brotherton-erpnext/erpnext/controllers/status_updater.py

# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt

from __future__ import unicode_literals
import frappe
from frappe.utils import flt, comma_or, nowdate, getdate
from frappe import _
from frappe.model.document import Document

class OverAllowanceError(frappe.ValidationError): pass

def validate_status(status, options):
	if status not in options:
		frappe.throw(_("Status must be one of {0}").format(comma_or(options)))

status_map = {
	"Lead": [
		["Lost Quotation", "has_lost_quotation"],
		["Opportunity", "has_opportunity"],
		["Quotation", "has_quotation"],
		["Converted", "has_customer"],
	],
	"Opportunity": [
		["Lost", "eval:self.status=='Lost'"],
		["Lost", "has_lost_quotation"],
		["Quotation", "has_active_quotation"],
		["Converted", "has_ordered_quotation"],
		["Closed", "eval:self.status=='Closed'"]
	],
	"Quotation": [
		["Draft", None],
		["Open", "eval:self.docstatus==1"],
		["Lost", "eval:self.status=='Lost'"],
		["Ordered", "has_sales_order"],
		["Cancelled", "eval:self.docstatus==2"],
	],
	"Sales Order": [
		["Draft", None],
		["To Deliver and Bill", "eval:self.per_delivered < 100 and self.per_billed < 100 and self.docstatus == 1"],
		["To Bill", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed < 100 and self.docstatus == 1"],
		["To Deliver", "eval:self.per_delivered < 100 and self.per_billed == 100 and self.docstatus == 1 and not self.skip_delivery_note"],
		["Completed", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed == 100 and self.docstatus == 1"],
		["Cancelled", "eval:self.docstatus==2"],
		["Closed", "eval:self.status=='Closed'"],
		["On Hold", "eval:self.status=='On Hold'"],
	],
	"Purchase Order": [
		["Draft", None],
		["To Receive and Bill", "eval:self.per_received < 100 and self.per_billed < 100 and self.docstatus == 1"],
		["To Bill", "eval:self.per_received >= 100 and self.per_billed < 100 and self.docstatus == 1"],
		["To Receive", "eval:self.per_received < 100 and self.per_billed == 100 and self.docstatus == 1"],
		["Completed", "eval:self.per_received >= 100 and self.per_billed == 100 and self.docstatus == 1"],
		["Delivered", "eval:self.status=='Delivered'"],
		["Cancelled", "eval:self.docstatus==2"],
		["On Hold", "eval:self.status=='On Hold'"],
		["Closed", "eval:self.status=='Closed'"],
	],
	"Delivery Note": [
		["Draft", None],
		["To Bill", "eval:self.per_billed < 100 and self.docstatus == 1"],
		["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
		["Cancelled", "eval:self.docstatus==2"],
		["Closed", "eval:self.status=='Closed'"],
	],
	"Purchase Receipt": [
		["Draft", None],
		["To Bill", "eval:self.per_billed < 100 and self.docstatus == 1"],
		["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
		["Cancelled", "eval:self.docstatus==2"],
		["Closed", "eval:self.status=='Closed'"],
	],
	"Purchase Invoice": [	
		["Draft", None],	
		["Submitted", "eval:self.docstatus==1"],	
		["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"],	
		["Return", "eval:self.is_return==1 and self.docstatus==1"],	
		["Debit Note Issued",	
			"eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"],	
		["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"],	
		["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"],	
		["Cancelled", "eval:self.docstatus==2"],	
	],
	"Material Request": [
		["Draft", None],
		["Stopped", "eval:self.status == 'Stopped'"],
		["Cancelled", "eval:self.docstatus == 2"],
		["Pending", "eval:self.status != 'Stopped' and self.per_ordered == 0 and self.docstatus == 1"],
		["Partially Ordered", "eval:self.status != 'Stopped' and self.per_ordered < 100 and self.per_ordered > 0 and self.docstatus == 1"],
		["Ordered", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'"],
		["Transferred", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Transfer'"],
		["Issued", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Issue'"],
		["Received", "eval:self.status != 'Stopped' and self.per_received == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'"],
		["Partially Received", "eval:self.status != 'Stopped' and self.per_received > 0 and self.per_received < 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'"],
		["Manufactured", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Manufacture'"]
	],
	"Bank Transaction": [
		["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
		["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
	]
}

