2015-03-03 09:25:30 +00:00
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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2014-01-28 12:13:10 +00:00
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# License: GNU General Public License v3. See license.txt
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2018-06-05 05:57:53 +00:00
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import frappe
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2014-09-10 11:41:30 +00:00
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from frappe import _, msgprint, scrub
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2017-07-12 10:15:32 +00:00
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from frappe.contacts.doctype.address.address import (
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get_address_display,
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get_company_address,
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get_default_address,
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2021-09-02 11:14:59 +00:00
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)
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2020-03-31 11:58:43 +00:00
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from frappe.contacts.doctype.contact.contact import get_contact_details
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2018-12-19 14:26:42 +00:00
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from frappe.core.doctype.user_permission.user_permission import get_permitted_documents
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2017-06-22 11:07:04 +00:00
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from frappe.model.utils import get_fetch_values
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2018-03-13 10:31:11 +00:00
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from frappe.utils import (
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add_days,
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2021-08-06 18:23:16 +00:00
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add_months,
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add_years,
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cint,
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cstr,
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2018-03-13 10:31:11 +00:00
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date_diff,
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2021-08-06 18:23:16 +00:00
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flt,
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formatdate,
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get_last_day,
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get_timestamp,
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2021-09-02 11:14:59 +00:00
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getdate,
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2021-08-06 18:23:16 +00:00
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nowdate,
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2017-07-12 10:15:32 +00:00
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)
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2021-09-02 11:14:59 +00:00
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2017-05-24 07:11:14 +00:00
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import erpnext
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2019-01-22 18:58:37 +00:00
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from erpnext import get_company_currency
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2017-05-24 07:11:14 +00:00
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from erpnext.accounts.utils import get_fiscal_year
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2019-10-20 12:06:36 +00:00
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from erpnext.exceptions import InvalidAccountCurrency, PartyDisabled, PartyFrozen
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2017-08-02 21:20:35 +00:00
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2023-03-13 14:02:50 +00:00
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PURCHASE_TRANSACTION_TYPES = {"Purchase Order", "Purchase Receipt", "Purchase Invoice"}
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SALES_TRANSACTION_TYPES = {
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"Quotation",
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"Sales Order",
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"Delivery Note",
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"Sales Invoice",
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"POS Invoice",
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}
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TRANSACTION_TYPES = PURCHASE_TRANSACTION_TYPES | SALES_TRANSACTION_TYPES
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2014-01-28 12:13:10 +00:00
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2015-09-28 09:54:00 +00:00
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class DuplicatePartyAccountError(frappe.ValidationError):
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pass
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2022-03-28 13:22:46 +00:00
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2015-09-03 10:33:07 +00:00
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2014-02-14 10:17:51 +00:00
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@frappe.whitelist()
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2018-07-13 12:10:48 +00:00
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def get_party_details(
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party=None,
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account=None,
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party_type="Customer",
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company=None,
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posting_date=None,
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2019-01-24 11:45:38 +00:00
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bill_date=None,
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price_list=None,
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currency=None,
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doctype=None,
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ignore_permissions=False,
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fetch_payment_terms_template=True,
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2019-12-10 10:25:05 +00:00
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party_address=None,
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company_address=None,
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shipping_address=None,
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pos_profile=None,
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):
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2014-02-20 09:51:53 +00:00
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2015-04-01 18:08:13 +00:00
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if not party:
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return {}
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2015-06-08 06:56:52 +00:00
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if not frappe.db.exists(party_type, party):
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frappe.throw(_("{0}: {1} does not exists").format(party_type, party))
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2014-06-18 11:10:27 +00:00
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return _get_party_details(
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party,
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account,
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party_type,
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2019-01-24 11:45:38 +00:00
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company,
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posting_date,
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bill_date,
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price_list,
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currency,
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doctype,
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ignore_permissions,
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2019-12-10 10:25:05 +00:00
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fetch_payment_terms_template,
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party_address,
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company_address,
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shipping_address,
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pos_profile,
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)
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2022-03-28 13:22:46 +00:00
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2018-07-13 12:10:48 +00:00
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def _get_party_details(
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party=None,
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account=None,
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party_type="Customer",
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company=None,
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posting_date=None,
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2018-10-07 06:12:07 +00:00
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bill_date=None,
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price_list=None,
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currency=None,
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doctype=None,
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ignore_permissions=False,
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2020-02-18 06:58:41 +00:00
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fetch_payment_terms_template=True,
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party_address=None,
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company_address=None,
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shipping_address=None,
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pos_profile=None,
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):
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2019-12-10 10:25:05 +00:00
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party_details = frappe._dict(
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set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype)
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2022-03-28 13:22:46 +00:00
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)
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2019-12-10 10:25:05 +00:00
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party = party_details[party_type.lower()]
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2014-02-03 10:44:56 +00:00
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2021-02-01 15:06:15 +00:00
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if not ignore_permissions and not (
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frappe.has_permission(party_type, "read", party)
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or frappe.has_permission(party_type, "select", party)
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):
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2015-11-27 06:05:35 +00:00
