feat: Home Onboarding

erpnext/assets/module_onboarding/assets/assets.json

@@ -13,7 +13,7 @@
  "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/asset",
  "idx": 0,
  "is_complete": 0,
- "modified": "2021-08-24 17:50:41.573281",
+ "modified": "2021-12-02 11:24:37.963746",
  "modified_by": "Administrator",
  "module": "Assets",
  "name": "Assets",

erpnext/assets/onboarding_step/asset_category/asset_category.json

@@ -9,7 +9,7 @@
  "is_complete": 0,
  "is_single": 0,
  "is_skipped": 0,
- "modified": "2021-08-24 12:49:37.665239",
+ "modified": "2021-11-23 10:02:03.242127",
  "modified_by": "Administrator",
  "name": "Asset Category",
  "owner": "Administrator",

erpnext/assets/onboarding_step/asset_item/asset_item.json

@@ -1,21 +1,22 @@
 {
- "action": "Show Form Tour",
+ "action": "Create Entry",
  "action_label": "Let's create a new Asset item",
  "creation": "2021-08-13 14:27:07.277167",
  "description": "# Asset Item\n\nAsset items are created based on Asset Category. You can create one or multiple items against once Asset Category. The sales and purchase transaction for Asset is done via Asset Item. ",
  "docstatus": 0,
  "doctype": "Onboarding Step",
+ "form_tour": "Item",
  "idx": 0,
  "is_complete": 0,
  "is_single": 0,
  "is_skipped": 0,
- "modified": "2021-08-16 13:59:18.362233",
+ "modified": "2021-12-02 11:23:48.158504",
  "modified_by": "Administrator",
  "name": "Asset Item",
  "owner": "Administrator",
  "reference_document": "Item",
- "show_form_tour": 0,
- "show_full_form": 0,
+ "show_form_tour": 1,
+ "show_full_form": 1,
  "title": "Create an Asset Item",
  "validate_action": 1
 }

erpnext/assets/onboarding_step/asset_purchase/asset_purchase.json

@@ -9,7 +9,7 @@
  "is_complete": 0,
  "is_single": 0,
  "is_skipped": 0,
- "modified": "2021-08-24 17:26:57.180637",
+ "modified": "2021-11-23 10:02:03.235498",
  "modified_by": "Administrator",
  "name": "Asset Purchase",
  "owner": "Administrator",

erpnext/assets/onboarding_step/fixed_asset_accounts/fixed_asset_accounts.json

@@ -9,7 +9,7 @@
  "is_complete": 0,
  "is_single": 0,
  "is_skipped": 0,
- "modified": "2021-08-24 17:46:37.646174",
+ "modified": "2021-11-23 10:02:03.229566",
  "modified_by": "Administrator",
  "name": "Fixed Asset Accounts",
  "owner": "Administrator",

erpnext/selling/form_tour/customer/customer.json

@@ -0,0 +1,29 @@
+{
+ "creation": "2021-11-23 10:44:13.185982",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-11-23 10:54:09.602358",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Customer",
+ "owner": "Administrator",
+ "reference_doctype": "Customer",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Enter the Full Name of the Customer",
+   "field": "",
+   "fieldname": "customer_name",
+   "fieldtype": "Data",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Full Name",
+   "parent_field": "",
+   "position": "Left",
+   "title": "Full Name"
+  }
+ ],
+ "title": "Customer"
+}

erpnext/selling/form_tour/quotation/quotation.json

@@ -0,0 +1,67 @@
+{
+ "creation": "2021-11-23 12:00:36.138824",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-11-23 12:02:48.010298",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Quotation",
+ "owner": "Administrator",
+ "reference_doctype": "Quotation",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.",
+   "field": "",
+   "fieldname": "quotation_to",
+   "fieldtype": "Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Quotation To",
+   "parent_field": "",
+   "position": "Right",
+   "title": "Quotation To"
+  },
+  {
+   "description": "Select a specific Customer to whom this quotation will be sent.",
+   "field": "",
+   "fieldname": "party_name",
+   "fieldtype": "Dynamic Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Party",
+   "parent_field": "",
+   "position": "Right",
+   "title": "Party"
+  },
+  {
+   "child_doctype": "Quotation Item",
+   "description": "Select an item for which you will be quoting a price.",
+   "field": "",
+   "fieldname": "items",
+   "fieldtype": "Table",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Items",
+   "parent_field": "",
+   "parent_fieldname": "items",
+   "position": "Bottom",
+   "title": "Items"
+  },
+  {
+   "description": "You can select pre-populated Sales Taxes and Charges from here.",
+   "field": "",
+   "fieldname": "taxes",
+   "fieldtype": "Table",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Sales Taxes and Charges",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Sales Taxes and Charges"
+  }
+ ],
+ "title": "Quotation"
+}

