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Merge pull request #269 from 18alantom/make-onboarding-completeable
fix: make onboarding completable
This commit is contained in:
Alan
GitHub
commit
46af6cebc4
@ -5,52 +5,62 @@ export default {
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{
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fieldname: 'onboardingComplete',
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label: 'Onboarding Complete',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'companySetup',
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label: 'Company Setup',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'systemSetup',
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label: 'System Setup',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'invoiceSetup',
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label: 'Invoice Setup',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'itemCreated',
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label: 'Item Created',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'customerCreated',
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label: 'Customer Created',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'supplierCreated',
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label: 'Supplier Created',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'invoiceCreated',
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label: 'Invoice Created',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'billCreated',
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label: 'Bill Created',
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fieldtype: 'Check'
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fieldtype: 'Check',
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},
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{
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fieldname: 'chartOfAccountsReviewed',
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label: 'Chart Of Accounts Reviewed',
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fieldtype: 'Check'
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}
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]
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fieldtype: 'Check',
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},
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{
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fieldname: 'openingBalanceChecked',
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label: 'Opening Balances',
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fieldtype: 'Check',
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},
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{
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fieldname: 'taxesAdded',
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label: 'Add Taxes',
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fieldtype: 'Check',
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},
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],
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};
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@ -18,7 +18,16 @@
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:key="item.label"
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>
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<div
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class="flex flex-col justify-between h-full p-6 border rounded-lg cursor-pointer hover:shadow-md"
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class="
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flex flex-col
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justify-between
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h-full
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p-6
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border
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rounded-lg
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cursor-pointer
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hover:shadow-md
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"
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@mouseenter="() => (activeCard = item.key)"
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@mouseleave="() => (activeCard = null)"
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>
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@ -47,16 +56,7 @@
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v-if="item.action"
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class="leading-tight"
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type="primary"
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v-on="
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item.action
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? {
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click: () => {
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item.action();
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activeCard = null;
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}
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}
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: null
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"
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@click="handleAction(item)"
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>
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<span class="text-base text-white">
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{{ item.actionLabel || _('Setup') }}
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@ -66,7 +66,7 @@
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v-if="item.documentation"
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class="leading-tight"
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:class="{ 'ml-4': item.action }"
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@click="visitLink(item.documentation)"
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@click="handleDocumentation(item)"
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>
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<span class="text-base">
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{{ _('Documentation') }}
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@ -97,7 +97,7 @@ export default {
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components: {
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PageHeader,
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Button,
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Icon
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Icon,
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},
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computed: {
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sections() {
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@ -113,7 +113,10 @@ export default {
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icon: 'general',
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description:
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'Setup your company information, email, country and fiscal year',
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fieldname: 'companySetup'
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fieldname: 'companySetup',
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action() {
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openSettings('General');
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},
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},
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{
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key: 'System',
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@ -124,7 +127,7 @@ export default {
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fieldname: 'systemSetup',
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action() {
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openSettings('System');
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}
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},
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},
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{
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key: 'Invoice',
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@ -135,9 +138,9 @@ export default {
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fieldname: 'invoiceSetup',
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action() {
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openSettings('Invoice');
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}
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}
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]
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},
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},
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],
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},
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{
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label: _('Accounts'),
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@ -151,32 +154,33 @@ export default {
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'Review your chart of accounts, add any account or tax heads as needed',
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action: () => {
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routeTo('/chart-of-accounts');
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this.updateChecks({ chartOfAccountsReviewed: 1 });
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},
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fieldname: 'chartOfAccountsReviewed',
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documentation:
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'https://frappebooks.com/docs/setting-up#1-enter-bank-accounts'
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'https://frappebooks.com/docs/setting-up#1-enter-bank-accounts',
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},
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{
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key: 'Opening Balances',
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label: _('Opening Balances'),
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icon: 'opening-ac',
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fieldname: 'openingBalanceChecked',
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description:
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'Setup your opening balances before performing any accounting entries',
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documentation:
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'https://frappebooks.com/docs/setting-up#5-setup-opening-balances'
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'https://frappebooks.com/docs/setting-up#5-setup-opening-balances',
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},
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{
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key: 'Add Taxes',
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label: _('Add Taxes'),
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icon: 'percentage',
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fieldname: 'taxesAdded',
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description:
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'Setup your tax templates for your sales or purchase transactions',
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action: () => routeTo('/list/Tax'),
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documentation:
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'https://frappebooks.com/docs/setting-up#2-add-taxes'
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}
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]
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'https://frappebooks.com/docs/setting-up#2-add-taxes',
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},
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],
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},
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{
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label: _('Sales'),
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@ -191,7 +195,7 @@ export default {
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action: () => routeTo('/list/Item'),