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frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError)
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2014-02-03 10:44:56 +00:00
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2014-04-03 12:08:54 +00:00
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party = frappe.get_doc(party_type, party)
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2022-01-21 12:30:35 +00:00
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currency = party.get("default_currency") or currency or get_company_currency(company)
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2014-02-03 10:44:56 +00:00
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2019-12-10 10:25:05 +00:00
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party_address, shipping_address = set_address_details(
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party_details,
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party,
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party_type,
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doctype,
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company,
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party_address,
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company_address,
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shipping_address,
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)
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2020-03-31 11:58:43 +00:00
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set_contact_details(party_details, party, party_type)
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2019-12-10 10:25:05 +00:00
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set_other_values(party_details, party, party_type)
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set_price_list(party_details, party, party_type, price_list, pos_profile)
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2014-04-10 13:10:57 +00:00
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2021-11-30 15:04:53 +00:00
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tax_template = set_taxes(
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party.name,
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party_type,
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posting_date,
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company,
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customer_group=party_details.customer_group,
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supplier_group=party_details.supplier_group,
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tax_category=party_details.tax_category,
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billing_address=party_address,
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shipping_address=shipping_address,
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)
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if tax_template:
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party_details["taxes_and_charges"] = tax_template
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2018-07-13 12:10:48 +00:00
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2021-08-06 18:23:16 +00:00
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if cint(fetch_payment_terms_template):
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2020-10-27 07:48:30 +00:00
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party_details["payment_terms_template"] = get_payment_terms_template(
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party.name, party_type, company
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)
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2014-04-10 13:10:57 +00:00
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2019-12-10 10:25:05 +00:00
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if not party_details.get("currency"):
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party_details["currency"] = currency
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2014-04-10 13:10:57 +00:00
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2014-02-03 10:44:56 +00:00
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# sales team
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2014-01-28 12:13:10 +00:00
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if party_type == "Customer":
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2019-12-10 10:25:05 +00:00
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party_details["sales_team"] = [
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{
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2015-10-12 10:45:52 +00:00
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"sales_person": d.sales_person,
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2021-11-09 18:30:38 +00:00
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"allocated_percentage": d.allocated_percentage or None,
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"commission_rate": d.commission_rate,
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2014-04-03 12:08:54 +00:00
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}
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for d in party.get("sales_team")
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]
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2014-04-10 13:10:57 +00:00
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2018-08-01 12:15:05 +00:00
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# supplier tax withholding category
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if party_type == "Supplier" and party:
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2019-12-10 10:25:05 +00:00
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party_details["supplier_tds"] = frappe.get_value(
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party_type, party.name, "tax_withholding_category"
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)
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2018-08-01 12:15:05 +00:00
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2023-03-28 11:18:03 +00:00
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if not party_details.get("tax_category") and pos_profile:
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party_details["tax_category"] = frappe.get_value("POS Profile", pos_profile, "tax_category")
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2019-12-10 10:25:05 +00:00
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return party_details
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2014-02-03 10:44:56 +00:00
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2022-03-28 13:22:46 +00:00
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2019-12-10 10:25:05 +00:00
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def set_address_details(
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party_details,
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party,
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party_type,
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doctype=None,
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company=None,
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party_address=None,
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company_address=None,
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shipping_address=None,
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):
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2014-02-19 12:13:24 +00:00
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billing_address_field = (
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"customer_address" if party_type == "Lead" else party_type.lower() + "_address"
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2019-12-10 10:25:05 +00:00
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)
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party_details[billing_address_field] = party_address or get_default_address(
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party_type, party.name
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2022-03-28 13:22:46 +00:00
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)
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2017-10-02 10:29:27 +00:00
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if doctype:
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2019-12-10 10:25:05 +00:00
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party_details.update(
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get_fetch_values(doctype, billing_address_field, party_details[billing_address_field])
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2022-03-28 13:22:46 +00:00
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)
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2014-02-03 10:44:56 +00:00
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# address display
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2019-12-10 10:25:05 +00:00
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party_details.address_display = get_address_display(party_details[billing_address_field])
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2014-02-19 12:13:24 +00:00
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# shipping address
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if party_type in ["Customer", "Lead"]:
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2019-12-10 10:25:05 +00:00
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party_details.shipping_address_name = shipping_address or get_party_shipping_address(
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party_type, party.name
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)
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party_details.shipping_address = get_address_display(party_details["shipping_address_name"])
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2017-10-02 10:29:27 +00:00
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if doctype:
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2019-12-10 10:25:05 +00:00
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party_details.update(
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get_fetch_values(doctype, "shipping_address_name", party_details.shipping_address_name)
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2022-03-28 13:22:46 +00:00
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)
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2019-12-10 10:25:05 +00:00
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if company_address:
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2022-07-29 07:11:40 +00:00
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party_details.company_address = company_address
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2019-12-10 10:25:05 +00:00
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else:
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party_details.update(get_company_address(company))
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2017-06-22 11:07:04 +00:00
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2023-03-13 14:02:50 +00:00
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if doctype in SALES_TRANSACTION_TYPES and party_details.company_address:
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party_details.update(get_fetch_values(doctype, "company_address", party_details.company_address))
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2018-06-05 05:57:53 +00:00
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2023-03-13 14:02:50 +00:00
