Installation & Configuration

1. Installation

To install Midocean Theme on your Frappe bench, follow these standard commands.

Prerequisites

Frappe Framework (v15+)
ERPNext (Installed and setup)

Install Command

bench get-app https://github.com/Midocean-Technologies/midocean_theme.git
bench install-app midocean_theme
bench migrate

Automated Setup Commands

You can automate the setup process using the following bench commands. Replace [your-site-name] with your actual site name.

1. Run Setup Wizard Configures the company, plan, and language.

bench --site [your-site-name] execute midocean_theme.utils.api.run_setup_wizard --kwargs "{'company_name': 'Midocean Technologies', 'plan': 'Starter', 'language': 'en'}"

2. Setup Email Account Configures the default outgoing email.

bench --site [your-site-name] execute midocean_theme.utils.api.setup_email_account --kwargs "{'email': 'admin@midocean.tech', 'password': 'YOUR_PASSWORD'}"

3. Create Client User Creates the initial system manager or client user.

bench --site [your-site-name] execute midocean_theme.utils.api.create_client_user --kwargs "{'email': 'manager@midocean.tech', 'full_name': 'Midocean Admin'}"

2. Post-Installation Configuration

After installation, the theme applies automatically.

Configuration Options

Onboarding Control

The theme includes a custom onboarding wizard. You can control which steps are shown to users.

Onboarding Steps (Table): Define the general setup steps (e.g., "Fiscal Year", "Company Logo").
- Add or remove rows to customize the wizard.
- Re-order rows to change the sequence.
Module Onboarding Steps (Table): Define specific steps for individual modules if required.

System Flags

First Transaction Done: This checkbox is used by the system to determine if the "Get Started" overlays should still be shown.
- Unchecked: The system assumes a fresh site and may show guides.
- Checked: The system assumes the site is live and hides setup prompts.

3. Role Profiles

Midocean Theme introduces simplified Role Profiles to make user management easier.

Starter Profile (Standard Access)
- Best for: Standard users and operational staff.
- Includes: Comprehensive access to 5 core modules:
  1. Sales
  2. Purchase
  3. HR
  4. Accounts
  5. Inventory
- Benefit: Grants all necessary day-to-day permissions in a single click.
Pro Profile: Assign this to managers who need higher-level access.

To assign: Go to User list > Select User > Role Profile field.