class StatusUpdater(Document):
	"""
		Updates the status of the calling records
		Delivery Note: Update Delivered Qty, Update Percent and Validate over delivery
		Sales Invoice: Update Billed Amt, Update Percent and Validate over billing
		Installation Note: Update Installed Qty, Update Percent Qty and Validate over installation
	"""

	def update_prevdoc_status(self):
		self.update_qty()
		self.validate_qty()

	def set_status(self, update=False, status=None, update_modified=True):
		if self.is_new():
			if self.get('amended_from'):
				self.status = 'Draft'
			return

		if self.doctype in status_map:
			_status = self.status
			if status and update:
				self.db_set("status", status)

			sl = status_map[self.doctype][:]
			sl.reverse()
			for s in sl:
				if not s[1]:
					self.status = s[0]
					break
				elif s[1].startswith("eval:"):
					if frappe.safe_eval(s[1][5:], None, { "self": self.as_dict(), "getdate": getdate,
							"nowdate": nowdate, "get_value": frappe.db.get_value }):
						self.status = s[0]
						break
				elif getattr(self, s[1])():
					self.status = s[0]
					break

			if self.status != _status and self.status not in ("Cancelled", "Partially Ordered",
																"Ordered", "Issued", "Transferred"):
				self.add_comment("Label", _(self.status))

			if update:
				self.db_set('status', self.status, update_modified = update_modified)

	def validate_qty(self):
		"""Validates qty at row level"""
		self.item_allowance = {}
		self.global_qty_allowance = None
		self.global_amount_allowance = None

		for args in self.status_updater:
			if "target_ref_field" not in args:
				# if target_ref_field is not specified, the programmer does not want to validate qty / amount
				continue

			# get unique transactions to update
			for d in self.get_all_children():
				if hasattr(d, 'qty') and d.qty < 0 and not self.get('is_return'):
					frappe.throw(_("For an item {0}, quantity must be positive number").format(d.item_code))

				if hasattr(d, 'qty') and d.qty > 0 and self.get('is_return'):
					frappe.throw(_("For an item {0}, quantity must be negative number").format(d.item_code))

				if d.doctype == args['source_dt'] and d.get(args["join_field"]):
					args['name'] = d.get(args['join_field'])

					# get all qty where qty > target_field
					item = frappe.db.sql("""select item_code, `{target_ref_field}`,
						`{target_field}`, parenttype, parent from `tab{target_dt}`
						where `{target_ref_field}` < `{target_field}`
						and name=%s and docstatus=1""".format(**args),
						args['name'], as_dict=1)
					if item:
						item = item[0]
						item['idx'] = d.idx
						item['target_ref_field'] = args['target_ref_field'].replace('_', ' ')

						# if not item[args['target_ref_field']]:
						# 	msgprint(_("Note: System will not check over-delivery and over-booking for Item {0} as quantity or amount is 0").format(item.item_code))
						if args.get('no_allowance'):
							item['reduce_by'] = item[args['target_field']] - item[args['target_ref_field']]
							if item['reduce_by'] > .01:
								self.limits_crossed_error(args, item, "qty")

						elif item[args['target_ref_field']]:
							self.check_overflow_with_allowance(item, args)

	def check_overflow_with_allowance(self, item, args):
		"""
			Checks if there is overflow condering a relaxation allowance
		"""
		qty_or_amount = "qty" if "qty" in args['target_ref_field'] else "amount"