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if doctype in PURCHASE_TRANSACTION_TYPES:
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2022-07-29 07:11:40 +00:00
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if shipping_address:
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party_details.update(
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shipping_address=shipping_address,
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shipping_address_display=get_address_display(shipping_address),
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**get_fetch_values(doctype, "shipping_address", shipping_address)
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)
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2019-12-10 10:25:05 +00:00
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if party_details.company_address:
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2022-07-29 07:11:40 +00:00
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# billing address
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2019-12-10 10:25:05 +00:00
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party_details.update(
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2022-07-29 07:11:40 +00:00
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billing_address=party_details.company_address,
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billing_address_display=(
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party_details.company_address_display or get_address_display(party_details.company_address)
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),
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**get_fetch_values(doctype, "billing_address", party_details.company_address)
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2022-03-28 13:22:46 +00:00
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)
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2022-07-29 07:11:40 +00:00
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# shipping address - if not already set
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if not party_details.shipping_address:
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party_details.update(
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shipping_address=party_details.billing_address,
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shipping_address_display=party_details.billing_address_display,
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**get_fetch_values(doctype, "shipping_address", party_details.billing_address)
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)
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2023-03-13 14:02:50 +00:00
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party_address, shipping_address = (
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party_details.get(billing_address_field),
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party_details.shipping_address_name,
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)
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party_details["tax_category"] = get_address_tax_category(
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party.get("tax_category"),
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party_address,
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shipping_address if party_type != "Supplier" else party_address,
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)
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if doctype in TRANSACTION_TYPES:
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2023-04-04 12:19:50 +00:00
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# required to set correct region
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frappe.flags.company = company
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2019-12-10 10:25:05 +00:00
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get_regional_address_details(party_details, doctype, company)
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2018-06-05 05:57:53 +00:00
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2023-03-13 14:02:50 +00:00
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return party_address, shipping_address
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2018-12-26 21:11:07 +00:00
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2022-03-28 13:22:46 +00:00
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2018-06-05 05:57:53 +00:00
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@erpnext.allow_regional
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2019-12-10 10:25:05 +00:00
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def get_regional_address_details(party_details, doctype, company):
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2018-06-05 05:57:53 +00:00
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pass
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2014-04-10 13:10:57 +00:00
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2022-03-28 13:22:46 +00:00
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2020-03-31 11:58:43 +00:00
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def set_contact_details(party_details, party, party_type):
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party_details.contact_person = get_default_contact(party_type, party.name)
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2014-04-10 13:10:57 +00:00
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2019-12-10 10:25:05 +00:00
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if not party_details.contact_person:
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party_details.update(
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{
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2015-07-07 11:11:37 +00:00
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"contact_person": None,
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"contact_display": None,
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"contact_email": None,
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"contact_mobile": None,
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"contact_phone": None,
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"contact_designation": None,
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"contact_department": None,
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}
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)
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2015-07-08 12:46:51 +00:00
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else:
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2019-12-10 10:25:05 +00:00
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party_details.update(get_contact_details(party_details.contact_person))
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2014-02-03 10:44:56 +00:00
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|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2019-12-10 10:25:05 +00:00
|
|
|
def set_other_values(party_details, party, party_type):
|
2014-02-03 10:44:56 +00:00
|
|
|
# copy
|
2022-03-07 11:23:59 +00:00
|
|
|
if party_type == "Customer":
|
2016-02-19 05:38:45 +00:00
|
|
|
to_copy = ["customer_name", "customer_group", "territory", "language"]
|
2014-01-28 12:13:10 +00:00
|
|
|
else:
|
2018-04-19 13:07:29 +00:00
|
|
|
to_copy = ["supplier_name", "supplier_group", "language"]
|
2014-02-03 10:44:56 +00:00
|
|
|
for f in to_copy:
|
2019-12-10 10:25:05 +00:00
|
|
|
party_details[f] = party.get(f)
|
2014-04-10 13:10:57 +00:00
|
|
|
|
2014-02-03 10:44:56 +00:00
|
|
|
# fields prepended with default in Customer doctype
|
2015-08-21 09:34:57 +00:00
|
|
|
for f in ["currency"] + (
|
2014-02-03 10:44:56 +00:00
|
|
|
["sales_partner", "commission_rate"] if party_type == "Customer" else []
|
|
|
|
):
|
|
|
|
if party.get("default_" + f):
|
2019-12-10 10:25:05 +00:00
|
|
|
party_details[f] = party.get("default_" + f)
|
2014-02-03 10:44:56 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-17 12:59:44 +00:00
|
|
|
def get_default_price_list(party):
|
|
|
|
"""Return default price list for party (Document object)"""
|
2019-07-03 05:04:31 +00:00
|
|
|
if party.get("default_price_list"):
|
2015-09-17 12:59:44 +00:00
|
|
|
return party.default_price_list
|
|
|
|
|
|
|
|
if party.doctype == "Customer":
|
2022-11-03 08:08:48 +00:00
|
|
|
return frappe.get_cached_value("Customer Group", party.customer_group, "default_price_list")
|
2015-09-17 12:59:44 +00:00
|
|
|
|
|
|
|
|
2019-12-10 10:25:05 +00:00
|
|
|
def set_price_list(party_details, party, party_type, given_price_list, pos=None):
|
2014-04-10 13:10:57 +00:00
|
|
|
# price list
|
2018-12-19 14:26:42 +00:00
|
|
|
price_list = get_permitted_documents("Price List")
|
2020-05-05 06:42:33 +00:00
|
|
|
|
2020-04-14 06:21:48 +00:00
|
|
|
# if there is only one permitted document based on user permissions, set it
|
|
|
|
if price_list and len(price_list) == 1:
|
2018-05-04 12:22:57 +00:00
|
|
|
price_list = price_list[0]
|
2019-01-24 11:45:38 +00:00
|
|
|
elif pos and party_type == "Customer":
|
|
|
|
customer_price_list = frappe.get_value("Customer", party.name, "default_price_list")
|
|
|
|
|
|
|
|
if customer_price_list:
|
|
|
|
price_list = customer_price_list
|
|
|
|
else:
|
2019-01-25 11:14:45 +00:00
|
|
|
pos_price_list = frappe.get_value("POS Profile", pos, "selling_price_list")
|
2019-01-25 06:23:55 +00:00
|
|
|
price_list = pos_price_list or given_price_list
|
2018-05-04 12:22:57 +00:00
|
|
|
else:
|
|
|
|
price_list = get_default_price_list(party) or given_price_list
|
2014-02-03 10:44:56 +00:00
|
|
|
|
|
|
|
if price_list:
|
2019-12-10 10:25:05 +00:00
|
|
|
party_details.price_list_currency = frappe.db.get_value(
|
|
|
|
"Price List", price_list, "currency", cache=True
|
|
|
|
)
|
2014-04-10 13:10:57 +00:00
|
|
|
|
2019-12-10 10:25:05 +00:00
|
|
|
party_details[
|
|
|
|
"selling_price_list" if party.doctype == "Customer" else "buying_price_list"
|
|
|
|
] = price_list
|
2014-04-10 13:10:57 +00:00
|
|
|
|
2014-02-03 10:44:56 +00:00
|
|
|
|
2018-02-16 07:35:21 +00:00
|
|
|
def set_account_and_due_date(
|
|
|
|
party, account, party_type, company, posting_date, bill_date, doctype
|
|
|
|
):
|
2020-07-23 13:21:26 +00:00
|
|
|
if doctype not in ["POS Invoice", "Sales Invoice", "Purchase Invoice"]:
|
2014-02-03 10:44:56 +00:00
|
|
|
# not an invoice
|
|
|
|
return {party_type.lower(): party}
|
2014-04-10 13:10:57 +00:00
|
|
|
|
2014-01-28 12:13:10 +00:00
|
|
|
if party:
|
2015-09-25 10:47:50 +00:00
|
|
|
account = get_party_account(party_type, party, company)
|
2014-01-28 12:13:10 +00:00
|
|
|
|
2014-04-10 13:10:57 +00:00
|
|
|
account_fieldname = "debit_to" if party_type == "Customer" else "credit_to"
|
2014-01-28 12:13:10 +00:00
|
|
|
out = {
|
|
|
|
party_type.lower(): party,
|
|
|
|
account_fieldname: account,
|
2018-02-16 07:35:21 +00:00
|
|
|
"due_date": get_due_date(posting_date, party_type, party, company, bill_date),
|
2014-02-03 10:44:56 +00:00
|
|
|
}
|
2018-02-16 07:35:21 +00:00
|
|
|
|
2014-01-28 12:13:10 +00:00
|
|
|
return out
|
2015-09-18 07:29:51 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2014-09-10 11:41:30 +00:00
|
|
|
@frappe.whitelist()
|
2021-11-12 07:09:30 +00:00
|
|
|
def get_party_account(party_type, party=None, company=None):
|
2015-02-21 09:09:35 +00:00
|
|
|
"""Returns the account for the given `party`.
|
|
|
|
Will first search in party (Customer / Supplier) record, if not found,
|
2018-04-19 13:07:29 +00:00
|
|
|
will search in group (Customer Group / Supplier Group),
|
2015-02-21 09:09:35 +00:00
|
|
|
finally will return default."""
