOMER GROUPS (Interior-specific)
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# ──────────────────────────────────────────────────────────────
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def create_customer_groups():
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print("\n[1] Customer Groups...")
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groups = [
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("Residential - Individual", "Individual"),
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("Residential - Builder Flat", "Individual"),
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("Commercial - Office", "Commercial"),
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("Commercial - Restaurant", "Commercial"),
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("Commercial - Hotel", "Commercial"),
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("Commercial - Retail", "Commercial"),
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("Builder / Developer", "Commercial"),
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]
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for name, parent in groups:
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if not exists("Customer Group", name):
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d = frappe.get_doc(
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{
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"doctype": "Customer Group",
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"customer_group_name": name,
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"parent_customer_group": parent,
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"is_group": 0,
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}
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)
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if safe_insert(d):
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ok(f"Customer Group: {name}")
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else:
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skip(f"{name} (dup)")
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else:
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skip(f"Customer Group: {name}")
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frappe.db.commit()
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# ──────────────────────────────────────────────────────────────
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# 2. TERRITORIES (Kolkata geography)
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# ──────────────────────────────────────────────────────────────
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def create_territories():
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print("\n[2] Territories...")
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# (name, parent)
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territories = [
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("West Bengal", "India"),
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("Kolkata", "West Bengal"),
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("South Kolkata", "Kolkata"),
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("North Kolkata", "Kolkata"),
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("Salt Lake", "Kolkata"),
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("New Town", "Kolkata"),
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("Rajarhat", "Kolkata"),
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("Howrah", "West Bengal"),
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("Hooghly", "West Bengal"),
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]
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for name, parent in territories:
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if not exists("Territory", name):
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d = frappe.get_doc(
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{
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"doctype": "Territory",
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"territory_name": name,
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"parent_territory": parent,
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"is_group": 0,
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}
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)
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if safe_insert(d):
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ok(f"Territory: {name}")
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else:
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skip(f"{name} (dup)")
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else:
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skip(f"Territory: {name}")
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frappe.db.commit()
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# ──────────────────────────────────────────────────────────────
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# 3. LEAD SOURCES (added as custom Select field on Lead)
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# ──────────────────────────────────────────────────────────────
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LEAD_SOURCES = "\n".join(
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[
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"Instagram",
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"Facebook",
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"Word of Mouth",
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"Client Referral",
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"Just Dial",
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"Housing.com",
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"99acres / MagicBricks",
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"Site Board / Hoarding",
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"Google Search",
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"Direct Walk-In",
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"Architect / Designer Referral",
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"Builder Tie-up",
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"Exhibition / Home Fair",
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"YouTube",
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"WhatsApp Broadcast",
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]
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)
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def create_lead_sources():
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# Lead Source is a standalone CRM-app doctype not installed here.
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# We add it as a custom Select field on Lead + Opportunity instead.
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print("\n[3] Lead Sources (as custom Select field)...")
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for dt, after_field in [
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("Lead", "qualification_status"),
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("Opportunity", "opportunity_type"),
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]:
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cf_name = f"{dt}-furnitex_lead_source"
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if not exists("Custom Field", cf_name):
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d = frappe.get_doc(
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{
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"doctype": "Custom Field",
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"dt": dt,
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"fieldname": "furnitex_lead_source",
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"label": "Lead Source",
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"fieldtype": "Select",
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"options": LEAD_SOURCES,
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"insert_after": after_field,
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"in_list_view": 1,
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"in_standard_filter": 1,
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}
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)
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if safe_insert(d):
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ok(f"Lead Source Select field → {dt}")
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else:
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skip(f"{dt}.furnitex_lead_source (dup)")
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else:
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skip(f"Lead Source field exists on {dt}")
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frappe.db.commit()
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# ──────────────────────────────────────────────────────────────
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# 4. SALES PERSONS
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# ──────────────────────────────────────────────────────────────
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def create_sales_persons():
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print("\n[4] Sales Persons...")
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persons = [
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("Furnitex - Site Team", "Sales Team"),
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("Furnitex - Design Team", "Sales Team"),
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("Furnitex - BD Manager", "Sales Team"),
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]
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for name, parent in persons:
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if not exists("Sales Person", name):
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d = frappe.get_doc(
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{
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"doctype": "Sales Person",
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"sales_person_name": name,
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"parent_sales_person": parent,
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"is_group": 0,
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"enabled": 1,
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}
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)
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if safe_insert(d):
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ok(f"Sales Person: {name}")
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else:
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skip(f"{name} (dup)")
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else:
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skip(f"Sales Person: {name}")
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frappe.db.commit()
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# ──────────────────────────────────────────────────────────────
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# 5. MODE OF PAYMENT (Furnitex extras)
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# ──────────────────────────────────────────────────────────────
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def create_payment_modes():
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print("\n[5] Modes of Payment...")
