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feat: Accounts, Selling & Assets Onboarding cleanup (#27112)
* refactor: company form fields arrangement * refactor: accounts onboarding steps * refactor: re-arrange fields & modify labels in company form * feat: onbording steps for accounts module * fix: updated onboarding steps for selling module * fix: remove unwanted steps from accounts * feat: add more onboarding steps * feat: Refactor onboarding-module for accounting workspace * feat: Add basic asset onboarding steps * feat: Add basic asset item form tour * feat: Add basic selling onboarding-steps * feat: Add basic form tour for purchase recipt * feat: Add basic form tour for existing asset * feat: Adding asset category form tour * feat: Add form tour for asset category * feat: Refactor sales taxes and charges template form tour with new method * refactor: Remove old form tour for accounts settings * refactor: Change asset category form tour with new tour method * refactor: Change asset item form tour with new tour method * refactor: Change purchase receipt form tour with new tour method * refactor: Change asset form tour with new tour method * refactor: Remove old form tour for selling settings * refactor: general fix/typo in onboarding steps * Apply suggestions from code review Co-authored-by: Nabin Hait <nabinhait@gmail.com> * refactor: Remove old form tour method for sales order. * fix: removed duplicate section break * fix: Removed duplicate fields Co-authored-by: Saqib Ansari <nextchamp.saqib@gmail.com> Co-authored-by: Anuja <anuja.pawar20@gmail.com> Co-authored-by: Afshan <33727827+AfshanKhan@users.noreply.github.com> Co-authored-by: Nabin Hait <nabinhait@gmail.com> (cherry picked from commit a285b5b) # Conflicts: # erpnext/setup/doctype/company/company.json
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113 changes: 113 additions & 0 deletions
113
erpnext/accounts/form_tour/accounts_settings/accounts_settings.json
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,113 @@ | ||
| { | ||
| "creation": "2021-06-29 17:00:18.273054", | ||
| "docstatus": 0, | ||
| "doctype": "Form Tour", | ||
| "idx": 0, | ||
| "is_standard": 1, | ||
| "modified": "2021-06-29 17:00:26.145996", | ||
| "modified_by": "Administrator", | ||
| "module": "Accounts", | ||
| "name": "Accounts Settings", | ||
| "owner": "Administrator", | ||
| "reference_doctype": "Accounts Settings", | ||
| "save_on_complete": 0, | ||
| "steps": [ | ||
| { | ||
| "description": "The percentage by which you can overbill transactions. For example, if the order value is $100 for an Item and percentage here is set as 10% then you are allowed to bill for $110.", | ||
| "field": "", | ||
| "fieldname": "over_billing_allowance", | ||
| "fieldtype": "Currency", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Over Billing Allowance (%)", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Over Billing Allowance Percentage" | ||
| }, | ||
| { | ||
| "description": "Select the role that is allowed to overbill a transactions.", | ||
| "field": "", | ||
| "fieldname": "role_allowed_to_over_bill", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Role Allowed to Over Bill ", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Role Allowed to Over Bill" | ||
| }, | ||
| { | ||
| "description": "If checked, system will unlink the payment against the respective invoice.", | ||
| "field": "", | ||
| "fieldname": "unlink_payment_on_cancellation_of_invoice", | ||
| "fieldtype": "Check", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Unlink Payment on Cancellation of Invoice", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Unlink Payment on Cancellation of Invoice" | ||
| }, | ||
| { | ||
| "description": "Similar to the previous option, this unlinks any advance payments made against Purchase/Sales Orders.", | ||
| "field": "", | ||
| "fieldname": "unlink_advance_payment_on_cancelation_of_order", | ||
| "fieldtype": "Check", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Unlink Advance Payment on Cancellation of Order", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Unlink Advance Payment on Cancellation of Order" | ||
| }, | ||
| { | ||
| "description": "Tax category can be set on Addresses. An address can be Shipping or Billing address. Set which addres to select when applying Tax Category.", | ||
| "field": "", | ||
| "fieldname": "determine_address_tax_category_from", | ||
| "fieldtype": "Select", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Determine Address Tax Category From", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Determine Address Tax Category From" | ||
| }, | ||
| { | ||
| "description": "Freeze accounting transactions up to specified date, nobody can make/modify entry except the specified Role.", | ||
| "field": "", | ||
| "fieldname": "acc_frozen_upto", | ||
| "fieldtype": "Date", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Accounts Frozen Till Date", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Accounts Frozen Upto" | ||
| }, | ||
| { | ||
| "description": "Users with this Role are allowed to set frozen accounts and create/modify accounting entries against frozen accounts.", | ||
| "field": "", | ||
| "fieldname": "frozen_accounts_modifier", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Role Allowed to Set Frozen Accounts and Edit Frozen Entries", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Role Allowed to Set Frozen Accounts & Edit Frozen Entries" | ||