|
2014-01-28 12:13:10 +00:00
|
|
|
if not company:
|
2015-09-25 10:47:50 +00:00
|
|
|
frappe.throw(_("Please select a Company"))
|
2014-01-28 12:13:10 +00:00
|
|
|
|
2021-11-12 07:09:30 +00:00
|
|
|
if not party and party_type in ["Customer", "Supplier"]:
|
|
|
|
default_account_name = (
|
|
|
|
"default_receivable_account" if party_type == "Customer" else "default_payable_account"
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2021-11-12 07:09:30 +00:00
|
|
|
|
|
|
|
return frappe.get_cached_value("Company", company, default_account_name)
|
2017-11-10 13:51:09 +00:00
|
|
|
|
|
|
|
account = frappe.db.get_value(
|
|
|
|
"Party Account", {"parenttype": party_type, "parent": party, "company": company}, "account"
|
|
|
|
)
|
|
|
|
|
|
|
|
if not account and party_type in ["Customer", "Supplier"]:
|
2018-04-19 13:07:29 +00:00
|
|
|
party_group_doctype = "Customer Group" if party_type == "Customer" else "Supplier Group"
|
2018-08-09 05:17:09 +00:00
|
|
|
group = frappe.get_cached_value(party_type, party, scrub(party_group_doctype))
|
2015-02-21 09:09:35 +00:00
|
|
|
account = frappe.db.get_value(
|
|
|
|
"Party Account",
|
2017-11-10 13:51:09 +00:00
|
|
|
{"parenttype": party_group_doctype, "parent": group, "company": company},
|
|
|
|
"account",
|
|
|
|
)
|
|
|
|
|
|
|
|
if not account and party_type in ["Customer", "Supplier"]:
|
|
|
|
default_account_name = (
|
|
|
|
"default_receivable_account" if party_type == "Customer" else "default_payable_account"
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2018-08-08 11:07:31 +00:00
|
|
|
account = frappe.get_cached_value("Company", company, default_account_name)
|
2017-11-10 13:51:09 +00:00
|
|
|
|
|
|
|
existing_gle_currency = get_party_gle_currency(party_type, party, company)
|
|
|
|
if existing_gle_currency:
|
|
|
|
if account:
|
2022-11-03 09:06:48 +00:00
|
|
|
account_currency = frappe.get_cached_value("Account", account, "account_currency")
|
2017-11-10 13:51:09 +00:00
|
|
|
if (account and account_currency != existing_gle_currency) or not account:
|
|
|
|
account = get_party_gle_account(party_type, party, company)
|
|
|
|
|
|
|
|
return account
|
2014-01-28 12:13:10 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2018-09-11 12:10:37 +00:00
|
|
|
@frappe.whitelist()
|
|
|
|
def get_party_bank_account(party_type, party):
|
|
|
|
return frappe.db.get_value(
|
|
|
|
"Bank Account", {"party_type": party_type, "party": party, "is_default": 1}
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2018-09-11 12:10:37 +00:00
|
|
|
|
2015-09-25 10:47:50 +00:00
|
|
|
def get_party_account_currency(party_type, party, company):
|
|
|
|
def generator():
|
|
|
|
party_account = get_party_account(party_type, party, company)
|
2022-11-03 09:06:48 +00:00
|
|
|
return frappe.get_cached_value("Account", party_account, "account_currency")
|
2015-09-25 10:47:50 +00:00
|
|
|
|
|
|
|
return frappe.local_cache("party_account_currency", (party_type, party, company), generator)
|
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-30 11:11:15 +00:00
|
|
|
def get_party_gle_currency(party_type, party, company):
|
|
|
|
def generator():
|
|
|
|
existing_gle_currency = frappe.db.sql(
|
|
|
|
"""select account_currency from `tabGL Entry`
|
|
|
|
where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
|
|
|
|
limit 1""",
|
|
|
|
{"company": company, "party_type": party_type, "party": party},
|
|
|
|
)
|
|
|
|
|
|
|
|
return existing_gle_currency[0][0] if existing_gle_currency else None
|
|
|
|
|
2015-10-22 14:02:56 +00:00
|
|
|
return frappe.local_cache(
|
|
|
|
"party_gle_currency", (party_type, party, company), generator, regenerate_if_none=True
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2017-01-13 13:23:11 +00:00
|
|
|
|
2016-06-28 10:45:58 +00:00
|
|
|
def get_party_gle_account(party_type, party, company):
|
|
|
|
def generator():
|
|
|
|
existing_gle_account = frappe.db.sql(
|
|
|
|
"""select account from `tabGL Entry`
|
|
|
|
where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
|
|
|
|
limit 1""",
|
|
|
|
{"company": company, "party_type": party_type, "party": party},
|
|
|
|
)
|
|
|
|
|
|
|
|
return existing_gle_account[0][0] if existing_gle_account else None
|
|
|
|
|
|
|
|
return frappe.local_cache(
|
|
|
|
"party_gle_account", (party_type, party, company), generator, regenerate_if_none=True
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-30 11:11:15 +00:00
|
|
|
|
2015-10-22 12:24:50 +00:00
|
|
|
def validate_party_gle_currency(party_type, party, company, party_account_currency=None):
|
2015-09-30 11:11:15 +00:00
|
|
|
"""Validate party account currency with existing GL Entry's currency"""
|
2015-10-22 12:24:50 +00:00
|
|
|
if not party_account_currency:
|
|
|
|
party_account_currency = get_party_account_currency(party_type, party, company)
|
|
|
|
|
2015-09-30 11:11:15 +00:00
|
|
|
existing_gle_currency = get_party_gle_currency(party_type, party, company)
|
|
|
|
|
|
|
|
if existing_gle_currency and party_account_currency != existing_gle_currency:
|
2020-03-28 15:47:58 +00:00
|
|
|
frappe.throw(
|
|
|
|
_(
|
|
|
|
"{0} {1} has accounting entries in currency {2} for company {3}. Please select a receivable or payable account with currency {2}."
|
2020-03-30 09:35:20 +00:00
|
|
|
).format(
|
|
|
|
frappe.bold(party_type),
|
|
|
|
frappe.bold(party),
|
|
|
|
frappe.bold(existing_gle_currency),
|
|
|
|
frappe.bold(company),
|
2022-03-28 13:22:46 +00:00
|
|
|
),
|
2020-03-30 09:35:20 +00:00
|
|
|
InvalidAccountCurrency,
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-30 11:11:15 +00:00
|
|
|
|
2015-09-28 09:43:38 +00:00
|
|
|
def validate_party_accounts(doc):
|
2022-02-18 14:35:49 +00:00
|
|
|
from erpnext.controllers.accounts_controller import validate_account_head
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-28 09:43:38 +00:00
|
|
|
companies = []
|
|
|
|
|
|
|
|
for account in doc.get("accounts"):
|
|
|
|
if account.company in companies:
|
2015-10-16 07:37:45 +00:00
|
|
|
frappe.throw(
|
|
|
|
_("There can only be 1 Account per Company in {0} {1}").format(doc.doctype, doc.name),
|
|