		# check if overflow is within allowance
		allowance, self.item_allowance, self.global_qty_allowance, self.global_amount_allowance = \
			get_allowance_for(item['item_code'], self.item_allowance,
				self.global_qty_allowance, self.global_amount_allowance, qty_or_amount)

		overflow_percent = ((item[args['target_field']] - item[args['target_ref_field']]) /
		 	item[args['target_ref_field']]) * 100

		if overflow_percent - allowance > 0.01:
			item['max_allowed'] = flt(item[args['target_ref_field']] * (100+allowance)/100)
			item['reduce_by'] = item[args['target_field']] - item['max_allowed']

			self.limits_crossed_error(args, item, qty_or_amount)

	def limits_crossed_error(self, args, item, qty_or_amount):
		'''Raise exception for limits crossed'''
		if qty_or_amount == "qty":
			action_msg = _('To allow over receipt / delivery, update "Over Receipt/Delivery Allowance" in Stock Settings or the Item.')
		else:
			action_msg = _('To allow over billing, update "Over Billing Allowance" in Accounts Settings or the Item.')

		frappe.throw(_('This document is over limit by {0} {1} for item {4}. Are you making another {3} against the same {2}?')
			.format(
				frappe.bold(_(item["target_ref_field"].title())),
				frappe.bold(item["reduce_by"]),
				frappe.bold(_(args.get('target_dt'))),
				frappe.bold(_(self.doctype)),
				frappe.bold(item.get('item_code'))
			) + '<br><br>' + action_msg, OverAllowanceError, title = _('Limit Crossed'))

	def update_qty(self, update_modified=True):
		"""Updates qty or amount at row level

			:param update_modified: If true, updates `modified` and `modified_by` for target parent doc
		"""
		for args in self.status_updater:
			# condition to include current record (if submit or no if cancel)
			if self.docstatus == 1:
				args['cond'] = ' or parent="%s"' % self.name.replace('"', '\"')
			else:
				args['cond'] = ' and parent!="%s"' % self.name.replace('"', '\"')

			self._update_children(args, update_modified)

			if "percent_join_field" in args:
				self._update_percent_field_in_targets(args, update_modified)

	def _update_children(self, args, update_modified):
		"""Update quantities or amount in child table"""
		for d in self.get_all_children():
			if d.doctype != args['source_dt']:
				continue

			self._update_modified(args, update_modified)

			# updates qty in the child table
			args['detail_id'] = d.get(args['join_field'])

			args['second_source_condition'] = ""
			if args.get('second_source_dt') and args.get('second_source_field') \
					and args.get('second_join_field'):
				if not args.get("second_source_extra_cond"):
					args["second_source_extra_cond"] = ""

				args['second_source_condition'] = """ + ifnull((select sum(%(second_source_field)s)
					from `tab%(second_source_dt)s`
					where `%(second_join_field)s`="%(detail_id)s"
					and (`tab%(second_source_dt)s`.docstatus=1) %(second_source_extra_cond)s), 0) """ % args

			if args['detail_id']:
				if not args.get("extra_cond"): args["extra_cond"] = ""

				frappe.db.sql("""update `tab%(target_dt)s`
					set %(target_field)s = (
						(select ifnull(sum(%(source_field)s), 0)
							from `tab%(source_dt)s` where `%(join_field)s`="%(detail_id)s"
							and (docstatus=1 %(cond)s) %(extra_cond)s)
						%(second_source_condition)s
					)
					%(update_modified)s
					where name='%(detail_id)s'""" % args)

	def _update_percent_field_in_targets(self, args, update_modified=True):
		"""Update percent field in parent transaction"""
		distinct_transactions = set([d.get(args['percent_join_field'])
			for d in self.get_all_children(args['source_dt'])])

		for name in distinct_transactions:
			if name:
				args['name'] = name
				self._update_percent_field(args, update_modified)

	def _update_percent_field(self, args, update_modified=True):
		"""Update percent field in parent transaction"""

		self._update_modified(args, update_modified)

		if args.get('target_parent_field'):
			frappe.db.sql("""update `tab%(target_parent_dt)s`
				set %(target_parent_field)s = round(
					ifnull((select
						ifnull(sum(if(abs(%(target_ref_field)s) > abs(%(target_field)s), abs(%(target_field)s), abs(%(target_ref_field)s))), 0)
						/ sum(abs(%(target_ref_field)s)) * 100
					from `tab%(target_dt)s` where parent="%(name)s" having sum(abs(%(target_ref_field)s)) > 0), 0), 6)
					%(update_modified)s
				where name='%(name)s'""" % args)

