fix: include name field and onboarding for print format, report

This commit is contained in:
Jannat Patel 2021-11-24 19:18:27 +05:30
commit 945084e195
10 changed files with 164 additions and 30 deletions

View file

@ -6,7 +6,7 @@
"idx": 0,
"include_name_field": 1,
"is_standard": 1,
"modified": "2021-11-24 12:35:44.895630",
"modified": "2021-11-24 17:25:18.317075",
"modified_by": "Administrator",
"module": "Core",
"name": "Doctype",
@ -47,7 +47,7 @@
"is_table_field": 0,
"label": "Fields",
"parent_field": "",
"position": "Bottom",
"position": "Top",
"title": "Fields"
}
],

View file

@ -2,9 +2,11 @@
"creation": "2021-11-23 12:22:32.922700",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 0,
"is_standard": 1,
"modified": "2021-11-23 12:28:09.923397",
"modified": "2021-11-24 19:15:34.244244",
"modified_by": "Administrator",
"module": "Custom",
"name": "Custom Field",
@ -36,18 +38,6 @@
"position": "Right",
"title": "Label"
},
{
"description": "Select an appropriate Field Type that suits your requirements",
"field": "",
"fieldname": "fieldtype",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Field Type",
"parent_field": "",
"position": "Left",
"title": "Field Type"
},
{
"description": "Select the label after which you want to insert new field.",
"field": "",
@ -60,6 +50,18 @@
"position": "Right",
"title": "Insert After"
},
{
"description": "Select an appropriate Field Type that suits your requirements",
"field": "",
"fieldname": "fieldtype",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Field Type",
"parent_field": "",
"position": "Left",
"title": "Field Type"
},
{
"description": "Check this to make it a mandatory field",
"field": "",

View file

@ -10,7 +10,7 @@
"documentation_url": "https://docs.erpnext.com/docs/v13/user/manual/en/customize-erpnext",
"idx": 0,
"is_complete": 0,
"modified": "2021-11-23 15:04:15.826436",
"modified": "2021-11-24 17:04:31.523715",
"modified_by": "Administrator",
"module": "Custom",
"name": "Customization",
@ -33,6 +33,9 @@
},
{
"step": "Print Format"
},
{
"step": "Report Builder"
}
],
"subtitle": "Custom Field, Custom Doctype, Naming Series, Role Permission, Workflow, Print Formats, Reports",

View file

@ -8,7 +8,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-11-23 13:57:45.091427",
"modified": "2021-11-24 15:04:14.662684",
"modified_by": "Administrator",
"name": "Naming Series",
"owner": "Administrator",

View file

@ -0,0 +1,22 @@
{
"action": "Watch Video",
"action_label": "Learn more about Report Builders",
"creation": "2021-11-24 17:04:18.762838",
"description": "In each module, you will find a host of single-click reports, ranging from financial statements to sales and purchase analytics and stock tracking reports. If a required new report is not available out-of-the-box, you can create custom reports in ERPNext by pulling values from the same multiple ERPNext tables.\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-11-24 17:04:18.762838",
"modified_by": "Administrator",
"name": "Report Builder",
"owner": "Administrator",
"reference_document": "Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Generate Custom Reports",
"validate_action": 1,
"video_url": "https://youtu.be/TxJGUNarcQs"
}

View file

@ -8,7 +8,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-11-23 14:00:27.208500",
"modified": "2021-11-24 15:04:14.615232",
"modified_by": "Administrator",
"name": "Role Permissions",
"owner": "Administrator",

View file

@ -8,7 +8,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-11-23 13:58:58.530044",
"modified": "2021-11-24 15:04:14.632144",
"modified_by": "Administrator",
"name": "Workflows",
"owner": "Administrator",

View file

@ -1,6 +1,6 @@
{
"charts": [],
"content": "[{\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Customize Form\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Custom Role\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Client Script\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Server Script\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Dashboards\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Form Customization\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Other\", \"col\": 4}}]",
"content": "[{\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Customization\",\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"Your Shortcuts\\n\\t\\t\\t\\n\\t\\t\\n\\t\\t\\t\\n\\t\\t\\n\\t\\t\\t\\n\\t\\t\",\"level\":4,\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customize Form\",\"col\":4}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Custom Role\",\"col\":4}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Client Script\",\"col\":4}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Server Script\",\"col\":4}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\\n\\t\\t\\t\\n\\t\\t\\n\\t\\t\\t\\n\\t\\t\\n\\t\\t\\t\\n\\t\\t\",\"level\":4,\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Dashboards\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Form Customization\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Other\",\"col\":4}}]",
"creation": "2020-03-02 15:15:03.839594",
"docstatus": 0,
"doctype": "Workspace",
@ -123,7 +123,7 @@
"type": "Link"
}
],
"modified": "2021-08-05 12:15:57.486113",
"modified": "2021-11-24 16:20:03.500885",
"modified_by": "Administrator",
"module": "Custom",
"name": "Customization",