|
|
DuplicatePartyAccountError,
|
|
|
|
)
|
2015-09-28 09:43:38 +00:00
|
|
|
else:
|
|
|
|
companies.append(account.company)
|
2015-10-22 12:24:50 +00:00
|
|
|
|
2022-11-03 09:06:48 +00:00
|
|
|
party_account_currency = frappe.get_cached_value("Account", account.account, "account_currency")
|
2019-09-05 09:44:09 +00:00
|
|
|
if frappe.db.get_default("Company"):
|
|
|
|
company_default_currency = frappe.get_cached_value(
|
|
|
|
"Company", frappe.db.get_default("Company"), "default_currency"
|
|
|
|
)
|
|
|
|
else:
|
2022-11-03 08:08:48 +00:00
|
|
|
company_default_currency = frappe.get_cached_value(
|
|
|
|
"Company", account.company, "default_currency"
|
|
|
|
)
|
2015-10-22 12:24:50 +00:00
|
|
|
|
2020-03-28 15:56:16 +00:00
|
|
|
validate_party_gle_currency(doc.doctype, doc.name, account.company, party_account_currency)
|
2015-09-28 09:43:38 +00:00
|
|
|
|
2017-02-01 06:32:08 +00:00
|
|
|
if doc.get("default_currency") and party_account_currency and company_default_currency:
|
2016-03-30 07:54:42 +00:00
|
|
|
if (
|
|
|
|
doc.default_currency != party_account_currency
|
|
|
|
and doc.default_currency != company_default_currency
|
|
|
|
):
|
2017-08-31 15:28:47 +00:00
|
|
|
frappe.throw(
|
|
|
|
_(
|
|
|
|
"Billing currency must be equal to either default company's currency or party account currency"
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2017-08-31 15:28:47 +00:00
|
|
|
|
2022-02-18 14:35:49 +00:00
|
|
|
# validate if account is mapped for same company
|
|
|
|
validate_account_head(account.idx, account.account, account.company)
|
|
|
|
|
2016-03-30 07:54:42 +00:00
|
|
|
|
2015-07-09 11:05:46 +00:00
|
|
|
@frappe.whitelist()
|
2018-02-16 07:35:21 +00:00
|
|
|
def get_due_date(posting_date, party_type, party, company=None, bill_date=None):
|
2017-08-31 15:28:47 +00:00
|
|
|
"""Get due date from `Payment Terms Template`"""
|
2014-01-28 12:13:10 +00:00
|
|
|
due_date = None
|
2018-02-16 07:35:21 +00:00
|
|
|
if (bill_date or posting_date) and party:
|
|
|
|
due_date = bill_date or posting_date
|
2020-10-27 07:48:30 +00:00
|
|
|
template_name = get_payment_terms_template(party, party_type, company)
|
2018-07-13 12:10:48 +00:00
|
|
|
|
2017-08-31 15:28:47 +00:00
|
|
|
if template_name:
|
2018-02-16 07:35:21 +00:00
|
|
|
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
|
|
|
|
"%Y-%m-%d"
|
|
|
|
)
|
2017-09-05 00:15:31 +00:00
|
|
|
else:
|
|
|
|
if party_type == "Supplier":
|
2018-08-09 05:17:09 +00:00
|
|
|
supplier_group = frappe.get_cached_value(party_type, party, "supplier_group")
|
|
|
|
template_name = frappe.get_cached_value("Supplier Group", supplier_group, "payment_terms")
|
2017-09-05 17:11:58 +00:00
|
|
|
if template_name:
|
2018-02-16 07:35:21 +00:00
|
|
|
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
|
|
|
|
"%Y-%m-%d"
|
|
|
|
)
|
|
|
|
# If due date is calculated from bill_date, check this condition
|
|
|
|
if getdate(due_date) < getdate(posting_date):
|
|
|
|
due_date = posting_date
|
2014-04-10 13:10:57 +00:00
|
|
|
return due_date
|
2014-01-28 12:13:10 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2018-02-16 07:35:21 +00:00
|
|
|
def get_due_date_from_template(template_name, posting_date, bill_date):
|
2017-08-31 15:28:47 +00:00
|
|
|
"""
|
|
|
|
Inspects all `Payment Term`s from the a `Payment Terms Template` and returns the due
|
|
|
|
date after considering all the `Payment Term`s requirements.
|
|
|
|
:param template_name: Name of the `Payment Terms Template`
|
|
|
|
:return: String representing the calculated due date
|
|
|
|
"""
|
2018-02-16 07:35:21 +00:00
|
|
|
due_date = getdate(bill_date or posting_date)
|
|
|
|
|
2017-08-31 15:28:47 +00:00
|
|
|
template = frappe.get_doc("Payment Terms Template", template_name)
|
|
|
|
|
|
|
|
for term in template.terms:
|
|
|
|
if term.due_date_based_on == "Day(s) after invoice date":
|
|
|
|
due_date = max(due_date, add_days(due_date, term.credit_days))
|
|
|
|
elif term.due_date_based_on == "Day(s) after the end of the invoice month":
|
|
|
|
due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days))
|
|
|
|
else:
|
2023-02-03 10:30:29 +00:00
|
|
|
due_date = max(due_date, get_last_day(add_months(due_date, term.credit_months)))
|
2017-08-31 15:28:47 +00:00
|
|
|
return due_date
|
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2018-07-18 11:38:16 +00:00
|
|
|
def validate_due_date(
|
|
|
|
posting_date, due_date, party_type, party, company=None, bill_date=None, template_name=None
|
|
|
|
):
|
2015-07-09 11:05:46 +00:00
|
|
|
if getdate(due_date) < getdate(posting_date):
|
2018-11-26 13:12:29 +00:00
|
|
|
frappe.throw(_("Due Date cannot be before Posting / Supplier Invoice Date"))
|
2015-07-09 11:05:46 +00:00
|
|
|
else:
|
2018-07-13 12:10:48 +00:00
|
|
|
if not template_name:
|
|
|
|
return
|
|
|
|
|
2018-07-18 11:38:16 +00:00
|
|
|
default_due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
|
|
|
|
"%Y-%m-%d"
|
|
|
|
)
|
|
|
|
|
2015-09-25 11:02:14 +00:00
|
|
|
if not default_due_date:
|
|
|
|
return
|
|
|
|
|
2015-07-10 11:41:58 +00:00
|
|
|
if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date):
|
2015-07-09 11:05:46 +00:00
|
|
|
is_credit_controller = (
|
|
|
|
frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles()
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2015-07-09 11:05:46 +00:00
|
|
|
if is_credit_controller:
|
|
|
|
msgprint(
|
|
|
|
_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)").format(
|
|
|
|
date_diff(due_date, default_due_date)
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
|
|
|
)
|
2015-07-09 11:05:46 +00:00
|
|
|
else:
|
2017-11-21 14:28:16 +00:00
|
|
|
frappe.throw(
|
|
|
|
_("Due / Reference Date cannot be after {0}").format(formatdate(default_due_date))
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-18 07:29:51 +00:00
|
|
|
|
2015-08-26 05:11:31 +00:00
|
|
|
@frappe.whitelist()
|
2019-09-05 07:31:15 +00:00
|
|
|
def get_address_tax_category(tax_category=None, billing_address=None, shipping_address=None):
|
2018-12-28 20:49:11 +00:00
|
|
|
addr_tax_category_from = frappe.db.get_single_value(
|