			# update field
			if args.get('status_field'):
				frappe.db.sql("""update `tab%(target_parent_dt)s`
					set %(status_field)s = if(%(target_parent_field)s<0.001,
						'Not %(keyword)s', if(%(target_parent_field)s>=99.999999,
						'Fully %(keyword)s', 'Partly %(keyword)s'))
					where name='%(name)s'""" % args)

			if update_modified:
				target = frappe.get_doc(args["target_parent_dt"], args["name"])
				target.set_status(update=True)
				target.notify_update()

	def _update_modified(self, args, update_modified):
		args['update_modified'] = ''
		if update_modified:
			args['update_modified'] = ', modified = now(), modified_by = {0}'\
				.format(frappe.db.escape(frappe.session.user))

	def update_billing_status_for_zero_amount_refdoc(self, ref_dt):
		ref_fieldname = frappe.scrub(ref_dt)

		ref_docs = [item.get(ref_fieldname) for item in (self.get('items') or []) if item.get(ref_fieldname)]
		if not ref_docs:
			return

		zero_amount_refdocs = frappe.db.sql_list("""
			SELECT
				name
			from
				`tab{ref_dt}`
			where
				docstatus = 1
				and base_net_total = 0
				and name in %(ref_docs)s
		""".format(ref_dt=ref_dt), {
			'ref_docs': ref_docs
		})

		if zero_amount_refdocs:
			self.update_billing_status(zero_amount_refdocs, ref_dt, ref_fieldname)

	def update_billing_status(self, zero_amount_refdoc, ref_dt, ref_fieldname):
		for ref_dn in zero_amount_refdoc:
			ref_doc_qty = flt(frappe.db.sql("""select ifnull(sum(qty), 0) from `tab%s Item`
				where parent=%s""" % (ref_dt, '%s'), (ref_dn))[0][0])

			billed_qty = flt(frappe.db.sql("""select ifnull(sum(qty), 0)
				from `tab%s Item` where %s=%s and docstatus=1""" %
				(self.doctype, ref_fieldname, '%s'), (ref_dn))[0][0])

			per_billed = (min(ref_doc_qty, billed_qty) / ref_doc_qty) * 100

			ref_doc = frappe.get_doc(ref_dt, ref_dn)

			ref_doc.db_set("per_billed", per_billed)
			ref_doc.set_status(update=True)

def get_allowance_for(item_code, item_allowance={}, global_qty_allowance=None, global_amount_allowance=None, qty_or_amount="qty"):
	"""
		Returns the allowance for the item, if not set, returns global allowance
	"""
	if qty_or_amount == "qty":
		if item_allowance.get(item_code, frappe._dict()).get("qty"):
			return item_allowance[item_code].qty, item_allowance, global_qty_allowance, global_amount_allowance
	else:
		if item_allowance.get(item_code, frappe._dict()).get("amount"):
			return item_allowance[item_code].amount, item_allowance, global_qty_allowance, global_amount_allowance

	qty_allowance, over_billing_allowance = \
		frappe.db.get_value('Item', item_code, ['over_delivery_receipt_allowance', 'over_billing_allowance'])

	if qty_or_amount == "qty" and not qty_allowance:
		if global_qty_allowance == None:
			global_qty_allowance = flt(frappe.db.get_single_value('Stock Settings', 'over_delivery_receipt_allowance'))
		qty_allowance = global_qty_allowance
	elif qty_or_amount == "amount" and not over_billing_allowance:
		if global_amount_allowance == None:
			global_amount_allowance = flt(frappe.db.get_single_value('Accounts Settings', 'over_billing_allowance'))
		over_billing_allowance = global_amount_allowance

	if qty_or_amount == "qty":
		allowance = qty_allowance
		item_allowance.setdefault(item_code, frappe._dict()).setdefault("qty", qty_allowance)
	else:
		allowance = over_billing_allowance
		item_allowance.setdefault(item_code, frappe._dict()).setdefault("amount", over_billing_allowance)

	return allowance, item_allowance, global_qty_allowance, global_amount_allowance