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modes = [
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("NEFT / RTGS", "Bank"),
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("IMPS", "Bank"),
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("Google Pay", "Bank"),
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("PhonePe", "Bank"),
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("Paytm", "Bank"),
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("Cash - Site", "Cash"),
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]
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# find default bank account
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bank_acct = frappe.db.get_value(
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"Account", {"account_type": "Bank", "company": COMPANY, "is_group": 0}, "name"
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)
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cash_acct = frappe.db.get_value(
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"Account", {"account_type": "Cash", "company": COMPANY, "is_group": 0}, "name"
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)
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for name, mtype in modes:
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if not exists("Mode of Payment", name):
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d_dict = {
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"doctype": "Mode of Payment",
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"mode_of_payment": name,
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"type": mtype,
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}
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acct = bank_acct if mtype == "Bank" else cash_acct
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if acct:
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d_dict["accounts"] = [
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{
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"company": COMPANY,
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"default_account": acct,
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}
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]
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d = frappe.get_doc(d_dict)
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if safe_insert(d):
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ok(f"Mode of Payment: {name}")
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else:
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skip(f"{name} (dup)")
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else:
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skip(f"Mode of Payment: {name}")
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frappe.db.commit()
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# ──────────────────────────────────────────────────────────────
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# 6. PAYMENT TERMS TEMPLATES
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# ──────────────────────────────────────────────────────────────
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def create_payment_terms():
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print("\n[6] Payment Terms Templates...")
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templates = [
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# ── A: Standard Interior Project (milestone-based) ───────
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{
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"name": "Furnitex - Standard Interior Project",
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"terms": [
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{
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"payment_term_name": "30% Advance on Agreement",
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"invoice_portion": 30,
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"credit_days": 0,
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"description": "Booking advance on signing agreement",
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},
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{
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"payment_term_name": "30% on 50% Site Completion",
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"invoice_portion": 30,
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"credit_days": 30,
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"description": "Second milestone: 50% work done",
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},
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{
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"payment_term_name": "30% on Work Completion",
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"invoice_portion": 30,
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"credit_days": 60,
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"description": "Third milestone: work complete",
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},
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{
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"payment_term_name": "10% on Final Handover",
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"invoice_portion": 10,
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"credit_days": 75,
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"description": "Retention released at handover",
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},
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],
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},
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# ── B: 50-50 (smaller projects) ──────────────────────────
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{
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"name": "Furnitex - 50-50 Advance",
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"terms": [
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{
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"payment_term_name": "50% Advance",
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"invoice_portion": 50,
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"credit_days": 0,
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"description": "Advance before work begins",
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},
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{
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"payment_term_name": "50% on Delivery",
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"invoice_portion": 50,
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"credit_days": 30,
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"description": "Balance on delivery / installation",
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},
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],
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},
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# ── C: 100% Advance (small orders / loose furniture) ─────
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{
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"name": "Furnitex - 100% Advance",
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"terms": [
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{
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"payment_term_name": "100% Advance",
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"invoice_portion": 100,
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"credit_days": 0,
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"description": "Full payment before production",
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},
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],
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},
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# ── D: Lumpsum 3-stage (commercial projects) ─────────────
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{
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"name": "Furnitex - Commercial 3-Stage",
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"terms": [
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{
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"payment_term_name": "40% Advance - Commercial",
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"invoice_portion": 40,
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"credit_days": 0,
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"description": "Mobilisation advance",
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},
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{
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"payment_term_name": "40% Mid-Stage - Commercial",
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"invoice_portion": 40,
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"credit_days": 45,
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"description": "Mid-project milestone",
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},
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{
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"payment_term_name": "20% Retention - Commercial",
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"invoice_portion": 20,
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"credit_days": 90,
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"description": "Retention on final handover",
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},
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],
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},
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]
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for t in templates:
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tname = t["name"]
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if not exists_f("Payment Terms Template", {"template_name": tname}):
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# Ensure Payment Term records exist for each row
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term_rows = []
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for term in t["terms"]:
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pt_name = term["payment_term_name"]
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if not exists("Payment Term", pt_name):
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pt = frappe.get_doc(
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{
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"doctype": "Payment Term",
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"payment_term_name": pt_name,
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"invoice_portion": term["invoice_portion"],
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"credit_days_based_on": "Day(s) after invoice date",
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"credit_days": term["credit_days"],
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"description": term["description"],
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}
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)
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safe_insert(pt)
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term_rows.append(
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{
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"payment_term": pt_name,
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"invoice_portion": term["invoice_portion"],
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"credit_days_based_on": "Day(s) after invoice date",
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"credit_days": term["credit_days"],
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"description": term["description"],
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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": "Payment Terms Template",
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"template_name": tname,
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"terms": term_rows,
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}
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)
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if safe_insert(d):
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ok(f"Payment Terms: {tname}")
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else:
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skip(f"{tname} (dup)")
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||
else:
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skip(f"Payment Terms: {tname}")
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||
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frappe.db.commit()
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||
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# ──────────────────────────────────────────────────────────────
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# 7. TERMS AND CONDITIONS TEMPLATES
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# ──────────────────────────────────────────────────────────────
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def create_terms_conditions():
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print("\n[7] Terms & Conditions Templates...")