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fieldname: 'itemCreated',
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documentation:
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'https://frappebooks.com/docs/setting-up#3-add-items'
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'https://frappebooks.com/docs/setting-up#3-add-items',
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},
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{
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key: 'Add Customers',
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@ -201,7 +205,7 @@ export default {
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action: () => routeTo('/list/Customer'),
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fieldname: 'customerCreated',
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documentation:
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'https://frappebooks.com/docs/setting-up#4-add-customers'
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'https://frappebooks.com/docs/setting-up#4-add-customers',
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},
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{
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key: 'Create Invoice',
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@ -211,9 +215,9 @@ export default {
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'Create your first invoice and mail it to your customer',
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action: () => routeTo('/list/SalesInvoice'),
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fieldname: 'invoiceCreated',
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documentation: 'https://frappebooks.com/docs/invoices'
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}
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]
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documentation: 'https://frappebooks.com/docs/invoices',
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},
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],
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},
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{
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label: _('Purchase'),
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@ -226,7 +230,7 @@ export default {
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description:
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'Add products or services that you buy from your suppliers',
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action: () => routeTo('/list/Item'),
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fieldname: 'itemCreated'
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fieldname: 'itemCreated',
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},
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{
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key: 'Add Suppliers',
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@ -234,7 +238,7 @@ export default {
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icon: 'supplier',
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description: 'Add a few suppliers to create your first bill',
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action: () => routeTo('/list/Supplier'),
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fieldname: 'supplierCreated'
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fieldname: 'supplierCreated',
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},
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{
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key: 'Create Bill',
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@ -244,16 +248,16 @@ export default {
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'Create your first bill and mail it to your supplier',
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action: () => routeTo('/list/PurchaseInvoice'),
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fieldname: 'billCreated',
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documentation: 'https://frappebooks.com/docs/bills'
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}
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]
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}
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documentation: 'https://frappebooks.com/docs/bills',
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},
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],
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},
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];
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}
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},
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},
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data() {
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return {
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activeCard: null
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activeCard: null,
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};
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},
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async activated() {
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@ -261,9 +265,61 @@ export default {
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this.checkForCompletedTasks();
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},
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methods: {
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async handleDocumentation({ key, documentation }) {
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if (documentation) {
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ipcRenderer.send(IPC_MESSAGES.OPEN_EXTERNAL, documentation);
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}
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switch (key) {
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case 'Opening Balances':
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await this.updateChecks({ openingBalanceChecked: 1 });
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break;
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}
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},
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async handleAction({ key, action }) {
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if (action) {
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action();
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this.activeCard = null;
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}
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switch (key) {
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case 'General':
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await this.updateChecks({ companySetup: 1 });
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break;
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case 'System':
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await this.updateChecks({ systemSetup: 1 });
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break;
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case 'Review Accounts':
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await this.updateChecks({ chartOfAccountsReviewed: 1 });
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break;
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case 'Add Taxes':
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await this.updateChecks({ taxesAdded: 1 });
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break;
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}
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},
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async checkIsOnboardingComplete() {
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if (frappe.GetStarted.onboardingComplete) {
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return true;
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}
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const meta = await frappe.getMeta('GetStarted');
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const doc = await frappe.getSingle('GetStarted');
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const onboardingComplete = !!meta.fields
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.filter(({ fieldname }) => fieldname !== 'onboardingComplete')
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.map(({ fieldname }) => doc.get(fieldname))
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.every(Boolean);
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if (onboardingComplete) {
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await this.updateChecks({ onboardingComplete });
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const systemSettings = await frappe.getSingle('SystemSettings');
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await systemSettings.update({ hideGetStarted: 1 });
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}
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return onboardingComplete;
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},
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async checkForCompletedTasks() {
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let toUpdate = {};
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if (frappe.GetStarted.onboardingCompleted) {
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if (await this.checkIsOnboardingComplete()) {
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return;
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}
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@ -328,11 +384,6 @@ export default {
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await frappe.GetStarted.update(toUpdate);
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frappe.GetStarted = await frappe.getSingle('GetStarted');
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},
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visitLink(link) {
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if (link) {
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ipcRenderer.send(IPC_MESSAGES.OPEN_EXTERNAL, link);
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}
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},
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isCompleted(item) {
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return frappe.GetStarted.get(item.fieldname) || 0;
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},
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@ -347,14 +398,14 @@ export default {
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props: Object.assign(
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{
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name,
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size
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size,
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},
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this.$attrs
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)
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),
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});
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}
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},
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};
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}
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}
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},
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},
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};
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</script>
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@ -41,7 +41,6 @@ export default async function setupCompany(setupWizardValues) {
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await setupRegionalChanges(country);
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updateCompanyNameInConfig();
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await frappe.GetStarted.update({ systemSetup: 1, companySetup: 1 });
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await accountingSettings.update({ setupComplete: 1 });
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frappe.AccountingSettings = accountingSettings;
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}
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