View file

@ -0,0 +1,94 @@
{
"creation": "2021-11-24 17:31:44.978996",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 1,
"is_standard": 1,
"modified": "2021-11-24 17:58:00.807972",
"modified_by": "Administrator",
"module": "Printing",
"name": "Print Format",
"owner": "Administrator",
"reference_doctype": "Print Format",
"save_on_complete": 1,
"steps": [
{
"description": "Select a Doctype for which you want to create a Print Format",
"field": "",
"fieldname": "doc_type",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "DocType",
"parent_field": "",
"position": "Right",
"title": "Doctype"
},
{
"description": "You can modify the style of the Print Format from this section",
"field": "",
"fieldname": "section_break_9",
"fieldtype": "Section Break",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Style Settings",
"parent_field": "",
"position": "Top",
"title": "Style Settings"
},
{
"description": "You can add custom css for your Print Format from this section",
"field": "",
"fieldname": "css",
"fieldtype": "Code",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Custom CSS",
"parent_field": "",
"position": "Top",
"title": "Custom CSS"
},
{
"description": "Check this if you want to add custom Jinja Code or JavaScript to your Print Format",
"field": "",
"fieldname": "custom_format",
"fieldtype": "Check",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Custom Format",
"next_step_condition": "eval: doc.custom_format",
"parent_field": "",
"position": "Left",
"title": "Custom Format"
},
{
"description": "Select the type of Print Format",
"field": "",
"fieldname": "print_format_type",
"fieldtype": "Select",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Print Format Type",
"next_step_condition": "eval: doc.custom_format",
"parent_field": "",
"position": "Right",
"title": "Print Format Type"
},
{
"description": "Enter the code based on the Print Format Type you selected above",
"field": "",
"fieldname": "html",
"fieldtype": "Code",
"has_next_condition": 1,
"is_table_field": 0,
"label": "HTML",
"next_step_condition": "eval:doc.html",
"parent_field": "",
"position": "Right",
"title": "Code"
}
],
"title": "Print Format"
}

View file

@ -46,10 +46,23 @@ frappe.ui.form.FormTour = class FormTour {
if (on_finish) this.on_finish = on_finish;
this.init_driver();
if (this.tour.include_name_field)
this.include_name_field();
this.build_steps();
this.update_driver_steps();
}
include_name_field() {
const name_step = {
"description": "Enter a name",
"fieldname": "__newname",
"title": "Name",
"position": "right",
"is_table_field": 0
};
this.tour.steps.unshift(name_step);
}
build_steps() {
this.driver_steps = [];
this.tour.steps.forEach((step) => {
@ -68,7 +81,7 @@ frappe.ui.form.FormTour = class FormTour {
if (step.fieldtype == 'Table') this.handle_table_step(step);
if (step.is_table_field) this.handle_child_table_step(step);
//if (step.fieldtype == 'Attach Image') this.handle_attach_image_steps(step);
if (step.fieldtype == 'Attach Image') this.handle_attach_image_steps(step);
});
if (this.tour.save_on_complete) {
@ -266,10 +279,8 @@ frappe.ui.form.FormTour = class FormTour {
handle_attach_image_steps() {
$('.btn-attach').one('click', () => {
frappe.utils.sleep(300)
setTimeout(() => {
const modal_element = $(".file-uploader").closest(".modal-content");
modal_element.css("z-index", "1000004 !important");
const attach_dialog_step = {
element: modal_element[0],
allowClose: false,
@ -284,12 +295,14 @@ frappe.ui.form.FormTour = class FormTour {
this.driver_steps.splice(this.driver.currentStep + 1, 0, attach_dialog_step);
this.update_driver_steps(); // need to define again, since driver.js only considers steps which are inside DOM
frappe.utils.sleep(300).then(() => this.driver.start(this.driver.currentStep + 1));
}, 1000);
modal_element.on('hidden.bs.modal', () => {
this.driver.moveNext();
})
})
this.driver.overlay.refresh();
modal_element.closest('.modal').on('hidden.bs.modal', () => {
this.driver.moveNext();
});
}, 500);
});
}
};