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templates = [
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# ── Quotation T&C ─────────────────────────────────────────
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{
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"title": "Furnitex - Quotation Terms",
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"terms": """<h3>Terms & Conditions — Furnitex Interior</h3>
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<ol>
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<li><strong>Validity:</strong> This quotation is valid for <strong>15 days</strong> from the date of issue.</li>
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<li><strong>Scope:</strong> Only items listed in this quotation are included. Any additional work will be quoted separately.</li>
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<li><strong>Payment Schedule:</strong> 30% advance on confirmation, 30% at 50% completion, 30% at completion, 10% on handover.</li>
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<li><strong>Timeline:</strong> Work commences within 7 working days of advance payment and site clearance. Timeline communicated separately.</li>
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<li><strong>Material:</strong> All materials as specified. Substitution only with client approval.</li>
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<li><strong>Civil Work:</strong> Civil, electrical, plumbing work by client unless specifically included above.</li>
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<li><strong>Site Access:</strong> Client to ensure unobstructed site access during working hours (9 AM – 6 PM).</li>
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<li><strong>Warranty:</strong> 1-year workmanship warranty. Hardware warranty as per manufacturer.</li>
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<li><strong>Disputes:</strong> Subject to Kolkata jurisdiction.</li>
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</ol>
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<p><em>Furnitex | Interior Design & Furniture | Kolkata</em></p>""",
|
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},
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# ── Sales Invoice T&C ─────────────────────────────────────
|
||
{
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"title": "Furnitex - Invoice Terms",
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"terms": """<h3>Invoice Terms — Furnitex Interior</h3>
|
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<ol>
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<li><strong>Payment Due:</strong> As per agreed payment schedule. Late payment attracts 2% per month interest.</li>
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<li><strong>Goods:</strong> Materials remain property of Furnitex until full payment is received.</li>
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<li><strong>Defects:</strong> Any defects must be reported within 7 days of delivery/installation.</li>
|
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<li><strong>Warranty:</strong> 1-year warranty on workmanship from date of handover. Excludes wear, misuse, and civil damage.</li>
|
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<li><strong>Disputes:</strong> Subject to Kolkata jurisdiction only.</li>
|
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</ol>
|
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<p>Bank: [Your Bank] | A/c: [Account No] | IFSC: [IFSC] | UPI: [UPI ID]</p>
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<p><em>Thank you for choosing Furnitex!</em></p>""",
|
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},
|
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# ── Purchase Order T&C ────────────────────────────────────
|
||
{
|
||
"title": "Furnitex - Purchase Order Terms",
|
||
"terms": """<h3>Purchase Order Terms — Furnitex</h3>
|
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<ol>
|
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<li>Delivery as per schedule agreed. Delays will be notified promptly.</li>
|
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<li>Materials must match specifications. Furnitex reserves the right to reject substandard material.</li>
|
||
<li>Invoice must reference this PO number.</li>
|
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<li>Furnitex is not liable for GST on unregistered supplier purchases.</li>
|
||
</ol>""",
|
||
},
|
||
]
|
||
|
||
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 opp_type in opp_types:
|
||
if not exists("Opportunity Type", opp_type):
|
||
try:
|
||
d = frappe.get_doc(
|
||
{
|
||
"doctype": "Opportunity Type",
|
||
"name": opp_type,
|
||
}
|
||
)
|
||
if safe_insert(d):
|
||
ok(f"Opportunity Type: {opp_type}")
|
||
else:
|
||
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()
|
||
|
||
|
||
# ──────────────────────────────────────────────────────────────
|
||
# 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": """
|
||
<div style="font-family: 'Segoe UI', Arial, sans-serif; border-bottom: 3px solid #2c3e50; padding-bottom: 12px; margin-bottom: 8px;">
|
||
<table width="100%" cellpadding="0" cellspacing="0">
|
||
<tr>
|
||
<td>
|
||
<h1 style="margin:0; font-size:28px; color:#2c3e50; letter-spacing:2px;">FURNITEX</h1>
|
||
<p style="margin:2px 0 0; font-size:12px; color:#7f8c8d; letter-spacing:1px;">
|
||
INTERIOR DESIGN & FURNITURE MANUFACTURING
|
||
</p>
|
||
</td>
|
||
<td style="text-align:right; font-size:11px; color:#555; line-height:1.6;">
|
||
Kolkata, West Bengal — India<br>
|
||
📞 +91 XXXXX XXXXX<br>
|
||
✉ info@furnitex.in<br>
|
||
🌐 www.furnitex.in
|
||
</td>
|
||
</tr>
|
||
</table>
|
||
</div>""",
|
||
"footer": """
|
||
<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)")
|
||
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")
|