erpnext/setup/form_tour/company/company.json

@@ -0,0 +1,67 @@
+{
+ "creation": "2021-11-24 10:17:18.534917",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "first_document": 1,
+ "idx": 0,
+ "include_name_field": 0,
+ "is_standard": 1,
+ "modified": "2021-11-24 15:38:21.026582",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Company",
+ "owner": "Administrator",
+ "reference_doctype": "Company",
+ "save_on_complete": 0,
+ "steps": [
+  {
+   "description": "This is the default currency for this company.",
+   "field": "",
+   "fieldname": "default_currency",
+   "fieldtype": "Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Default Currency",
+   "parent_field": "",
+   "position": "Right",
+   "title": "Default Currency"
+  },
+  {
+   "description": "Here, you can add multiple addresses of the company",
+   "field": "",
+   "fieldname": "company_info",
+   "fieldtype": "Section Break",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Address & Contact",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Address & Contact"
+  },
+  {
+   "description": "Here, you can set default Accounts, which will ease the creation of accounting entries.",
+   "field": "",
+   "fieldname": "default_settings",
+   "fieldtype": "Section Break",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Accounts Settings",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Accounts Settings"
+  },
+  {
+   "description": "This setting is recommended if you wish to track the real-time stock balance in your books of account. This will allow the creation of a General Ledger entry for every stock transaction.",
+   "field": "",
+   "fieldname": "enable_perpetual_inventory",
+   "fieldtype": "Check",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Enable Perpetual Inventory",
+   "parent_field": "",
+   "position": "Right",
+   "title": "Enable Perpetual Inventory"
+  }
+ ],
+ "title": "Company"
+}

erpnext/setup/module_onboarding/home/home.json

@@ -0,0 +1,62 @@
+{
+ "allow_roles": [
+  {
+   "role": "Accounts Manager"
+  },
+  {
+   "role": "Stock Manager"
+  },
+  {
+   "role": "Sales Manager"
+  },
+  {
+   "role": "Purchase Manager"
+  },
+  {
+   "role": "Manufacturing Manager"
+  },
+  {
+   "role": "Item Manager"
+  }
+ ],
+ "creation": "2021-11-22 12:19:15.888642",
+ "docstatus": 0,
+ "doctype": "Module Onboarding",
+ "documentation_url": "https://docs.erpnext.com/docs/v13/user/manual/en/setting-up/company-setup",
+ "idx": 0,
+ "is_complete": 0,
+ "modified": "2021-12-15 14:23:52.460913",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Home",
+ "owner": "Administrator",
+ "steps": [
+  {
+   "step": "Company Set Up"
+  },
+  {
+   "step": "Navigation Help"
+  },
+  {
+   "step": "Data import"
+  },
+  {
+   "step": "Create an Item"
+  },
+  {
+   "step": "Create a Customer"
+  },
+  {
+   "step": "Create a Supplier"
+  },
+  {
+   "step": "Create a Quotation"
+  },
+  {
+   "step": "Letterhead"
+  }
+ ],
+ "subtitle": "Company, Item, Customer, Supplier, Navigation Help, Data Import, Letter Head, Quotation",
+ "success_message": "Masters are all set up!",
+ "title": "Let's Set Up Some Masters"
+}

erpnext/setup/onboarding_step/company_set_up/company_set_up.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let's review your Company",
+ "creation": "2021-11-22 11:55:48.931427",
+ "description": "# Set Up a Company\n\nA company is a legal entity for which you will set up your books of account and create accounting transactions. In ERPNext, you can create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company.\n",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-12-15 14:22:18.317423",
+ "modified_by": "Administrator",
+ "name": "Company Set Up",
+ "owner": "Administrator",
+ "reference_document": "Company",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Set Up a Company",
+ "validate_action": 1
+}

erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create your first Customer",
+ "creation": "2020-05-14 17:46:41.831517",
+ "description": "# Create a Customer\n\nThe Customer master is at the heart of your sales transactions. Customers are linked in Quotations, Sales Orders, Invoices, and Payments. Customers can be either numbered or identified by name (you would typically do this based on the number of customers you have).\n\nThrough Customer\u2019s master, you can effectively track essentials like:\n - Customer\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-12-15 14:20:31.197564",
+ "modified_by": "Administrator",
+ "name": "Create a Customer",
+ "owner": "Administrator",
+ "reference_document": "Customer",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Manage Customers",
+ "validate_action": 1
+}

erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create your first Quotation",
+ "creation": "2020-06-01 13:34:58.958641",
+ "description": "# Create a Quotation\n\nLet\u2019s get started with business transactions by creating your first Quotation. You can create a Quotation for an existing customer or a prospect. It will be an approved document, with items you sell and the proposed price + taxes applied. After completing the instructions, you will get a Quotation in a ready to share print format.",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-12-15 14:21:31.675330",
+ "modified_by": "Administrator",
+ "name": "Create a Quotation",
+ "owner": "Administrator",
+ "reference_document": "Quotation",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Create your first Quotation",
+ "validate_action": 1
+}

erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create your first Supplier",
+ "creation": "2020-05-14 22:09:10.043554",
+ "description": "# Create a Supplier\n\nAlso known as Vendor, is a master at the center of your purchase transactions. Suppliers are linked in Request for Quotation, Purchase Orders, Receipts, and Payments. Suppliers can be either numbered or identified by name.\n\nThrough Supplier\u2019s master, you can effectively track essentials like:\n - Supplier\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-12-15 14:21:23.518301",
+ "modified_by": "Administrator",
+ "name": "Create a Supplier",
+ "owner": "Administrator",
+ "reference_document": "Supplier",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Manage Suppliers",
+ "validate_action": 1
+}