|
|
|
"Accounts Settings", "determine_address_tax_category_from"
|
|
|
|
)
|
|
|
|
if addr_tax_category_from == "Shipping Address":
|
|
|
|
if shipping_address:
|
|
|
|
tax_category = frappe.db.get_value("Address", shipping_address, "tax_category") or tax_category
|
|
|
|
else:
|
|
|
|
if billing_address:
|
|
|
|
tax_category = frappe.db.get_value("Address", billing_address, "tax_category") or tax_category
|
|
|
|
|
|
|
|
return cstr(tax_category)
|
2018-12-26 21:11:07 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-08-26 05:11:31 +00:00
|
|
|
@frappe.whitelist()
|
2018-12-26 21:11:07 +00:00
|
|
|
def set_taxes(
|
|
|
|
party,
|
|
|
|
party_type,
|
|
|
|
posting_date,
|
|
|
|
company,
|
|
|
|
customer_group=None,
|
|
|
|
supplier_group=None,
|
|
|
|
tax_category=None,
|
2015-09-11 10:14:06 +00:00
|
|
|
billing_address=None,
|
|
|
|
shipping_address=None,
|
|
|
|
use_for_shopping_cart=None,
|
|
|
|
):
|
2015-08-21 09:34:57 +00:00
|
|
|
from erpnext.accounts.doctype.tax_rule.tax_rule import get_party_details, get_tax_template
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2015-09-23 10:13:09 +00:00
|
|
|
args = {party_type.lower(): party, "company": company}
|
2015-09-18 07:29:51 +00:00
|
|
|
|
2018-12-26 21:11:07 +00:00
|
|
|
if tax_category:
|
|
|
|
args["tax_category"] = tax_category
|
|
|
|
|
2017-09-29 07:51:22 +00:00
|
|
|
if customer_group:
|
|
|
|
args["customer_group"] = customer_group
|
|
|
|
|
2018-04-19 13:07:29 +00:00
|
|
|
if supplier_group:
|
|
|
|
args["supplier_group"] = supplier_group
|
2017-09-29 07:51:22 +00:00
|
|
|
|
2015-08-26 05:11:31 +00:00
|
|
|
if billing_address or shipping_address:
|
2015-09-11 10:14:06 +00:00
|
|
|
args.update(
|
|
|
|
get_party_details(
|
|
|
|
party, party_type, {"billing_address": billing_address, "shipping_address": shipping_address}
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2015-08-26 05:11:31 +00:00
|
|
|
else:
|
|
|
|
args.update(get_party_details(party, party_type))
|
2015-09-18 07:29:51 +00:00
|
|
|
|
2016-04-08 12:06:10 +00:00
|
|
|
if party_type in ("Customer", "Lead"):
|
2015-08-21 09:34:57 +00:00
|
|
|
args.update({"tax_type": "Sales"})
|
2016-04-08 12:06:10 +00:00
|
|
|
|
|
|
|
if party_type == "Lead":
|
|
|
|
args["customer"] = None
|
|
|
|
del args["lead"]
|
2015-08-21 09:34:57 +00:00
|
|
|
else:
|
|
|
|
args.update({"tax_type": "Purchase"})
|
2015-09-18 07:29:51 +00:00
|
|
|
|
2015-09-11 10:14:06 +00:00
|
|
|
if use_for_shopping_cart:
|
|
|
|
args.update({"use_for_shopping_cart": use_for_shopping_cart})
|
2015-09-18 07:29:51 +00:00
|
|
|
|
|
|
|
return get_tax_template(posting_date, args)
|
2016-01-25 12:00:49 +00:00
|
|
|
|
2017-08-31 12:44:57 +00:00
|
|
|
|
|
|
|
@frappe.whitelist()
|
2020-10-27 07:48:30 +00:00
|
|
|
def get_payment_terms_template(party_name, party_type, company=None):
|
2018-01-29 10:37:21 +00:00
|
|
|
if party_type not in ("Customer", "Supplier"):
|
|
|
|
return
|
2017-08-31 12:44:57 +00:00
|
|
|
template = None
|
2018-01-29 10:37:21 +00:00
|
|
|
if party_type == "Customer":
|
2018-08-09 05:17:09 +00:00
|
|
|
customer = frappe.get_cached_value(
|
2018-01-29 10:37:21 +00:00
|
|
|
"Customer", party_name, fieldname=["payment_terms", "customer_group"], as_dict=1
|
|
|
|
)
|
|
|
|
template = customer.payment_terms
|
|
|
|
|
|
|
|
if not template and customer.customer_group:
|
2018-08-09 05:17:09 +00:00
|
|
|
template = frappe.get_cached_value("Customer Group", customer.customer_group, "payment_terms")
|
2018-01-29 10:37:21 +00:00
|
|
|
else:
|
2018-08-09 05:17:09 +00:00
|
|
|
supplier = frappe.get_cached_value(
|
2018-04-19 13:07:29 +00:00
|
|
|
"Supplier", party_name, fieldname=["payment_terms", "supplier_group"], as_dict=1
|
|
|
|
)
|
2018-01-29 10:37:21 +00:00
|
|
|
template = supplier.payment_terms
|
2018-04-19 13:07:29 +00:00
|
|
|
if not template and supplier.supplier_group:
|
2018-08-09 05:17:09 +00:00
|
|
|
template = frappe.get_cached_value("Supplier Group", supplier.supplier_group, "payment_terms")
|
2018-01-29 10:37:21 +00:00
|
|
|
|
|
|
|
if not template and company:
|
2018-08-08 11:07:31 +00:00
|
|
|
template = frappe.get_cached_value("Company", company, fieldname="payment_terms")
|
2018-01-29 10:37:21 +00:00
|
|
|
return template
|
2017-08-31 12:44:57 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2016-01-26 09:26:52 +00:00
|
|
|
def validate_party_frozen_disabled(party_type, party_name):
|
2021-07-30 11:00:18 +00:00
|
|
|
|
|
|
|
if frappe.flags.ignore_party_validation:
|
|
|
|
return
|
|
|
|
|
2016-01-26 08:27:06 +00:00
|
|
|
if party_type and party_name:
|
2017-01-30 09:45:58 +00:00
|
|
|
if party_type in ("Customer", "Supplier"):
|
2018-08-09 05:17:09 +00:00
|
|
|
party = frappe.get_cached_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True)
|
2019-10-20 12:06:36 +00:00
|
|
|
if party.disabled:
|
|
|
|
frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled)
|
|
|
|
elif party.get("is_frozen"):
|
2018-08-09 05:17:09 +00:00
|
|
|
frozen_accounts_modifier = frappe.db.get_single_value(
|
|
|
|
"Accounts Settings", "frozen_accounts_modifier"
|
|
|
|
)
|
2017-01-30 09:45:58 +00:00
|
|
|
if not frozen_accounts_modifier in frappe.get_roles():
|
|
|
|
frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen)
|
|
|
|
|
|
|
|
elif party_type == "Employee":
|
2021-06-12 08:03:21 +00:00
|
|
|
if frappe.db.get_value("Employee", party_name, "status") != "Active":
|
2017-04-11 10:25:34 +00:00
|
|
|
frappe.msgprint(_("{0} {1} is not active").format(party_type, party_name), alert=True)
|
2016-04-14 12:00:40 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2016-04-14 12:00:40 +00:00
|
|
|
def get_timeline_data(doctype, name):
|
|
|
|
"""returns timeline data for the past one year"""
|
|
|
|
from frappe.desk.form.load import get_communication_data
|
2017-02-16 07:42:29 +00:00
|
|
|
|
|
|
|
out = {}
|
2020-05-05 06:42:33 +00:00
|
|
|
fields = "creation, count(*)"
|
2018-05-30 06:26:23 +00:00
|
|
|
after = add_years(None, -1).strftime("%Y-%m-%d")
|
2020-05-05 06:42:33 +00:00
|
|
|
group_by = "group by Date(creation)"