| }, | ||
| { | ||
| "description": "Select the role that is allowed to submit transactions that exceed credit limits set. The credit limit can be set in the Customer form.", | ||
| "field": "", | ||
| "fieldname": "credit_controller", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Credit Controller", | ||
| "parent_field": "", | ||
| "position": "Left", | ||
| "title": "Credit Controller" | ||
| } | ||
| ], | ||
| "title": "Accounts Settings" | ||
| } |
96 changes: 96 additions & 0 deletions
96
erpnext/accounts/form_tour/purchase_invoice/purchase_invoice.json
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|---|---|---|
| @@ -0,0 +1,96 @@ | ||
| { | ||
| "creation": "2021-06-29 16:31:48.558826", | ||
| "docstatus": 0, | ||
| "doctype": "Form Tour", | ||
| "idx": 0, | ||
| "is_standard": 1, | ||
| "modified": "2021-06-29 16:31:48.558826", | ||
| "modified_by": "Administrator", | ||
| "module": "Accounts", | ||
| "name": "Purchase Invoice", | ||
| "owner": "Administrator", | ||
| "reference_doctype": "Purchase Invoice", | ||
| "save_on_complete": 1, | ||
| "steps": [ | ||
| { | ||
| "description": "Select Supplier", | ||
| "field": "", | ||
| "fieldname": "supplier", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 1, | ||
| "is_table_field": 0, | ||
| "label": "Supplier", | ||
| "next_step_condition": "supplier", | ||
| "parent_field": "", | ||
| "position": "Right", | ||
| "title": "Select Supplier" | ||
| }, | ||
| { | ||
| "description": "Add items in the table", | ||
| "field": "", | ||
| "fieldname": "items", | ||
| "fieldtype": "Table", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Items", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "List of Items" | ||
| }, | ||
| { | ||
| "child_doctype": "Purchase Invoice Item", | ||
| "description": "Select an item", | ||
| "field": "", | ||
| "fieldname": "item_code", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 1, | ||
| "label": "Item", | ||
| "parent_field": "", | ||
| "parent_fieldname": "items", | ||
| "position": "Right", | ||
| "title": "Select Item" | ||
| }, | ||
| { | ||
| "child_doctype": "Purchase Invoice Item", | ||
| "description": "Enter the quantity", | ||
| "field": "", | ||
| "fieldname": "qty", | ||
| "fieldtype": "Float", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 1, | ||
| "label": "Accepted Qty", | ||
| "parent_field": "", | ||
| "parent_fieldname": "items", | ||
| "position": "Right", | ||
| "title": "Enter Quantity" | ||
| }, | ||
| { | ||
| "child_doctype": "Purchase Invoice Item", | ||
| "description": "Enter rate of the item", | ||
| "field": "", | ||
| "fieldname": "rate", | ||
| "fieldtype": "Currency", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 1, | ||
| "label": "Rate", | ||
| "parent_field": "", | ||
| "parent_fieldname": "items", | ||
| "position": "Right", | ||
| "title": "Enter Rate" | ||
| }, | ||
| { | ||
| "description": "You can add taxes here", | ||
| "field": "", | ||
| "fieldname": "taxes", | ||
| "fieldtype": "Table", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Purchase Taxes and Charges", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Select taxes" | ||
| } | ||
| ], | ||
| "title": "Purchase Invoice" | ||
| } |
65 changes: 65 additions & 0 deletions
65
...accounts/form_tour/sales_taxes_and_charges_template/sales_taxes_and_charges_template.json
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| { | ||
| "creation": "2021-08-24 12:28:18.044902", | ||
| "docstatus": 0, | ||
| "doctype": "Form Tour", | ||
| "idx": 0, | ||
| "is_standard": 1, | ||
| "modified": "2021-08-24 12:28:18.044902", | ||
| "modified_by": "Administrator", | ||
| "module": "Accounts", | ||
| "name": "Sales Taxes and Charges Template", | ||
| "owner": "Administrator", | ||
| "reference_doctype": "Sales Taxes and Charges Template", | ||
| "save_on_complete": 0, | ||
| "steps": [ | ||
| { | ||
| "description": "A name by which you will identify this template. You can change this later.", | ||
| "field": "", | ||
| "fieldname": "title", | ||
| "fieldtype": "Data", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Title", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Title" | ||
| }, | ||
| { | ||
| "description": "Company for which this tax template will be applicable", | ||
| "field": "", | ||
| "fieldname": "company", | ||
| "fieldtype": "Link", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Company", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Company" | ||
| }, | ||
| { | ||
| "description": "Set this template as the default for all sales transactions", | ||
| "field": "", | ||
| "fieldname": "is_default", | ||
| "fieldtype": "Check", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Default", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Is this Default Tax Template?" | ||
| }, | ||
| { | ||
| "description": "You can add a row for a tax rule here. These rules can be applied on the net total, or can be a flat amount.", | ||
| "field": "", | ||
| "fieldname": "taxes", | ||
| "fieldtype": "Table", | ||
| "has_next_condition": 0, | ||
| "is_table_field": 0, | ||
| "label": "Sales Taxes and Charges", | ||
| "parent_field": "", | ||
| "position": "Bottom", | ||
| "title": "Taxes Table" | ||
| } | ||
| ], | ||
| "title": "Sales Taxes and Charges Template" | ||
| } |
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