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2020-05-05 06:42:33 +00:00
|
|
|
data = get_communication_data(
|
|
|
|
doctype,
|
|
|
|
name,
|
|
|
|
after=after,
|
|
|
|
group_by="group by creation",
|
|
|
|
fields="C.creation as creation, count(C.name)",
|
|
|
|
as_dict=False,
|
|
|
|
)
|
2018-05-30 06:26:23 +00:00
|
|
|
|
|
|
|
# fetch and append data from Activity Log
|
|
|
|
data += frappe.db.sql(
|
|
|
|
"""select {fields}
|
|
|
|
from `tabActivity Log`
|
2020-05-05 06:42:33 +00:00
|
|
|
where (reference_doctype=%(doctype)s and reference_name=%(name)s)
|
|
|
|
or (timeline_doctype in (%(doctype)s) and timeline_name=%(name)s)
|
|
|
|
or (reference_doctype in ("Quotation", "Opportunity") and timeline_name=%(name)s)
|
2018-05-30 06:26:23 +00:00
|
|
|
and status!='Success' and creation > {after}
|
|
|
|
{group_by} order by creation desc
|
2020-05-05 06:42:33 +00:00
|
|
|
""".format(
|
|
|
|
fields=fields, group_by=group_by, after=after
|
|
|
|
),
|
|
|
|
{"doctype": doctype, "name": name},
|
|
|
|
as_dict=False,
|
|
|
|
)
|
2017-02-16 07:42:29 +00:00
|
|
|
|
|
|
|
timeline_items = dict(data)
|
|
|
|
|
2018-02-13 09:12:40 +00:00
|
|
|
for date, count in timeline_items.items():
|
2017-02-16 07:42:29 +00:00
|
|
|
timestamp = get_timestamp(date)
|
|
|
|
out.update({timestamp: count})
|
|
|
|
|
2017-05-24 07:11:14 +00:00
|
|
|
return out
|
2017-06-22 11:07:04 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2018-12-25 10:36:19 +00:00
|
|
|
def get_dashboard_info(party_type, party, loyalty_program=None):
|
2017-05-24 07:11:14 +00:00
|
|
|
current_fiscal_year = get_fiscal_year(nowdate(), as_dict=True)
|
2017-06-22 11:07:04 +00:00
|
|
|
|
2017-05-24 07:11:14 +00:00
|
|
|
doctype = "Sales Invoice" if party_type == "Customer" else "Purchase Invoice"
|
2017-06-22 11:07:04 +00:00
|
|
|
|
2018-11-29 10:54:28 +00:00
|
|
|
companies = frappe.get_all(
|
|
|
|
doctype, filters={"docstatus": 1, party_type.lower(): party}, distinct=1, fields=["company"]
|
|
|
|
)
|
2018-11-23 04:47:28 +00:00
|
|
|
|
|
|
|
company_wise_info = []
|
|
|
|
|
2018-11-29 10:54:28 +00:00
|
|
|
company_wise_grand_total = frappe.get_all(
|
|
|
|
doctype,
|
|
|
|
filters={
|
|
|
|
"docstatus": 1,
|
|
|
|
party_type.lower(): party,
|
|
|
|
"posting_date": (
|
|
|
|
"between",
|
|
|
|
[current_fiscal_year.year_start_date, current_fiscal_year.year_end_date],
|
2022-03-28 13:22:46 +00:00
|
|
|
),
|
2018-11-29 10:54:28 +00:00
|
|
|
},
|
|
|
|
group_by="company",
|
|
|
|
fields=[
|
|
|
|
"company",
|
|
|
|
"sum(grand_total) as grand_total",
|
|
|
|
"sum(base_grand_total) as base_grand_total",
|
2022-03-28 13:22:46 +00:00
|
|
|
],
|
2018-11-29 10:54:28 +00:00
|
|
|
)
|
2018-11-27 09:34:12 +00:00
|
|
|
|
2018-12-26 05:31:02 +00:00
|
|
|
loyalty_point_details = []
|
|
|
|
|
2018-12-25 10:36:19 +00:00
|
|
|
if party_type == "Customer":
|
|
|
|
loyalty_point_details = frappe._dict(
|
|
|
|
frappe.get_all(
|
|
|
|
"Loyalty Point Entry",
|
|
|
|
filters={
|
|
|
|
"customer": party,
|
|
|
|
"expiry_date": (">=", getdate()),
|
|
|
|
},
|
|
|
|
group_by="company",
|
|
|
|
fields=["company", "sum(loyalty_points) as loyalty_points"],
|
|
|
|
as_list=1,
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2018-12-25 10:36:19 +00:00
|
|
|
|
2018-11-27 09:34:12 +00:00
|
|
|
company_wise_billing_this_year = frappe._dict()
|
|
|
|
|
|
|
|
for d in company_wise_grand_total:
|
|
|
|
company_wise_billing_this_year.setdefault(
|
|
|
|
d.company, {"grand_total": d.grand_total, "base_grand_total": d.base_grand_total}
|
|
|
|
)
|
2017-06-22 11:07:04 +00:00
|
|
|
|
2018-11-23 04:47:28 +00:00
|
|
|
company_wise_total_unpaid = frappe._dict(
|
|
|
|
frappe.db.sql(
|
|
|
|
"""
|
|
|
|
select company, sum(debit_in_account_currency) - sum(credit_in_account_currency)
|
2017-05-24 07:31:26 +00:00
|
|
|
from `tabGL Entry`
|
2018-11-23 04:47:28 +00:00
|
|
|
where party_type = %s and party=%s
|
2021-06-28 05:54:32 +00:00
|
|
|
and is_cancelled = 0
|
2018-11-23 04:47:28 +00:00
|
|
|
group by company""",
|
|
|
|
(party_type, party),
|
|
|
|
)
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2018-11-23 04:47:28 +00:00
|
|
|
|
|
|
|
for d in companies:
|
2022-11-03 08:08:48 +00:00
|
|
|
company_default_currency = frappe.get_cached_value("Company", d.company, "default_currency")
|
2018-11-23 04:47:28 +00:00
|
|
|
party_account_currency = get_party_account_currency(party_type, party, d.company)
|
|
|
|
|
|
|
|
if party_account_currency == company_default_currency:
|
2018-11-27 09:34:12 +00:00
|
|
|
billing_this_year = flt(
|
|
|
|
company_wise_billing_this_year.get(d.company, {}).get("base_grand_total")
|
2022-03-28 13:22:46 +00:00
|
|
|
)
|
2018-11-23 04:47:28 +00:00
|
|
|
else:
|
2018-11-27 09:34:12 +00:00
|
|
|
billing_this_year = flt(company_wise_billing_this_year.get(d.company, {}).get("grand_total"))
|
2018-11-23 04:47:28 +00:00
|
|
|
|
|
|
|
total_unpaid = flt(company_wise_total_unpaid.get(d.company))
|
|
|
|
|
2018-12-25 10:36:19 +00:00
|
|
|
if loyalty_point_details:
|
|
|
|
loyalty_points = loyalty_point_details.get(d.company)
|
|
|
|
|
2018-11-23 04:47:28 +00:00
|
|
|
info = {}
|
|
|
|
info["billing_this_year"] = flt(billing_this_year) if billing_this_year else 0
|
|
|
|
info["currency"] = party_account_currency
|
|
|
|
info["total_unpaid"] = flt(total_unpaid) if total_unpaid else 0
|
|
|
|
info["company"] = d.company
|
|
|
|
|
2018-12-25 10:36:19 +00:00
|
|
|
if party_type == "Customer" and loyalty_point_details:
|
|
|
|
info["loyalty_points"] = loyalty_points
|
|
|
|
|
2018-11-23 04:47:28 +00:00
|
|
|
if party_type == "Supplier":
|
|
|
|
info["total_unpaid"] = -1 * info["total_unpaid"]
|
2017-05-24 07:11:14 +00:00
|
|
|
|
2018-11-23 04:47:28 +00:00
|
|
|
company_wise_info.append(info)
|
2017-06-22 11:07:04 +00:00
|
|
|
|
2018-11-23 04:47:28 +00:00
|
|
|
return company_wise_info
|
2017-10-25 06:54:34 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2017-10-25 06:54:34 +00:00
|
|
|
def get_party_shipping_address(doctype, name):
|
|
|
|
"""
|
|
|
|
Returns an Address name (best guess) for the given doctype and name for which `address_type == 'Shipping'` is true.
|
|
|
|
and/or `is_shipping_address = 1`.
|
|
|
|
|
|
|
|
It returns an empty string if there is no matching record.
|
|
|
|
|
|
|
|
:param doctype: Party Doctype
|
|
|
|
:param name: Party name
|
|
|
|
:return: String
|
|
|
|
"""
|
|
|
|
out = frappe.db.sql(
|
|
|
|
"SELECT dl.parent "
|
|
|
|
"from `tabDynamic Link` dl join `tabAddress` ta on dl.parent=ta.name "
|
|
|
|
"where "
|
|
|
|
"dl.link_doctype=%s "
|
|
|
|
"and dl.link_name=%s "
|
2022-04-24 14:47:17 +00:00
|
|
|
"and dl.parenttype='Address' "
|
2018-12-10 12:15:39 +00:00
|
|
|
"and ifnull(ta.disabled, 0) = 0 and"
|
2022-04-24 14:47:17 +00:00
|
|
|
"(ta.address_type='Shipping' or ta.is_shipping_address=1) "
|
2017-10-25 06:54:34 +00:00
|
|
|
"order by ta.is_shipping_address desc, ta.address_type desc limit 1",
|
|
|
|
(doctype, name),
|
|
|
|
)
|
|
|
|
if out:
|
|
|
|
return out[0][0]
|
|
|
|
else:
|
|
|
|
return ""
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2019-01-15 12:08:31 +00:00
|
|
|
|
2020-05-27 07:16:12 +00:00
|
|
|
def get_partywise_advanced_payment_amount(
|
2023-05-29 03:53:40 +00:00
|
|
|
party_type, posting_date=None, future_payment=0, company=None, party=None
|
2020-05-27 07:16:12 +00:00
|
|
|
):
|
2019-03-25 10:07:25 +00:00
|
|
|
cond = "1=1"
|
|
|
|
if posting_date:
|
2020-05-27 07:16:12 +00:00
|
|
|
if future_payment:
|
2023-05-29 03:53:40 +00:00
|
|
|
cond = "(posting_date <= '{0}' OR DATE(creation) <= '{0}')" "".format(posting_date)
|
2020-05-27 07:16:12 +00:00
|
|
|
else:
|
2021-03-02 04:20:03 +00:00
|
|
|
cond = "posting_date <= '{0}'".format(posting_date)
|
2020-05-27 07:16:12 +00:00
|
|
|
|
2020-05-01 12:45:13 +00:00
|
|
|
if company:
|
2021-03-02 04:20:03 +00:00
|
|
|
cond += "and company = {0}".format(frappe.db.escape(company))
|
2019-03-25 10:07:25 +00:00
|
|
|
|
2023-05-29 03:53:40 +00:00
|
|
|
if party:
|
|
|
|
cond += "and party = {0}".format(frappe.db.escape(party))
|
|
|
|
|
2021-03-02 04:20:03 +00:00
|
|
|
data = frappe.db.sql(
|
|
|
|
""" SELECT party, sum({0}) as amount
|
|
|
|
FROM `tabGL Entry`
|
2019-03-19 09:36:01 +00:00
|
|
|
WHERE
|
2021-03-02 04:20:03 +00:00
|
|
|
party_type = %s and against_voucher is null
|
|
|
|
and is_cancelled = 0
|
|
|
|
and {1} GROUP BY party""".format(
|
2019-03-25 10:07:25 +00:00
|
|
|
("credit") if party_type == "Customer" else "debit", cond
|
2022-03-28 13:22:46 +00:00
|
|
|
),
|
2019-03-25 10:07:25 +00:00
|
|
|
party_type,
|
|
|
|
)
|
2019-01-15 12:08:31 +00:00
|
|
|
if data:
|
2019-09-05 09:44:09 +00:00
|
|
|
return frappe._dict(data)
|
2019-11-18 09:00:07 +00:00
|
|
|
|
2022-03-28 13:22:46 +00:00
|
|
|
|
2020-03-31 11:58:43 +00:00
|
|
|
def get_default_contact(doctype, name):
|
|
|
|
"""
|
2019-11-18 09:00:07 +00:00
|
|
|
Returns default contact for the given doctype and name.
|
|
|
|
Can be ordered by `contact_type` to either is_primary_contact or is_billing_contact.
|
|
|
|
"""
|
|
|
|
out = frappe.db.sql(
|
|
|
|
"""
|
|
|
|
SELECT dl.parent, c.is_primary_contact, c.is_billing_contact
|
|
|
|
FROM `tabDynamic Link` dl
|
2022-04-24 14:35:36 +00:00
|
|
|
INNER JOIN `tabContact` c ON c.name = dl.parent
|
2020-03-31 11:58:43 +00:00
|
|
|
WHERE
|
2019-11-18 09:00:07 +00:00
|
|
|
dl.link_doctype=%s AND
|
|
|
|
dl.link_name=%s AND
|
2022-04-24 14:35:36 +00:00
|
|
|
dl.parenttype = 'Contact'
|
2020-03-31 11:58:43 +00:00
|
|
|
ORDER BY is_primary_contact DESC, is_billing_contact DESC
|
2019-11-18 09:00:07 +00:00
|
|
|
""",
|
|
|
|
(doctype, name),
|
|
|
|
)
|
|
|
|
if out:
|
|
|
|
try:
|
|
|
|
return out[0][0]
|
2021-09-01 09:10:56 +00:00
|
|
|
except Exception:
|
2019-11-18 09:00:07 +00:00
|
|
|
return None
|
|
|
|
else:
|
2020-04-14 06:21:48 +00:00
|
|
|
return None
|
2022-05-25 10:12:47 +00:00
|
|
|
|
|
|
|
|
|
|
|
def add_party_account(party_type, party, company, account):
|
|
|
|
doc = frappe.get_doc(party_type, party)
|
|
|
|
account_exists = False
|
|
|
|
for d in doc.get("accounts"):
|
|
|
|
if d.account == account:
|
|
|
|
account_exists = True
|
|
|
|
|
|
|
|
if not account_exists:
|
|
|
|
accounts = {"company": company, "account": account}
|
|
|
|
|
|
|
|
doc.append("accounts", accounts)
|
|
|
|
|
|
|
|
doc.save()
|